Then, open the iOS app, pull the sync data and it's there. You can make changes on the iOS app as you wish, and it will re-sync back to their end, but you'll have to open the Mac app again to get the changes. Regardless, the data always ends up residing on your devices locally (kinda like Dropbox behavior, rather than iCloud behavior). In this scenario, the iOS app can't get new transaction data directly iOS apps are only fed info from the Mac app. The data is still encrypted by the devices before the sync is sent.Īlternatively, they do offer an optional "Direct Access" service where *everything* resides on their end, including transactions. In this case, the iOS apps *can* get new/updated transaction data directly, as would the Mac app. This is more of the iCloud behavior rather than the Dropbox behavior.īut you don't have to sync between the two inherently. The Direct Access service is a subscription you pay to IGG to run all that. #Review of banktivity for mac download#.#Review of banktivity for mac software#. #Review of banktivity for mac registration#.Banktivity/IGG should clarify in its documentation and setup menu that it stores bank account credentials with yodlee. I would prefer (and pay for) an authentication approach that does not store my personal bank account credentials with a third party like yodlee. Personally, I used the trial subscription to initialize all my bank accounts in Banktivity, then changed all my account passwords and turned off this service. Multiple field entries required per split itemĪlso, I have concerns about the (apparently industry standard) method Banktivity/IGG uses in its subscription service for account syncing: Banktivity/IGG stores personal account credentials on a third-party server () to provide automated bank account access.Įven though markets its services as having greater security than banks (not a high bar), I am not confident about this security model. No tabbing through fields in split payment No auto-completion of categories in split payment Data entry requires too many fields/interactions and can be streamlined in several obvious ways No consistency check between split total and entry amount iPad Pro with keyboard not nearly as efficient as desktop app No way to reconcile or balance a check book on the iOS app Importing all my data from Quicken was easy, and all app functionality I’ve tried works well.īanktivity still has a few kinks to work out, especially on the iOS app, before it deserves 5 stars. Banktivity surpasses Quicken for Windows both in ease of use, and integration/syncing across desktop and mobile devices. I was never really a Quicken fan, but it worked and Quick for Windows was clearly better than the Mac alternatives.įinally, Banktivity stepped up and provided an integrated set of bookkeeping tools for macOS and iOS that work and are nice to use.īanktivity of the financial software to get. I purchased Banktivity on both macOS and iOS after years of maintaining a Windows VM used to run Quicken. For use with Apple products, I am firmly in the Banktivity camp.īest Bookkeeping App on macOS+iOS star star star star star_borderĮxp(pi*sqrt(163))'s Review of Banktivity Ipad Reviewed on 11/24/17 1:05 PM Editing and assigning budget categories is simple and automatically assigning categories to recurring payees works smoothly. The budgeting portion was a top priority for me and is as good or better than the many I have tried. I synch bank accounts, 401k, and other investment accounts as well as American Express. I now use it exclusively and literally am always up to date across all platforms at all times. After testing Banktivity it became apparent to me, that for Mac, iPhone,and iPad capability and working together, Banktivity was far superior to Quicken. I was reluctant to change having used Quicken for so long. Quicken never quite figured out IOS or Mac. Twtmd's Review of Banktivity Ipad Reviewed on 12/8/17 10:29 AMīeing an Apple user for years as well as a Quicken user for over 20 years, getting something to work better with Apple products and synch seamlessly with all had been a challenge. Changed from Quicken star star star star star_border
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