Manage all of your financial accounts in a single place and gain control over your finances. Track all of the financial accounts you might have including banking, credit cards, investments and others.
Packed full of options to allow you to take total control of your finances. There are many options available to you to personalize the app just for you.
Store your file(s) on iCloud Drive and access them from your Mac, iPhone and iPad. iCloud Drive lets you access your files from multiple devices, keeps them secure, and under your control.
- OFX Direct Connect Downloads*
- Quick Transaction Entry
- Split Transactions
- Transaction Attachments
- Multiple Currency Support
- Create Multiple Files
- Customizable Preferences
- Companion macOS Version
*OFX Direct Connect downloads is a service provided to customers by their financial institution. The institution may require enrollment and/or may charge a fee to use their Direct Connect downloads service. Generally only available with U.S. institutions.
Compatibility adjustments for iOS 13.
Ratings and ReviewsSee All
Pretty good but some UI issues
The handling of finances and syncing works very well for me. The set up was the tricky part in getting banks to accept online access.
But the everyday use of this app is aggravating due to user interface issues. On iPhone 8+ almost always, I am unable to read the full transaction...Payee name cuts off, Category is cut off, and forget Memo. This is due to SF using System font size default. While that’s acceptable for emails, texts, and web pgs that wrap, not for financial ledgers. Sure, I can adjust it quickly in Control Center, but is that the typical experience of any iOS app? So a preference setting for this is sorely needed...it really makes it impractical to use right now.
Overall, the UI has various design flaws especially with settings & prefs...it’s always dependent on the screen context instead of universal to the app; you have to change context (account, report, data file) to change that UI.
And for God’s sake, can some financial app help us lefties and NOT have the new entry “+” on the right side, especially at the bottom...at least put it in the middle!
Overall a good app but this is due to the years and efforts put into the Mac version...this iOS app just suffers from 1.0 and the need for better development for a mobile device.
iPad needs report capability
I really like the desktop version, and it's useful to be able to enter transactions on my iPad or phone, but I hate that I can't produce reports with the iOS version. It really limits how I can use the software while travelling, as do not have a laptop.
I use this app on all my devices and enjoy the functionality of them. I used to use Banktivity, but like this better and with no account downloading fees. Yes, there are a few things I would like added, but the developer is working hard to improve his product. The best part is the OUTSTANDING customer service! I cannot say enough. Banktivity took me about a week for a reply. SEE has been between minutes and a couple hours, closer to the minutes zone. No complaints here. Give it a try!
With Family Sharing set up, up to six family members can use this app.