![]() The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Thus making it easier for users to set goals and achieve them in real-time. This entry was posted in Banktivity for iPhone, Banktivity for iPad and tagged Banktivity for iPad, Banktivity for iPhone, Getting started, Setting up iOS.ģ people found this article useful This article was helpful No, let me contact you. Banktivity is an advanced investment tracking and analysis solution, offering greater levels of control over money in a planned way. Next, tap “OK”.ĭouble Click to Subscribe and login to the App Store to make your purchase so you can get started setting up your accounts and begin managing your finances in Banktivity! Next, Banktivity will suggest the tier that would suit you best based on your previous selections, but you can change the tier at any time. You also want to toggle on Multiple Currencies if you are tracking accounts in more than one currency. You would toggle these on if you do want to track these account types or leave them as is. To determine what tier might suit you best, Banktivity is going to ask you what category set you would like to use and whether or not you have any investment or retirement accounts you would like to track. You will now be on the “Banktivity ID” page where you can sign in to your Banktivity ID to get started!īanktivity’s setup assistant will walk you through purchasing the app and setting up your new document. The following screen will ask you to Verify Your Email. Next, enter and confirm your password, your email address, first and last name, and security question. Enter the Banktivity ID username in the “Choose Banktivity ID” field (this can be an email address, your name - anything that makes sense to you) and then tap on “Create”. Banktivitys features include a proprietary cloud sync that can be used between macOS and iOS. Now you will need to start your new trial by setting up your Banktivity ID. Banktivity 7: initial public release on September 24, 2018. To start, you will need to download the new Banktivity app from the App Store. Whether you are a first-time user just learning the ropes, or a Banktivity expert hunting for power user tips, we trust that this guide will help you take advantage of everything Banktivity has to. This article is intended for customers that do not already have an active Banktivity subscription. Overview How to use this manual: Welcome to Banktivity This manual is provided to assist you in finding your way around the Banktivity application.
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