Banktivity 8 user manual update#
Banktivity 8 user manual download#

Handles multiple splits to include income, transfers and expenses in a single transaction (key for paychecks). Syncs quickly between iPhone, iPad and Mac, though I found it difficult to set up the synch. Took a long time and many apps before I settled on Banktivity. I was looking for a solid financial app to replace the old Pocket Money. It's time to take action and start PROACTIVELY managing your money. 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. BANKTIVITY’S WITH YOU ON THE GO 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). Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. You can even pick which lots you've sold from. Banktivity calculates IRR, ROI and gains and losses. You can track buys, sells, splits, dividends, options and more. BANKTIVITY SIMPLIFIES INVESTING Banktivity'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. Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). And any money not spent can be carried carry over into your savings. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. BUILD SAVINGS WITH BANKTIVITY BUDGETING Banktivity's budgeting tools help you to set saving and proactive spending goals.

Sync devices, fetch Direct Access data, security prices even currency exchange rates.

Banktivity 8 user manual update#

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 GIVES YOU THE BIG PICTURE Banktivity gives you a holistic view of your finances - checking accounts, savings, credit cards, real estate, mortgages, investments and budgets.

Banktivity 8 user manual download#

Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online. 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. BANKTIVITY BRINGS IT ALL TOGETHER 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. Banktivity 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 The key to reaching all your financial goals comes down to one simple idea: Proactive Money Management.