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About

Banktivity gives you the power to finally take complete control of your finances. Immediate, long-term and everything in between! With our easy set-up, you’ll soon have the most complete and accurate picture of your finances. You’ll always know what’s coming in and what’s going out. Banktivity removes all the guesswork and keeps you on track to achieving your goals. Banktivity incorporates time-tested budgeting principles and methods to help you reach your financial goals. Take on life’s major financial milestones – plan for retirement, save for education, pay down credit card debt and more.

About

Instantly see your totals for all your different account types and dig in to check the balances of any account you want. Track your short-term and long-term changes by account type to see your progress in cash, investments, property value and more. Get a complete view of your income, bills and transactions in one place. NerdWallet helps you know how much you have — and exactly how you’re spending it. Discover the insights you need to make the most of your money. Start with the big picture and see all your financial accounts on one screen. Or zoom in on the details of your cash flow, expenses, credit score and net worth. Plus, get Nerd-approved tips to build it all. Learn ways to keep building – whether it’s increasing your credit utilization or paying your bills earlier, and more. Discover ways to optimize your spending and see when something’s off.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone searching for a proactive money management application

Audience

Businesses searching for a Personal Finance solution to track money and credit

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5 per month
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Overall 2.0 / 5
ease 2.0 / 5
features 3.0 / 5
design 2.0 / 5
support 1.0 / 5

Reviews/Ratings

Overall 2.5 / 5
ease 4.0 / 5
features 4.0 / 5
design 3.0 / 5
support 2.0 / 5

Pros & Cons from Real Users

Pros

  • Seems simple at the start.
  • Intuitive interface. Great graphics. Gives multiple presentations of you financial situation. You own, not rent, the software.

Cons

  • But in the 8 years I've had it the tool has failed to automate categories for transactions. This should be blindingly simple and bread n butter for any finance software. Ive tried customer services a dozen times with every 'online chat' ending in failure and frustration. If they just had a telephone Helpdesk you could actually tap;k to instead of countless 'share screen' 'screen grab and send' followed by delay, change off shift and failure. I even tried on X to get some enthusiasm for a one to one tutor/help at my cost. But no. A dud - and I'm off. One very frustrated potential customer lost
  • Dose not do well when downloading from your financial institutions - especially credit cards.

Pros & Cons from Real Users

Pros

  • It is easy to use and navigate. It is an almost satisfactory replacement of Mint. If you’re looking for one place to combine your financial life in one place, NerdWallet deserves your attention. I’m not going to tell you its features, you can easily find that info by doing a web search. It uses Plaid as its banking API. In my experience, Plaid is more reliable the Empower’s Yodlee API. I also use Empower.
  • NEVER GIVE NERDWALLET YOUR PERSONAL INFORMATION!!!! I went on NerdWallet looking for a bank to refinance my car. I got flooded with calls texts and emails from banks I never heard of. All of them were ridiculous offers and the calls were relentless. They did so many credit checks that it had a major impact on my credit score.

Cons

  • NerdWallet has pretty much stopped supporting its Desktop version in favor of its app. The app is fine but you’re reading on your phone, not a desktop. Data updates at a reasonable cadence except for the credit reporting function. I think many credit bureaus report daily (Nerd uses TransUnion) but the account balances in the Credit Report can be 2 months old or more. I don’t know of a single financial institution that doesn’t report to the three credit bureaus at least monthly so there is something going on there. Nerd gets its credit scores from TransUnion. My score is always way higher than the score lenders use, sometimes by as much as 60 points so I take my Nerd score with a huge grain of salt. This is just NerdWallet using the feed from TransUnion feed. I do wish they would offer access to the kind of reporting a lender uses, especially since they promote all kinds of financial products on their website. The website appeal is rather humdrum. Empower’s site is much better in this regard. iI prefer its tools. It also has better tools and its customer support is better.
  • I went on NerdWallet looking for a bank to refinance my car. I got flooded with calls texts and emails from banks I never heard of.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Banktivity
United States
www.banktivity.com

Company Information

NerdWallet
United States
www.nerdwallet.com/l/nerdwallet-app

Alternatives

Alternatives

Kudos

Kudos

Kudos Technologies
YNAB

YNAB

You Need A Budget

Categories

Categories

Integrations

No info available.

Integrations

No info available.
Claim Banktivity and update features and information
Claim Banktivity and update features and information
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