Banktivity: Budget & Finances

Money Management & Budgeting

Published by: IGG Software
Downloads
Revenue

Description

Get there faster with Banktivity
Take your budgeting and money-management skills to the next level – fast – with Banktivity’s powerful suite of macOS/iOS tools, insights and strategies.
BANKTIVITY: A PROVEN APPROACH TO BETTER MONEY MANAGEMENT
For more than 20 years, tens of thousands of focused, disciplined and ambitious people like you have relied on Banktivity to help them achieve all their financial goals. And quite often, faster than they ever imagined.
No matter where you are on your financial journey, Banktivity provides the Clarity, Confidence, Control and Certainty you need to make the very most of your money. Safely. Securely. And Privately.

A PLACE FOR EVERYTHING
One of the greatest advantages of Banktivity is bringing all your financial accounts into one place. Our Direct Access service connects to more than 14,000 banks worldwide, automatically delivering your latest transaction to all your macOS/iOS devices. And our set-up assistant imports all your old data and downloads current transactions from your bank account online.

THE BIG PICTURE FOR GREATER CONTROL
Your financial picture couldn’t be clearer with all of your accounts – checking, savings, credit cards, real estate, mortgages and brokerage – securely connected to Banktivity. 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 it for you.
And with Banktivity’s “Update Everything” button, you can easily update all your accounts all at once. Sync devices, download Direct Access data, security prices, even currency exchange rates.

BUDGETING YOU CAN LIVE (AND SAVE) WITH
The best budget is based on reality. And the reality is there are things we have to pay for and things we want to buy. Banktivity’s Envelope Budgeting is built around this belief and lets you assign money to different categories. Recurring bills, day-to-day living expenses and those things we’d like to do or have. And any money not spent in one category carries over into your savings.
Banktivity automatically budgets scheduled transactions – bills and paychecks – categorized to your Envelope Budget. And you’ll always know well how you’re tracking with Banktivity’s visually-driven Budget vs. Actual reports.

INVESTMENT MANAGEMENT MADE EASY
Banktivity’s intuitive investment features helps you better manage stocks, bonds, mutual funds, IRAs, 401(k)s, CDs and other assets. You can track buys, sells, splits, dividends, options and more. And Banktivity calculates IRR, ROI, and gains and losses. You can even choose which lots you sold from.
Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. You can assign tax codes to generate Tax reports or export to TurboTax. Or view holdings in the Portfolio of Investment Summary reports – presented in comprehensive graphics that let you drill down for details, export or print.

ON THE GO, IN THE KNOW
No matter where you are, you can enter transactions with Banktivity for iPhone. And you can sync accounts, budgets and investments to all your macOS/iOS devices. Should you need help or have questions, we provide unlimited email support, U.S.-based Live Chat (Mon-Fri, 9AM- 4PM EST) for quick solutions. Plus, there’s easily-accessed Help Files, Support Articles, and video tutorials.

A CHOICE OF 3 SUBSCRIPTIONS TO MEET YOUR NEEDS
From budgeting and goal-setting basics to handling the complexities of managing multiple assets, international stocks and currencies, you’ll find a plan that meets your exact needs. 
And when you consider, Banktivity subscribers save on average an extra $500 every year, every Banktivity subscription pays for itself many times over!
No matter what financial goals, if you want to get there faster, you need to get Banktivity.
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In-Apps

Gold
CHF 107.00
Bronze
CHF 60.00
Silver
CHF 80.00
Gold (month)
CHF 10.00
Bronze (month)
CHF 7.00
Silver (month)
CHF 9.00

Screenshots

Banktivity FAQ

  • Is Banktivity free?

    Yes, Banktivity is free to download, however it contains in-app purchases or subscription offerings.

  • Is Banktivity legit?

    ⚠️ The Banktivity app has poor ratings and negative feedback. Users seem unsatisfied with its performance or features.

    Thanks for the vote

  • How much does Banktivity cost?

    Banktivity has several in-app purchases/subscriptions, the average in-app price is CHF 45.50.

  • What is Banktivity revenue?

    To get estimated revenue of Banktivity app and other AppStore insights you can sign up to AppTail Mobile Analytics Platform.

User Rating
App is not rated in Switzerland yet.
Ratings History

Banktivity Reviews

The best accounting software for private use

JkoRabbit on

Switzerland

I am using Banktivity since 2012 and never had a problem - entering data in different currencies from all my various devices (Pc iPhone iPad) and from anywhere without any problems - very reliable central storage - keep up the good work, this is a very useful app.

aufgeblasene Datenbank App

innovaTutor on

Switzerland

Wer viele Bankkonten hat und diese automatisch importieren will um dann seine Finanzen zu organisieren - UND bereit ist zusätzliche Informationen bei jeder Transaktion in eine hässliche Datenbank einzutragen, der wird sich möglicherweise wohl fühlen mit diesem tool. Ich war auf der Suche nach einem professionellen Ersatz für YNAB. Angeblich kann mit Banktivity auch das "Envelope Budgeting" Konzept angewendet werden. Diese Möglichkeit ist aber NUR eine optionale Funktion nachdem ein vollständiges Budget erfasst wurde. Solange eine Budget-Kategorie nicht mind. einen Eintrag (geplant oder real) hat, kann das entsprechende "Envelope" nicht mit Geld im voraus gefüllt werden. Somit ist eine Ziel-orientierte proaktive Planung NICHT möglich. wichtiger testDrive Hinweis: 0) jedes App hat eine eigene DB Datei 1) Setup am Mac starten 2) sync einrichten 3) iPhone und/oder iPad hinzufügen —> Die Mac App hat am meisten Funktionen. —> andere Reihenfolge erfordert ev. die erneute Erfassung von Daten FAZIT: Ich wäre bereit mehr zu bezahlen aber bei einer so altmodischen App (wie Banktivity aufm iPhone) hört der Spass auf und ich bin eher bereit die wenigen Probleme bei YNAB zu ertragen (und die saftige Preiserhöhung zu schlucken).

A long-time user is leaving

J.P. Beekhuis on

Switzerland

I am a long-time user, but my budget does not permit any subscriptions, since there are hundreds of those and they add up!

Time to ditch Yodlee

militiamedic on

United States

Loved this app used it for years, but the service they use , Yodlee, to sync transactions is horrible. I haven’t been able to sync for over a month. If I can’t sync it’s useless. Checking their web site the list of banks not syncing is huge. Time to start looking for a new app. Consider switching to Plaid.

Long time user (since the beginning) and still frustrated

Jimbo900 on

United States

This program drives me nuts, but I don’t want to put the effort into a new app. I use tech support regularly, after every upgrade. Downloading bank information is a continuous problem. And then the investments tracking (for Edward Jones anyway) is beyond a nightmare. They should just forget the effort. I need to find a something else, but all the work…….

Updates ruined this app!!

frustrated gebby on

United States

I have used this app for years. In the last few updates i have become unable to download transactions from my credit card in a usable format. I can’t edit them or use the running total. It used to be quite easy. Now it seems one must be a member of the private club that understands their changes. Ie you need to be one of their programmers!! Now i have years of records that I can’t rely on being accurate. My choice seems to be to find a different app No thankyou banktivity

Recent update issue

bflowolf on

United States

I have been using the app for several years. Apparently a change happened in the recent update that has changed the amount entry input to a straight numeric key pad, its no longer like a simple calculator. You can no longer make an amount negative or add/subtract/multiply or divide amounts as you enter them. I find this change VERY unsatisfactory.

Used to be better

StephanTheFirst on

United States

It seems that the programmers are hellbent to break what has been working well. I’m a customer and user since the beginning of the 90s and have seen a lot of good stuff, but also a lot of booboos. Lately, however, the latter has been more dominant. Working with customer support has always been a hit and, mostly, a miss (many cases over the years) and I have given up on some of the issues. What irks me particularly is the fact that they switched to a monthly subscription model, but without adopting the SaaS mindset not sprucing up their offerings. It is essentially the same since ever and hence feels very tired.

New amount keyboard

App.User.2 on

United States

I’ve used Banktivity for years now and have appreciated the way it worked. However, I’m not a fan of the new amount entry keyboard. It’s too small and is hard to type with two thumbs when it’s on the left side. I’d like to see an option to change it back to the original. Please incorporate this in the next update!

Great financial app

kddw1 on

United States

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.

Store Rankings

Ranking History
App Ranking History not available yet
Category Rankings
Chart
Category
Rank
Top Grossing
10
Top Grossing
13
Top Grossing
31
Top Grossing
32
Top Grossing
39

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