Banktivity

Banktivity

Proactive Money Management

开发者: IGG Software, Inc

中国
APP ID 复制
1480779512
分类
价格
免费
内购
0个评分
财务(免费)
昨日下载量
最近更新
2024-10-24
最早发布
2020-10-26
版本统计
  • 24天15小时

    最新版本上线距今

  • 17

    近1年版本更新次数

  • 2020-10-26

    全球最早版本上线日期

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  • 版本: 9.5.3

    版本更新日期

    2024-10-24

    Banktivity

    Banktivity

    Proactive Money Management

    更新日志

    Thanks for using Banktivity. Just a small update today that improves offline behavior and fixes some issues with Salt Edge connections.

    视频/截图

    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图

    应用描述

    Make the Most of Your Money with Banktivity

    The key to reaching all your financial goals comes down to one simple idea:
    Proactive Money Management.

    Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


    BANKTIVITY BRINGS IT ALL TOGETHER

    The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

    Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


    BANKTIVITY GIVES YOU THE BIG PICTURE

    Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. You’ll easily track, categorize, tag, reconcile and manage every transaction. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you.

    It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

    BUILD SAVINGS WITH BANKTIVITY BUDGETING

    Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

    Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

    BANKTIVITY REPORTS

    Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


    BANKTIVITY SIMPLIFIES INVESTING

    Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

    Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


    BANKTIVITY’S WITH YOU ON THE GO

    No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

    Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

    It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!
  • 版本: 9.5.2

    版本更新日期

    2024-10-16

    Banktivity

    Banktivity

    Proactive Money Management

    更新日志

    Thanks for using Banktivity! We have a nice update today:
    - Fixed crash with some security calculations
    - Fixed potential redirect issue with Salt Edge connections
    - Removed references to IEX as we no longer use them
    - Fixed issue where deleted Apple Card transactions would come back
    - Fixed some frustrations with statements

    视频/截图

    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图

    应用描述

    Make the Most of Your Money with Banktivity

    The key to reaching all your financial goals comes down to one simple idea:
    Proactive Money Management.

    Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


    BANKTIVITY BRINGS IT ALL TOGETHER

    The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

    Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


    BANKTIVITY GIVES YOU THE BIG PICTURE

    Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. You’ll easily track, categorize, tag, reconcile and manage every transaction. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you.

    It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

    BUILD SAVINGS WITH BANKTIVITY BUDGETING

    Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

    Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

    BANKTIVITY REPORTS

    Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


    BANKTIVITY SIMPLIFIES INVESTING

    Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

    Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


    BANKTIVITY’S WITH YOU ON THE GO

    No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

    Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

    It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!
  • 版本: 9.5.1

    版本更新日期

    2024-10-01

    Banktivity

    Banktivity

    Proactive Money Management

    更新日志

    Hi, thanks for using Banktivity. This version fixes an issue with editing the memo/tags on transactions.

    视频/截图

    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图

    应用描述

    Make the Most of Your Money with Banktivity

    The key to reaching all your financial goals comes down to one simple idea:
    Proactive Money Management.

    Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


    BANKTIVITY BRINGS IT ALL TOGETHER

    The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

    Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


    BANKTIVITY GIVES YOU THE BIG PICTURE

    Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. You’ll easily track, categorize, tag, reconcile and manage every transaction. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you.

    It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

    BUILD SAVINGS WITH BANKTIVITY BUDGETING

    Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

    Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

    BANKTIVITY REPORTS

    Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


    BANKTIVITY SIMPLIFIES INVESTING

    Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

    Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


    BANKTIVITY’S WITH YOU ON THE GO

    No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

    Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

    It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!
  • 版本: 9.5

    版本更新日期

    2024-09-30

    Banktivity

    Banktivity

    Proactive Money Management

    更新日志

    Thanks for using Banktivity! We got a great release for you today:
    - Can now import Apple Card transactions
    - It's now easier to set up bank connections using Plaid
    - New app icon
    - You can now set a default investment income category for each account
    - Transactions deleted after import will no longer come back when that account refreshes
    - Reinvested dividend amounts now appear in light gray and italics in the register
    - Withdrawal amounts appear red more consistently in the app
    - Fixed issue where certain security symbols wouldn't reach the server
    - Better support for cut/copy/paste in the amount fields
    - Removed CSV import for Apple Card
    - Fixed issue where in-app purchase flow could eat an error

    视频/截图

    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图

    应用描述

    Make the Most of Your Money with Banktivity

    The key to reaching all your financial goals comes down to one simple idea:
    Proactive Money Management.

    Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


    BANKTIVITY BRINGS IT ALL TOGETHER

    The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

    Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


    BANKTIVITY GIVES YOU THE BIG PICTURE

    Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. You’ll easily track, categorize, tag, reconcile and manage every transaction. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you.

    It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

    BUILD SAVINGS WITH BANKTIVITY BUDGETING

    Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

    Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

    BANKTIVITY REPORTS

    Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


    BANKTIVITY SIMPLIFIES INVESTING

    Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

    Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


    BANKTIVITY’S WITH YOU ON THE GO

    No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

    Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

    It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!
  • 版本: 9.2.12

    版本更新日期

    2024-07-11

    Banktivity

    Banktivity

    Proactive Money Management

    更新日志

    Thanks for using Banktivity. Here is what is new in this version:
    - Fixed a bad crasher that snuck in to the last version

    视频/截图

    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图

    应用描述

    Make the Most of Your Money with Banktivity

    The key to reaching all your financial goals comes down to one simple idea:
    Proactive Money Management.

    Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


    BANKTIVITY BRINGS IT ALL TOGETHER

    The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

    Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


    BANKTIVITY GIVES YOU THE BIG PICTURE

    Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. You’ll easily track, categorize, tag, reconcile and manage every transaction. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you.

    It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

    BUILD SAVINGS WITH BANKTIVITY BUDGETING

    Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

    Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

    BANKTIVITY REPORTS

    Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


    BANKTIVITY SIMPLIFIES INVESTING

    Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

    Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


    BANKTIVITY’S WITH YOU ON THE GO

    No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

    Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

    It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!
  • 版本: 9.2.11

    版本更新日期

    2024-07-10

    Banktivity

    Banktivity

    Proactive Money Management

    更新日志

    Thanks for using Banktivity! Here is what is new in this build:
    - Improved the number entry keypad
    - Improved Plaid bank connection wording for when we detect possible duplicate credentials

    视频/截图

    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图

    应用描述

    Make the Most of Your Money with Banktivity

    The key to reaching all your financial goals comes down to one simple idea:
    Proactive Money Management.

    Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


    BANKTIVITY BRINGS IT ALL TOGETHER

    The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

    Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


    BANKTIVITY GIVES YOU THE BIG PICTURE

    Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. You’ll easily track, categorize, tag, reconcile and manage every transaction. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you.

    It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

    BUILD SAVINGS WITH BANKTIVITY BUDGETING

    Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

    Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

    BANKTIVITY REPORTS

    Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


    BANKTIVITY SIMPLIFIES INVESTING

    Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

    Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


    BANKTIVITY’S WITH YOU ON THE GO

    No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

    Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

    It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!
  • 版本: 9.2.10

    版本更新日期

    2024-07-01

    Banktivity

    Banktivity

    Proactive Money Management

    更新日志

    Thanks for using Banktivity. Here is what is new in this release:
    - Fixed an issue with entering and editing investment transactions where commission could get incorrectly autofilled

    应用描述

    暂无应用描述数据

  • 版本: 9.2.9

    版本更新日期

    2024-06-03

    Banktivity

    Banktivity

    Proactive Money Management

    更新日志

    Thanks for using Banktivity. This build fixes one issue that could arise when editing and syncing Move Shares In transaction types.

    视频/截图

    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图

    应用描述

    Make the Most of Your Money with Banktivity

    The key to reaching all your financial goals comes down to one simple idea:
    Proactive Money Management.

    Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


    BANKTIVITY BRINGS IT ALL TOGETHER

    The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

    Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


    BANKTIVITY GIVES YOU THE BIG PICTURE

    Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. You’ll easily track, categorize, tag, reconcile and manage every transaction. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you.

    It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

    BUILD SAVINGS WITH BANKTIVITY BUDGETING

    Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

    Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

    BANKTIVITY REPORTS

    Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


    BANKTIVITY SIMPLIFIES INVESTING

    Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

    Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


    BANKTIVITY’S WITH YOU ON THE GO

    No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

    Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

    It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!
  • 版本: 9.2.8

    版本更新日期

    2024-05-29

    Banktivity

    Banktivity

    Proactive Money Management

    更新日志

    Thanks for using Banktivity! We have some good improvements and fixes in this version:
    - More layout options for the amount keyboard
    - Fixed issue with cash flow details for parent/sub-categories in envelope budgets
    - Fixed issue that could result in multiple security prices appearing on the same day
    - Improved connecting Plaid accounts when some meta data is missing
    - Fixed rare issue where stock options could incorrectly import as bonds
    - Fixed issue where interest income could come in as an expense
    - Fixed spelling error, oops
    - Minor Salt Edge importing improvements
    - Fixed crash with changing currency

    视频/截图

    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图
    Banktivity App 截图

    应用描述

    Make the Most of Your Money with Banktivity

    The key to reaching all your financial goals comes down to one simple idea:
    Proactive Money Management.

    Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


    BANKTIVITY BRINGS IT ALL TOGETHER

    The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

    Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


    BANKTIVITY GIVES YOU THE BIG PICTURE

    Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. You’ll easily track, categorize, tag, reconcile and manage every transaction. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you.

    It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

    BUILD SAVINGS WITH BANKTIVITY BUDGETING

    Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

    Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

    BANKTIVITY REPORTS

    Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


    BANKTIVITY SIMPLIFIES INVESTING

    Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

    Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


    BANKTIVITY’S WITH YOU ON THE GO

    No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

    Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

    It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!
  • 版本: 9.2.7

    版本更新日期

    2024-05-02

    Banktivity

    Banktivity

    Proactive Money Management

    更新日志

    We have a nice update for you today! Here is what is new:
    - New amount entry keyboard
    - Support for the mini-keyboard on iPad
    - Fixed issue with USD incorrectly appearing sometimes when listing prices outside the US
    - Fixed issue with projected amounts in account summary screen

    应用描述

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