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Banktivity
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Review

Banktivity

Overview
Synopsis

Banktivity lets you to see your complete financial picture instantly, in a clean, intuitive interface. Throughout the app, interactive bar graphs and pie charts deliver instant access to the info you need. Quickly navigate screens, swipe to edit transactions, and review your finances as if presented by a professional planner

Category

Personal Finance Software

Features

• Connectivity
• Direct access
• Direct download
• Web download
• Cloud sync
• Privacy and security
• Easy setup
• Account forecast

License

Proprietary

Price

• Direct Access- $39.99 / year

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

Banktivity

What is best?

• Connectivity
• Direct access
• Direct download
• Web download
• Cloud sync
• Privacy and security
• Easy setup

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
9.5
7.7
Features & Functionality
9.6
7.0
Advanced Features
9.6
8.4
Integration
9.4
8.9
Performance
9.5
7.4
Customer Support
9.4
8.9
Implementation
8.7
Renew & Recommend
8.4
Bottom Line

Banktivity is versatile financial software which helps users to evaluate, synchronize, and combine all their bank accounts.

9.5
Editor Rating
8.3
Aggregated User Rating
3 ratings
You have rated this

Banktivity enable users to analyze, synchronize, and integrate bank accounts.

Banktivity eases the process of combining checks, savings, credit cards, investment and other accounts. Banktitvity enables users to categorize transactions regardless of whether they input the transactions manually or use the built-in bank connectivity options. This enables users to identify various spending habitats across accounts, even though the user and a partner have separate credit cards. Budgets in Banktivity enables users to enumerate spending targets in any category (e.g. Groceries) and their bills are automatically used to build up a budget.

Developing a budget in this manner ensures users spend only what they’ve planned and can modify the budget to ensure they take in more than they spend. Through Banktivity you can save more and curb unwanted expenses.

Banktivity provides a feature which allows users to compare current annual savings rate with previous years. This feature can be used by users to set goals, as well as monitor their progress. It can also be used to setup a monthly saving plan as part of budget. Banktivity allows users to focus on other important activities in the present and the future as it helps them to take charge their finances – putting expenses under control and building savings.

Banktivity can be used to save for a first car, a rainy day fund or save for retirement. Banktivity can also be used to plan for other big life events like saving for a wedding or house purchase. Users can use Banktivity's account forecasting feature to project their account balances into the future based on their bills and other scheduled transactions.

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1 Reviews
  • Temperance
    December 18, 2017 at 3:26 pm

    Keep your finances clutter-free by hiding unused accounts. Easily create multiple data files for different users.

    Company size

    Enterprise (>1001)

    User Role

    IT Support

    User Industry

    Construction

    Rating
    Ease of use8

    Features & Functionality8.9

    Integrate your bills and scheduled payments to be sure you pay everything on time. Log in to your financial institution's website using Banktivity's integrated browser and download transactions to import, all without ever leaving Banktivity. Retrieve up-to-date exchange rates over the internet at the click of a button.

    Advanced Features8.4

    Integration8.9

    Training 8.9

    Customer Support8.9

    Implementation8.7

    ADDITIONAL INFORMATION
    Create accounts in any currency and apply currency conversions to your transactions as needed. It lets you filter transactions by date range or cleared status.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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