UPGRADE TO BANKTIVITY 6 HOW TO
UPGRADE TO BANKTIVITY 6 UPDATE
UPGRADE TO BANKTIVITY 6 SOFTWARE

No matter where you are, you can enter transactions on the go with Banktivity for iPhone, or sync accounts, budgets and investments to Banktivity for iPad for mobile money management (apps sold separately). You can drill down for detail with a click, export table data to spreadsheets, and print reports or save them as PDFs. Assign tax codes to transactions to generate a Tax Summary report (or export data to TurboTax) or view your holdings in the Portfolio or Investment Summary reports.īanktivity’s reports instantly generate graphs and charts. categorize investment transactions retrieve quotes from Yahoo! Finance or foreign exchanges analyze ROI and more.īuilt-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. You can track buys, sells, splits, dividends, options, etc. Actual report.īanktivity’s investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets.

UPGRADE TO BANKTIVITY 6 HOW TO

By giving your available cash specific purposes, envelope budgeting lets you assign money to different categories and carry over savings.īanktivity automatically budgets scheduled transactions like paychecks and bills, so by 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 compare past, current or projected budgets and view it all in a Budget vs.

UPGRADE TO BANKTIVITY 6 UPDATE

Update your accounts at once with Banktivity’s Update Everything button, syncing devices and fetching Direct Access data and securities prices.īanktivity’s budgeting tools help you to set saving and spending goals, track expenses, cut debt and build a more secure future.

Attach receipts or any file to transactions reconcile to paper statements search track payments or transfers in any currency and manage repeating events with scheduled transactions.īanktivity 6 also lets you pay bills online! Set up payees, send checks, track their progress and see them appear in your register. Then track each and every transaction: fine-tune them by categorizing, tagging, splitting or making custom edits - or let transaction templates do the work for you. Next - or if you’re just starting out - download current transactions from your accounts online, at no cost, via direct connection to your bank or by using Banktivity’s built-in browser to view your accounts and download your data for free.īanktivity’s optional Direct Access* service makes this even easier by connecting to over 10,000 banks worldwide, automatically delivering the latest transaction data to your Mac.īanktivity has the tools you need to set up checking accounts, savings, credit cards, mortgages, investments and more.

UPGRADE TO BANKTIVITY 6 SOFTWARE

If you’ve used software like Quicken (for Mac or PC), Banktivity’s set-up assistant will import your old data. The first step in money management is to get all your finances in one place. World-class technical support via live chat and email with US-based representatives. Whether you’re taking your first steps in getting your financial house in order, or you’re a seasoned veteran of financial software, Banktivity 6 helps you take complete control of your money. Banktivity 7 ushers in a new level personal finance management software for macOS.

Upgrade to banktivity 6