11/13/2022 0 Comments Banktivity app for ipad![]() ![]() The reports can be exported to common spreadsheet software like Numbers or Excel, and tax data can be exported to software such as TurboTax.Ī calendar view allows you to see scheduled transactions, running balances, and investment performance over time.īanktivity also shows stock quotes and a personalized portfolio view. Summary pages for each account show customizable reports based on account type.īanktivity also provides a range of fully customized financial reports that include: Its summary view or "dashboard" shows net worth and personal savings rate as well as upcoming transactions and a budget update. Sync your account data across your mobile devices with the Banktivity for iPhone or Banktivity for iPad apps.īanktivity's detailed financial reporting shows you the big picture of your finances. ![]() Banktivity also lets you pay bills online. Banktivity's debt-tracking and -reporting features are stronger than its competitors, boosting its usefulness in paying down debt. ![]() You can link your real estate to your mortgage and see how much you are leveraged you can also track your loans, interest rates, and payment schedules and incorporate your loan data into your budgets. You can even attach images to a transaction, such as a photo of a receipt or warranty. You can also enter information by downloading a data file from your bank and importing it to Banktivity. Plus, seeing all of your accounts in one place gives you a great overall picture of your financial health.Įnter transactions as you spend money or receive income, or import transactions directly from your financial institution with direct connect, which updates your accounts automatically. It's time to take action and start PROACTIVELY managing your money.To start using Banktivity, set up your accounts. End-to-end encryption means that your data is secure both when you send it and when it's at rest on Banktivity's servers. 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. 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. 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 ![]()
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