In Banktivity, it’s simple to split, schedule or categorize transactions. With a couple of clicks, you’ll be able to create powerful, dynamic reports using Banktivity’s flexible templates (Income and Expense, Net Worth, Forecast, and more). And Banktivity’s new envelope budgeting feature helps tailor your. Changed from Quicken star star star star star_border twtmd's Review of Banktivity Ipad Reviewed on 12/8/17 10:29 AM Being an Apple user for years as well as a Quicken user for over 20 years, getting something to work better with Apple products and synch seamlessly with all had been a challenge. Quicken never quite figured out IOS or Mac. I was reluctant to change having used Quicken for so long. After testing Banktivity it became apparent to me, that for Mac, iPhone,and iPad capability and working together, Banktivity was far superior to Quicken. I now use it exclusively and literally am always up to date across all platforms at all times. I synch bank accounts, 401k, and other investment accounts as well as American Express. The budgeting portion was a top priority for me and is as good or better than the many I have tried. Editing and assigning budget categories is simple and automatically assigning categories to recurring payees works smoothly. For use with Apple products, I am firmly in the Banktivity camp. Not worth the money star star_border star_border star_border star_border Mwt131's Review of Banktivity Ipad Reviewed on 12/3/17 1:54 PM This app is missing a few key features, like statement reconciliation and online account setup. The interface is also not very user friendly. I wish I didn’t have to constantly change the date range for each account. Could you make it so that the default date range is the current month? Or better yet, allow the user to define the default date range? I’m using the Banktivity app on my Mac and my iPhone so I’m not getting much functionality on the iPad for my $20 purchase. What are you waiting on? Go ahead and get this! Star star star star star_border houstonbruce's Review of Banktivity Ipad Reviewed on 12/12/17 9:55 AM I started off with the Mac OS X version which is perfect for my business needs. It has so many useful features that it makes managing my business bookkeeping very easy. I categorize everything, assign income and expenses to those categories, and run the reports at the end of the year. This makes my accountant happy. The iPad version is not as full-featured, but it does sync with the desktop version via iCloud, so everything is always in sync on either version. So that is the good. 1) I wish the iPad version had better reporting features 2) I wish the desktop version would give you the option for traditional bar graph reports. The info graphics might be good for millennials, but this Gen-Xer needs bars. Works but missing functinality star star_border star_border star_border star_border P in Mpls's Review of Banktivity Ipad Reviewed on 12/10/17 3:03 PM I was hoping to find a full featured finance app for my iPad. Banktivity does a lot, but is missing critical features and is more of a companion app to the desktop app than a full app that can stand on its own. Rather annoying that after paying $65 for the desktop version you have to pay another $20 for a watered-down companion app. Significant things like setting up online access, editing existing transactions, etc are missing, and the interface is often on the clunky side.
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March 2019
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