These companies are following the trend that companies like Microsoft and Adobe started. For those prices I better get a new version every year at most. I paid quiet a lot for seven and even prior spent the money for the phone app (before it was free) and thought those prices were high until I saw the prices for the subscriptions. Side note great job IGG letting your users who had paid for apps prior know there was a new version. When I saw there was an 8 now I went to check it out. Lost one star due to a few personal quirks and the difficulty I had to get synch working right (works great).
#BANKTIVITY 5 REVIEW HOW TO#
Owners web site even includes financial how tos and even webinars on how to get the most out of this software. I also found the user guide to be current and helpful. Yes it is a subscription but pay only once if you like (and do not need bank connection) and that’s it.
#BANKTIVITY 5 REVIEW MAC#
I generally use the phone to capture transactions, and iPad while away from my desk (otherwise Mac version to balance checkbook, assess finances just due to larger screen real estate). Reports, budgets, goals - all work as I would expect. Have a folder for spouse, one for kids, etc so I can focus on my accounts while still have family one click away. Organizable accounts - I have a folder for zero balance or old accounts that I use to declutter my account table. 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 this app. I was looking for a solid financial app to replace the old Pocket Money. Unlimited email support, live chat, built-in Help files, a searchable Knowledge Base, and video tutorials. Mobile app for entering transactions on the go and syncing accounts, budgets, and investments Built-in report templates that dynamically analyze finances, including Income & Expense, Net Worth, Payee Summary, Tax reports, Portfolio, and Investment Summary reports Investment features that manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs, and other assets, including tracking buys, sells, splits, dividends, options, and more Automatic budgeting of scheduled transactions like paychecks and bills Budgeting tools that help set saving and proactive spending goals, including Envelope Budgeting that assigns money to different categories Transaction templates that simplify the process of updating accounts Tools for tracking, categorizing, tagging, reconciling, and managing every transaction, including online bill pay Holistic view of finances, including checking accounts, savings, credit cards, real estate, mortgages, investments, and budgets Set-up assistant that imports old data and downloads current transactions from bank accounts online
Direct Access service that connects to over 14,000 banks worldwide and automatically delivers the latest transaction data to your Mac
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