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It is an advanced investment tracking and analysis solution that offers users more control over their money in a planned way, making it easier for them to set goals and achieve them in real-time. The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Powerful organizational tools offered by the same ensure enhanced tracking, tagging, categorizing and reconciliation facilities. Users can get their productivity levels boosted up by creating groups of two or more accounts, budgets, reports, etc. Multiple customized reports offered by Banktivity ensure greater financial mapping. The highly immersive reports can be transformed into PDF or taken as printouts. The software can also be used to monitor individual assets, split dividends, and make ROI and IRR-based calculations accurately. Banktivity offers active and secure connections with 14,000 banks, facilitating enhanced monitoring of financial data in real-time.
Pricing of Banktivity
- Account types: Checking Savings Credit cards Basic asset Basic liability
- Checking
- Savings
- Credit cards
- Basic asset
- Basic liability
- Automatically connect to banks (via Direct Access and OFX)
- Create budgets
- Create reports
- Setup goals to pay down debt
- Build an emergency fund
- Encrypted Cloud Sync (see all data on all devices)
- Technical Support (with US-based representatives)
- Account types: Checking Savings Credit cards Basic asset Basic liability
- Checking
- Savings
- Credit cards
- Basic asset
- Basic liabi
- Includes features of Bronze Subscription plan
- plus
- Account types Investment Retirement Real estate Mortgage
- Investment
- Retirement
- Real estate
- Mortgage
- Download stock prices
- Investment reports
- Download home values (US-only)
- Save for education
- Plan for retirement
- Includes features of Bronze Subscription plan
- plus
- Account types Investment Retirement Real estate Mortgage
- Investment
- Retirement
- Real estate
- Mortgage
- Download stock prices
- Investment reports
- Download home values (US-only)
- Save for educ
- Includes features of Silver Subscription plan
- plus
- Track accounts in different currencies
- Download currency exchange rates
- Check printing
- Includes features of Silver Subscription plan
- plus
- Track accounts in different currencies
- Download currency exchange rates
- Check printing
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Key Features of Banktivity
Key Features:
Key Specification
| Other Categories: | Personal Finance Software |
|---|---|
| Deployment: | |
| Customer Support: | Online (Ticket) |
| Customization: | No |
| Languages Support: | English |
Who uses Banktivity
SMEs
Enterprises
Company Details
| Company Name: | Banktivity |
|---|---|
| Headquarter: | Ashland, |
| Social Media: |
Most Popular Software
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Banktivity Video/Screenshots
User Reviews
Frequently Asked Questions (FAQs)
The user group of Banktivity are as follows :
- Enterprises
- SMEs
- SMEs
Banktivity has 3 plans,
- Bronze Subscription USD 4.17 /Month
- Silver Subscription USD 5.84 /Month
- Gold Subscription USD 8.34 /Month
Banktivity is allowed 0 Days Free Trial.
The key featuers of Banktivity are as follows :
- Loan Management
- Multi-Currency
- Investment Monitoring
- Property Management
- Transaction History
- Tax Reports
- Spending Limit
- Spend Tracker
- Financial Dashboard
- Expense Groups
- Budgeting
- Bills Management
- Payment Gateway
- Reports
- Alerts
Banktivity pricing model : Onetime(Perpetual License)
Banktivity is Software.
No
Banktivity offers Online (Ticket) support.
Banktivity provides Help Guides,Blogs,Video Guides for the software training.
