Detailed investment reports analyze capital gains (realized and unrealized), income, diversity, and return on investment (ROI).
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The reports can be exported to common spreadsheet software like Numbers or Excel, and tax data can be exported to software such as TurboTax.Ī calendar view allows you to see scheduled transactions, running balances, and investment performance over time.īanktivity also shows stock quotes and a personalized portfolio view. Summary pages for each account show customizable reports based on account type.īanktivity also provides a range of fully customized financial reports that include: Its summary view or "dashboard" shows net worth and personal savings rate as well as upcoming transactions and a budget update. Sync your account data across your mobile devices with the Banktivity for iPhone or Banktivity for iPad apps.īanktivity's detailed financial reporting shows you the big picture of your finances. Banktivity also lets you pay bills online. Banktivity's debt-tracking and -reporting features are stronger than its competitors, boosting its usefulness in paying down debt. You can link your real estate to your mortgage and see how much you are leveraged you can also track your loans, interest rates, and payment schedules and incorporate your loan data into your budgets. You can even attach images to a transaction, such as a photo of a receipt or warranty.
You can also enter information by downloading a data file from your bank and importing it to Banktivity. Plus, seeing all of your accounts in one place gives you a great overall picture of your financial health.Įnter transactions as you spend money or receive income, or import transactions directly from your financial institution with direct connect, which updates your accounts automatically. To start using Banktivity, set up your accounts. End-to-end encryption means that your data is secure both when you send it and when it's at rest on Banktivity's servers.
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