Includes free trial.
"Recently I gave up on Intuit for good and moved from Quicken Essentials to Banktivity for my personal finance needs...I did give Mint.com a chance last year, but I just couldn’t make it work for me... It only offered me part of my financial picture. I want the whole thing, and desktop personal finance software remains the only means to that end."
Workspaces | ||
---|---|---|
Place accounts, budgets, reports or any views side-by-side | ||
Account Types | ||
Checking and savings | ||
Credit cards | ||
Amortized loans | ||
Investments | ||
Retirement | ||
Account Management | ||
Account groups | ||
Transactions | ||
Online bill pay | ||
Edit transaction history | Adjust dates and payees only | |
Attach images or files | ||
Split transactions with multiple categories | ||
Scheduled transactions | Reminders only | |
Categories & Tags | ||
Custom categories & sub-categories | No sub-categories | |
Assign tax codes | ||
Custom category images | ||
Tags | ||
Importing | ||
Direct downloads from online accounts | ||
Use rules to clean & categorize imported transactions | ||
Import from Microsoft Money | ||
Import from Quicken for Windows | ||
Import from Quicken for Mac | ||
Import from Quicken Essentials | ||
Investment management | ||
Retrieve quotes | ||
View price history | ||
Short sales | No editing | |
Stock option trades | No editing | |
Investment analysis | ||
Portfolio value | ||
Capital gains | ||
Return on investment (ROI) | ||
Internal rate of return (IRR) | ||
Transaction history | No editing | |
Report Templates | ||
Income & expense | ||
Net worth | ||
Category detail | ||
Investment summary | ||
Payee summary | ||
Debt 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 | ||
Export to QIF | ||
Export to TurboTax | ||
Support | ||
Unlimited email support* | ||
Free live chat* | ||
Downloadable user manual | ||
Video tutorial library | ||
Online forums/knowledge base | ||
Banktivity vs. Mint | ![]() Banktivity for Mac |
![]() Mint.com |
*Support is free for currently shipping products.
Notice any mistakes? Please let us know so that we can update our comparison table. Thanks!
July 19, 2024 | 17 Comments
Our team has been hard at work implementing some new features and refining some existing experiences. As you will see some of these features...
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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