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Solid though took a while to set up Synch Thanks for the feedback! We' love to hear what specific features you'd like to see on the iPad app! This would really allow me to rely on the iPad version more. I would like to see reporting added to the iPad version in the future.

ANYBODY USING BANKTIVITY 5 HOW TO

Update: Added a star because I figured out how to process transactions. I’ll be cautiously watching this on my iPad over the next couple of weeks.

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I stopped using the iPhone app 2 years ago because I could never keep the account synced and accurate between my Mac and my phone. The time before and this time, I’ve had to completely scrub 4 years worth of transactions to get it right. I’m not expecting parity with the Mac version but more than basic transaction management and simple views of accounts would be great.Īlso, this is the second time that I’ve attempted to use one of the companion apps (iPhone version about 2 years ago) and this is the second time that one of my credit card accounts has gone completely haywire. I’m hoping that the iPad version gets more powerful and more feature rich down the road. I realize this is a companion app to the Mac version but I guess I was expecting more from the iPad version. It's time to take action and start PROACTIVELY managing your money. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials. Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management. No matter where you are, you can enter transactions on the go with Banktivity for iPhone. Or view holdings in the Portfolio or Investment Summary reports -presented in comprehensive graphics that let you drill down for details, export or print. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). You can even pick which lots you've sold from.īuilt-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Banktivity calculates IRR, ROI and gains and losses. You can track buys, sells, splits, dividends, options and more. Actual reports.īanktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. And any money not spent can be carried carry over into your savings.īanktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. Sync devices, fetch Direct Access data, security prices even currency exchange rates.īanktivity's budgeting tools help you to set saving and proactive spending goals.

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It’s simple to update your accounts all at once with Banktivity's 'Update Everything' button. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you. You’ll easily track, categorize, tag, reconcile and manage every transaction.

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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.īanktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.īanktivity gives you a holistic view of your finances - checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. The first step in better money management is getting all your finances and accounts into one place. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions. The key to reaching all your financial goals comes down to one simple idea:īanktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. Make the Most of Your Money with Banktivity

Anybody using banktivity 5