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.
Simple, effective and efficient money management.
| Workspaces | ||
|---|---|---|
| Place accounts, budgets, reports or any views side-by-side | ||
| Account Types | ||
| Checking and savings | ||
| Credit cards | ||
| Amortized loans | Read only | |
| Investments | Read only | |
| Retirement | Read only | |
| Account Management | ||
| Account groups | ||
| Transactions | ||
| Online bill pay | ||
| Attach images or files | ||
| Split transactions with multiple categories | ||
| Scheduled transactions | ||
| Categories & Tags | ||
| Custom categories & sub-categories | ||
| Assign tax codes | ||
| Tags | ||
| 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 | ||
| Investment management | ||
| Retrieve quotes | ||
| View price history | ||
| Short sales | ||
| Stock option trades | ||
| Investment analysis | ||
| Portfolio value | ||
| Capital gains | ||
| Return on investment (ROI) | ||
| Internal rate of return (IRR) | ||
| Transaction history | ||
| 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 | ||
| Use multiple budgets | ||
| Budget groups | ||
| Mobility | ||
| iPad app (standalone or sync) | Sync only | |
| iPhone/iPod app (standalone or sync) | Sync only | |
| Other | ||
| Multiple currency support | ||
| Maintain multiple user documents | ||
| Password protection | ||
| Check printing | ||
| 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 | ||
| Banktivity vs. YNAB |  Banktivity for Mac |
 YNAB |
*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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