Banktivity: Budget & Finances
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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.
さらに見る Thanks for using Banktivity, we have a great update for you today. Here is what is new:
- iPhone Duo support!
– Fixed an issue where new transactions added while reconciling were not marked as reconciled [macOS]
– Improved transaction selection and focus behavior when reconciling statements [macOS][iOS]
– Fixed an issue where transactions on a statement end date could be excluded from reconciliation [macOS][iOS]
– Fixed an issue where the Debt Report could use the wrong starting date for some calculations [macOS]
– Fixed an issue where subscription tiers could not be changed [iOS]
– Fixed an issue where synced ledgers with errors did not show the Disable Sync option [iOS]
– Updated Cloud Sync setup to consistently refer to ledgers instead of documents [iOS]
– Updated the Banktivity User Account assistant to use the latest assistant design [macOS]
– Fixed an issue where a partial data retrieval status might now show number of new transactions [macOS]
– Fixed a crash that could occur after opening Banktivity to the Accounts screen [iOS]
10.2 4日前
Thanks for using Banktivity! We have a some good improvements in this build:
– Added percentage change display in Portfolio and Account Summary [macOS]
– Fixed daily percentage change calculations for securities [macOS][iOS]
– Fixed an issue where securities would not update automatically or when using Update Securities [macOS][iOS]
– Fixed gain/loss indicators displaying incorrect colors [macOS]
– Fixed an issue where security prices were missing when printing the Portfolio [macOS]
– Fixed issues with payer addresses and label positioning when printing checks [macOS]
– Fixed an issue when deleting scheduled transactions [macOS]
– Fixed an issue that could cause the search interface to reappear unexpectedly [macOS]
– Improved readability of section headers when moving envelope cash [iOS]
– Fixed a crash that could occur when downloading files with the built-in web browser [macOS]
– Fixed a crash when loading malformed in-app messages [macOS][iOS]
– Fixed crashes that could occur when quitting Banktivity with documents open [macOS]
– Fixed a crash that could occur on another device after changing your Banktivity login ID [macOS][iOS]
10.1.2 9月23日
Thanks for using Banktivity! We have a couple of small fixes for this build:
- Better handling of logging in when you change your username [macOS][iOS]
- Better behavior when expanding groups in Portfolio with Option key down [macOS]
- Fixed wrapping issue of long security names in tax report [macOS]
- Fixed check printing bug [macOS]
10.1.1 9月16日
Thanks for using Banktivity! We got a bunch of great fixes and improvements in this version. Here is what is new:
– Avoided crashes caused by invalid category parent relationships. [macOS][iOS]
– Clearing a search no longer causes it to reappear when returning to the document summary. [iOS]
– Improved the appearance and spacing of the Portfolio view. [iOS]
– Fixed selection being lost while editing transactions in the Confirm Scheduled Transactions window. [macOS]
– Fixed security prices sometimes being saved to the wrong date when editing from the Watchlist. [iOS]
– Fixed issues when clearing or editing security prices in the Portfolio view. [iOS]
– Empty transaction line items are now automatically removed when saving. [macOS][iOS]
– Improved database health checks to detect and repair orphaned, duplicate, and incorrectly grouped items. [macOS]
– Improved contact matching when looking up addresses for check printing. [macOS]
– Fixed a crash when removing additional loan line items while editing a transaction. [macOS]
– When you have only one ledger, Banktivity now opens it directly instead of displaying the Organizer. [macOS][iOS]
– Fixed several crashes, hangs, and threading issues when opening, closing, and working with ledgers and Portfolio views. [macOS][iOS]
– Fixed securities with an “&” in their symbol failing to download prices. [macOS][iOS]
– Banktivity now respects your system setting for the first day of the week. [macOS]
– Fixed balance-forward transactions sometimes importing as deposits or credits. [macOS][iOS]
– Fixed liability account values being displayed incorrectly in the Apple Watch app. [iOS]
– Fixed category selection issues when moving envelope cash between budget categories. [macOS]
– Fixed currency options such as U.S. dollars and euros being unavailable with certain regional settings. [macOS][iOS]
– Fixed the Organizer sometimes displaying an outdated saved date for a ledger. [macOS]
– Fixed transfer arrows pointing in the wrong direction for amounts under $1. [macOS]
– Improved window size restoration after relaunching Banktivity. [macOS]
– Inactive child categories are now properly excluded from category selection. [macOS][iOS]
– Fixed crashes when adding or editing transactions. [macOS]
– Improved handling of external files and imports when multiple ledgers are open. [macOS][iOS]
– Fixed an issue that could prevent some files from migrating successfully. [macOS]
– Transfers in search results now favor active accounts instead of appearing under inactive accounts. [macOS]
– Fixed truncated reconciliation balances for currencies that use more than two decimal places. [macOS]
– Fixed scheduled transactions sometimes becoming uneditable after being set to end. [macOS]
– Fixed an error that could occur when ending a scheduled transaction. [macOS]
– Net worth summaries are no longer affected by the selected account balance display style. [macOS][iOS]
– Improved sign-in behavior and credential handling in the Organizer. [macOS]
– Fixed invalid whitespace in currency symbols and added detection for it to Check Document Health. [macOS]
– Improved editing of budgeted categories in Year view. [macOS]
– Fixed transfer accounts sometimes being missing from the Budget Assistant. [iOS]
10.1 9月2日
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]
10.0.6 7月7日
Thanks for using Banktivity, we got a nice update for you today. Here is what is new:
- You can now move envelope cash around in the past [iOS][macOS]
- We will no longer try to reopen ledgers that didn't close cleanly [macOS]
- Fixed issue where name could show 'null' on profile screen [iOS]
- Onboarding assistant isn't closed with errant taps on iPad [iOS]
- Blue/purple colors no longer show up in budget bars [macOS][iOS]
- Fixed issue where some assistants could end up going down unexpected paths [macOS][iOS]
- Group New and Uncleared status is now persisted [iOS]
- Fixed glow color in Organizer in light mode [macOS][iOS]
- Long press to reveal/redact net worth summary [iOS]
- Fixed sync crasher [macOS][iOS]
- Fixed issue where scheduled transactions that use inactive categories would show up uncategorized [macOS]
- Fixed issue with inactive categories now appearing/behaving right for budget assistant [macOS]
- Sign In button on macOS Tahoe now appears in green [macOS]
- Fixed issue where drilling into budget category would ignore fiscal start date [macOS]
- When you finish importing from 3rd party software it now asks if you want to set up cloud sync [macOS][iOS]
- Removed old "learn more" button in bill pay assistant [macOS]
- Fixed issue where hiding or minimizing window could lose scroll position [macOS]
- Fixed issue where "temp" subscription id could appear [macOS]
- Fixed voucher import from Files app [iOS]
10.0.5 6月19日
Thanks for using Banktivity. Here's what's new in this version:
* Fixed where a budget would sometimes not load [macOS][iOS]
* It is easier to migrate documents from really old versions [iOS]
* When you double-click an older document, the Organizer warns you might be creating a duplicate [macOS]
* Improved error display for error code 1017 [macOS][iOS]
* When importing an older document we ask if you want to lock it [macOS][iOS]
* Minor wording tweaks [macOS]
10.0.4 6月5日
Thanks for choosing Banktivity! We have a nice update for you today. Here is what is new:
- Fixed issue where the Organizer reappeared too aggressively [macOS]
- Fixed some crashes around amount fields [iOS]
- Find results surface transactions in inactive accounts [macOS][iOS]
- Fixed an issue where cloud sync passwords weren't always being pulled from the keychain [macOS][iOS]
- Fixed a crash that could occur when clicking certain accounts [macOS]
10.0.3 5月30日
Thanks for using Banktivity! A few good fixes in this one!
- Fixed an issue where tapping on a ledger wouldn't migrate it [iOS]
- Improved some dialogs to make them more clear [iOS]
- Fixed an issue where files would fail to import into the Organizer if they contained / in the filename [macOS][iOS]
- Fixed a crasher when entering tags with an external keyboard [iOS]
10.0.2 5月28日
Banktivity 10 is here!
- One home for all of your ledgers in the new Organizer
- Investment performance widget
- Mark categories inactive
- Fund envelopes in the future
- Shortcuts support
- Dedicated credit card transactions: refund, charge and payment type
- And so much more!
10.0 5月26日
Thanks for using Banktivity! Here's what's new:
- Improved importing holdings that lack a description [macOS][iOS]
- Fixed an issue with keyboard overlap when editing statements [iOS]
9.7.6 2月11日
Thanks for using Banktivity! We have a nice little update for you today:
- Importing should no longer create an X-MATCH for manually entered transactions [macOS][iOS]
- Toolbar buttons behave better when rotating your device [iOS]
- Addressed an issue where the business categories were just gone [iOS]
9.7.5 1月27日
Thanks for using Banktivity. Here is what is new!
- Fixed an issue where investments could be zeroed out when setting up an account for the first time [macOS][iOS]
- Improved importing Apple Card transactions [iOS]
9.7.4 2025/12/04
Hello Liquid Glass!
And we made these changes:
Improvements/Fixes
- Fixed a rare divide by zero exception when importing into certain accounts [macOS][iOS]
- Fixed a rare sync bug related to securities [macOS][iOS]
9.7.3 2025/10/28
Thanks for using Banktivity, got a small, but good update for you today. Here is what is new:
-Addressed an issue where last open document wouldn't always re-open automatically
-Improved importing of bonds when using Plaid
-Improved importing of bonds when using Yodlee
9.7.2 2025/08/25
Thanks for using Banktivity! We have a few good fixes in this build:
- Fixed longstanding bug where autofill of username/password for Banktivity ID would sometimes fail [macOS]
- Fixed issue with sorting securities in Portfolio View [macOS][iOS]
- Fixed issue where open panel would allow too many file type selections [macOS]
- Fixed rare issue where after entering a transaction it would no longer be visible [macOS]
9.7.1 2025/07/28
Thanks for using Banktivity! We have nice update for you:
New Features
- Security holdings are now grouped by type (e.g. Stock, Option, EFT, etc.) This is present in the Portfolio view and all account Summary views [macOS][iOS]
- Covered call options are now listed indented and next to their underlying security [macOS][iOS]
Improvements/Fixes
- Put down some ground work to introduce some new transaction types in the future [macOS][iOS]
- Fixed rare issue where horizontal bar charts could draw incorrectly [macOS]
- Fixed issue with Move Cash option in budgets [macOS]
- Fixed issue where some screens could take a long time to appear [macOS]
- Fixed issue where migrating an older document could result in needing to log in twice [macOS]
- Fixed crasher when adding a category [iOS]
- Fixed a rare crasher when creating a document from cloud sync [iOS]
- Fixed issue with historical prices not appearing the Portfolio
- The + button on several screens is now placed consistently in the top toolbar [iOS]
9.7 2025/07/21
Thanks for using Banktivity. Just a few minor tweaks in this version.
9.6.1 2025/05/07
Thanks for using Banktivity, we have a nice update for you today.
- Goals are now on iPhone and iPad!
9.6 2025/05/05
Thanks for using Banktivity. Got a nice little update for you today. Here is what has changed:
- Fixed crasher in some account pickers
9.5.8 2025/02/27
Thanks for using Banktivity! We got a great release for you today. Here is what is new:
- Fixed an issue where Plaid connections would fail during setup
- [New Feature] Added search to the transaction category picker
- Put in better error handling around saving
9.5.7 2025/02/21
Thanks for using Banktivity. We got a great update for you today:
- [New Feature] You can now import CSV files!
- [New Feature] You can now see original import info for each transaction
- [New Feature] Can now see and change account type
- Fixed crasher when scrolling long list of tags
- Fixed issue with importing split shares via CSV
- Fixed issue where security prices imported from Plaid could be wrong
- Hopefuly fixed rare issue with Plaid where new accounts would fail to add
- Added backend support so links can now cause the app to launch
9.5.6 2025/01/29
Thanks for using Banktivity! Here's what is new:
- Fixed rare issue where holdings could be displayed incorrectly
- Minor improvements to red/plain preference settings
9.5.5 2024/12/11
Thanks for using Banktivity, we have a great update for you today:
- Added new preference to turn off debits appearing in red
- Fixed issue where bad loan settings could cause sync to fail
- Improved Remove Historical Data operation
- Improved Document Repair to handle duplicated bank connections
- Saving a transaction will now cleanup possible dangling data
- Fixed issue with & appear in first name field and downstream repurcussions
- Fixed issue with subscription assistant where wrong tier could be selected
- Fix for options importing with the same symbol even when they should have different ones
- Import rules now work with Apple Card import
- Fixed a potential crasher with Apple Card
- Fixed some frustrations with statements
- Fixed searching with apostrophes
9.5.4 2024/11/27
Thanks for using Banktivity. Just a small update today that improves offline behavior and fixes some issues with Salt Edge connections.
9.5.3 2024/10/24
Thanks for using Banktivity, we have a great update for you today. Here is what is new:
- iPhone Duo support!
– Fixed an issue where new transactions added while reconciling were not marked as reconciled [macOS]
– Improved transaction selection and focus behavior when reconciling statements [macOS][iOS]
– Fixed an issue where transactions on a statement end date could be excluded from reconciliation [macOS][iOS]
– Fixed an issue where the Debt Report could use the wrong starting date for some calculations [macOS]
– Fixed an issue where subscription tiers could not be changed [iOS]
– Fixed an issue where synced ledgers with errors did not show the Disable Sync option [iOS]
– Updated Cloud Sync setup to consistently refer to ledgers instead of documents [iOS]
– Updated the Banktivity User Account assistant to use the latest assistant design [macOS]
– Fixed an issue where a partial data retrieval status might now show number of new transactions [macOS]
– Fixed a crash that could occur after opening Banktivity to the Accounts screen [iOS]
さらに見る バージョン10.2 4日前
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ユーザに関連付けられないデータ 次のデータは収集される場合がありますが、ユーザの識別情報には関連付けられません。