Moneydance provides a very clear overview of your finances. Moneydance is particularly good at handling investments and transactions in multiple currencies so is an excellent choice for those that hold investments or make purchases in currencies other than US dollars. Moneydance has all of the features of Quicken including online banking and bill payments, bill attachments and arguably has better investment tracking and budgeting tools than Quicken. Moneydance has many satisfied customers that previously used Quicken and is an excellent desktop equivalent to Quicken on Mac. For a more in-depth look, you can also read our full Banktivity review. So for example, you can see all of your holdings with the current gains or losses in real time with data pulled from Yahoo Finance.
Banktivity is designed exclusively for the Apple ecosystem with iOS apps to help you monitor and enter transactions on the move. Banktivity supports traditional and envelope budgeting with useful setup wizards to get you going.
There are Quick Reports for instant overviews of the essentials and you can create highly customized reports for virtually any kind of spending. Other free ways of connecting are available though. It offers various ways of doing this with the most reliable and widely supported being Direct Access.