5/21/2023 0 Comments Banktivity 7 vs 8![]() Notice any mistakes? Please let us know so that we can update our comparison table. More detailed instructions can be found here. You can track buys, sells, splits, dividends, options and more. ![]() BANKTIVITY SIMPLIFIES INVESTING Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You will be asked to find your previous version's document so Banktivity can import it. You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Simply launch the new Banktivity on Mac and choose File > New and follow the onscreen prompts. *Support is free for currently shipping products. The new Banktivity can import/migrate files from Banktivity 5, 6 and 7. Use rules to clean & categorize imported transactions Split transactions with multiple categories Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online. Place accounts, budgets, reports or any views side-by-side Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac. The Banktivity disadvantage is that it doesn't download my Vanguard accounts, so I'm relegated to importing the transaction data file. I want the whole thing, and desktop personal finance software remains the only means to that end." The only Banktivity advantages for me is a great budget module and an iOS app that actually works and is accurate compared to the desktop. The Workspaces feature enables you to look at your budget on one screen and your transactions on the other for example which is useful if you really want to analyze your finances. It only offered me part of my financial picture. Banktivity 8 is also one of the only personal finance apps for Mac that allows you to use two monitors at once. ![]() "Recently I gave up on Intuit for good and moved from Quicken Essentials to Banktivity for my personal finance needs.I did give a chance last year, but I just couldn’t make it work for me. Otherwise, see all of the other reasons why Banktivity 7 is better. If you don't see a conflict of interest in your financial software selling your personal data and encouraging you to take on more credit card debt, then sure, stick with Mint. ![]()
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