Banktivity: Personal Finance

Banktivity: Personal Finance

By IGG Software, Inc

  • Category: Finance
  • Release Date: 2017-12-28
  • Current Version: 6.3.3
  • Adult Rating: 4+
  • File Size: 17.62 MB
  • Developer: IGG Software, Inc
  • Compatibility: Requires iOS 11.2 or later.
Score: 4.5
From 2,244 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.



  • Frustrating!

    By Tô ficando maluca
    I save a password and the next time I go to use it, I get an error message. Maybe there is such a thing as too much security.
  • Great personal finance app!

    By supadc
    Love the app and how it works well with the macOS app. Learning new features like envelopes. I would like more control of the envelopes being able to automatically rollover from previous month. Also seeing what was added to an envelope category that is extra. Keep innovating personal finance!
  • Fabulous

    By BABrpwn
    B en using Banktivity to manage finances for theee years. So much better than quicken!
  • Love it

    By cuse303
    I love this app so far, very easy to use and looks really good on a Mac in dark mode. One suggestion for the developer, could you make a calendar view on iPhone app? The calendar view on my Mac might be one of my favorite features. Very cool!
  • Broken syncing

    By Ryanbluebirds
    If you use both the phone version and the Mac version do not sign up for direct access. It completely ruins syncing across the service and Banktivity will link transactions of the same amount regardless of title, category, or account. It completely ruined a month of transactions for me and now the entire phone app is completely unusable. The only reason I’ve given it more than one star, is that it used to work fine before direct access. I would settle for being able to not download transactions on my phone and just sync to the cloud, but apparently there is no way to do this now.
  • Sync

    By primojc
    The Sync feature never works correctly with Banktivity version on Apple Laptop
  • Great App!

    By Gonche
    Beautifully interface and intuitive design. Coming from Quicken it was very easy to set up. I like the way the reports looks and the different ways you can “cut and slice” them to fit your needs. I love how I can also track my investments and see performance over time. I also have the companion app for song he platforms (watch, phone, iPad, Mac) and they all work together smoothly. I only wished the budget functionality allowed you to include and exclude tags the way you can do it in reports.
  • Withdrawal (-) sign

    By Taohidul Hassan
    Hi. If the transactions Withdrawal value add (-) sign infront of the value and deposit as normal, then it will more easy to understand the status of the transaction for mobile app.
  • Actually fun

    By Essential and a lifesaver
    We’ve been using Banktivity for budgeting since Fall 2018. I just spent two hours updating budget categories and realized that I was having a good time. It’s satisfying, yes, to work on one’s finances and manage what had been so daunting and overwhelming in the past. But the entire process in the app was really enjoyable. It’s intuitive for the most part and syncs beautifully with our credit union. Banktivity is truly a pleasure to use. Making Banktivity a part of our household and lifestyle has been a seamless task. And yes, fun!
  • Good

    By Sgp365