Banktivity 7, the best personal finance software for macOS
Award-winning software to help you pay off debt and grow your wealth.
Download now freeIncludes free trial.
Includes free trial.
"Much superior to Quicken, and with a lot of the power I'd come to depend on in QuickBooks."
| Workspaces | ||
|---|---|---|
| Place accounts, budgets, reports or any views side-by-side | ||
| Account Types | ||
| Checking and savings | ||
| Credit cards | ||
| Amortized loans | ||
| Investments | ||
| Retirement | ||
| Account groups | ||
| Transactions | ||
| Online bill pay | ||
| Attach images or files | ||
| Split transactions with multiple categories | ||
| Scheduled transactions | ||
| Categories & Tags | ||
| Custom categories & sub-categories | ||
| Assign tax codes | ||
| Custom category images | ||
| Tags | ||
| Importing | ||
| Direct downloads from online accounts | ||
| Integrated web browser | ||
| Use rules to clean & categorize imported transactions | ||
| Import from Microsoft Money | ||
| Import from Quicken for Windows | 2010 and later | |
| Import from Quicken for Mac | 2007 and later | |
| Investment management | ||
| Retrieve quotes | ||
| View price history | ||
| Short sales | ||
| Stock option trades | ||
| Investment analysis | ||
| Portfolio value | ||
| Capital gains | ||
| Return on investment (ROI) | ||
| Internal rate of return (IRR) | ||
| Transaction history | ||
| Reports | ||
| Income & expense | ||
| Net worth | ||
| Tag spending | ||
| Payee | ||
| Loan & debt | ||
| Category | ||
| Transactions | ||
| US tax | ||
| Investment summary | ||
| Forecast | ||
| Report groups | ||
| Compare two time frames on one report | ||
| Transaction editing on reports | ||
| Budgets | ||
| Envelope budgeting option | ||
| Budget vs. actual report | ||
| Budget groups | ||
| Mobility | ||
| Sync to iPad app | ||
| Sync to iPhone/iPod app | ||
| Other | ||
| Multiple currency support | ||
| Maintain multiple user documents | ||
| Password protection | ||
| Check printing | ||
| 64-bit optimization | ||
| Export to QIF | ||
| Export to TurboTax | ||
| Export to CSV | Reports only | |
| Support | ||
| Trial version | ||
| Unlimited email support* | ||
| Free live chat* | ||
| Downloadable user manual | ||
| Video tutorial library | ||
| Online forums/knowledge base | ||
| Built-in searchable help files | ||
| 90-day money back guarantee | 60-day | |
| Banktivity vs. Quicken 2017 for Mac |  Banktivity 7 |
 Quicken 2017 for Mac |
*Support is free for currently shipping products.
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It's easy to switch from Quicken for Mac!
A lot of former Quicken users look for specific features in Banktivity. Here is a list of common tips and tricks for former Quicken users:
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October 18, 2024 | 20 Comments
Hello everyone. I just wanted to take this opportunity to let you all know Banktivity 9.5 is now available for macOS, iOS and iPadOS. Some of...
April 5, 2023, 03:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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