The software set me back $64.99, which by itself would be fine. 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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