- Quicken vs banktivity for mac for mac#
- Quicken vs banktivity for mac update#
- Quicken vs banktivity for mac upgrade#
The ability to EASILY share the same data between my wife and I was very important This "cloud" support was also a game changer for me to make the move from Quicken for mac. I use the gold level which is the mid-tier level. Now banktivity has three subscription levels which includes the direct access. Previously you would buy the app and then subscribe to the direct access for financial institution access. Banktivity recently went to a subscription model. That way my wife can easy see spending and the reports on her computer / iPad. One feature of bankktivity that I like is the data syncs to banktivity's "cloud". Banktivity lets me budget and track spending each month, and the forecast report lets me mange my cashflow. I will warn, the investment tracking is not the best. Banktivity does everything I need to do it. From what I have read the envelop budgeting is add-on to budgeting. I use the budgeting on banktivity not the the envelop budgeting. I used Quicken on windows for 15 or so years before switching to banktivity. I also do not use it for any budgeting, but from reading other users feedback it seems adequate.
Quicken vs banktivity for mac update#
Some smaller holdings I have on non supported exchanges I can update the prices weekly with ease. The portfolio tracking seems decent enough, although there are not as many exchanges supported for automatic price updates, but does support for my long term ETF holdings (LSE). For me, Banktivity has a much cleaner interface and more intuitive reports.
Quicken vs banktivity for mac for mac#
I also switched from Quicken for Mac to the latest Banktivity 8 and am very happy I have. Also, I have had to use the help ticket function a few times over the years and they are very responsive. It's to go back to individual transactions to investigate/validate the categories at annual budget or tax time. I don't use it for investments, but I like the budgeting. Banktivity will also export files nicely that can be ingested by TurboTax (which is my workflow). I don't use the budget functionality and can't speak to that. I am very happy with it - does imports, stock basis tracking, etc.
Quicken vs banktivity for mac upgrade#
I've been on Banktivity for years since Quicken decided to hobble/not upgrade the features on the Mac. I've used PV but wasn't aware that it could be used for portfolio tracking/transactions/etc.unless I'm missing something. Just to elaborate, the app would track transactions/IRR/etc. I think you need a specialized tool like this: (All of our investments are at Schwab, which has terrible asset allocation tracking, IMHO.) I was under the impression Quicken had something like this but it sounds like it doesn't.ĭoes something like this exist in a comprehensive unobtrusive (not Personal Capital) package? What I mean is that I'd hope that an app like Quicken or one of its others would track a user specified asset allocation and indicate when rebalancing is required. Banktivity isn't any better in this area AFAIK but I haven't used the most recent version. Quicken for Mac doesn't really offer anything beyond investment tracking it'll tell you how much you have in stocks & bonds but it won't help you rebalance your assets.
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