Banktivity for iPad - Personal Finance
By IGG Holdings, LLC
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For fast answers and great support including Live Chat, visit www.iggsoftware.com.
“In a word, stellar. As good as, or better than, anything you’re using." — macworld.com
"A serious financial application, comparable to anything on a PC." — 148apps.com
"The investment tools alone put iBank [Banktivity] for iPad in a different class." — mac360.com
"Better than competing offerings such Mint.com." — AK Apple Users Group
Now with FREE Private Cloud Sync.
√ GET ORGANIZED
Banktivity for iPad lets you see your complete financial picture instantly, in a clean, intuitive interface. Throughout the app, interactive bar graphs and pie charts deliver instant access to the info you need. Quickly navigate screens, swipe to edit transactions, and review your finances as if presented by a professional planner.
You can enter information manually, or sign up for Banktivity's optional Direct Access* service — connecting to over 10,000 banks worldwide and automatically delivering your latest transaction data. Users of Banktivity 5 for Mac and Banktivity for iPhone can sync accounts, budgets and investments at no cost, or share a single Direct Access subscription.
√ TRACK EVERYTHING
Banktivity for iPad has the tools you need to set up checking accounts, savings, credit cards, mortgages, investments and more. Then track each and every transaction: fine-tune them by categorizing, splitting and making edits — or let transaction templates do the work for you. You can search globally or by account; track payments or transfers in any currency; and set reminders or manage repeating events with scheduled transactions. Never miss a due date again!
It’s easy to group accounts into documents. Set up as many documents as you need, for example, one for business and one for personal.
√ CONTROL SPENDING, BUILD SAVINGS
Banktivity for iPad’s budgeting tools help you set saving and spending goals, control spending, and pay down debt.
In categorizing each expense and editing the budget itself, you can see where your money goes — and how to make it go further! Banktivity does this visually so that you can see your daily progress and compare past, current or projected budgets.
√ SECURE YOUR FUTURE
Banktivity for iPad’s investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more; categorize investment transactions; and retrieve quotes from Yahoo! Finance or foreign exchanges.
The app’s powerful tools let you review trades, positions, history, performance, realized and unrealized gains, market value and more. Its expert trading features include short and long puts and calls or stock option trading.
√ WE’RE THERE FOR YOU
With Direct Access, update accounts via Wi-Fi or data connection, any time and anywhere. You can edit or manually enter transactions on the go, or monitor accounts and balances for truly mobile finance management.
If you need help, get unlimited email support or Live Chat with us for answers in minutes. Banktivity offers built-in tool tips, plus a searchable Knowledge Base and tutorial screens at our site.
And rest assured: Banktivity for iPad is safe, secure and private. The app offers password protection for individual books. Login credentials [ and financial data ] are never stored on IGG's servers; user finances are never accessed, analyzed or aggregated; customer data is never shared with any marketers; no third-party services or offers are shown or sent to users. Banktivity is 100% ad-free.
* Direct Access subscriptions via In-App Purchase.
What's New in Version 3.5.6
- Fixed an issue where editing an existing transaction could cause the amount to flip
Finally---a good MAC financial system for the rest of us!
Finally, after wondering in the wilderness of home financial systems I discovered a real gem! With the "other system" which was not very intuitive, downloading transactions from my credit union is a dream which happens so quickly and accurately. And the many features all result in a system that truly has reduced my workload of entering transactions by at least 95%! We charge everything on one credit card (good for miles) and have relatively few check transactions and so downloading has shifted manual transaction entry from me to the credit union. Luv it, luv it, luv it! My financial info is up-to-date as frequently as I want to download transactions.
-- A verrrry satisfied user.
Totally Dependent on Desktop app
This iPad app is decently designed as a way to see the status of all of your iBank accounts. It is NOT a stand-alone finance app. Using it depends entirely on being connected via WiFi to your OPEN iBank app on your computer. While you can run it on your iPad any time, it only sync’s with the data on your desktop iBank database.
If you use OFX (not Direct Access) for updating accounts on your desktop iBank like I do, this app cannot do that. As a result, it is essentially useless when traveling.
Also, the sync login security password process seems extremely complicated. Having upgraded to Banktivity 6 recently, I have yet to be able connect with my iPad app. I am not looking forward to another long Tech Support online Chat sessions to get it resolved.
Good not great
Good app. Like the integration between iPhone and mac but hate having to pay for all three. This app removes the need for a computer application which I love. Definitely a good app but would like to see better integration between the auto import function which costs money through in app purchases. If I'm paying I expect all transactions to import across whichever device I open first, but I'm still having trouble with getting activity to come auto import on iPad even though it works perfectly on iPhone and mac.
All in all it's the best out there for mac users, but still needs some additional work.
- Category: Finance
- Updated: May 22, 2017
- Version: 3.5.6
- Size: 23.5 MB
- Language: English
- Seller: IGG Holdings, LLC
- © IGG Software, Inc.
Compatibility: Requires iOS 10.0 or later. Compatible with iPad.
Top In-App Purchases
- Direct Access 1 year (365 days) of service$39.99
- Direct Access 1 month (30 days) of service$4.99
- Direct Access 3 month (90 days) of service$12.99