What I’ve found most appealing about Banktivity is that it just works. I’ve successfully connected investment accounts from major brokers, a mortgage on an investment property from Chase, and credit cards from Citi, Capital One, and other issuers. I’ve found connecting accounts to be, while not perfect, workable. ![]() Once connected, Banktivity manages your entire financial life in one place. Much like Quicken, you can connect bank accounts, credit cards, mortgages, and even investment accounts. Banktivityįor those with a Mac looking for software, Banktivity is an excellent choice. Once you’ve used the software for about a month, you’ll rarely need to categorize expenses manually. Categories can be assigned to your spending automatically. ![]() It uses a familiar spreadsheet format that’s very easy to use. ![]() I’ve tried virtually every budgeting tool available, and YNAB is without question the most effective. For those focused exclusively on their budget, there’s nothing better than YNAB (short for You Need a Budget).
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