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.
  • App Ratings:
    4.5/5 ( 2,619 App Reviews)
  • Price:
Banktivity: Personal Finance App Ratings: 4.5
Based on 2,619 App Reviews

Banktivity: Personal Finance App Details

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.


Banktivity: Personal Finance App Screenshots

App Reviews

  • Desktop app is dated

    By cmhall8
    I downloaded and did the trial, but deleted after a couple of hours. Interface is pretty dated. For example, to change a category it took a double click just to open and then another click to the drop down. Just not very enjoyable to use, and behind several other programs in terms of just usability. Hopefully they’ll update someday and I’ll try again. I cannot speak to how syncing works, etc as I didn’t get that far.
  • Do. Not. Download.

    By lasttrolley
    They will update the app and you will pay for update but they never fix all their bugs for the current version.
  • Simply the best!

    By Geronimoredux
    I have used Banktivity since before it was called Banktivity. Year-by-year and it keeps getting better. I have found their customer service to be outstanding. It is, in my opinion, simply the best.
  • I finally found it!

    By MarathonMills
    This app has just about everything I’ve ever wanted in a budgeting app. Here are the essentials for me: 1.) Syncing between multiple devices so that my spouse and I can work together on budgeting. 2.) The ability to create scheduled, recurring, SPLIT transactions—something that every other budgeting app lacks (with the exception of the Money app by Jumsoft, but their app does not sync between multiple household devices like this app does). I like to deposit a lump sum into my single savings account, but that lump sum is dedicated to multiple “virtual savings accounts” for future expenses like car maintenance, holiday expenses, cell phone upgrades, etc. This app makes it easy to create virtual cash accounts so that you know how much you have set aside for future transactions. Improvements needed: 1.) A “search” feature to search for specific transactions in a certain period of time. 2.) A “reconcile” feature. 3.) 3D Touch on the app icon to make a quick transaction
  • Please Hire A Design Team

    By _Japhy
    I’ve been using Banktivity for almost a year and while I love the app and all it’s features, it desperately needs a redesign. I work as a developer and understand the importance of a modern UI and a well-thought UX and this app (and the desktop app) are seriously lacking.
  • Syncs badly.

    By JLBiv
    Cloud Sync frequently fails to work correctly (with no error or warning messages), leaving the balances and registers incorrect. After talking with support and doing some experimentation of my own, it seems I only have two choices. 1) Find the missing transactions in the desktop app, then delete and re-enter them. This can be quite the time consuming exercise. 2) Reset the Cloud Sync data from the desktop app. This doesn’t take as long as Option 1, but sometimes it fails, and the app says that due to the Cloud Sync reset, I need to do a reset on the mobile app. But there doesn’t seem to be any way to do that. So I end up having to disconnect the mobile app from the Cloud Sync Data by deleting the file/connection, and then set everything up again from scratch. tl;dr - Annoying and time-consuming synchonization bugs make this software a necessary evil for monitoring/managing finances instead of a welcome and helpful tool.
  • About 5 days old

    By BigFanOfMacDonalds
    So far very good.
  • Refund please

    By Amt408
    I try the 30 day deal. $5.99 and I can’t connect with the bank. Please cancel and give me a refund. Thanks
  • Useless app Ever !

    By 7osé
    First let me say that I am a big Fan of Banktivity for Mac although their services are average to poor. Not to mention each new release is full of bugs and you have to wait months before the fixes. But this app is the worst thing you can ever buy even though it should be free because you cannot use it as a stand alone like older iBank apps. You cannot export Qif documents you cannot read the screen too crowded and font super small, too many clicks to create a new transaction. Design is horrible feels like an app coming back from the Stone Age! And they call it the leading personnel Finance app for Apple, leading from behind? You should be ashamed.
  • Best for Apple

    By Pargolf72
    Has a few quirks, but still better than Quicken. Some errors syncing between computer and phone.