Audience

Anyone searching for a proactive money management application

About Banktivity

Banktivity gives you the power to finally take complete control of your finances. Immediate, long-term and everything in between! With our easy set-up, you’ll soon have the most complete and accurate picture of your finances. You’ll always know what’s coming in and what’s going out. Banktivity removes all the guesswork and keeps you on track to achieving your goals. Banktivity incorporates time-tested budgeting principles and methods to help you reach your financial goals. Take on life’s major financial milestones – plan for retirement, save for education, pay down credit card debt and more.

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Pricing

Starting Price:
$5 per month
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews - 2 User Reviews

Overall 2.0 / 5
ease 2.0 / 5
features 3.0 / 5
design 2.0 / 5
support 1.0 / 5
More Reviews for Banktivity Write a Review

Company Information

Banktivity
United States
www.banktivity.com

Videos and Screen Captures

Play Video Banktivity Screenshot 1 Banktivity Screenshot 2
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Product Details

Platforms Supported
Mac
iPhone
iPad
Training
Videos
Support
Online

Banktivity Frequently Asked Questions

Q: What kinds of users and organization types does Banktivity work with?
Banktivity works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Banktivity support in their product?
Banktivity supports these languages: English.
Q: What kind of support options does Banktivity offer?
Banktivity offers support via online.
Q: Does Banktivity have a mobile app?
Yes, Banktivity has a mobile app for iPhone and iPad.
Q: What type of training does Banktivity provide?
Banktivity provides training in the form of videos.
Q: Does Banktivity offer a free trial?
Yes, Banktivity offers a free trial.
Q: How much does Banktivity cost?
Pricing for Banktivity starts at $5 per month.

Banktivity Product Features

Budgeting

Forecasting Not Supported
Project Budgeting Not Supported
Run Rate Tracking Not Supported
Balance Sheet Not Supported
Consolidation / Roll-Up Not Supported
Multi-Department / Project Not Supported
Capital Asset Planning Not Supported
Multi-Company Not Supported
Profit / Loss Statement Not Supported
Income Statements Not Supported
Cash Management Not Supported
"What If" Scenarios Not Supported
Version Control Not Supported
General Ledger Not Supported
Asset Planning Not Supported

Banktivity Verified User Reviews

Write a Review
  • James M.
    Self Employed Director
    Used the software for: 2+ Years
    Frequency of Use: Monthly
    User Role: User
    Company Size: 1 - 25
    Design 2 out of 5 stars
    Ease 1 out of 5 stars
    Features 3 out of 5 stars
    Pricing 1 out of 5 stars
    Support 1 out of 5 stars
    Probability You Would Recommend? 1 out of 10

    "I've given up after 8 years of frustration - it never categorises transactions"

    1 out of 5 stars Posted 2024-12-09

    Pros: Seems simple at the start.

    Cons: But in the 8 years I've had it the tool has failed to automate categories for transactions. This should be blindingly simple and bread n butter for any finance software. Ive tried customer services a dozen times with every 'online chat' ending in failure and frustration. If they just had a telephone Helpdesk you could actually tap;k to instead of countless 'share screen' 'screen grab and send' followed by delay, change off shift and failure. I even tried on X to get some enthusiasm for a one to one tutor/help at my cost. But no.

    A dud - and I'm off. One very frustrated potential customer lost

    Overall: Rubbish.

    Read More...
  • Andrew J.
    G-Man
    Used the software for: 1-2 Years
    Frequency of Use: Weekly
    User Role: User
    Company Size: 20,000 or More
    Ease 3 out of 5 stars
    Probability You Would Recommend? 4 out of 10

    "Easy to use... Hard to set up"

    3 out of 5 stars Posted 2024-03-24

    Pros: Intuitive interface. Great graphics. Gives multiple presentations of you financial situation. You own, not rent, the software.

    Cons: Dose not do well when downloading from your financial institutions - especially credit cards.

    Overall: The problems updating my statements were too often.

    Intuitive interface. Great graphics. Gives multiple presentations of you financial situation. You own, not rent, the software.

    Read More...
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