![]() Banktivity, personal capital, or Calrity Money also don't allow you to connec to all the banking and investment institutions-totally pointless for a financial app. Quicken is slow and doesn't support all my bank accounts. There are a lot of services like this but none that function flawlessly. My priorty was to use an app that downloads all my financial accounts and gives me a full picture of what i have and what is happening. I don’t want to know what my bank thinks I have I need to work off of what I will have when all my bills and pending transactions are paid! But if you are financially savvy (I’m not) there are tons of features that can help you track investments etc. I don’t use any of the fancier features like syncing with my bank. I have never been able to keep track of my funds using a check register and I have found MoneyWiz to be totally reliable and I depend on it. So, their customer service is outstanding. ![]() When I let them know that I wanted to switch, they immediately refunded my money and I went ahead and got MoneyWiz 21. Unfortunately, MoneyWiz 21 is only available in IOS, but I can use it on my phone and tablet, just not on my PC, and for me, that was the best choice. They suggested that I get MoneyWiz 21, which is an annual subscription, but would allow me to integrate the two categories. They responded almost immediately that I could not do so in that version. I found that to be confusing and emailed them to see if there was any way to integrate the two. I recently upgraded to MoneyWiz 3 so I could use it on my new PC, but was upset that the newer version separated my pending and cleared transactions. Im also a new Robinhood user and having your brokerage linked to Moneywhiz 21 is super slick. Get this app you wont regret it!!! Im actually excited about goals and budgets again! P.S. ![]() That happened several times back in the day. I remember Banktivity being so complicated and you never knew when a glitch would occur during sync and you'd have to wipe it out and start over. Also when you open it on a Mac it looks identical to your phone. I played with it for a week with a mockup of my account and budgets and man was I stoked about how simple and intuitive it is!! It also runs like a dream on my new iphone 13. ![]() I dowloaded the app and to my surprise it gives you the ability to try the app in demo mode before subscribing. Bankitivity used to pride itself on looking like Apples aesthetics. It looked clean but complicated compared to what I was used to. At first glance of Moneywhiz 21 I was a little intimidated. After reading all the poor reviews of Banktivities newest software I started looking for an alternative. I recently had my banktivity software crash on me and become unusable and my software was outdated and obsolete. Security controls and pass codes mean details are always secure, editing is simple and intuitive and spreadsheets fit your preference.Former iBank/Banktivity user of 10 years here. This all-in-one style of financial planning gives a greater level of control and can be a real boon to budgeting and understanding monthly expenses. Accounts are then managed across separate devices, meaning that mobile transactions and cash payments can be logged on the go. Accounts and bills can be linked and authorised to allow automatic payments and transfers within the program. The software has a single main window with separate tabs for loans, accounts, budgets and more, with each having their own settings. Thanks to a clear interface and clever design, MoneyWiz offers a useful way to manage overall finances. The software features a range of integration functions with bank accounts, credit cards and regular outgoings. MoneyWiz is a financial planning program which consolidates all your information into one place. Softonic review Financial budgeting and control app
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