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.
BANKTIVITY BRINGS IT ALL TOGETHER
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 THE BIG PICTURE
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.
BUILD SAVINGS WITH BANKTIVITY BUDGETING
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 SIMPLIFIES INVESTING
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.
BANKTIVITY’S WITH YOU ON THE GO
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!
We've improved the experience for setting up your Capital One accounts.
Ratings and Reviews
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!
Solid though took a while to set up Synch
I was looking for a solid financial app to replace the old Pocket Money. Took a long time and many apps before I settled on Banktivity. Syncs quickly between iPhone, iPad and Mac, though I found it difficult to set up the synch. Handles multiple splits to include income, transfers and expenses in a single transaction (key for paychecks). Easy transaction entry. Scheduled/ recurring transactions. Easily
Organizable accounts - I have a folder for zero balance or old accounts that I use to declutter my account table. Have a folder for spouse, one for kids, etc so I can focus on my accounts while still have family one click away. Reports, budgets, goals - all work as I would expect. I generally use the phone to capture transactions, and iPad while away from my desk (otherwise Mac version to balance checkbook, assess finances just due to larger screen real estate). Yes it is a subscription but pay only once if you like (and do not need bank connection) and that’s it. Renew if you want future features. Pretty fair IMO. I also found the user guide to be current and helpful. Owners web site even includes financial how tos and even webinars on how to get the most out of this software. Lost one star due to a few personal quirks and the difficulty I had to get synch working right (works great).
Developer Response ,
Thank you for the honest review, we appreciate it!
subscription model? No thanks
Well, Banktivity 7 will be my last. When I saw there was an 8 now I went to check it out. Side note great job IGG letting your users who had paid for apps prior know there was a new version. Any way, where was I. Oh yes subscription model. No. Seven will be my last version. I paid quiet a lot for seven and even prior spent the money for the phone app (before it was free) and thought those prices were high until I saw the prices for the subscriptions. Wow. For those prices I better get a new version every year at most. These companies are following the trend that companies like Microsoft and Adobe started. It’s a bummer.
I get prior versions had subscriptions for certain things. But I had the option to still have a fully functional check book app with all types of accounts with out having to pay. I just had to pay for some extra services if I wanted them (direct download and stuff I wouldn’t use). That is using server power and I understand that. But to have to pay a subscription fee just to be able to use the software for basic things like having different account types listed? Really? I have to pay extra money so I can keep track of my student loans? Or making a budget? Well sorry, I can tell you with out the programs help that paying hundreds of dollars over the years vs the one time cost of a version is out of my budget.
Data Linked to You
The following data may be collected and linked to your identity:
- Contact Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Financial Info
Privacy practices may vary, for example, based on the features you use or your age. Learn More
- IGG Software, Inc
- 37.5 MB
- Requires iOS 13.5 or later.
- Requires iPadOS 13.5 or later.
- iPod touch
- Requires iOS 13.5 or later.
- Requires macOS 10.15 or later.
- Age Rating
- © IGG Software, Inc. 2021
- In-App Purchases
- Bronze $49.99
- Silver $69.99
- Gold $99.99
With Family Sharing set up, up to six family members can use this app.