![]() Bills occur at regular intervals for roughly the same amount each month (or week, or whatever interval you want). before Banktivity 6) budgets had the notion of two different types of expenses: bills and unscheduled expenses. So whether you’re a penny pincher, wealth builder, loan payer or FIRE (financial independence, retire early) seeker, this post is sure to have something for everyone. But instead of just focusing on new hidden features, I’ll also cover tips and tricks, how-tos and best practices. So in keeping with the spirit of those posts I’ll again be exploring the less touted features of Banktivity 6. Personal finance management suite Banktivity Developer(s)īanktivity, formerly known as iBank is a personal finance management suite designed for macOS and iOS platforms by IGG Software and debuted in 2003 as a Mac desktop software.We’ve received a lot of great feedback on our original Hidden Gems blog posts, both part 1 and part 2. There have been a total of 8 releases for the desktop version since its inception. also released iOS versions for the iPhone (2009), the iPad (2012), and Apple Watch. ![]() Features differ between the apps, specifically the lack of reporting on the iPhone version. In February 2016, IGG Software officially dropped the iBank name and rebranded as Banktivity. The name was derived from "Bank" and "Activity" according to IGG Software's president Ian Gillespie. Īs noted by MacWorld, MacLife Magazine, Endgadet and others, Banktivity is considered in the Mac user community as viable alternative to Quicken for Mac. īanktivity's features include a proprietary cloud sync that can be used between macOS and iOS devices, traditional and envelope budgets, multi-currency support and investment portfolio management.The biggest question you’ll probably have about it is not how to use it, as it’s very user-friendly. But why? With cloud-based alternatives like Hurdlr and Mint out there, why would you ever want to limit yourself to just your Mac?Īnd to be honest, there isn’t a great answer to this, especially since one of the perks of a paid Banktivity subscription is that it syncs your data between iOS and macOS (aka in the cloud) for you. Instead, this really comes to your preference for a user experience.Īnd it is nice having a dedicated option built around macOS that’s secure and feature-rich. So, if you’re looking for a new personal finance tool and you’re a Mac lover, it’s well worth giving the free trial a shot. You’ll automatically be downgraded to their basic free plan should you decide not to continue.įinally, Banktivity claims they save their users over $500 and 40 hours spent crunching the numbers, which pays for the $50 premium plan. How To Use Banktivityįor millennials and Gen Z, there’s some decidedly retro about the Banktivity desktop experiences. You literally have to download the app onto your computer before you can do anything.įor those of us used to Personal Capital, this will feel a little clunky, but perhaps not having your finances contained with a Chrome window may put your mind at ease that Google won’t have access to every single aspect of your life.Īs with other personal finance apps, you will need to sync your accounts which you do via API (the same as other apps). What’s cool about it though is that you can work offline by having a desktop app and more robust features set around budgeting, investing, and other financial goals that you find elsewhere. It is to miss that there is actually a free version of Banktivity. This basic level of the software includes some budgeting tools and a few other features. But that’s really just to entice you to invest in the premium version. The Basic Plan includes everything you need to get started. Yet, if you are going to spend on a premium personal finance tool, then you might as well upgrade to silver, so you have access to investment, retirement and other features. One thing we like is that you can switch between plans at any time (and hopefully, you’ll be upgrading thanks to Banktivity improving your finances). But what we don’t like, and this is a flaw that it shares with Quicken, is there is no monthly pricing.
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