PUBLIC BETA - NOW OPEN
Be among the first to experience the power of Banktivity 10
Get early access to these powerful new features, and help us shape the finished product with your feedback.
Our most powerful version ever, Banktivity now gives you even more great tools and intuitive features to help you better manage and maximize your finances.
Back up your data
Back up your financial data first. Beta software may behave unexpectedly. Do not use the beta as your only copy of your financial records.
Feedback or found a bug?
Please contact our US-based customer service if you have feedback or think you found a bug.
iPhone and iPad Beta
You can download the public beta iOS version through TestFlight.
One Home for Everything
Your Ledgers. Your accounts. Your life — organized.
The new Organizer gives you one central home for all your Banktivity Ledgers and account settings. Clean, consistent, and built for the long term — on both Mac and iOS. It also supports multiple Banktivity User Accounts, each with fully isolated Ledgers. Managing personal finances alongside a family account or small business has never been cleaner.
Your Fastest Start Ever
Up and running before your coffee gets cold.
The new onboard assistant walks first-time users through creating a Ledger, signing in, creating a budget and connecting accounts — step by step, with a cleaner interface that behaves consistently across Mac and iOS.
Your Portfolio. Your Way.
Account by account. Device by device.
Drill down into your portfolio on a per-account basis — see exactly how each account is performing individually, not just as a combined total. Now available on Mac and iOS. The Security Detail Report is also now available on iOS, bringing the full investment picture to every device you own.
Category Control
Out with the old, in with the new.
You can now mark categories as inactive to de-clutter those drop-downs, pop-ups and autofill. All of your historical categorization is of course still there.
Credit Cards, Handled Right
Refund. Charge. Payment. Finally, the full picture.
New dedicated refund, charge, and payment transaction types make your credit card accounts cleaner and easier to read at a glance. Less guessing. More clarity.
Investments Widget
Real-time performance, right from your home screen.
The new Investment Performance Widget lets you choose a single investment account and see how it’s performing today — gains, losses, and the biggest movers — without opening the app. Available in multiple sizes on Mac and iPhone.
Your Data. Your Automations.
Banktivity meets Apple Shortcuts.
Shortcuts support opens up your Banktivity data to Apple’s powerful automation platform. Compare balances over any dates, summarize with Apple Intelligence, import historical security prices — the possibilities are as broad as your imagination. A true power-user tool.
A Cleaner, Smarter Experience
Less friction everywhere you look.
A refreshed top-level menu on Mac makes everything easier to find. Active/Inactive category support keeps your list clean without losing history. Improved transfer matching logic means fewer duplicates and less manual cleanup. Subscription management is now simpler and more straightforward than ever.
Budget One Month Ahead
More Power for Envelope Budgeting
We've all been here, it's near the end of the month and you get paid. But a significant chunk of that income is really for expenses in the next month. Now you can fund next month, today.
Remove Historical Data
Archive the old, keep the new.
Whether you have a bloated ledger with decades of financial data, or you just want to "start fresh" each year, this new feature will keep your data lean and mean. When you use this feature you'll be asked to provide a "cut-off date". All data before that date will be removed (and optionally saved off into a separate ledger for historical references) and the app will do the smarts and carry forward just the relevant data from the cut-off date. Banktivity will even preserve your cost basis if you own securities or other investments.
Reports on iOS
You've never seen reports like this.
Income and Expense, Net Worth, Payee and more are now available on iOS. We also put in handoff support so you can easily move from Mac to your iOS device and vice versa. Please note, not all report types are available on iOS, yet.
Interface Scaling
See it to your liking.
Want that text a little bigger? No problem, you can now scale the interface up or down to help those tired eyes.
Single-line Register
Highly requested feature!
This was one of our most requested features and we are happy to finally deliver an option for this. You can toggle between the "simplified register" and the regular register via the hot keys shift-command-\ or go to the View menu. When you edit a transaction you'll still get the standard editor that allows you to see and edit all of the data associated with the transaction.
New Budget UI
We refreshed the budget view so you can more easily see how much you've spent — over or under! And we now show the difference between budgeted and actual. Our gradient bars indicate with proper shading if you are overspent, but might still come within budget for the month, or if you have overspent completely.
If you use envelope budgeting you can see target amounts and how much to refill right now to make sure you cover the future expenses.
So much more!
Better Bank Connections
We've added support to connect to your bank with Plaid. Plaid offers connections in the United States and Canada and is a great alternative to our Yodlee support.
Improved Scheduled Transactions
Create scheduled transactions for complex recurring dates like, "the last Wednesday of the month." You can also now properly end a scheduled transaction.
Currency Manager on iOS
Now on your iPad and iPhone you can properly manager your currencies, including setting a custom exchange rate.
Push Notifications
We now use push notifications to make cloud sync more robust.
More Goodies…
We added lots of other enhancements and we fixed many, many bugs.