Banktivity 5: Mac personal finance software

"Our favorite budgeting and personal finance app. It does everything well." –The Sweet Setup

Download now

Includes free trial.

Get Banktivity from the Mac App Store

Know where you stand. See where you're headed. Banktivity makes it clear.

All the Tools You'll Need to Easily Start Managing Your Finances

Banktivity makes it simple.

Set up in a snap.

Import from Quicken to have your accounts, transactions, categories and investments ready and waiting for you. Or start from scratch - Banktivity's streamlined setup assistant will have you going in no time. [video tutorial]

Connect to more banks than ever.

Banktivity 5 offers improved bank connections for direct downloads. Optionally, Direct Access* gets updates from thousands more banks, and shares that data with Banktivity for iPad and Banktivity for iPhone, too. [video tutorial]

Pay bills with a click.

Banktivity 5 delivers online bill pay to set up, schedule and send payments, track those transactions, and categorize the expenses. (Requires an OFX account connection; check with your bank for availability.) [video tutorial]

Budget for prosperity.

With advanced budgeting tools, you can build savings, watch your spending habits, monitor daily progress, incorporate scheduled income and bills, compare goals vs. results, and sync budgets to Banktivity on your iOS device. [video tutorial]

See where the money goes.

Track your spending patterns: assign categories or sub-categories to every transaction, use enhanced import rules for speedy categorization, and split transactions multiple ways for detailed budgeting and reporting.

Private Cloud Sync.

Cloud sync done right: device-based, end-to-end encryption so nothing gets sent or stored insecurely. It's the best model for a true cloud sync experience and it's free! [video tutorial]


*Optional Direct Access sold via In-App Purchase: 365-day subscriptions are just $39.99. 90-day subscriptions are $12.99, 30-day subscriptions are $4.99. Free 30-day trial available.


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Banktivity on iPad, iPhone, and Apple Watch

Plays Nice with Your Other Devices

Banktivity makes it easy to see your whole financial picture on iPad, iPhone and Apple Watch. Our private Cloud Sync seamlessly keeps everything up to date.


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Version changes are available here.

Download Banktivity 5 for Mac

Free 30-day trial. Purchase for $59.99 with a 90-day guarantee.

Start my free trial

Minimum OS requirement is 10.9. Works great with macOS 10.12 Sierra.

State of Banktivity: Part 3, Search

June 8, 2016 | 36 Comments

One of the benefits of using Banktivity is being able to look up historical financial information. For example, the other day when we were prepping for a yard sale, we wanted to know how much we originally paid for a bicycle we were selling. No problem, I thought, I can just pull up Banktivity and… Read More

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October 21, 2016, 04:09 PM

If you've been considering switching from Quicken Essentials to Banktivity, here is a short helpful tech note:

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