Make the Most of Your Money with Banktivity

The key to reaching all your financial goals comes down to one simple idea:
Proactive Money Management.

Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. 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 the work for you.

It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.


Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.


Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!

What’s New

Version 8.0.4

Thanks for your continued support! We have another great update for you. Here is what is new:
- Fixed an issue where the account selection wouldn't be restored when a document was locked with a passcode
- Holding down Option key while doing a refresh will pull latest transactions from the server's cache after deep refresh is finished
- Transaction template split images didn't draw correctly in dark mode, now they do
- Several fixes for date checks in goals
- Fixed a typo in an uncommon dialog
- Fixed a dark mode issue with bill pay assistant
- Fixed an issue where the statement editor didn't restore to the previous size
- Fixed an issue where payees with no activity could show up in a categorized payee report

Ratings and Reviews

3.3 out of 5
16 Ratings

16 Ratings

SCSpidey ,

Wanting More

I realize this is a companion app to the Mac version but I guess I was expecting more from the iPad version. I’m hoping that the iPad version gets more powerful and more feature rich down the road. I’m not expecting parity with the Mac version but more than basic transaction management and simple views of accounts would be great.

Also, this is the second time that I’ve attempted to use one of the companion apps (iPhone version about 2 years ago) and this is the second time that one of my credit card accounts has gone completely haywire. The time before and this time, I’ve had to completely scrub 4 years worth of transactions to get it right. I stopped using the iPhone app 2 years ago because I could never keep the account synced and accurate between my Mac and my phone. I’ll be cautiously watching this on my iPad over the next couple of weeks.

Update: Added a star because I figured out how to process transactions. I would like to see reporting added to the iPad version in the future. This would really allow me to rely on the iPad version more.

Developer Response ,

Thanks for the feedback! We' love to hear what specific features you'd like to see on the iPad app!

oneblessedguy ,

Was initially confused. Now glad to upgrade!

I have now tried the new Banktivity software and gone to the website. Overall, it seems to be a little more money per year with the benefit of a unified system. I understand the billing system now and they even thought ahead to make sure that the user gets credit for their previous version Direct Access subscription. Overall, good improvements on the previous version. I love that I can use the iPad version with my subscription now. Sweet. Two things that would have made this better. One, some sort of update email or notification that said a new version was coming out and this is how it is going to work, what the changes mean for the user, etc. Two, make the App Store information more clear. I had no idea of the changes and it was very unclear in the App Store what exactly the new version would cost all around. Also, what are the benefits? What are the downsides to upgrading? At least refer everybody to the website so they can get the new information from there. Lesson, if you are unclear like I was, go to their webpage. It explains it very well.

Developer Response ,

Hi, thanks for your comments. The new Banktivity app uses an entirely new subscription system. One subscription gets you all of our apps and depending on the tier, our various services like Direct Access, stock quote downloading, etc. If you already have a Direct Access subscription with one of our previous versions, you can MOVE IT, prorated, to the new system. I hope this helps, we have lots of great resources on our website helping answer questions like this.

velgor ,

Needs some work

While I don’t mind subscriptions for important apps such as this one and its Mac counterpart, this new iOS version needs work. The ‘Tap to Begin’ prompt followed by an animation and second step to select my document is two steps too many to launch the app. The prior version did not have this issue. It should remember where I left off. Also, I find the artwork distracting at best. I do appreciate the enhanced account and portfolio views though.

Developer Response ,

Thanks for the feedback. We have some updates in the pipeline that address this issue and a few other niggles.


IGG Software, Inc
36.9 MB

macOS 10.15 or later. Requires iOS 13.5 and watchOS 4.0 or later. Compatible with iPhone, iPad, and iPod touch.



Age Rating
In-App Purchases
  1. Silver $69.99
  2. Bronze $49.99
  3. Gold $99.99


  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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