Assign tax codes to transactions to generate a Tax Summary report (or export data to TurboTax) or view your holdings in the Portfolio Summary or Investment Summary reports.īanktivity's reports instantly generate graphs and charts. categorize investment transactions retrieve quotes from Yahoo! Finance or foreign exchanges analyze ROI and more.īuilt-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. You can track buys, sells, splits, dividends, options, etc.
Actual report.īanktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets.
#Banktivity 6 manual how to
By giving your available cash specific purposes, envelope budgeting lets you assign money to different categories and carry over savings.īanktivity automatically budgets scheduled transactions like paychecks and bills, so by 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 compare past, current or projected budgets and view it all in a Budget vs. And Smart Accounts let you view records by account, payee, memo, category or more.īanktivity's budgeting tools help you to set saving and spending goals, track expenses, cut debt and build a more secure future.
#Banktivity 6 manual update
Update your accounts at once with Banktivity's Update Everything button, syncing devices and fetching Direct Access data and securities prices. Set up payees, send checks, track them in progress and see them appear in your register.
Attach receipts or any file to transactions reconcile to paper statements search by account track payments or transfers in any currency and manage repeating events with scheduled transactions.īanktivity 6 also lets you pay bills online! Integrate scheduled transactions with Reminders and never miss a payment again. Then track each and every transaction: fine-tune them by categorizing, splitting or making custom edits - or let transaction templates do the work for you. Next - or if you’re just starting out - download current transactions from your accounts online, at no cost, via direct connection to your bank or by using Banktivity's built-in browser to view your accounts and download your data for free.īanktivity's optional Direct Access* service makes this even easier by connecting to over 10,000 banks worldwide, automatically delivering the latest transaction data to your Mac.īanktivity has the tools you need to set up checking accounts, savings, credit cards, mortgages, investments and more. If you’ve used software like Quicken (for Mac or PC), Banktivity's set-up assistant will import your old data. The first step in money management is to get all your finances in one place. It does everything well.” - The Sweet Setup “Our favorite budgeting and personal finance app. "Hits the sweet spot between power and simplicity, at an affordable price." - CNET
#Banktivity 6 manual for mac
Only for Mac and iOS! For fast answers and great support including Live Chat, visit "There's really nothing better than iBank 5.
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