![]() ![]() I have several years of transactions on Quicken and was apprehensive about the conversion. I have been a long time user of both Quicken and Quickbooks and prior to Quicken used MS Money for several years, all on Windows. I spend way more time reviewing imports than I should!!! I find my templates and import rules hiding transfers in all kinds accounts requiring me to scrutinize every transaction after every import. Finally, import of transfers is maddeningly incompetent. Walmart - might be groceries, micellaneous, or split with cash withdrawal, or any of a number of other categories). And there does not appear to be a way to set up an import rule that applies an Payee only, without applying a category (e.g. Trouble is, they don’t work as often as they do work - so, while you can open the import “templates”, I can’t figure out how to modify them. I think the idea is to move the complicated import routines behind the scences. What I don’t like are the transaction import rules/algorithms. Don’t get me wrong, it all works - and works pretty well, but the delivery is somewhat cumbersome in my opinion. Is that really needed? To their credit, the reports are full of hyperlinks, allowing you to drill down by clicking on the link, say by category, and see graphs, summary tables, and, at the deepest level, the individual transactions. The reports are done in a very polished form, but are presented as if I planned to print them out. If I want to see transactions, the main screen has that (with a token graph in the corner) if I want to see graphs or reports, that is in another place. iBank provides most of this however, if it is in different places. It was (they are no longer in business) the ultimate in simple user interface and loads of information feedback. Maybe its because of my experience with my last software - Prospects - that I am biased as to how these programs should work, but Prospects put everything right on the main page, making it easy to see everything right up front, and run queries, filter transactions, see a pie chart or time-series graph for any or all categories or payees. Our thanks to Banktivity for sponsoring MacStories this week.This is a solid home banking/personal finance software. And when you’re ready to purchase, use the discount code MACSTORIES10 at checkout for 10% off. There’s a free 30-day trial available, so there’s nothing to lose. ![]() Visit IGG Software’s website to learn more about Banktivity today. Say goodbye to financial stress and hello to Banktivity. If you’re in the US, you can automatically follow your property’s estimated value with Zillow, and there’s a new view with details like your home’s available equity. There’s an all-new real estate account type too, so you can track property you own and link it to related loans and mortgages. Now, you can connect to over 14,000 banks and import your financial transactions quickly and seamlessly whether you’re on your Mac, iPhone, or iPad. You can even customize which accounts are displayed and track their running balance over time.ĭirect Access, which can be purchased separately, is faster than ever. The app also has a new ‘Calendar View’ that ensures you’ll never miss a bill again by letting you see past and upcoming bills and transactions. IGG Software, the makers of Banktivity, painstakingly examined and redesigned every corner of the app to take full advantage of dark mode. With version 7 of the Mac app, Banktivity’s functionality adds all-new ways to track and analyze your finances.īanktivity for the Mac has added a stunning new dark mode that looks great alongside other macOS Mojave apps. Best of all, everything you need for financial peace-of-mind is available on your Mac and iOS devices.īanktivity empowers its users to manage all of their financial accounts in one place, includes real-time budgeting, and syncs with the free iPhone version of the app, so your finances are always right at your fingertips. With Banktivity, you can track expenses, know when to pay upcoming bills, gain valuable insights into the performance of your investments, and a whole lot more. Managing your finances doesn’t have to be difficult. ![]()
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