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Quicken is the personal finance software of choice for Windows users, but what if you’re a Mac person? Should be the easy answer, but it’s completely different from the Windows version, and many users have found it to be a nonstarter. That’s where Banktivity 7 by IGG Software steps in.
Banktivity used to be called “iBank.” But in early 2016, IGG software renamed it. In this review, we’ll check out the updates that have been made for the release of the app’s seventh edition. And we’ll compare it to what I still consider the gold standard among personal finance applications:. ( Note: If you still want to try to run Quicken on your Mac, I recommend using.) Banktivity Features. Price $64.99 Budgeting Bill Payment Investment Tracking Access Macintosh, iOS App, Apple Watch Credit Score Monitoring Bill Management Retirement Planning Tax Reporting Reconcile Transactions Currency Support Multiple Custom Categories Two-Factor Authentication Import QFX, QIF Files Online Synchronization Promotions Exclusive Expand All Features • Calendar View (New) — You asked for it, and Banktivity delivered.
View your posted and upcoming scheduled transactions on a handy calendar. • Mojave Dark Mode (New) — You can use Banktivity 7 in Mojave’s dark mode, which makes for a very sophisticated and attractive user experience. • Customizable Summary View (New) — Choose which accounts you want to see and which accounts you don’t want to see in the Summary view. • Synchronization With Zillow (New) — When you have a Direct Access subscription, you can integrate the Zillow estimates of your property values. • Tagging — Allows you to track spending across multiple categories for events such as a vacation. • Workspaces — Access side-by-side windows that allow you to work in multiple parts of Banktivity at the same time. • Quick Reports — Drag and drop to create an instant report of your finances.
• Direct Access — Connect to more banks than ever. This is done via. But this service isn’t free. Best auto tune software for mac. A one-year subscription is $44.99.
A 90-day subscription is $13.99. A 30-day subscription is $5.99. A free 30-day trial is available. • Budgeting — In an improvement on the previous version, you can build savings, track spending, monitor daily progress, incorporate scheduled income and bills, compare goals vs.
Results, and sync your budgets to Banktivity for iPad. • One-Button Update — Similar to what’s offered in Quicken, you can now download all financial transactions with one click. • Improved Investing Tools — Enhanced investment support for bonds and options.
• Setup Assistant — Making it easier to import from other applications. • Prevent Duplicate Download Transactions — Superior elimination of duplicate transactions from bank downloads.
• iPad Synchronization — Sync scheduled transactions. • Improved Speed — Better use of import rules to speed categorization. • Better Categorization — The ability to categorize investment transactions. What Is Banktivity? Banktivity is personal finance software for Macintosh users. Created by IGG Software, it helps users pay bills online, track their spending patterns and maintain a budget.
It’s a good alternative to Quicken if you’ve got an Apple-centric household with a Macintosh computer and “i” mobile devices. Converting From Quicken I’m a longtime user of Quicken for Windows.
To test Banktivity, I exported a QIF file of my current data from Quicken. I suspect many people will do this, so I tested this part out extensively.
In its fifth version, Banktivity added a setup assistant, which makes the import process much easier than previously. Banktivity requires the latest macOS — 10.13 or newer.
If you have an older Macintosh, you won’t be able to use Banktivity. I was surprised by how painless the conversion from my Quicken for Windows file was. I had a few minor issues in account categorization, but that was it. I don’t use Quicken for Mac regularly, so I wasn’t able to test this feature. I suspect the import process is similar and just as easy. Unfortunately, all of the online download account information is not passed to the QIF file. You must manually set up each account within Banktivity.
Most of my 52-plus accounts are set up to download. It can be a long, tedious process to set up each one. Mind you, this isn’t the fault of IGG Software. Rather, the limitation is in the QIF file format (which was developed by Quicken), and security reasons require this setup. When using Banktivity with any bank that requires a direct connection for synchronization, you must create an account with IGG Software. The direct connection service is in addition to purchasing the software.