Banktivity: Budget & Finances

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