Audience

Anyone searching for a proactive money management application

About Banktivity

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.

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Pricing

Starting Price:
$5 per month
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews - 2 User Reviews

Overall 2.0 / 5
ease 2.0 / 5
features 3.0 / 5
design 2.0 / 5
support 1.0 / 5
More Reviews Write a Review

Company Information

Banktivity
United States
www.banktivity.com

Videos and Screen Captures

Play Video Banktivity Screenshot 1 Banktivity Screenshot 2
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Product Details

Platforms Supported
Mac
iPhone
iPad
Training
Videos
Support
Online

Banktivity Frequently Asked Questions

Q: What kinds of users and organization types does Banktivity work with?
Q: What languages does Banktivity support in their product?
Q: What kind of support options does Banktivity offer?
Q: Does Banktivity have a mobile app?
Q: What type of training does Banktivity provide?
Q: Does Banktivity offer a free trial?
Q: How much does Banktivity cost?

Banktivity Product Features

Budgeting

Forecasting
Project Budgeting
Run Rate Tracking
Balance Sheet
Consolidation / Roll-Up
Multi-Department / Project
Capital Asset Planning
Multi-Company
Profit / Loss Statement
Income Statements
Cash Management
"What If" Scenarios
Version Control
General Ledger
Asset Planning

Banktivity Verified User Reviews

Write a Review
  • James M.
    Self Employed Director
    Used the software for: 2+ Years
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "I've given up after 8 years of frustration - it never categorises transactions"

    Posted 2024-12-09

    Pros: Seems simple at the start.

    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

    Overall: Rubbish.

    Read More...
  • Andrew J.
    G-Man
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 20,000 or More
    Ease
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Easy to use... Hard to set up"

    Posted 2024-03-24

    Pros: Intuitive interface. Great graphics. Gives multiple presentations of you financial situation. You own, not rent, the software.

    Cons: Dose not do well when downloading from your financial institutions - especially credit cards.

    Overall: The problems updating my statements were too often.

    Intuitive interface. Great graphics. Gives multiple presentations of you financial situation. You own, not rent, the software.

    Read More...
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