Banktivity vs PocketSmith Comparison

82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Banktivity

Personal Finance Software

View Details

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

PocketSmith

Personal Finance Software

View Details

Overview

Description	Banktivity is an advanced investment tracking and analysis solution, offering greater levels of control over money in a planned way. Thus making it easier for users to set goals and achieve them in real-time. The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Powerful organizational tools offered by the same ensures enhanced, tracking, tagging, categorizing and reconciliation facilities. Users can get their productivity levels boosted up by creating groups of two or more accounts, budgets, reports etc. Multiple customized reports offered by Banktivity, ensures greater financial mapping. The highly immersive reports can be transformed into PDF or taken as printouts as well. The software can also be used to monitor individual assets, split dividends, besides making ROI and IRR based calculations in an accurate manner. Banktivity offers active and secure connections with 14,000 banks, facilitating enhanced monitoring of financial data in real-time. Read more	PocketSmith is a personal finance software that comprises various useful tools, helping people shape their own financial path. The platform lets users know their transaction history, generate insights over it and suggests the key areas where money can be saved. The software assures absolute freedom to users, enabling them to create their own customised plans that work best for them. PocketSmith is safe and secure and it doesn’t ask users to share their personal information while using it. The highly active customer service team of PocketSmith offers assistance in every possible way, enabling users to take full control of their money. The software categorises, labels and annotates the way users spend their money. It also works with multiple currencies and automatically converts them based on the daily rates. PocketSmith provides a budget calendar to schedule upcoming bills. It also allows users to see their daily bank balances up to 30 years into the future. Read more
Pricing Options	Free Trial Available Starts at $4.99.	Free Trial Not Available Starts at $9.99. Offers Free-forever plan.
SW Score & Breakdown	82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 97% Reviews 60% Momentum 60% Popularity 70%	87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 97% Reviews 60% Momentum 66% Popularity 85%
SaaSworthy Awards	# 3 Fastest Growing	# 7 Fastest Growing

Features

Total Features	13 Features	12 Features
Common Features for All	Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task Bills Management Facility to add manage purchase bills and get reminded if bills are due Budgeting Prepares a plan to spend your money by balancing income and expenses. Expense Groups Allows to categorize or group the transactions with common attributes Financial Dashboard All in one dashboard that presents the financial performance. Investment Monitoring Monitors the performance of savings and investments Loan Management Keeps track all your debts, loans, interests and incorporate in your budget Multi-Currency Enables payment and collection in multiple currencies. Payment Gateway Facilitates payments for bills, membership, donation, etc. Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties. Reports Comes with reporting capabilities and features custom pre-built reports Spend Tracker Tracks expense and spend patterns to make your finances manageable Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report Transaction History Allows to verify or check all your historical transactions anytime + 10 More - Show Less	Alerts Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task Bills Management Facility to add manage purchase bills and get reminded if bills are due Budgeting Prepares a plan to spend your money by balancing income and expenses. Expense Groups Allows to categorize or group the transactions with common attributes Financial Dashboard All in one dashboard that presents the financial performance. Investment Monitoring Monitors the performance of savings and investments Loan Management Keeps track all your debts, loans, interests and incorporate in your budget Multi-Currency Enables payment and collection in multiple currencies. Payment Gateway Facilitates payments for bills, membership, donation, etc. Property Management Track & manage documents, expenses, income, loans, etc related to all rental properties. Reports Comes with reporting capabilities and features custom pre-built reports Spend Tracker Tracks expense and spend patterns to make your finances manageable Tax Reports Helps to calculate the tax payable on different Income types and prepares a tax report Transaction History Allows to verify or check all your historical transactions anytime + 9 More - Show Less

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac
Modes of Support	Online	Online
API Support	NA	Available

Pricing

Pricing Options	Free Trial Available Starts at $4.99.	Free Trial Not Available Starts at $9.99. Offers Free-forever plan.
Pricing Plans Monthly Plans Annual Plans	Bronze $4.99 $6.99 per month Silver $6.66 $8.99 per month Gold $8.33 $10.99 per month	Free Free Foundation $9.99 $14.95 per month Flourish $16.66 $24.95 per month Fortune $26.66 $39.95 per month
	View Detailed Pricing	View Detailed Pricing

Alternatives

	Moneydance 4.1 7 ratings Banktivity Vs Moneydance MoneyWiz Banktivity Vs MoneyWiz Monarch Money 1 1 ratings Banktivity Vs Monarch Money Simplifi Banktivity Vs Simplifi kopilot 4.6 5 ratings	PocketGuard 3.8 22 ratings PocketSmith Vs PocketGuard Monarch Money 1 1 ratings PocketSmith Vs Monarch Money Pockett PocketSmith Vs Pockett Lunch Money PocketSmith Vs Lunch Money Xero 4.2 7,623 ratings PocketSmith Vs Xero
	View All Banktivity Alternatives	View All PocketSmith Alternatives