Banktivity 7, the best personal finance software for macOS

Award-winning software to help you pay off debt and grow your wealth.

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Includes free trial.

Get Banktivity from the Mac App Store

If you don't see a conflict of interest in your financial software selling your personal data and encouraging you to take on more credit card debt, then sure, stick with Mint.

Otherwise, see all of the other reasons why Banktivity 7 is better.

"Recently I gave up on Intuit for good and moved from Quicken Essentials to Banktivity for my personal finance needs...I did give 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."
Place accounts, budgets, reports or any views side-by-side
Account Types
Checking and savings
Credit cards
Amortized loans
Account Management
Account groups
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
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
Report groups
Compare two time frames on one report
Transaction editing on reports
Envelope budgeting option
Budget vs. actual report
Budget groups
Sync to iPad app
Sync to iPhone/iPod app
Multiple currency support
Maintain multiple user documents
Password protection
Check printing
Export to QIF
Export to TurboTax
Unlimited email support*
Free live chat*
Downloadable user manual
Video tutorial library
Online forums/knowledge base
Banktivity vs. Mint Banktivity icon Mint icon

*Support is free for currently shipping products.

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Minimum OS requirement is 10.13 High Sierra.

Continuing Investments in Direct Access

February 26, 2024 | 0 Comments

I’m happy to be writing to you today with some news about Banktivity’s most popular feature, Direct Access. For those unfamiliar...

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On Twitter

April 5, 2023, 03:10 PM

Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test:

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