Banktivity vs. Quicken
Compare Banktivity to Quicken. It has everything Mac users need, and much more.
"I was a classic-Quicken Dinosaur. Once Intuit sold, I knew I needed a new Mac-based personal finance app. Banktivity is a BETTER solution."
Switched from Quicken in 2021
Safety and Security
Your subscription is Safe and Secure. Banktivity will never sell or access your data. Your files live locally on your macOS/iOS devices.
 |  | |
|---|---|---|
Data Privacy (No Selling of Data) | ||
Local Data Storage on Devices |
Goals
Banktivity comes with a suite of powerful Goal tracking tools. You decide how much you want to save, in which account and by when. Banktivity does the rest by monitoring the balance of the chosen account and earmarking the appropriate amount of money toward your goal.
| | |
|---|---|---|
Save For Retirement | ||
Save For Education | ||
Pay Off Credit Cards | ||
Save For Big Ticket Items |
Reports
Banktivity’s enhanced reporting features let you customize and graphically depict your information any way you want. Proactively manage all aspects of your finances, saving and spending with an interactive financial dashboard.
| | |
|---|---|---|
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 | ||
Create single-click dynamic reports |
Investments
Manage assets, track buys, sells, splits, dividends, options and more. Calculate IRR, ROI and gains and losses.
| | |
|---|---|---|
Retrieve Quotes | ||
View Price History | ||
Short Sales | ||
Stock Option Trades | ||
Portfolio Value | ||
Capital Gains | ||
Return on Investment (ROI) | ||
Internal Rate of Return (IRR) | ||
Trade specific lots | ||
FIFO and Average cost basis |
Account Types
See all your finances in one place – Monthly bills, Credit cards, Bank accounts, 401(k)s, IRAs, Mutual funds, ETFs and more.
| | |
|---|---|---|
Checking and Saving | ||
Credit Cards | ||
Amortized loans | ||
Investments | ||
Retirement | ||
RRSP, RESP and Current | ||
Account Groups |
Workspaces
Banktivity’s Workspaces increase productivity by allowing side-by-side views within the app.
| | |
|---|---|---|
Side-by-Side Views |
Categories and Tags
Organize transactions easily with categories and tags.
| | |
|---|---|---|
Custom categories & sub-categories | ||
Assign tax codes | ||
Custom category images | ||
Tags |
Importing
Effortlessly bring data from other apps and financial institutions.
| | |
|---|---|---|
Direct download from online accounts | ||
Multiple backend integrations for downloading transactions | ||
Integrated web browser | ||
Use rules to clean up & categorize imported transactions | ||
Import from Microsoft Money | ||
Import from Quicken for Windows | ||
Import from Quicken for Mac | ||
Import CSV files |
Budgets
Set up and manage budgets for smarter financial decisions.
| | |
|---|---|---|
Envelope budgeting option | ||
Budgets automatically incorporate scheduled transactions | ||
Budget vs. actual report | ||
Budget groups |
Mobile Apps and Sync
Access your data anywhere with seamless mobile apps and syncing capabilities.
| | |
|---|---|---|
Keep data in sync across devices | ||
Sync Mac to Mac | ||
Create new accounts | ||
End-to-end encryption for sync | ||
Edit existing accounts | ||
Manually enter transactions | ||
Manually enter investment transactions | ||
Set up and manage your budget | ||
Set up and manage scheduled transactions | ||
Set up and manage categories | ||
Set up and manage securities | ||
Set up and manage tags | ||
Manage autofill payees (templates) | ||
Enter security prices | ||
Device-based, end-to-end encryption for sync |
Other
Additional features that enhance your financial management experience.
| | |
|---|---|---|
Free 30 day trial | ||
Multiple currency support | ||
Maintain multiple user documents | ||
Dark Mode option | ||
Check printing | ||
Available on Mac App Store | ||
Export to QIF | ||
Export to Turbo Tax | ||
Export to CSV |
Support
Get help when you need it with comprehensive support options.
| | |
|---|---|---|
Unlimited email support | ||
Free LiveChat | ||
Masterclass video library | ||
Online support articles | ||
Built-in Help files |
IGG Software has no affiliation with Quicken. Comparisons are based on Banktivity 9.5 and Quicken for Mac 2020. Some features may have been updated or removed since this page has been posted. Independent customer feedback and testing contributed to this page.