Great customer service
Great customer service. Patient and clear guidance!
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IGG Software is a Putney, Vermont-based software company that specializes in Mac OS X and iOS applications for personal finance management.
05346, Putney, United States
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Great customer service. Patient and clear guidance!
I have been a long time customer of IGG Software using Banktivity and have been quite happy with them. Recently I had issues because complicated changes to our Banktivity accounts were required to avoid threatened hacks to our bank accounts. I got lots of help from three Technical Support Specialists but Nicole was the best and got me finally fully repaired and fully functional. She was very patient and very quick to find excellent solutions that I needed get be confident our program was safe and sustainable. She is a real "keeper" for IGG Software in my mind.

Reply from IGG Software
I recently encountered some glitches in online updates from my bank, reached out to IGG for support, and Nicole quickly and efficiently walked me through a couple of remedies which resolved my problem. I have used IGG's banking software since I met them at the 2008 MacWorld Expo, and, as a Mac developer myself, I was thrilled to do business with someone so personally committed to the product and service. They're still doing great work 16 years later.

Reply from IGG Software
Although I've been using Banktivity since long before it became Banktivity (I'm talking iBank here!) there is always something new to learn. And sometimes it's the simplest thing. Nicole solved my problem in minutes today, for which I'm extremely grateful.

Reply from IGG Software
Fixed my problem in clear way and offered options for me to consider.

Reply from IGG Software
I have more than 25 years of my banking data in Banktivity, over 80 accounts (mostly closed of course). The data has been transferred from an old MS Money program, to iBank and then to Banktivity. Banktivity has been solid and reliable for the last few years which it the most important thing. It has some features that I don’t use, but I’m happy to see it’s being actively developed all the time.
Last week I needed to contact Banktivity support for the first time. Nicole responded to my helpdesk ticket, walked me through some diagnostics and resolved my issue. It’s great to know the support is there.
I can’t imagine using anything else for my finances now.
Customer service did a superb job of troubleshooting a bank connectivity problem. Banktivity leads you through the process but any slight problem on the bank side messes this up. it seems each situation is affected by the particular bank. Nicole at Banktivity Tech Support stuck by me the entire time until the situation was resolved. Well done.

Reply from IGG Software
I have been using some of the basic functions of Banktivity for over 9 years (starting with version 5). Being a bit paranoid about allowing any app to link to my financial accounts, I've always done my own bank account downloads and imported those transactions into the app myself, without issue. I rely on the reporting functions to help me track expenses by category.
I've made very limited use of client support until this week. I upgraded from v7 (paid) to v8 (subscription) in a vain attempt to resolve my issue. No help. But between email and chat sessions, my "user error" was identified and easily fixed.
P.S. I've come to appreciate the subscription model in some cases. Even if I don't need all the bells and whistles in the newer releases, they also contain bug fixes. And perhaps more importantly to me ... the latest security patches. Not all software companies provide security fixes for older releases. Even for those that do, I figure the latest version is going to be prioritized. Did I mention that I was a bit paranoid?
I have been a customer of IGG Software for 11 years with iBank originally and now, it's successor, Banktivity. The software has continued to grow and offers allot of Mac functionality for the average user. However, their direct access banking data connectivity has ALWAYS been plagued with problems in one form or another, which is basically the biggest reason that customers use such personal financial programs.
Customer support is only offered via email (at an average two day wait for response in the general queue) or live chat (that requires an average 25 minute wait time). As with most first line technical support, they are limited in what can be offered, so many of my cases have been referred to another department. There seems to be no discernible customer service logic in how cases are handled at that stage. However, it has been stated to me more than once that the priority is based on "higher-volume banks", which seemingly kicks the customers of smaller institutions into limbo. I have a case now that has been opened for six weeks with no voluntary updates, no continued troubleshooting, and a remaining loss of functionality. While apologies are abundant when IGG Software is ever contacted and a 90-day extension on my subscription has been offered a handful of times over the years, it does absolutely nothing if one of the main features of the software is failing repeatedly. Sadly, this lack of customer service has been the most motivating advertisement for other banking software and I am regretfully investigating moving away from Banktivity because I feel that I have no choice. Hopefully IGG Software solves my issue before I click buy elsewhere.
I can only assume that maintaining data connectivity for so many different financial institutions must be like a game of Whack-A-Mole. I also understand the general business priority of initially serving the masses verses a small set of users, but NOT recognizing those who have been patiently waiting in line for weeks. Many of those individual loyal users like myself put their faith in the software during its infancy and provided the financial bedrock for the company to grow. Ignoring them unintentionally or intentionally after a company has grown too big for customer service with a good attention span is dishonorable regardless. As usual for the overwhelming amount of businesses in the USA, the golden rule of “treat your customers the way that you would like to be treated” falls by the wayside when dollar signs blind the company owners.
My suggestion is to use Banktivity only if you NEVER have to rely on automated banking data transfers. Otherwise keep shopping or worse, pound a nail in your head for a distraction when you go back to Quicken and their functionality verses frustration tradeoff.

Reply from IGG Software
I save so much time and money with Banktivity. I love having everything in one place, and the ability to stay organized. Having everything categorized makes my accounting and budgeting a breeze. Tax time? Everything is ready to go ahead of time. I finally feel like I know where every dollar is both coming and going!

Reply from IGG Software
IGG Software's website is terribly slow, they don't want to fix their glitches or continue supporting version 7 & the service they use to update securities throughout the day is worthless. I'll definitely be researching other financial software products when my software needs updating
I have few issues with Banktivity as an application. It mainly does what I pay it to do. But I DO have an issue with support. I have a fairly unimportant issue (as far as actual usability and functionality is concerned) in that Banktivity 8 will not start at login.
I raised it as a ticket with IGG on the 29th September 2021, for their information as well as a resolution for me.
What REALLY irritates me about IGG is the total lack of response. It is now the 8th of October and I have received nothing other than an automated email, despite 2 prompts sent by me. This is totally unacceptable in my opinion. Ok, I understand that they may not be a large company with a large outsourced support staff, but an acknowledgement of a ticket/email takes seconds. I don't normally put bad reviews on public websites but since IGG won't respond, I feel it is time to publicise their lack of support.
I've been a long-time classic-Quicken user on a Macintosh platform. I purchased my first version soon after Intuit released their personal-finance software, in the 1980s, and I found that it met my needs through the years. One of the things that I liked about it is that I owned the application, not needing to upgrade, although I did with each new release to get the newer feature set in that version. The most-recent Intuit version available is Quicken 2007, with a few incremental revisions that Intuit provided over the years. This version has been stable, and I had no issues with it, until recently.
Anyway, as the years went on, I knew that one day, I would have to either move into the “new Quicken” or switch to a different product. Through the years, I kept reading negative reviews and comments about the new internet-version of Quicken (the non-Intuit product), so I delayed and delayed my decision of a suitable replacement. However, I kept reading reviews and considering alternate applications. The inertia of moving out of my familiar Quicken 2007 and into a different product kept me “in place” until I had no other options.
First, Apple dropped support of 32-bit applications, when they released macOS 10.15 (Catalina). It was no issue to me until I refreshed my laptop and had to run Catalina. To my immediate rescue was a macOS 10.14 (Mojave) VM that I implemented. My Quicken 2007 ran perfectly for a while.
The next issue came with a corrupted QDFM file that would not open. I definitely panicked, and found that there was an issue with the Quotes file in the QDFM container. I discarded it, then I was able to use Quicken 2007 again. At this point, I decided that I had to move into a different app.
I tried several of the highly reviewed apps to experience major issues, particularly with importing my QIF file. Importing was such a problem with so many of the candidate apps that I started to think that my old version of Quicken was not creating a good QIF. Then I tried Banktivity, and the file import worked flawlessly. At that point, I decided that Banktivity was the app for me.
The main difference between Banktivity and classic Quicken is in using a browser-based, single window for each account, rather than having multiple open account panes that Quicken and Quickbooks use. Otherwise, the look and mostly the feel of Bankivity is very familiar to me. Probably the best thing that I found in Banktivity is during my account reconciliation. It works much easier than the arcane process that old Quicken uses. Otherwise, I find them to be very similar in function and feel.
I should mention that another noteworthy feature of Banktivity is its help file, which is actually useful. I don't think that I have seen another app with as readable and helpful of a help file. As a new user, I was up and running with very few questions to ask the support team, and the support team was very responsive and helpful with my additional needs.
If you like the operability of the old Intuit versions of Quicken, I think that you will really like Banktivity. If you are teetering on a decision on whether to try it or not, don’t hesitate to try it. I think that you will be pleased.

Reply from IGG Software
I have experienced a continuing problem (over 5 months) with B8 and the incorrect processing of Schwab investment accounts. Countless emails, screen shots, conference call with support manager and developer - all to no avail. I have cc'ed Ian Gillespie on several emails - no response. I have clearly identified the problem with multiple screen shots, and been told on several occasions the problem has been resolved - WRONG. Caveat Emptor - it seems that the tech support at IGG is non-existent or incompetent.
7/6/22. Schwab issues resolved. However other problems with Direct Access and erroneous transactions from USAA and Chase have arisen. Tech support overwhelmed!

Reply from IGG Software
Using banking software (Banktivity) is a bit like your bank - you don't want to change it unless you really have to. However, IGG Software seem to rely on this because every time they upgrade the software, you have to pay all over again. It's like pouring money down a drain. I'm not prepared to pay all over again to get something that works properly so i'm going to use it without the feature that don't work until I have time to set up something else.
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