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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.

Make the Most of Your Money with Banktivity

The key to reaching all your financial goals comes down to one simple idea:
Proactive Money Management.

Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


BANKTIVITY BRINGS IT ALL TOGETHER

The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


BANKTIVITY GIVES YOU THE BIG PICTURE

Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. 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 the work for you.

It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

BUILD SAVINGS WITH BANKTIVITY BUDGETING

Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

BANKTIVITY REPORTS

Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


BANKTIVITY SIMPLIFIES INVESTING

Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


BANKTIVITY’S WITH YOU ON THE GO

No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!

Make the Most of Your Money with Banktivity

The key to reaching all your financial goals comes down to one simple idea:
Proactive Money Management.

Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


BANKTIVITY BRINGS IT ALL TOGETHER

The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


BANKTIVITY GIVES YOU THE BIG PICTURE

Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. 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 the work for you.

It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

BUILD SAVINGS WITH BANKTIVITY BUDGETING

Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

BANKTIVITY REPORTS

Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


BANKTIVITY SIMPLIFIES INVESTING

Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


BANKTIVITY’S WITH YOU ON THE GO

No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!

Make the Most of Your Money with Banktivity

The key to reaching all your financial goals comes down to one simple idea:
Proactive Money Management.

Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


BANKTIVITY BRINGS IT ALL TOGETHER

The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


BANKTIVITY GIVES YOU THE BIG PICTURE

Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. 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 the work for you.

It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

BUILD SAVINGS WITH BANKTIVITY BUDGETING

Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

BANKTIVITY REPORTS

Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


BANKTIVITY SIMPLIFIES INVESTING

Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


BANKTIVITY’S WITH YOU ON THE GO

No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!

Make the Most of Your Money with Banktivity

The key to reaching all your financial goals comes down to one simple idea:
Proactive Money Management.

Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


BANKTIVITY BRINGS IT ALL TOGETHER

The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


BANKTIVITY GIVES YOU THE BIG PICTURE

Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. 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 the work for you.

It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

BUILD SAVINGS WITH BANKTIVITY BUDGETING

Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

BANKTIVITY REPORTS

Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


BANKTIVITY SIMPLIFIES INVESTING

Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


BANKTIVITY’S WITH YOU ON THE GO

No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!

Make the Most of Your Money with Banktivity

The key to reaching all your financial goals comes down to one simple idea:
Proactive Money Management.

Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


BANKTIVITY BRINGS IT ALL TOGETHER

The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


BANKTIVITY GIVES YOU THE BIG PICTURE

Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. 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 the work for you.

It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

BUILD SAVINGS WITH BANKTIVITY BUDGETING

Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

BANKTIVITY REPORTS

Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


BANKTIVITY SIMPLIFIES INVESTING

Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


BANKTIVITY’S WITH YOU ON THE GO

No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!