Banktivity

Connect all bank accounts via Direct Access.

Add Real Estate assets with Zillow Sync.

Input Brokerage accounts with Ticker symbols.

Review the Net Worth report for real-time valuation.

Set a functional home currency.

Create accounts in foreign currencies.

Perform transfers using automated exchange rate lookups.

Run reports localized to a single currency.

Set up Loan accounts with amortization schedules.

Use the 'Goal' feature to set a payoff date.

Allocate monthly surplus in the Envelope Budget to the debt category.

Track progress via the Debt Report.

Apply 'Business' tags to specific transactions.

Use the Split-Transaction tool for receipts containing both types.

Generate a Category Report filtered by the 'Business' tag.

Export to CSV for the accountant.

Connect 401k and IRA accounts.

Configure the 'Retirement' report with projected inflation and return rates.

Adjust monthly contributions in the budget.

Analyze the 'Forecasting' chart for capital depletion dates.

Run the 'Find' tool with specific criteria (amount, merchant).

Use 'Mass Edit' to correct categorization errors.

Reconcile against monthly statements using the 'Reconcile' wizard.

Flag 'Unresolved' items for follow-up.

Document all private assets (safe deposit boxes, physical gold).

Attach PDF statements to relevant accounts.

Set up a shared Cloud Sync for trusted executors.

Export a full backup to an encrypted drive for the estate attorney.