Banktivity 7, the best personal finance software for macOS
Award-winning software to help you pay off debt and grow your wealth.
Download now freeIncludes free trial.
Includes free trial.
"Recently I gave up on Intuit for good and moved from Quicken Essentials to Banktivity for my personal finance needs...I did give Mint.com a chance last year, but I just couldn’t make it work for me... It only offered me part of my financial picture. I want the whole thing, and desktop personal finance software remains the only means to that end."
| Workspaces | ||
|---|---|---|
| Place accounts, budgets, reports or any views side-by-side | ||
| Account Types | ||
| Checking and savings | ||
| Credit cards | ||
| Amortized loans | ||
| Investments | ||
| Retirement | ||
| Account Management | ||
| Account groups | ||
| Transactions | ||
| Online bill pay | ||
| Edit transaction history | Adjust dates and payees only | |
| Attach images or files | ||
| Split transactions with multiple categories | ||
| Scheduled transactions | Reminders only | |
| Categories & Tags | ||
| Custom categories & sub-categories | No sub-categories | |
| Assign tax codes | ||
| Custom category images | ||
| Tags | ||
| Importing | ||
| Direct downloads from online accounts | ||
| Use rules to clean & categorize imported transactions | ||
| Import from Microsoft Money | ||
| Import from Quicken for Windows | ||
| Import from Quicken for Mac | ||
| Import from Quicken Essentials | ||
| Investment management | ||
| Retrieve quotes | ||
| View price history | ||
| Short sales | No editing | |
| Stock option trades | No editing | |
| Investment analysis | ||
| Portfolio value | ||
| Capital gains | ||
| Return on investment (ROI) | ||
| Internal rate of return (IRR) | ||
| Transaction history | No editing | |
| Report Templates | ||
| Income & expense | ||
| Net worth | ||
| Category detail | ||
| Investment summary | ||
| Payee summary | ||
| Debt summary | ||
| Forecast | ||
| Report groups | ||
| Compare two time frames on one report | ||
| Transaction editing on reports | ||
| Budgets | ||
| Envelope budgeting option | ||
| Budget vs. actual report | ||
| Budget groups | ||
| Mobility | ||
| Sync to iPad app | ||
| Sync to iPhone/iPod app | ||
| Other | ||
| Multiple currency support | ||
| Maintain multiple user documents | ||
| Password protection | ||
| Check printing | ||
| Export to QIF | ||
| Export to TurboTax | ||
| Support | ||
| Unlimited email support* | ||
| Free live chat* | ||
| Downloadable user manual | ||
| Video tutorial library | ||
| Online forums/knowledge base | ||
| Banktivity vs. Mint |  Banktivity for Mac |
 Mint.com |
*Support is free for currently shipping products.
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October 17, 2025 | 11 Comments
Back in April I wrote about why we’re moving Banktivity from a document-based app to a new, unified library-style app. Since then, we’ve...
April 5, 2023, 03:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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