Banktivity 7, the best personal finance software for macOS

Award-winning software to help you pay off debt and grow your wealth.

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Includes free trial.

Get Banktivity from the Mac App Store

Turns out, you need MORE than a budget. Banktivity does it all.

Simple, effective and efficient money management.
R.A.B., United Kingdom
Workspaces
Place accounts, budgets, reports or any views side-by-side
Account Types
Checking and savings
Credit cards
Amortized loans Read only
Investments Read only
Retirement Read only
Account Management
Account groups
Transactions
Online bill pay
Attach images or files
Split transactions with multiple categories
Scheduled transactions
Categories & Tags
Custom categories & sub-categories
Assign tax codes
Tags
Importing
Direct downloads from online accounts
Integrated web browser
Use rules to clean & categorize imported transactions
Import from Microsoft Money
Import from Quicken for Windows
Import from Quicken for Mac
Import from Quicken Essentials for Mac
Investment management
Retrieve quotes
View price history
Short sales
Stock option trades
Investment analysis
Portfolio value
Capital gains
Return on investment (ROI)
Internal rate of return (IRR)
Transaction history
Report Templates
Income & expense
Net worth
Category detail
Investment summary
Payee summary
Debt summary
Forecast
Report groups
Compare two time frames on one report
Transaction editing on reports
Budgets
Envelope budgeting option
Budget vs. actual report
Use multiple budgets
Budget groups
Mobility
iPad app (standalone or sync) Sync only
iPhone/iPod app (standalone or sync) Sync only
Other
Multiple currency support
Maintain multiple user documents
Password protection
Check printing
Export to TurboTax
Support
Trial version
Unlimited email support*
Free live chat*
Downloadable user manual
Video tutorial library
Online forums/knowledge base
Built-in searchable help files
Banktivity vs. YNAB Banktivity icon YNAB icon

*Support is free for currently shipping products.

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Banktivity 9.5 and Monthly Subscriptions

October 18, 2024 | 24 Comments

Hello everyone. I just wanted to take this opportunity to let you all know Banktivity 9.5 is now available for macOS, iOS and iPadOS. Some of...

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On Twitter

April 5, 2023, 03:10 PM

Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2

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