Banktivity

Meet Banktivity

Banktivity manages personal finances on Mac, iPhone, and iPad. Bank accounts, cards, loans, and investments are brought into a shared financial view. Budgets and reports show recorded spending, with account connections importing activity and synchronization carrying the document between supported devices.

Planning tools include envelope budgeting, net-worth tracking, retirement, and education savings. Investment tools add a portfolio view alongside everyday transactions. Features and bank connections depend on the selected tier. Users can maintain daily records and compare longer-term scenarios in the same application, updating the information and assumptions as their financial situation changes.