Banktivity: Budget & Finances
Money Management & Budgeting
Free · In-App Purchases
Banktivity 10 is here: the new Organizer, widgets, Shortcuts, Handoff, and full investment tracking on iOS. Your finances, reimagined for every Apple device.
Get there faster with Banktivity
Take your budgeting and money-management skills to the next level – fast – with Banktivity’s powerful suite of macOS/iOS tools, insights and strategies.
BANKTIVITY: A PROVEN APPROACH TO BETTER MONEY MANAGEMENT
For more than 20 years, tens of thousands of focused, disciplined and ambitious people like you have relied on Banktivity to help them achieve all their financial goals. And quite often, faster than they ever imagined.
No matter where you are on your financial journey, Banktivity provides the Clarity, Confidence, Control and Certainty you need to make the very most of your money. Safely. Securely. And Privately.
A PLACE FOR EVERYTHING
One of the greatest advantages of Banktivity is bringing all your financial accounts into one place. Our Direct Access service connects to more than 14,000 banks worldwide, automatically delivering your latest transaction to all your macOS/iOS devices. And our set-up assistant imports all your old data and downloads current transactions from your bank account online.
THE BIG PICTURE FOR GREATER CONTROL
Your financial picture couldn’t be clearer with all of your accounts – checking, savings, credit cards, real estate, mortgages and brokerage – securely connected to Banktivity. You’ll easily track, categorize, tag, reconcile and manage every transaction (including online bill pay). Do it all yourself or let Banktivity’s transaction templates do it for you.
And with Banktivity’s “Update Everything” button, you can easily update all your accounts all at once. Sync devices, download Direct Access data, security prices, even currency exchange rates.
BUDGETING YOU CAN LIVE (AND SAVE) WITH
The best budget is based on reality. And the reality is there are things we have to pay for and things we want to buy. Banktivity’s Envelope Budgeting is built around this belief and lets you assign money to different categories. Recurring bills, day-to-day living expenses and those things we’d like to do or have. And any money not spent in one category carries over into your savings.
Banktivity automatically budgets scheduled transactions – bills and paychecks – categorized to your Envelope Budget. And you’ll always know well how you’re tracking with Banktivity’s visually-driven Budget vs. Actual reports.
INVESTMENT MANAGEMENT MADE EASY
Banktivity’s intuitive investment features helps you better manage stocks, bonds, mutual funds, IRAs, 401(k)s, CDs and other assets. You can track buys, sells, splits, dividends, options and more. And Banktivity calculates IRR, ROI, and gains and losses. You can even choose which lots you sold from.
Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. You can assign tax codes to generate Tax reports or export to TurboTax. Or view holdings in the Portfolio of Investment Summary reports – presented in comprehensive graphics that let you drill down for details, export or print.
ON THE GO, IN THE KNOW
No matter where you are, you can enter transactions with Banktivity for iPhone. And you can sync accounts, budgets and investments to all your macOS/iOS devices. Should you need help or have questions, we provide unlimited email support, U.S.-based Live Chat (Mon-Fri, 9AM- 4PM EST) for quick solutions. Plus, there’s easily-accessed Help Files, Support Articles, and video tutorials.
A CHOICE OF 3 SUBSCRIPTIONS TO MEET YOUR NEEDS
From budgeting and goal-setting basics to handling the complexities of managing multiple assets, international stocks and currencies, you’ll find a plan that meets your exact needs.
And when you consider, Banktivity subscribers save on average an extra $500 every year, every Banktivity subscription pays for itself many times over!
No matter what financial goals, if you want to get there faster, you need to get Banktivity.
Thanks for using Banktivity, here is what is new in this version:
- Improved widget/handoff support [macOS][iOS]
- Ledgers will no longer be left stranded when a scene is closed [iOS]
- The available account classes should now be correctly shown during account setup [iOS]
- Fixed issue where you couldn’t restore a deleted ledger on Monterey [macOS]
- Fixed issue where scroll position could get lost when minimizing a window [macOS]
- Fixed issue where editing a transaction in a real estate account could make the bar chart disappear [macOS]
- Fixed issue where you couldn’t remove the last name of a Banktivity User Account [macOS][iOS]
- Fixed a crash that usually occurred when closing a ledger [macOS]
- Fixed issue where transfer accounts wouldn’t appear in budget assistant [iOS]
- Fixed fairly benign core graphics drawing error [iOS]
- Made authentication more efficient under the hood [macOS][iOS]
- Fixed a silly typo for cloud sync [iOS]
The developer, IGG Software, Inc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
- Identifiers
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Financial Info
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More
Information
- Seller
- IGG Software, Inc
- Size
- 65.4 MB
- Category
- Finance
- Compatibility
Requires iOS 15.6 or later.
- iPhone
Requires iOS 15.6 or later. - iPad
Requires iPadOS 15.6 or later. - iPod touch
Requires iOS 15.6 or later. - Mac
Requires macOS 12.4 or later. - Apple Vision
Requires visionOS 1.0 or later. - Apple Watch
Requires watchOS 4.0 or later.
- iPhone
- Languages
- English
- Age Rating
9+
- 9+
- In-App Purchases
Yes
- Bronze $79.99
- Silver $99.99
- Gold $134.99
- Bronze (month) $9.99
- Gold (month) $14.99
- Silver (month) $11.99
- Copyright
- © 2026 IGG Software, Inc.