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.
"A couple months back... I decided to move over to MoneyWiz to track my financial life. In the past week I decided to move back to Banktivity... The main reason I track my finances is to work out what I am spending money on and how well I am saving. This is simpler and more effective to work out with Banktivity."
"Today's winner is Banktivity. Banktivity's features cannot be matched and the range of different financial products supported by the app, plus the advanced reporting features, make this a very useful app to keep track of all your finances."
| Account Types | ||
|---|---|---|
| Checking and savings | ||
| Credit cards | ||
| Amortized loans | ||
| Investments | ||
| Retirement | ||
| Account Management | ||
| Account groups | ||
| Transactions | ||
| Online bill pay | ||
| Attach images or files | ||
| Split transactions with multiple categories | ||
| Scheduled transactions | ||
| Categories | ||
| Custom categories & sub-categories | ||
| Assign tax codes | ||
| Importing | ||
| Direct downloads from online accounts | ||
| Integrated web browser | ||
| 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 for Mac | CSV only | |
| Investment management | ||
| Retrieve quotes | ||
| View price history | ||
| Short sales | ||
| Stock option trades | ||
| Investment analysis | ||
| Portfolio value | ||
| Capital gains | ||
| Return on investment (ROI) | ||
| Transaction history | ||
| Report Templates | ||
| Income & expense | ||
| Net worth | ||
| Category detail | ||
| Investment summary | ||
| Payee summary | ||
| Debt summary | ||
| Forecast | ||
| Budgets | ||
| Envelope budgeting option | ||
| Budget vs. actual report | ||
| Use multiple budgets | ||
| Mobility | ||
| Sync to iPad app | ||
| Sync to iPhone/iPod app | ||
| Other | ||
| Workspaces | ||
| Multiple currency support | ||
| Maintain multiple user documents | ||
| Password protection | ||
| Check printing | ||
| 64-bit optimization | ||
| Export to QIF | ||
| Export to TurboTax | ||
| Support | ||
| Trial version | ||
| Unlimited email support* | ||
| Free live chat* | ||
| Downloadable user manual | ||
| Video tutorial library | ||
| Online forums/knowledge base | ||
| Built-in searchable help files | ||
| 90-day money back guarantee | ||
| Feature Comparison |  Banktivity for Mac |
 MoneyWiz for Mac |
*Support is free for currently shipping products.
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Free 30-day trial. Purchase for $64.99 with a 90-day guarantee.
Minimum OS requirement is 10.13 High Sierra..
October 24, 2019 | 18 Comments
Hello, my name is Nancy Libby and I manage IGG’s tech support team. This blog post is a little different than some of our past ones as...
December 31, 2019, 02:50 PM
Happy New Year! Save 20% off Banktivity 7 (new purchases and upgrades) now through January 6, 2020.https://t.co/Y73FnOGo4Y
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