Banktivity: Personal Finance

Banktivity: Personal Finance

By IGG Software, Inc

  • Category: Finance
  • Release Date: 2017-12-28
  • Current Version: 7.2.1
  • Adult Rating: 4+
  • File Size: 20.27 MB
  • Developer: IGG Software, Inc
  • Compatibility: Requires iOS 11.2 or later.
  • App Ratings:
    4.5/5 ( 2,730 Reviews)
  • Price:
Banktivity: Personal Finance App Ratings: 4.5
Total 2,730 Reviews

Banktivity: Personal Finance App Description

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

Banktivity: Personal Finance App Reviews

  • 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.)
  • Version 7.2.1 does not work

    By Jay's 6s
    Please fix this.
  • Crash on file update

    By Lycestra
    Latest version requires a file migration update. Tries and crashes on both my iPhone SE and iPad mini 4. Bad update
  • Best finance tool to manage accounts globally

    By Pauloguche
  • Adequate, but not great.

    By richdenton
    I picked up the Mac app after testing a number of alternatives and finally getting all of my financial data out of the cloud. On Mac, Banktivity is pretty great. A few direct connect issues, but nothing I can't deal with for having complete control over my data. The iOS app, on the other hand, is not the best. It's nice that I can see my basic banking info, but why can I not update my accounts through direct connect? Also, investment support is lacking. I can see current values, but no historical data? I'd gladly pay for a more full-featured app.
  • Great app and alternative to YNAB

    By TSViper
    I left YNAB once they went to the subscription model. Since I hate "renting" software I immediately starting looking for alternatives that also offered the envelope budgeting method that YNAB basically uses. This software is the best fit I could find and it functions very well. The desktop software has a lot of great reports and is easy to reconcile with my bank statements. I do however have a few requests on how the the iOS app can be improved to make it a 5 star app: 1) When entering an amount for a transaction I would rather not have to ender the "." For example: to enter an amount of $3.45 I have to type "3" "." "4" "5" instead of just "3" "4" "5". A minor annoyance but when I'm using the iOS app to enter 90% of my transactions the less taps the better. 2) I would like the category field to function just like the payee field - quick find? Where I can start typing the name of the category and it filters down the list of available categories vs. having to scroll through the whole list and find the one I want. 3) I find that if I sync or switch to the app to often I have to enter my sync password again. 4) Sometimes the iOS app doesn't always sync properly and I have different totals and transactions than the desktop version. I then need to resync the document file to re-align everything again. This has happened about 3 or 4 times in the last year or so. Other than that keep up the great work! Looking forward to future updates.
  • This does the job for the most part.

    By J_Bravo
    This version 3.5.9 is great for the most part. I only use this as a checking account register rather than doing actual banking. On a rare occasion the synchronization is glitchy so watch out for dropped entries. Seems like every couple of years they abandon older software versions and try to get you to shell out more money for the same “improved” thing.
  • Constant problems

    By alo2279
    Direct access does not work. Several requests for help have gone unanswered. Will switch as soon as I find something better.
  • Please make the app for iPad also

    By EliNOVA
    LOVE this app. It’s been a great tool for me and my household to keep track of our finances. The iPhone and Mac apps are fantastic but the app on the iPad is the iPhone version and it just doesn’t give you the same though. Other than that this app is awesome. Keep up the great work you are all doing.
  • 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.