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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

Keep your finances organized with Quicken and make this tax season the easiest one yet. Get your complete financial picture at a glance. With Quicken, you can view your banking, investment, retirement, and credit card accounts - all in one place.* Stay on top of your spending by tracking what’s left after the bills are paid. Make more informed money decisions by creating custom budgets you’ll stick to. See what’s coming in and what’s going out. Check what your balances will be after paying bills. And get alerts so you never miss a due date.* Review your portfolio, monitor performance, and see market comparisons to have more confidence in your buy/sell decisions.* Over 17 million members have trusted Quicken to plan and grow their finances for over three decades.

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Not Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Anyone searching for a proactive money management application

Audience

Small business owners

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$5 per month
Free Version Not Supported
Free Trial Supported

Pricing

$29.99 per year
Different plans and versions available depending on what you need
Free Version Not Supported
Free Trial Not Supported

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 4.2 / 5
ease 4.2 / 5
features 4.2 / 5
design 4.4 / 5
support 4.4 / 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

  • Easy installation. Collaborate with bookkeeper/CPA. Lots of features.
  • Quicken helps manage my cash inflow and outflow and makes taxes and money management very easy with the click of a mouse. Simplifying our money management means we run into less budgetary problems.
  • Ability to manage personal finances is good. Downloads and data entry is simple. Provides a good overview of your financial position(s).
  • Great interface & dashboard Track investments View and Manage bills & spendings with categorization Budget planner 5 GB storage on Dropbox Free trial Affordable plans
  • User friendly from day one The developers are Always looking to improve the product. I like that they went out with courage and are a stand alone product now.

Cons

  • Nothing.
  • The amount of data we can pull can become cumbersome because there is analysis paralysis at times.
  • Reporting is difficult, prices would be expected to continue to rise, and data is not completely maintained on my personal equipment possibly exposing it to security issues.
  • The mobile app is not standalone version and requires to sync with desktop software. Limited bill payment options.
  • Went from one time buying the software to the industry-wide norm of a monthly/annual fee instead... I guess it allows them to continually improved and sporadically share improvements instead of waiting for new releases..

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Banktivity
United States
www.banktivity.com

Company Information

Quicken
United States
www.quicken.com

Alternatives

Alternatives

AceMoney

AceMoney

MechCAD
YNAB

YNAB

You Need A Budget

Categories

Budgeting Supported
Personal Finance Supported

Categories

Budgeting Supported
Personal Finance Supported

Budgeting Features

"What If" Scenarios Not Supported
Asset Planning Not Supported
Balance Sheet Supported
Capital Asset Planning Not Supported
Cash Management Supported
Consolidation / Roll-Up Not Supported
Forecasting Not Supported
General Ledger Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Not Supported
Project Budgeting Not Supported
Run Rate Tracking Not Supported
Version Control Not Supported

Integrations

Acumen Not Supported
BankTree Not Supported
Checksoft Home & Business Not Supported
Faithful Steward Not Supported
GarageKeeper Not Supported
HomeBank Not Supported
Instant Check Not Supported
Lead Commerce Not Supported
Neat Not Supported
Ninth Wave Not Supported
Orange Bank Not Supported
Polonious Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Sitehound Not Supported
VersaCheck X9 Enterprise Not Supported
WebSelfStorage Not Supported
Yooz Not Supported
ezCheckPrinting Not Supported

Integrations

Acumen Supported
BankTree Supported
Checksoft Home & Business Supported
Faithful Steward Supported
GarageKeeper Supported
HomeBank Supported
Instant Check Supported
Lead Commerce Supported
Neat Supported
Ninth Wave Supported
Orange Bank Supported
Polonious Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Sitehound Supported
VersaCheck X9 Enterprise Supported
WebSelfStorage Supported
Yooz Supported
ezCheckPrinting Supported
Claim Banktivity and update features and information
Claim Banktivity and update features and information
Claim Quicken and update features and information
Claim Quicken and update features and information