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 been hard at work making that vision real and today I want to share a glimpse of where things stand.
As a brief reminder, with the new Organizer, the term “Ledger” has replaced what was formerly known as documents. Ledgers contain an entire, independent set of accounts, categories, investments, goals, budget and so on. Many customers will only have one Ledger for the finances they manage. But we also know there is a good number of customers out there that manage finances across family members, non-profits and small businesses – for these customers, support for multiple Ledgers is crucial.
UI sneak peak
The most exciting milestone so far: the Organizer UI is now up and running on both Mac and iOS. You’ll see a clean, SwiftUI-driven design that makes managing your Ledgers feel simpler and more consistent, no matter which device you’re on. SwiftUI has let us keep the look and feel aligned across platforms while also preparing us for what Apple may throw at us next.
Screenshots don’t quite capture the responsiveness and polish, but they’ll give you a sense of how it’s shaping up.
You’ll notice that it’s easy to tell the state of each ledger. For example, in both screenshots, “Albert’s Finances” is synced and downloaded locally to the device. Whereas “My Finances” isn’t downloaded locally on either device. In the Mac screenshot you’ll also see that there are two ledgers that are entirely local to the device and aren’t syncing at all. Similarly, in both screenshots, you can see there are two different Banktivity User Accounts, each with totally separate and isolated ledgers.
Under the hood: the foundation is built
While UI is what you see, most of the hard work has been in the architecture. The Library framework — the backbone that replaces our old document system — is in place. That means we can now reliably connect your Banktivity User Account with all of your Ledgers, whether local or synced to the cloud. This under-the-hood work sets the stage for background sync, widgets, shortcuts, and a smoother multi-device experience.
What we’re working on next
The big focus now is onboarding. We’re building a new assistant that helps first-time users get set up quickly: creating a Ledger, signing in, connecting accounts. Along with that, we’re experimenting with a fresh assistant-style interface that guides you through key steps. We’ve also designed this new assistant to behave more consistently across platforms.
Still a work in progress
There’s plenty left to do before this ships. Onboarding needs polish, migration tools need more testing, and we’re continuing to refine how background sync behaves across devices. But the core is there, and it’s exciting to finally see the Organizer running live inside Banktivity.
That’s where we are today: a modern UI, a solid new foundation, and some thoughtful new helpers in the works. We’re making steady progress toward the kind of seamless, Apple-native experience we know our customers expect.
As always, thanks for following along!
- Building the Future of Banktivity: Organizer Progress Report - October 17, 2025
- Filed Away Forever: Why We Built The Organizer - April 25, 2025
- Banktivity 9.5 and Monthly Subscriptions - October 18, 2024
This is looking good. Thanks for your hard work, as always.
Very excited about the future OS integrations possible with all of these changes, particularly across the whole Apple ecosystem.