IMPROVEDAccount types: Checking, savings, cash, credit cards, loans, assets, liabilities, lines of credit, money market, CDs, investments, 401k, 403b, SEP, Real Estate, HELOC and other accounts can all be managed in Banktivity.
Debt/loan management: Keep tabs on your loans with Banktivity 7's debt management tools. Track interest vs. principal, variable interest rates and payment schedules, and incorporate loans in your budgets.
Hide/show accounts: Keep your finances clutter-free by hiding unused accounts. Your historical records stay just a few clicks away, stored unobtrusively.
Account groups: Organize your accounts into folders to reduce clutter and total up your balances quickly.
Account details: Set a minimum balance, link to your bank's website, store your account number for reference, keep notes about the account and much more.
NEWLink Real Estate to Mortgage: Link your real estate accounts to your mortgage accounts to get a better sense of how much you are leveraged.
Real Estate
NEWReal Estate Values: Automatically pull the estimated price of your home using Zillow estates. (Home must be in the United States and Direct Access subscription required.)
IBank 5 delivers a higher standard for intuitive, full-featured personal finance software. Monitor account balances at a glance, download transactions automatically, track your investments, maintain budgets, pay bills, and manage your credit cards, savings, checking. Quicken for Mac imports data from Quicken for Windows 2010 or newer, Quicken for Mac 2015 or newer, Quicken for Mac 2007, Quicken Essentials for Mac, Banktivity. 30-day money back guarantee: If you’re not satisfied, return this product to Quicken within 30 days of purchase with your dated receipt for a full refund of the purchase price less. Banktivity (was iBank) is a new standard for Mac money management. With its intuitive user interface and a full set of money-management features, Banktivity is the most complete software available for Mac personal finance. It lets you enter and edit your transactions with ease, pay bills online and on time, download your online account data, reconcile. Download jGnash for free. JGnash Personal Finance. JGnash is a cross platform personal finance application written in Java. JGnash is a double entry system with support for multiple currencies. Become a Personal Finance Management rock star! Whether your goal is paying off your debt, or building retirement savings Banktivity has you covered. Budget to win with our envelope budgeting system. Busycontacts 1 4 5. Watch your account and budget balances like a hawk w/ the free Banktivity for Iphone app.
Calendar
NEW Running Balance: See a running balance of all of your accounts.
NEW Posted Transactions: See the transactions that have already occurred across the calendar.
NEW Scheduled Transactions: See upcoming transactions and take action on them: post, pay online, skip or print checks.
NEW Investment Performance: See how your investments have been performing each week.
NEW Customize: Choose which accounts are included or excluded in the calendar view.
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Importing
Inline importing: Imported transactions go directly to your register, marked as NEW or MATCHED. Our advanced matching algorithm makes sure duplicates don't appear when you bring in new data.
IMPROVED Direct Access: This powerful, optional subscription service automatically updates accounts from over 10,000 banks and financial institutions worldwide - all for as little as 11 cents a day. Update all your devices with one subscription.
Direct download: With more robust OFX import than ever, connect directly to hundreds of financial institutions online to download transaction updates automatically and securely.
Web download: No direct download support for your bank? Log in to your financial institution's website using Banktivity's integrated browser and download transactions to import, all without ever leaving Banktivity.
Import from Quicken: Our importing engine easily moves your data from Quicken (for PC or Mac), preserving accounts, transactions, categories, investments, security prices and transfers. Switch from Quicken Essentials, Microsoft Money, and many other financial management programs too - supported file formats include QIF, QMTF, OFX and QFX. Now in Banktivity, import Quicken classes as tags.
Update everything: Use the single 'Update' button on the toolbar to sync devices, fetch transactions for all of your accounts, get Direct Access data, download currency exchange rates, and update stock prices. Or set Banktivity to update automatically when you open a document.
Tired of the junk your bank puts into the transactions you download? Clean up and categorize your transactions before importing them - Banktivity will learn from the changes you make, edit multiple instances simultaneously, and automatically clean up your data the next time you import.
Banktivity 7 0 2 – Intuitive Personal Finance Manager Salary
Categories and Tags
Customizable categories: Assign categories (and sub-categories) to your transactions to be able to track them in reports and budgets. Use Banktivity's built-in category sets for home or business, or create your own!
Multiple hierarchies: Organize your categories in groups for more effective record-keeping. When creating a report, choose whether to include individual sub-categories or just the main category for overall totals.
Tax support: Categories can be assigned tax codes for easy reference, and Banktivity includes a list of US tax codes and their descriptions. When tax time arrives, export data on your tax categories to TXF format for use with TurboTax or other tax software.
Flexible tags: Sometimes categories just aren't enough. New in version 7, tags let you slice and dice your finances in new and interesting ways by assigning multiple labels to every transaction. Want to figure out who spends more on dining out? Need to group your vacation expenses together while keeping them categorized? Never fear - tags have got you covered!
NEW Search: Manage a large category or tag list? Now you can search your categories and tags.
File Management
Portability: Store all of your account data in a single document (data file) for easy backup or transfer. Easily create multiple data files for different users.
Password protection: Prevent unauthorized access to your data by requiring a password every time your Banktivity document is opened. To encrypt your data, simply turn on Apple FileVault.
Multiple windows: We all love single-window iTunes-style interfaces, but sometimes you want to compare two different sets of data side-by-side. With Banktivity 7, you can open any account register or report in a separate window.
Mobility
Banktivity 7 0 2 – Intuitive Personal Finance Managers
Banktivity for iPad and iPhone Check balances, enter transactions on the go and update accounts — at any time and from anywhere. Banktivity for iPad and Banktivity for iPhone are sold separately on the iTunes App Store.
Banktivity Cloud Sync: Our free service lets you seamlessly sync data between Banktivity on multiple Macs and iOS devices. Keep your finances current and your information close at hand. Sync budgets, investments, accounts and transactions to Banktivity for iPad and iPhone.