Banktivity is the leading personal finance app for iPad. See all of your accounts in one place and start making smarter financial decisions. Plan ahead for your bills and use envelope budgeting to always be able to answer the question, "Can I afford it?"
For fast answers, free webinars and great support including Live Chat, visit www.iggsoftware.com.
“In a word, stellar. As good as, or better than, anything you’re using." — macworld.com
"A serious financial application, comparable to anything on a PC." — 148apps.com
"The investment tools alone put iBank [Banktivity] for iPad in a different class." — mac360.com
"Better than competing offerings such Mint.com." — AK Apple Users Group
Now with FREE Private Cloud Sync.
√ GET ORGANIZED
Banktivity for iPad lets you see your complete financial picture instantly, in a clean, intuitive interface. Throughout the app, interactive bar graphs and pie charts deliver instant access to the info you need. Quickly navigate screens, swipe to edit transactions, and review your finances as if presented by a professional planner.
You can enter information manually, or sign up for Banktivity's optional Direct Access* service — connecting to over 10,000 banks worldwide and automatically delivering your latest transaction data. Users of Banktivity 6 for Mac and Banktivity for iPhone can sync accounts, budgets and investments at no cost, or share a single Direct Access subscription.
√ TRACK INCOME & SPENDING, EVEN RETIREMENT PORTFOLIOS
Banktivity for iPad has the tools you need to set up checking accounts, savings, credit cards, mortgages, investments and more. Then track each and every transaction: fine-tune them by categorizing, splitting and making edits — or let transaction templates do the work for you. You can search globally or by account; track payments or transfers in any currency; and set reminders or manage repeating events with scheduled transactions. Never miss a due date again!
It’s easy to group accounts into documents. Set up as many documents as you need, for example, one for business and one for personal.
√ CONTROL SPENDING, BUILD SAVINGS
Banktivity for iPad’s budgeting tools help you set saving and spending goals, control spending, and pay down debt. It's powerful use of envelope budgeting will help prioritize and save like never before.
In categorizing each expense and editing the budget itself, you can see where your money goes — and how to make it go further! Banktivity does this visually so that you can see your daily progress and compare past, current or projected budgets.
√ SECURE YOUR FUTURE
Banktivity for iPad’s investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more; categorize investment transactions; and retrieve quotes from Yahoo! Finance or foreign exchanges.
The app’s powerful tools let you review trades, positions, history, performance, realized and unrealized gains, market value and more. Its expert trading features include short and long puts and calls or stock option trading.
√ WE’RE THERE FOR YOU
With Direct Access, update accounts via Wi-Fi or data connection, any time and anywhere. You can edit or manually enter transactions on the go, or monitor accounts and balances for truly mobile finance management.
If you need help, get unlimited email support or Live Chat with us for quick answers. Banktivity offers built-in tool tips, plus a searchable Knowledge Base and tutorial screens at our site.
And rest assured: Banktivity for iPad is safe, secure and private. The app offers password protection for individual books. Login credentials [ and financial data ] are never stored on IGG's servers; user finances are never accessed, analyzed or aggregated; customer data is never shared with any marketers; no third-party services or offers are shown or sent to users. Banktivity is 100% ad-free.
* Direct Access subscriptions via In-App Purchase.
This release fixes a nasty issue where the app could crash when migrating documents from older versions. We also addressed an issue with tags not showing up in the transaction list. Last but not least, we addressed an issue where security holdings would show $0.00 sometimes.
Ratings and Reviews
First, I purchased the banktivity ipad app last summer and less than 6 months after purchasing they ‘upgrade’ to version 4 and publish it in the App Store as a separate program that you have to pay for again.
Now for the App itself - I bought it expecting it to be an iPad version of the desktop app, but it most definitely is *NOT!* it lacks many of the features that the desktop version does. The interface is not intuitive and it’s hard to figure out many features. Finally there is no manual and not even an online support site. If you try to look up anything, all you get are tips for the desktop version which are virtually never helpful. This is priced and marketed as a full budgeting app for the iPad, but in reality it is just a glorified companion app for the desktop version. If you are looking for a budgeting app for the iPad, keep searching. If you have the desktop version and want to check in on your iPad then this will probably work fine for you.
I will say that support is helpful and responsive. I just wish the programming team was as good as the support team.
I have been using IGG software for my Mac (iBank, then Banktivity) since it first came out. I loved iBank, and when it wasn’t updated anymore, went with Banktivity. Despite some differences, I adjusted and grew to like it. I purchased the iPhone version, which makes adding transactions on the fly fairly nice. Since I am away from my computer a lot these days, I thought I would purchase the iPad version, thinking I would be able to do all that I can do on my computer. Wrong! It does not mirror the same features and will not allow me to do the ONE thing that is most important to me- reconcile! I don’t use all of the other bells and whistle things- like envelopes, etc. I just like doing basics. I find it hard to believe that developers would devote so much time and energy into creating frills and forget to include basic pieces to an app like reconciliations and reports. What a bummer that I’ve now invested over $100 for apps that don’t really translate across platforms! Actually, I kinda think that for the price of the Mac version, the IOS apps should be free- especially since they are lacking key features. Going to try to get my money back- although I was told from “chat” that IGG can’t process that. Have to go through iTunes. Sincerely hope that IGG doesn’t charge in the future for updates!
Developer Response ,
We do appreciate your feedback and are listening. I've added a vote to this feature request. In the meantime, please contact us at media at iggsoftware.com if iTunes/Apple didn't refund you. - IGG
Not worth the price as a standalone app-cost/value dissapointing
I was shocked to see the $20 price tag, more shocked I paid it to give it a try. Had not used since 2015. While the ability to personalize categories is nice, and envelope budgeting may appeal to some, after a few weeks of use I am going back to Mint. Some shortfalls: "real" account balance is not visible, only the calculated value based on downloaded transactions. Budgets, once input, are only visible for the current month. No way to "sanity check" that the other months were input correctly. No visibility to all transactions in a current month for all accounts, have to look account by account. No visibility to pending transactions from Chase Bank. Mint seems to update accounts on a more regular basis within the day. No ability to print any kind of summary reports. I suspect this is a great companion app for Mac users that use the full program, but as a standalone app, Mint provides a similar, and in some cases more robust solution for no charge (albeit some limited ads in IOS versions.) Support as of late is very slow to non existant.
- IGG Software, Inc
- 19.1 MB
Requires iOS 11.2 or later. Compatible with iPad.
- Age Rating
- Rated 4+
- © IGG Software, Inc.
- In-App Purchases
- 1 Year Direct Access $44.99
- 30 Days Direct Access $5.99
- 90 Days Direct Access $13.99
With Family Sharing set up, up to six family members can use this app.