![]() ![]() Direct Access – Thanks to Yodlee being used for back-end interfacing now, you can currently connect to thousands of different domestic and international banks.Bill Pay – There are many bill pay programs out there today, but we like this one that not only allows you to program up, pre-schedule, and dispatch payments, but also to follow up on them and finally categorize these bill expenses.Improved Budgeting – In this better version you are able to monitor your savings and spending, oversee your day by day progress, review your goals compared to your results, integrate your regular bills and income, and even synchronize up your budgets from Banktivity to your iPad for on the go convenience.The new version, Banktivity, impressed us with its improved support for options and bonds. Improved Tools for Investing – The old iBank 4 edition supported tracking of stocks, mutual funds, bonds, ETF's, money market funds, CDs, commodities, precious metals, and even stock options.IBank 4 was an alright personal financial management tool, but Banktivity is a significantly improved version mainly because of the new and improved features that come with it. This is pretty impressive functionality for the international and multi-national account holders. Easiest still is the fact that your budgets and all reports will automatically be converted for you utilizing the present rates of exchange from Banktivity. Banktivity will even calculate up your exchange rate automatically if you desire. The currency conversion function permits you to do transfers from an account in one currency to others in a differing currency. We were impressed with how Banktivity allow you to download current exchange rates with only a button's click from online. You can set up accounts in any currency you like and then make conversions to whatever your home currency is when you need to. It gives you the ability to work within any currency you want. Unlike its main rivals, Banktivity actually does support international banks, currencies, and accounts within its interface and program. These reports update automatically and render in the easy to comprehend and to grasp forms of tables, bar graphs, and even pie charts. This powerful, simple to use, and quick interface lets you develop instantaneous spreadsheets and reports. If that is still not enough to impress you, Banktivity makes available all of this data that you require in only a few clicks. These deliver single glance and fully customizable snapshots of your different individual accounts sorted according to the type of account they represent. We also like the all new account summary pages. We are sufficiently impressed by the Banktivity dashboard that displays a substantial amount of important financial metrics such as account and credit card balances, statement of net worth, deposits and bills that are coming, recent spending habit categories, budgeting information, rate of personal savings, and most importantly information about your investments. Intuit has dominated this niche of the personal financial management software for years, but this has changed thanks to the introduction of the much-improved Banktivity. With the arrival of Banktivity, we are pleased to see that you can effectively follow your finances and transactions as well as stock portfolios, and make budgets and create reports that all work together to assist you in efficiently analyzing and rating your own present day and future finances. The latest version of this product is a significant improvement over the previous version, which was referred to as “iBank 4” before the company's name change. Besides the Mac/iOS version of Quicken, there is another program that competes for the needs of Apple's Macintosh and iPhone/iPad users. The number of choices for them are few and far between. Mac and iOS users have been largely left out of the proliferation of good programs in the personal financial management space in the past. (Note: As of January 2016, the company formerly known as “iBank” has rebranded as “Banktivity”. Download Our 2023 Precious Metals IRA Investor’s Guide. ![]()
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