United StatesMake 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 REPORTS Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month. 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!
Great financial app
App is as simple or as complex as you need it to be. I’ve been using this app since version 1 (ibank) and I see the improvement. The one thing I wish the developers would bring back is the calendar sync feature, I would love to see my bills due date in my regular calendar app.
United StatesLong time user
I have been using Banktivity since the early days of "iBank." I ran a small service business through it for more than a decade once QuickBooks started charging more for every version and for filing every form. Now that I am retired, Banktivity still keeps my simple financial life: banking, credit, investments, reports all in order in perpetuity. The best reason to convert to Banktivity: Superb customer support!!! I have a number of serious issues losing data, glitches, etc. A Banktivity representative has always been either a live chat, a phone call, or even once a "TeamViewer" screen sharing help. I have utmost confidence that my financial are safe and reliable.
United StatesI would be nice if I could actually use it…
I used Banktivity in the past, and it was a decent accounting app. I stopped using it when my finances became simple. Now that my finances are becoming more complicated, I decided to start using Banktivity again. Well, it will not let me sync saying that it cannot use my Banktivity ID. I've tried with a new ID, which did not work. Nothing in support documents in the website concerning this manner. I'm running the latest OS and hardware that is less than two years old. I do not have time for this level of unreliability.
United StatesDoes what it's made to do
Love this banking program, it keeps my financials in check and my projection as well. i've been using this app for years and I'd be lost without it. I recommend this for everyone that wants to help keep thier financials in check. The one thing I dont like it that the bill due dates don't intergrate with my calendar on my mac.
United States(Mostly) A Big Fan
Occasionally I have trouble synching my credit card info with Chase, which is annoying, but otherwise this is a great program that has helped me keep the family finances straight for many years. A most worthwhile subscription.
United StatesCannot login to IGG account on phone
I created the account on the computer. I know the username and password are correct and even did a password reset. But the iPhone app says incorrect. So this app is useless.
United StatesInitially Great, Not Worth Subscription Fees
I have used Banktivity since the days of iBank and have been happy IGG’s products until recently. Direct connect can be clunky at times and certain banks/cards simply don’t work at all. I recently renewed and upgraded my subscription for two reasons, 1) Apple Card direct connect, 2) downloading current cryptocurrency prices. After reaching out to support for the first, I am told that Apple Card is a known issue and they are working on it with no estimate as to when direct connect will be functional with Apple Card. Since two of my other banks requires two factor authentication, Direct Connect is file to download 4 transactions a month. The rest are manually entered. After opening a ticket and waiting a week for an actionable response, I was informed that Banktivity only downloads end of day cryptocurrency values, and there is a delay. This makes the Gold Subscription useless. Call me bitter, but I have just paid $99.99 for a year of cloud sync. To me, it is just not worth the price. Lastly, on the topic of cloud sync, if you plan to let your subscription expire, make sure the document on your primary device is current. I was taking care of my mother following hip surgery and when I returned to my desktop after 6 weeks, it was 6 weeks behind. With no way to export from iOS, I was forced to reimport/recreate 6 weeks of transactions, prices and statements or continue to use my iPhone as my primary financial devise. I chose to recreate the wheel.
United States
Thanks for using Banktivity. We have nice update for you today. - Improved visionOS support
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