Banktivity: Personal Finance

Banktivity: Personal Finance

By IGG Software, Inc

  • Category: Finance
  • Release Date: 2017-12-28
  • Current Version: 7.2.2
  • Adult Rating: 4+
  • File Size: 20.27 MB
  • Developer: IGG Software, Inc
  • Compatibility: Requires iOS 11.2 or later.
Score: 4.5
From 2,846 Ratings


Banktivity is the leading personal finance and money management app for iPhone. Connect all of your accounts in one place and start making smarter financial decisions. Banktivity's envelope budgeting brings a time-tested method to your pocket so you can always answer the question, "Can I afford it?" For fast answers, free webinars, personal finance tips and advice, and great support including Live Chat, please visit "The [Banktivity] app and MacOS desktop companion are hands down the easiest and most useful suite of finance apps for the Mac, and possibly anywhere. Banktivity's creators clearly seem to get what Mac consumers want - the simplicity of Mint, and portability of iOS combined with the power of what Quicken once seemed to be. [Banktivity] makes me actually want to track my finances carefully - and that is worth it's weight in gold. Or at least the money needed to purchase it!!" 5 Stars -stpbob √ The iPhone’s most capable money management app Banktivity for iPhone delivers an unprecedented set of tools for budgeting and personal finance management. Password-protect your data files and unlock them with FaceID authentication. Swiftly add transactions on the fly, monitor account balances, track spending against your personal budget, or manage securities, trades and returns. You can update accounts any time and anywhere via Direct Access*, or sync accounts, budgets and investments with Banktivity for Mac and Banktivity for iPad. Now you can always answer the most important question: can I afford it? √ Envelope Budgeting Quickly check how much money you have in envelopes and move money between envelopes to keep your budget on track. √ Ready for iPhone X Looks great and is wicked fast on iPhone X! √ Apple Watch You can now check how well you are sticking to your budget right on your wrist. Our new Apple Watch app also let's you track investments and check account balances. √ Free Private Cloud Sync Use our free Cloud Sync to stay in sync with Banktivity 6 for Mac and/or Banktivity for iPad. Keep as many devices in sync as you want. All data is encrypted on device so you can be rest assured your personal finances are kept private. √ Watch your savings grow By monitoring your spending daily and seeing where to economize and save, Banktivity for iPhone gives you the power to build better money habits and increase your cash cushion. You can perform detailed finance management: create, edit or delete transactions, categorize them, or mark them as cleared. You’ll always know where you stand! √ Financial planning to secure your future Manage your retirement savings and investments. Add, edit or delete trades. Track buys and sells across your entire portfolio. Monitor gains and losses. No other iPhone app gives you as much command over your securities and investment accounts. √ All your accounts, all your balances Banktivity for iPhone gathers all your accounts in a single app with a clear, unified interface. New transaction entry is a breeze, with location-based vendor lookup and autofill based on your history. Check balances, add transactions as they occur, categorize expenses and review or edit your portfolio. And with an optional subscription to Direct Access*, your accounts update automatically. √ More power with Banktivity for Mac and iPad If you’re using Banktivity 6 on your Mac or Banktivity for iPad, Banktivity for iPhone is the perfect companion. At no extra cost, sync your accounts, budgets and investments for complete finance management on the go. √ Stay connected with Direct Access *An optional subscription to Direct Access, Banktivity's exclusive connectivity option, automatically updates your account data from over 10,000 financial institutions worldwide. A single subscription can be shared with Banktivity 5 for Mac and Banktivity for iPad (apps sold separately). Direct Access keeps Banktivity safe, secure, and 100% ad-free.



  • This app goes back and changes cleared transactions and can’t add or subtract

    By ogaguse
    It’s the 21st century and my phone can’t sync to the desktop app without adding phantom transactions or simply not adding or subtracting correctly. I have had to change transactions to zero, then put the right amount again for it to add or subtract. To make matters worse, once I get everything working, the app randomly will drop a transaction or two from months ago and will screw up the account. People have better things to do than double checking their account balances. Seriously, why do you release this software if it doesn’t actually work?
  • Doesn’t work

    By Doconboards
    Nonfunctional after update.
  • Crashes after last update

    By Matthaz
    Banktivity has always worked well, but after the last update, the app crashes before ever getting to my accounts.
  • Broken

    By Bobcat038
    Last update broke the app. Won’t open.
  • Bad update

    By WeeLO's Face
    This app was just updated. Now it doesn’t even load, let alone work. What to do?
  • New update crashes on open

    By T9001
    App just updated. It asked me to migrate the file to a new version. Then it crashed and now crashes on open every time. This goes from bad to worse. Each release is buggier and buggier. Wish I could abandon it but I’ve spent too much time getting it where I need it to be.
  • Good but

    By GreatDayToSmile
    I like this but I can’t find help or support within the app. I can’t figure out how to delete a duplicate account
  • Crashes constantly after update

    By paulsar
    After the most recent update, the app said it needed to migrate my data file. After it did this, the app crashes every time I open it. Please help!
  • Sync is glitchy

    By PDBreske
    Another reviewer mentioned this. More often than not, the mobile app does not report additions made to the desktop application. I tried to figure out why this was happening. It seemed that if I added a transaction while the desktop app was still updating the Cloud Sync, the new transaction wouldn’t be included in that update or any future updates. But after testing this theory, I was unable to replicate it with any accuracy. The only way I’ve been able to fix this issue is to edit the missing transaction on the desktop app (something simple like changing the date) and then re-syncing. Easy enough, but not something I should have to do. Also, I HATE that the mobile app almost always displays the Summary screen on launch. Since I have hidden a few accounts on the mobile app and the summary does not include hidden accounts, the summary is wildly inaccurate and useless to me. Developers: please add an option to choose the launch screen on the mobile app. EDIT: The new version (as of 18 Jun 2019) requires the data be migrated for compatibility. This was, by far, the most time-consuming and difficult migration I’ve ever had to do on my phone. The app won’t launch unless you allow the migration. Then it crashed and wouldn’t launch again until after I deleted the app from the home screen and reinstalled it. Then I had to remember the password, not only for IGG Services, but also for the Cloud document. (I ended up changing both. Ugh.) The release notes state the update adds cloud syncing stability, but getting the app back on track was a MASSIVE pain. Oh, it also ruined all my account layouts on the Summary screen and changed any hidden accounts to visible. Thanks for the extra work. I’ve removed a star rating due to the headaches caused by what should be a simple update. (You’re down to two stars, now.)
  • Best finance tool to manage accounts globally

    By Pauloguche