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Most controversial of all however was the decision to make Quicken For Mac 2018 subscription only. Quicken users on both Windows and Mac can no longer pay a onetime fee, you must pay an annual subscription to maintain online services such as Bill Pay. One of the biggest news items in the personal finance software space for 2015 was the releasing a new version of Quicken for Mac. The last time there was a true update for Quicken for Mac was in 2007. Quicken Essentials for Mac was released after that, but no one really takes that app seriously.
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Better setup
- Transfer your data: Banktivity's setup assistant simplifies importing all of your transactions, accounts, categories, classes/tags, and investments from Quicken for Mac or PC, or Quicken Essentials!
- All kinds of accounts: Track your savings, checking, credit cards, loans, mortgages and investment accounts. See balances at a glance and get the big picture with Banktivity's account summary screens.
- Bank downloads: Get your transaction data quickly via Direct Connect from most major financial institutions, or use Banktivity's integrated browser to download from your bank's website. You can also subscribe to Banktivity's exclusive automated service, Direct Access.
Better money management
- Never miss a payment: With intuitive scheduled transactions and online bill pay, Banktivity makes it easy to pay all your bills on time.
- Full-featured investment support: Track buys, sells, dividends and more; review security prices over time; download quotes from Yahoo; track stock options or short sales; analyze performance with powerful investor reports. (Note that Banktivity pulls security price histories from Yahoo, if listed, but not from Quicken data.)
- One version, worldwide: Use multiple currency support to create accounts in different currencies and apply exchange rates to transfers.
- Stay organized: Use account groups and smart accounts to keep your finances organized at a glance.
- Choose your budget: Banktivity offers both traditional and envelope-style budgets.
Better data management
- More flexible data export: Banktivity exports to QIF so you can share data easily, to TXF for tax preparation in TurboTax, or to CSV for use with your favorite spreadsheet app.
- More flexible file import: Banktivity imports data in OFX, QFX, QMTF, QIF or CSV formats for both new and existing accounts.
- Categorize everything: Create category hierarchies, assign categories or sub-categories to each transaction, or split transactions multiple ways for more detailed tracking.
- Category images: Customize your data for easy review.
Better mobility
- iPad sync: Use Banktivity for iPad (app sold separately) to sync from your Mac, monitor accounts, edit transactions, manage budgets, track investments and more!
- iPhone sync: With Banktivity for iPhone (app sold separately), you can keep all your finances in your pocket or purse — including accounts, budgets, and investments. It's the most full-featured money manager available for iPhone.
- Automatic updating: Optionally, use a single Direct Access subscription for automatic account updates to all your devices, any time and anywhere. Connects to over 10,000 banks worldwide.
Better tools
- Generate powerful reports: Create beautiful, detailed reports on account balances, income and expense, investments, net worth and more.
- Custom check printing: Print checks to your existing check stock or even to plain paper, in standard, wallet and voucher sizes.
- File attachments: Attach documents, images, PDFs, statements or receipts to transactions.
Better technology
- Built for macOS: Banktivity always offers full native compatibility with the latest macOS, and regular updates to Banktivity are always free.
- Integrated web browser: Access, view and download transactions from bank websites without leaving Banktivity.
- Built-in camera integration: Use your Mac's FaceTime camera to quickly attach photos to transactions.
Better support
- Try before you buy: Banktivity offers a 30-day free trial, and an industry-leading 90-day guarantee. We'll answer your questions pre-purchase and during your trial. There's also discounted upgrade pricing on new versions purchased from IGG.
- We're here for you: Get live chat support six days a week. You can also email us after hours, check out our video tutorials, see the Banktivity user manual or review our growing library of support articles. We listen, we care about your experience, and we're here to help.