Banktivity: Personal Finance

Banktivity: Personal Finance

By IGG Holdings, LLC

  • Category: Finance
  • Release Date: 2017-12-28
  • Current Version: 6.3
  • Adult Rating: 4+
  • File Size: 17.08 MB
  • Developer: IGG Holdings, LLC
  • Compatibility: Requires iOS 11.2 or later.
Score: 4.5
From 1,065 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.




  • Bank sync not working

    By myv6mustang
    So I paid for the app and an annual subscription for download access and it’s been broken for the last several months. Sync stopped working so I had to renter my account data. When I log in and enter my bank data there is no submit no button to enter that data!. So I have this app I paid for and a subscription that I paid for and I can’t use it. How bout a refund until you get it together Put a ticket in no update on a fix.
  • Error operation can’t be completed error

    By andrewnwilliams
    Can’t sync my account no matter what I do.
  • Mac version great-iPad & iPhone version crap.

    By brucefoote
    The Mac version of this app is fantastic. The iPad and iPhone versions are virtually useless.
  • Forces Your Financial Data into the Cloud

    By skerbsf
    If you have any desire to sync this app with the desktop app, Banktivity forces you to sync your financial data into the cloud. They will “assure” you that all is fine and your data is safe because encryption. However, once your sensitive financial data is sitting on someone else’s server you have no control. Some day in the future when today’s encryption standards are considered weak, do you absolutely know that your data is not still sitting out there on one of their older servers for the taking? They should never require sensitive data like this on the cloud if we want to sync with our computer.
  • New user

    By budgetslover
    I’ve just started using. Seems difficult to get historical transactions from my bank to the App. Entering current transactions is easy. There seems to be too much info on the same page.
  • Good but lacks import rule syncing

    By zibberfitchy
    Import rules do not sync between the Mac, iPhone and iPad versions. I have to create new import rules for each Direct Access download on each device. For example, I download a bank transaction for Acme Inc on my Mac and create an import rule for it to rename the payee and categorize the transaction. Another day, I download new transactions on my iPad and there is a new transaction for Acme. The iPad does not recognize the Mac’s import rules. I have to create another one on the iPad. Same goes for iPhone.
  • Poor App and Support

    By Hudson 2009
    The app does not synch well with the desktop file, the balance is always off. I reached to support the first time it happened and received a response to delete the cloud file and reload. The same issue happened several more times, I reached to support again, but never heard back. The only way to reach them is via email. The interface is not intuitive.
  • Longtime user, this version doesn’t load my data

    By terraformer75
    I have the latest of DT app and can’t get this version to work correctly. Won’t sync document. Until fixed I have no remote access to my financial data.
  • Awesome

    By Collintowne
    Has everything I like in a finance app. And does it flawlessly!
  • No longer syncs

    By mariana917756
    With the most recent update, syncing has gone haywire, in both directions (iPhone to Mac and Mac to iPhone). I’ve done all the steps outline in online support. To no avail. I recommend waiting for an update that fixes this.