![]() It lets users create budgets, track expenses, and keep an eye on investments. Looks like only Direct Access, with $45 a year subscription, is the only way to access Fidelity accounts.Īnd unfortunately, Fidelity doesn't let you download OFX files manually. Banktivity is a personal finance program that was designed specifically for Mac and other Apple devices. ![]() Looks like it no longer logs into Fidelity if you're using Direct Download. I'll probably give that a shot and see how we go.Īlso, I wonder if Apple would ever extend the features they showed in the Apple Card demo to other accounts… Would be a bit weird for the OS itself to support finance tracking, but there was a lot that I liked the look of in that demo.Īnyone using Bankivity 6 with Fidelity accounts? (I CBF maintaining a separate VM/machine just for this).Įdit: Looks like PocketBook is an Aussie-focused iOS simple budgeting/spending app.īasically I just sit down once every couple of weeks and make sure we're not way overshooting on anything.Īny suggestions for an alternative? No huge rush but who knows what'll happen come June. We don't need a mobile app, we don't manually add transactions, we don't need shared access or cross-machine syncing. I'm generally a very light user of the system. Direct Access is a subscription download service offered by IGG Software that allows you to view all of your financial transactions in iBank as soon as they. Particularly if it integrates with Australian banks.I'd rather not use a SaaS platform if I can avoid it, but I guess I'm ok with paying around $100/yr for such a service (that's less than it costs to do a tax return, for example).(I use manual export from online banking -> import to YNAB & categorise).I don't like that it doesn't integrate with Australian banks.(I suspect most people will purchase this. The direct connection service is in addition to purchasing the software. I use it more for budgeting & expense tracking than accounting, balance sheet monitoring & reporting. When using Banktivity with any bank that requires a direct connection for synchronization, you must create an account with IGG Software.I guess the writing's on the wall - time to find an alternative. How many other transactions has it altered since I began using the app? This makes me miss Quicken for Mac 2007. It also changed one line in the split transaction in my paycheck (now I pay my spouse's federal income tax).
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