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Banktivity Is Personal Finance Software For Mac카테고리 없음 2020. 1. 28. 05:09
Code: Goodbye financial stress, hello Banktivity! Banktivity lets you see all of your accounts in one place so you can make smarter financial decisions.
World-class technical support via live chat and email with US-based representatives. √ GET ORGANIZED The first step in money management is to get all your finances in one place. If you’ve used software like Quicken (for Mac or PC), Banktivity's set-up assistant will import your old data. Next — or if you’re just starting out — download current transactions from your bank 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. Banktivity's optional Direct Access. service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.
May 23, 2017 Summary. Banktivity personal finance software for Mac stands out for the ease with which you can connect to your financial accounts, the variety of reporting options available and for the intuitiveness of its budget setup. Mac Finance Software - Banktivity Personal Finance by IGG Software. Banktivity 6 redefines personal finance software for mac OS X. 30 day free trial download. No Hassles, no Credit Card, just download and go! October 24, 2016. Mac Personal Finance Software Banktivity by IGG Software. Banktivity 5 offers the most comprehensive feature set of. Banktivity is one of the comprehensive personal finance applications, available for Apple devices, including Mac PC. It helps in creating budget, monitoring the accounts and tracking the expenditure. For Mac users, there is an option of synching Banktivity desktop version with the mobile-friendly app.
√ SEE WHERE THE MONEY GOES Banktivity has the tools you need to set up checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. 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. 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. Banktivity also lets you pay bills online! Set up payees, send checks, track their progress and see them appear in your register. You can print checks, too.
Update your accounts at once with Banktivity's Update Everything button, syncing devices and fetching Direct Access data, securities prices even currency exchange rates. √ BUILD SAVINGS Banktivity's budgeting tools help you to set saving and spending goals, track expenses, cut debt and build a more secure future. By giving your available cash specific purposes, envelope budgeting lets you assign money to different categories and carry over savings. Banktivity 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. Actual report. √ SECURE YOUR FUTURE Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets.
You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.
Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. 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. Banktivity's reports instantly generate graphs and charts.
You can drill down for detail with a click, export table data to spreadsheets, and print reports or save them as PDFs. √ WE’RE THERE FOR YOU - BEST IN CLASS SUPPORT No matter where you are, you can enter transactions on the go with Banktivity for iPhone (free on the App Store), or sync accounts, budgets and investments to Banktivity for iPad for mobile money management (iPad app sold separately). If you need help, get unlimited email support or Live Chat for answers quickly. Banktivity offers built-in Help files, plus a downloadable user manual, a searchable Knowledge Base and video tutorials at our site.
Compatibility: macOS 10.12 or later 64-bit .
Banktivity for Mac（是 iBank）是 Mac 資金管理的新標準。憑藉其直觀的用戶界面和全套的資金管理功能，Banktivity 是最完整的 Mac 個人理財軟件。它使您能夠輕鬆地輸入和編輯交易，在線支付賬單，按時下載您的在線賬戶數據，協調您的賬單，並使用多功能強大的工具跟踪您的投資. 在 Banktivity 中，分割，安排或分類交易很簡單。通過幾次點擊，您就可以使用 Banktivity 的靈活模板（收入和費用，淨值，預測等）創建功能強大的動態報告。 Banktivity 的新的信封預算功能可以幫助您量身打造節約成本. Banktivity 特點： 快速設置快速進入 進口，讓您的帳戶，交易，類別和投資準備就緒，等待著您。或者從頭開始 - Bankbank 簡化的設置助理會讓您立刻就能完成任務。 預算繁榮 借助先進的預算工具，您可以節省開支，觀察消費習慣，監控每日進度，將計劃收入和賬單，比較目標與結果以及將預算同步到 iOS 設備上的 Banktivity 連接到比以往更多的銀行 Banktivity 5 改進銀行連接直接下載。可選地，直接訪問. 從數以千計的銀行獲得更新，並與 Bankbank for iPad 和 Banktivity for iPhone 共享這些數據。 查看錢的來源 跟踪您的支出模式：為每個交易分配類別或子類別，使用增強的導入規則用於快速分類和分割交易多種方式用於詳細的預算和報告. 點擊付款賬單（ Banktivity for Mac）提供在線賬單支付來設置，安排和發送付款，跟踪這些交易，並對費用進行分類。 （需要一個 OFX 帳戶連接，請與您的銀行聯繫以獲得可用性。） Private Cloud Sync 雲端同步完成正確：基於設備的端到端加密，因此不會發送或存儲不安全內容。這是真正的云同步體驗的最佳模式，它是免費的！ 注意：30 天的試用版。需要 64 位處理器. 檔案版本 Banktivity 7.0 檔案名稱 Banktivity7Web.dmg 檔案大小 21.8 MB 系統 Mac OS X 10.12 or later 軟體類型 未分類 作者 更新日期 暫無資訊 軟體類型 更新日誌 What's new in this version: Banktivity 7.0 Dark Mode for Mojave: - Apple has set up a pretty predictable launch schedule with its new versions of macOS and iOS.
It goes like this: in June at the World Wide Developers Conference Apple gives us a preview of the new features that are coming. Then we have about three months to adopt any of the new features in the operating systems and make sure our apps don’t just break with the new versions - When we saw Dark Mode in Mojave, we knew we wanted to support it. Dark Mode is great for so many different uses on your Mac and for many people here at IGG it has become their preferred work environment - We like to support the most recent macOS versions as soon as we are able and I’m thrilled that this year we don’t just support it, but can wholeheartedly embrace it with Dark Mode. This wasn’t a small undertaking, we put a lot of resources into looking at every screen and restructuring how we bundle our visual assets in the app. The rewards for this hard work have been great. Check out how nice Banktivity 7 looks in Dark Mode on Mojave Real Estate Tracking: - It is true that you’ve always been able to track the value of your home or other real estate properties in Banktivity, but it has never been a great solution.
In the past, you had to add an asset account and manually adjust the value of your home asset to what you think it might be. This approach has always left a lot to be desired.
Wouldn’t it be nice to have the value of your home automatically calculated? And wouldn’t it be nice if you could easily see how much equity you have in your home after you factor in any mortgages or lines of credit? Well, now you can in Banktivity 7 - For Banktivity 7 we’ve integrated Zillow’s estimating capabilities right into Banktivity. We’ve also designed an entirely new real estate view when you are looking at a home in Banktivity 7. Further, you can now link your real estate accounts with the loans associated with them and see a more complete picture of your properties all in one place - For the real estate view, there is no reconcile or search as they never really made sense for assets like a home. Instead, you get a simplified register view to show your “transactions.” On the right we show you the value of your home as recorded in Banktivity and the value of your home according to Zillow. You can click “Record It” to enter a transaction that will bring up the value of your home to match Zillow.
Two things to note: 1) pulling of prices for Zillow is tied to your Direct Access subscription and 2) Zillow currently only supports homes in the United States. So if you aren’t a Direct Access subscriber and you have one or more properties in the United States, it might be time to reconsider Calendar: - For many years our customers have been requesting a calendar view in Banktivity. They want a place to see their past and upcoming transactions as it relates to a calendar. I’m happy to announce that Banktivity finally has a calendar view - Our new calendar view shows your posted transactions and upcoming scheduled transactions.
It also calculates a running composite balance and a summary of how your investments have performed each week. The calendar is interactive too.
You can click on transactions to see them in their account. For unposted scheduled transactions, you can click them and then take action on them by either posting them, skipping them, printing a check or paying online. You can also configure the calendar to only include the accounts you are interested in User Requested Features: - We’ve received a lot of great feature requests since the launch of Banktivity 6. We worked hard on implementing many of them, so much in fact, many deserve to be iterated here - Stock lot selection. When you sell securities you can choose which lots to sell from, or use the FIFO default - Search Everywhere. Now you can search your payees, categories, accounts, securities and tags - Improved Reconciling. We made some great improvements to reconciling.
You can choose to have Banktivity auto-reconcile all transactions, no transactions or just the cleared transactions. We also added search to the reconcile sheet and it remembers the last size you left it at.
Last but not least, we made the button to create a statement more obvious - Customize the Summary View. You can now choose which accounts you want to be reflected in the summary view. You have options for the accounts used for your net worth, and for the income and spending calculations you can customize the accounts and categories - Create Reports Based on Reconciled Status. This is a small “nice touch” but for many people, it will be very welcome. In the past, there was no way to find all of your uncleared or unreconciled transactions across all of your accounts. Now you can make a transaction report that does just that - Faster Direct Access.
Banktivity Is Personal Finance Software For Mac Pro
Get your transactions into Banktivity faster - New Account Types. We’ve added a bunch more account types and you can even change account types after an account has been created, within reason. For example, you can’t change an investment account to a checking account, but you can change an investment account to a 401k - and More. There are lots of other goodies throughout the app that I won’t go through here.
Banktivity Is Personal Finance Software For Mac
I encourage you to try it out!