Goodbye financial stress, hello Banktivity!
Banktivity lets you see all of your accounts in one place so you can make smarter financial decisions.
Ditch your old worn out finance software. Banktivity is the best – you deserve it, your finances deserve it!
"Banktivity is like taking the best of YNAB, Quicken, and MoneyDance and mixing them together beautifully." – Kenny Drobnack
World-class technical support via live chat and email with US-based representatives.
√ GET ORGANIZED
The first step in money management is to get all your finances in one place. If you’ve used software like Quicken (for Mac or PC), Banktivity's set-up assistant will import your old data. Next — or if you’re just starting out — download current transactions from your bank accounts online, at no cost, via direct connection to your bank or by using Banktivity's built-in browser to view your accounts and download your data for free.
Banktivity's optional Direct Access* service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.
√ SEE WHERE THE MONEY GOES
Banktivity has the tools you need to set up checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. Then track each and every transaction: fine-tune them by categorizing, tagging, splitting or making custom edits — or let transaction templates do the work for you. Attach receipts or any file to transactions; reconcile to paper statements; search; track payments or transfers in any currency; and manage repeating events with scheduled transactions.
Banktivity also lets you pay bills online! Set up payees, send checks, track their progress and see them appear in your register. You can print checks, too.
Update your accounts at once with Banktivity's Update Everything button, syncing devices and fetching Direct Access data, securities prices even currency exchange rates.
√ BUILD SAVINGS
Banktivity's budgeting tools help you to set saving and spending goals, track expenses, cut debt and build a more secure future. By giving your available cash specific purposes, envelope budgeting lets you assign money to different categories and carry over savings.
Banktivity automatically budgets scheduled transactions like paychecks and bills, so by 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; compare past, current or projected budgets; and view it all in a Budget vs. Actual report.
√ SECURE YOUR FUTURE
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 a Tax Summary report (or export data to TurboTax); or view your holdings in the Portfolio or Investment Summary reports.
Banktivity's reports instantly generate graphs and charts. You can drill down for detail with a click, export table data to spreadsheets, and print reports or save them as PDFs.
√ WE’RE THERE FOR YOU - BEST IN CLASS SUPPORT
No matter where you are, you can enter transactions on the go with Banktivity for iPhone (free on the App Store), or sync accounts, budgets and investments to Banktivity for iPad for mobile money management (iPad app sold separately).
If you need help, get unlimited email support or Live Chat for answers quickly. Banktivity offers built-in Help files, plus a downloadable user manual, a searchable Knowledge Base and video tutorials at our site.
*Direct Access subscriptions via In-App Purchase.
Seasons greetings! This is a minor update that improves wording when the document asks for your cloud sync password. It also has some improvements to migrating your keychain items when upgrading from an older version of Banktivity.
Ratings and Reviews
Not Sure Why Others Say It Crashes - Works Perfectly
Personally, it's perfect. Reading other reviews, there's a lot of complaints about crashing and hanging. I've never experienced this once. And I'm running it on an old MacBook Air. Not only is the app perfectly useable, it's gorgeous in it's dark mode display. As a new user, I converted my entire life over from Quicken and couldn't be happier. My 401(k) investment summary is reporting perfectly and all of the direct connections I have setup from my banks and credit unions are working perfectly. My only complaint would be the price but here I am approaching the end of my 30 day trial and am convincing myself that you sometimes have to pay for quality... that's why we'll pay a bit more for a beautiful laptop that'll last 7 years without a hiccup. This app and it's companion on my iPhone is going to become indispensible for me.
Great changes to this version!
Good job on this updated version. The expanded search functions into payees and schedule makes entering and editing data much easier. The group marking of reconciled tranactions likewise makes the program's usability function much fasted and easier. These changes reduced my monthly working times considerably and made the process much easier and more pleasant. I am no longer searching for a replacement.
Robust and new features
Really impressed with the new features in this version. Love the new Zillow feature and the ability to link it to a home mortgage account. Also nice to finally see the ability to change an account type after it has been created! Overall, definitely worth the upgrade!
With Family Sharing set up, up to six family members can use this app.