Banktivity for iPhone goes where no finance app has gone before. And it goes wherever you do.

"...hands down the easiest and most useful suite of finance apps for the Mac, and possibly anywhere."
–App Store user

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Complete Feature List

Banktivity for iPhone gives you all the tools you need to secure your financial future.

Accounts

  • Account types: Checking, savings, cash, credit cards, loans, assets, liabilities, lines of credit, money market, investments, and 401k accounts can all be managed in Banktivity.
  • Debt/loan management: Keep tabs on your loans with Banktivity's improved set of debt management tools. Track interest vs. principal, variable interest rates and payment schedules more accurately, and incorporate loans in your budgets.
  • Hide/show accounts: Keep your finances clutter-free by hiding unused accounts. Your historical records stay just a few clicks away, stored unobtrusively.
  • Account details: Set a minimum balance, link to your bank's webpage, and keep notes about each account.

Transactions

  • Streamlined input: Edit transactions using a familiar check-style editor.
  • An ounce of prevention: Editing existing transactions requires confirmation, so that you don't accidentally change your records when you thought you were adding new ones.
  • Searching: Show only the transactions you want to see by using the search box to locate specific information.
  • Split transactions: When is the last time you only bought groceries at the grocery store? Divide any transaction into several parts and categorize each one separately for more accurate record-keeping.
  • Transaction templates: Tired of typing in the same deposit over and over again? Let Banktivity do some of the work for you - it will automatically create templates based on each transaction you enter and make suggestions as you type based on those templates.
  • Scheduled transactions: Enter repeating events (like those darn utility bills) and check your budget to see when bills are due to be posted to your accounts.
  • Tags: Add tags to transactions.

Importing

  • Inline importing: Transactions that are downloaded from your bank or synced from another document go directly to your register, marked as NEW or MATCHED. Our advanced matching algorithm makes sure duplicates don't appear.
  • Direct Access: This powerful, optional subscription service automatically updates accounts from over 10,000 banks and financial institutions worldwide and syncs that data to your iPhone - all for as little as 11 cents a day.
  • Update automatically: Each time you open a document, Banktivity will automatically sync devices, fetch transactions for all of your accounts, get Direct Access data and update stock prices.

Categories

  • Fully customizable: Assign categories (and sub-categories) to your transactions to be able to track them in reports and budgets. Use Banktivity's built-in category set or create your own!
  • Multiple hierarchies: Organize your categories in groups for more effective record-keeping.
  • Tax support: Categories can be assigned tax codes for easy reference.

File Management

  • Portability: Store all of your account data in a single document (data file) for easy backup or transfer. Easily create multiple data files for different users.
  • Passcode protection: Prevent unauthorized access to your data by requiring a passcode every time your Banktivity document is opened. Touch ID can also be used for devices that support it.
  • Banktivity Cloud Sync: Banktivity data can sync to your other Apple devices via the Banktivity Cloud Sync service. Keep your finances current and your information at hand. Sync budgets, investments, accounts and transactions with Banktivity 6 for Mac and Banktivity for iPad. Check balances, enter transactions on the go and update accounts — at any time and from anywhere. (Apps sold separately at the IGG Store and iTunes App Store.)

Multiple Currencies

  • Work in any currency: By default, Banktivity uses your native currency as indicated in iOS Settings. Create accounts in any currency and apply currency conversions to your transactions as needed.
  • Download exchange rates: Retrieve up-to-date exchange rates over the Internet automatically when you open your document.
  • Currency conversion: Transfer money between accounts that use two different currencies, then adjust the amounts on either side of the transfer to have Banktivity automatically calculate the exchange rate. Best of all, figures in budgets are converted automatically using Banktivity's current exchange rates.

Investments

  • Investment types: Track stocks, bonds, mutual funds, ETFs, CDs, money market funds, precious metals, commodities, and stock options with ease.
  • Quote downloading: Automatically retrieve up-to-date quotes from Yahoo! Finance when you open a document. International exchanges are supported too.
  • Security management: Check the current market value for each of your securities at a glance, adjust security names and ticker symbols, and check the performance of indices.
  • Expert trading: Banktivity now lets you categorize investment transactions. Banktivity also supports short and long puts and calls, stock option trading, bonds and more.

Budgets

  • Envelope budgeting: See and move money between category envelopes so you always know if you can afford it.
  • Interval budgeting: Budget different amounts for different months, great for those hard months like December.
  • Event-based budgeting: Build your budget around real-world events like regular paychecks and monthly bills, all while having the flexibility to expect the unexpected. Emergency home repairs or fluctuations in your grocery bills? Track it all at a glance with great graphs and charts.
  • Category budgeting: Category-style budgeting allows you to set goals for earning and spending in different categories, plan for upcoming expenses, and check your progress throughout the budget period.
  • Plan, compare, review: Review your performance against current and past budgets using the budget vs. actual report, schedule bills readily, incorporate reminders effortlessly, and adjust budgeted amounts on the fly without throwing off past budgets.

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Download Banktivity for iPhone

Get Banktivity for iPhone and start tracking your spending today! Free on the iTunes App Store.

Download on the App Store

Introducing Banktivity 7

September 24, 2018 | 131 Comments

Today I’m pleased to announce the immediate availability of Banktivity 7! For over the past year and a half we’ve been hard at work...

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