Everything you need to make the most of your money.
Get Organized
Track, categorize, tag, reconcile and manager every transaction.
Banktivity's tools give you the control you want and the flexibility you need.
Better Budgeting
Time-tested principles and methods to help you reach your goals.
Banktivity's envelope budgeting (or zero-based budgeting) puts you in complete control of your finances. Use what you have right now and make a plan for how each dollar will be spent. It's not about spending less; it's about prioritizing spending so your budget works for you (and not the other way around).
Customize Reports
Banktivity's reports bring greater insight and clarity to your finances.
Banktivity offers over 15 different types of financial reports, including some of the most popular like Income & Spending, Net Worth, Payee, Forecast, Category, Category Details, Transaction and Tag.
Manage Investments
Track buys, sells, splits, dividends, options, calculate IRR, ROI and more.
Banktivity's portfolio overview lets you see the performance of all of your current positions in one simple place. Drill down for detailed analysis and report for individual holdings (drill down is on Mac only currently).
Pursue Your Goals
Set, track and reach all of your financial goals with Banktivity's intuitive suite of powerful tools.
We all have financial goals. Some are immediate; others a long way off. Some are small and others, are major milestones. With Banktivity, you can develop a solid, trackable financial plan to achieve them all.
From setting up an emergency fund to paying off credit cards, saving for college education to planning an incredible retirement, or anything in between, Banktivity makes it easy and achievable. And most likely, faster than you imagined.
Manage Real Estate
The tools to accurately track the value of your property.
If you have a home in the United States, you can track and download the current estimated value automatically. And Banktivity makes it easy to associate your home with a corresponding mortgage so you can easily see how much you are leveraged.
Manage Across Currencies
Track your finances accurately across multiple currencies (including crypto) and international stock exchanges
Banktivity automatically downloads exchange rates from over 30 of the world's most common currencies. You can also enter exchange rates manually. And Banktivity can connect to over 15,000 different banks, many of them outside the United States, including Australia, Canada, the UK and more.
Sync Your Devices
Securely share data across all of your devices.
Banktivity’s proprietary Cloud Sync lets you keep all of your accounts, transactions, budgets and more available on any device. And it’s included with every subscription.
Connect Your Banks
Banktivity securely imports your financial transactions automatically.
Supporting more than 14,000 different financial institutions, getting your data into Banktivity has never been easier. As you clean up and edit imported transactions, Banktivity learns and makes importing similar transactions easier over time.
