Banktivity
By Banktivity
Personal Finance Software
Onetime(Perpetual License)
About
It is an advanced investment tracking and analysis solution that offers users more control over their money in a planned way, making it easier for them to set goals and achieve them in real-time. The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Powerful organizational tools offered by the same ensure enhanced tracking, tagging, categorizing and reconciliation facilities. Users can get their productivity levels boosted up by creating groups of two or more accounts, budgets, reports, etc. Multiple customized reports offered by Banktivity ensure greater financial mapping. The highly immersive reports can be transformed into PDF or taken as printouts. The software can also be used to monitor individual assets, split dividends, and make ROI and IRR-based calculations accurately. Banktivity offers active and secure connections with 14,000 banks, facilitating enhanced monitoring of financial data in real-time.
Key Features
- ✓ Investment Monitoring
- ✓ Loan Management
- ✓ Property Management
- ✓ Transaction History
- ✓ Tax Reports
- ✓ Spending Limit
- ✓ Spend Tracker
- ✓ Financial Dashboard
- ✓ Expense Groups
- ✓ Budgeting
- ✓ Bills Management
- ✓ Payment Gateway
- ✓ Reports
- ✓ Alerts
- ✓ Multi-Currency
Screenshots
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Pricing
Bronze Subscription
USD4/Month
- Account types: Checking Savings Credit cards Basic asset Basic liability
- Checking
- Savings
- Credit cards
- Basic asset
- Basic liability
- Automatically connect to banks (via Direct Access and OFX)
- Create budgets
- Create reports
- Setup goals to pay down debt
- Build an emergency fund
- Encrypted Cloud Sync (see all data on all devices)
- Technical Support (with US-based representatives)
- Account types: Checking Savings Credit cards Basic asset Basic liability
- Checking
- Savings
- Credit cards
- Basic asset
- Basic liabi
Silver Subscription
USD6/Month
- Includes features of Bronze Subscription plan
- plus
- Account types Investment Retirement Real estate Mortgage
- Investment
- Retirement
- Real estate
- Mortgage
- Download stock prices
- Investment reports
- Download home values (US-only)
- Save for education
- Plan for retirement
- Includes features of Bronze Subscription plan
- plus
- Account types Investment Retirement Real estate Mortgage
- Investment
- Retirement
- Real estate
- Mortgage
- Download stock prices
- Investment reports
- Download home values (US-only)
- Save for educ
Gold Subscription
USD8/Month
- Includes features of Silver Subscription plan
- plus
- Track accounts in different currencies
- Download currency exchange rates
- Check printing
- Includes features of Silver Subscription plan
- plus
- Track accounts in different currencies
- Download currency exchange rates
- Check printing
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Frequently Asked Questions
How much does Banktivity cost?
▼
Banktivity offers 3 pricing plan(s):
- Bronze Subscription — USD4.17 /Month
- Silver Subscription — USD5.84 /Month
- Gold Subscription — USD8.34 /Month
What is Banktivity used for?
▼
Banktivity is a Personal Finance Software solution. Top features include:
- Investment Monitoring
- Loan Management
- Property Management
- Transaction History
- Tax Reports
Does Banktivity offer a free trial?
▼
Yes, Banktivity offers a 0-day free trial.
What support does Banktivity provide?
▼
Banktivity provides Online (Ticket) support.
What training resources does Banktivity offer?
▼
Banktivity provides Help Guides,Blogs,Video Guides for training.
