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. Watch your account and budget balances like a hawk w/ the free Banktivity for Iphone app.
Banktivity is the leading personal finance app for iPad. See all of your accounts in one place and start making smarter financial decisions. Plan ahead for your bills and use envelope budgeting to always be able to answer the question, 'Can I afford it?' For fast answers, free webinars and great support including Live Chat, visit www.iggsoftware.com.“In a word, stellar. As good as, or better than, anything you’re using.' — macworld.com'A serious financial application, comparable to anything on a PC.'
— 148apps.com'The investment tools alone put iBank Banktivity for iPad in a different class.' — mac360.com'Better than competing offerings such Mint.com.' — AK Apple Users GroupNow with FREE Private Cloud Sync.√ GET ORGANIZEDBanktivity for iPad lets you 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.You can enter information manually, or sign up for Banktivity's optional Direct Access. service — connecting to over 10,000 banks worldwide and automatically delivering your latest transaction data. Users of Banktivity 6 for Mac and Banktivity for iPhone can sync accounts, budgets and investments at no cost, or share a single Direct Access subscription.√ TRACK INCOME & SPENDING, EVEN RETIREMENT PORTFOLIOSBanktivity for iPad has the tools you need to set up checking accounts, savings, credit cards, mortgages, investments and more.
Then track each and every transaction: fine-tune them by categorizing, splitting and making edits — or let transaction templates do the work for you. You can search globally or by account; track payments or transfers in any currency; and set reminders or manage repeating events with scheduled transactions. Never miss a due date again!It’s easy to group accounts into documents.
Set up as many documents as you need, for example, one for business and one for personal.√ CONTROL SPENDING, BUILD SAVINGSBanktivity for iPad’s budgeting tools help you set saving and spending goals, control spending, and pay down debt. It's powerful use of envelope budgeting will help prioritize and save like never before.In categorizing each expense and editing the budget itself, you can see where your money goes — and how to make it go further! Banktivity does this visually so that you can see your daily progress and compare past, current or projected budgets.√ SECURE YOUR FUTUREBanktivity for iPad’s investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more; categorize investment transactions; and retrieve quotes from Yahoo! Finance or foreign exchanges.The app’s powerful tools let you review trades, positions, history, performance, realized and unrealized gains, market value and more.
Its expert trading features include short and long puts and calls or stock option trading.√ WE’RE THERE FOR YOUWith Direct Access, update accounts via Wi-Fi or data connection, any time and anywhere. You can edit or manually enter transactions on the go, or monitor accounts and balances for truly mobile finance management.If you need help, get unlimited email support or Live Chat with us for quick answers.
Banktivity offers built-in tool tips, plus a searchable Knowledge Base and tutorial screens at our site.And rest assured: Banktivity for iPad is safe, secure and private. The app offers password protection for individual books. Login credentials and financial data are never stored on IGG's servers; user finances are never accessed, analyzed or aggregated; customer data is never shared with any marketers; no third-party services or offers are shown or sent to users. Banktivity is 100% ad-free. Direct Access subscriptions via In-App Purchase.
Robb Sky, Not Worth the MoneyI originally purchased this app as a standalone app to manage my finances, and it worked ok for that purpose. The interface is a bit buggy and clunky. For example, if you look at the first and last sample image, you can see the graph for actual vs.
Budgeted spending is bugged. The first image has the budgeted spending tied to the actual spending and actual spending tied to budgeted spending, while the last image shows everything correctly. This is an ongoing bug with the app, and it gives you an idea of how the app functions overall. It’s not a show-stopper, but it’s not impressive either.Then I bought the desktop app because it had advanced features and great reviews. The desktop app works very well, but now the iPad app is basically useless.
Sync does not work reliably, which in essence means it is useless. I subscribe to IGG’s Direct Connect service, and that is inconsistent at best on the iPad.
You’d think for $20 for the app and $50/year for the service, it would work on the iPad app, but it doesn’t. I’d like to use my iPad to manage my finances on the go, but at this point I don’t trust the app enough to use it at all. It has corrupted my data a few times, so until it’s improved, looks like this app will just sit there unused. If I could get a refund, I would. I do not recommend buying this, especially if you need sync to manage your finances. ALEMtchr, Extremely disappointed!I have been using IGG software for my Mac (iBank, then Banktivity) since it first came out.
I loved iBank, and when it wasn’t updated anymore, went with Banktivity. Despite some differences, I adjusted and grew to like it. I purchased the iPhone version, which makes adding transactions on the fly fairly nice.
Since I am away from my computer a lot these days, I thought I would purchase the iPad version, thinking I would be able to do all that I can do on my computer. It does not mirror the same features and will not allow me to do the ONE thing that is most important to me- reconcile! I don’t use all of the other bells and whistle things- like envelopes, etc. I just like doing basics. I find it hard to believe that developers would devote so much time and energy into creating frills and forget to include basic pieces to an app like reconciliations and reports. What a bummer that I’ve now invested over $100 for apps that don’t really translate across platforms! Actually, I kinda think that for the price of the Mac version, the IOS apps should be free- especially since they are lacking key features.
Going to try to get my money back- although I was told from “chat” that IGG can’t process that. Have to go through iTunes.
Sincerely hope that IGG doesn’t charge in the future for updates! Developer Response,We do appreciate your feedback and are listening. I've added a vote to this feature request.
In the meantime, please contact us at media at iggsoftware.com if iTunes/Apple didn't refund you. P in Mpls, DisappointingFirst, I purchased the banktivity ipad app last summer and less than 6 months after purchasing they ‘upgrade’ to version 4 and publish it in the App Store as a separate program that you have to pay for again.Now for the App itself - I bought it expecting it to be an iPad version of the desktop app, but it most definitely is.NOT!. it lacks many of the features that the desktop version does. The interface is not intuitive and it’s hard to figure out many features. Finally there is no manual and not even an online support site. If you try to look up anything, all you get are tips for the desktop version which are virtually never helpful.
This is priced and marketed as a full budgeting app for the iPad, but in reality it is just a glorified companion app for the desktop version. If you are looking for a budgeting app for the iPad, keep searching. If you have the desktop version and want to check in on your iPad then this will probably work fine for you.I will say that support is helpful and responsive.
I just wish the programming team was as good as the support team.
Bank2OFX is a useful utility to convert CSV/Excel/PDF/QFX/OFX/QBO/QIF files to the OFX format. Open your bank file in format you have and convert to OFX format. OFX format is supported by many applications such Microsoft Money, Sage, Sage 50, Sage One, XERO, PeachTree, Simply Accounting, Quickbooks online, YNAB, Wave Accounting, LessAccounting, Quicken Essentials and iBank/Banktivity for Mac and many others.
The application supports several OFX variations for successful import - check the Settings tab to create OFX that will work with your accounting software. Bank2OFX is a useful utility to convert CSV/Excel/PDF/QFX/OFX/QBO/QIF files to the OFX format. Open your bank file in format you have and convert to OFX format.
OFX format is supported by many applications such Microsoft Money, Sage, Sage 50, Sage One, XERO, PeachTree, Simply Accounting, Quickbooks online, YNAB, Wave Accounting, LessAccounting, Quicken Essentials and iBank/Banktivity for Mac and many others. The application supports several OFX variations for successful import - check the Settings tab to create OFX that will work with your accounting software. Full Specifications What's new in version 3.3.1Added support for CSV and Excel filesGeneralPublisherPublisher web siteRelease DateMay 09, 2019Date AddedMay 12, 2019Version3.3.1CategoryCategorySubcategoryOperating SystemsOperating SystemsMacAdditional Requirements. macOS Mojave. macOS High Sierra. macOS Sierra.
OS X El Capitan. OS X YosemiteDownload InformationFile Size13.91MBFile Namebank2ofx-mac-cnet.zipPopularityTotal Downloads13Downloads Last Week1PricingLicense ModelFree to tryLimitations10 Transactions per filePrice$69.99.
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