If you’re reading this blog, you like to be in the know. So before we share it with anyone else, we’re inviting you to be the first to try out our latest version of Banktivity.
Banktivity 10 is a big one. We rebuilt the foundation, went deeper into the Apple ecosystem than we ever have, and brought a level of investment depth to iPhone and iPad that’s long overdue. All the details are on the beta page below.
DOWNLOAD BANKTIVITY 10 BETA
One ask before you dive in: back up your data first. Use Time Machine or otherwise save off a copy of your Banktivity 9 file. Beta is beta, and your financial history is worth protecting.
Thank you for being the kind of users who make this worth building.
— Ian Gillespie, CEO/Founder, IGG Software
CEO/Founder at IGG Software, Inc.
A California native, Ian's academic background was in biology, botany and environmental studies. He comes to the field of technology purely out of personal passion, and has been writing Mac software for over a decade. He's also an avid birdwatcher, a soccer player, fiddler and an organic gardener. He lives in Oregon with his wife and their two sons.
Latest posts by Ian Gillespie (see all)
- A Little Help? - April 13, 2026
- Building the Future of Banktivity: Organizer Progress Report - October 17, 2025
- Filed Away Forever: Why We Built The Organizer - April 25, 2025
There are only a very few screenshots of the iOS and iPadOS versions. The ones I did see don’t show any improvements or refreshed UI. Can you post some UI screenshots of the iOS and iPadOS versions, especially the main account dashboard page?
I’d take a look at some of the other posts, like here https://www.iggsoftware.com/blog/2025/10/building-the-future-of-banktivity-organizer-progress-report/ and here https://www.iggsoftware.com/blog/2025/04/filed-away-forever-why-we-built-the-organizer/
This update wasn’t focused on a significant UI refresh, but a very significant backend refresh!
So, you are saying we waited 3 years for a major update without significant UI refresh? The UI was already ancient two years ago and you still can’t get a modern UI after 3 years??? At least I would have expected to have a modern iOS/iPadOS UI refresh that looks like MacOS. Wow!! Just WOW!!
I get where you’re coming from.
We did try to share ahead of time what this release was focused on, and it leaned more toward foundational improvements and new capabilities rather than a full UI redesign.
A big part of the challenge for us is balancing a more modern look with the depth and flexibility that a lot of long-time users rely on. That said, the expectation for a more updated UI, especially on iOS and iPadOS, is something we hear and take seriously.
Thanks Ian, it sounds great. Is the file and data format compatible with v9 ie can you use both v9 and v10b on the same data set?
When you launch v10 for the first time you’ll be guided through moving your v9 files to the new Organizer. Once you do that, your original v9 file will remain wherever it was and v10 will use a new copy of the file. If you use cloud sync, they will still be linked via cloud sync.
Where is the new v10 document stored. I see the old .bank8 file in my Documents folder, but no new v10 file. This is important for backing up.
Disabling Categories is very useful, the Shortcuts has a lot of potential and hopefully some canned shortcut samples will be included in the GA version.
Archiving update seems interesting, can I assume that if I archive by fiscal year but i want a report that spans several years (ie current + archives) that I will get the full result (ie to the very earliest transaction) ?
Definitely a product evolution that augurs for new features. Not that fussed about UI , i rather get all these new features stable before you build a more current UI.
PS – I yearn for a shortcut that can pull off UNCLEARED items across the file !! Reporting on these is a challenge with the way transfers work in the product.
While I would have liked a UI refresh as well, it’s a huge undertaking and you really can’t do it properly without a solid foundational change too… so I understand the choices made.
So far so good. Certainly noticing it to be more responsive and stable, especially with reports while a sync is occurring. Previously it would weirdly refresh or fail to display data until the sync stops.
I’ll dig deeper and report any issues via support if I find them.
One thing I note that is missing – I can’t view my 3 documents as 3 TABS within the one Banktivity window. This was quite useful but it’s not there, and the ‘Merge All Windows’ is no longer an option in the Window menu.
I completely agree with tabs being a big convenience. Any chance of reinstating this feature?
I have been using version 7 just fine, but was considering upgrading to version 9 this week. Now that I know that version 10 will soon be launching, I guess it makes sense to hold off.
Are you aware that if you upgrade from version 7 you’ll now have to keep paying forever in order to use the program?
Sure would be great if Find results were sorted by date and *not* grouped by Account! I suspect this isn’t a use case for you personally Ian, but there’s a reason it’s provided by all your competitors! I change credit cards every few years and don’t always know which account a charge happened in, but do know the approximate time it happened. It would be great to not have to page through multiple accounts looking for the item in the known time frame.
+1 please!
+1!
+1
If I back up my v9 data today and start using the beta, what happens if I need to revert to using v9 a couple of weeks from now, for whatever reason? Do I lose those two weeks worth of data, or will they sync with my backup the next time I open it?
In reference to some other comments on this page… I’m much more excited about the new functionality than I would be about any UI changes. The UI works quite well as it is, but features like AppleScript support are game-changers.
V10 imports will interact with v10 files and v9 will interact with your original v9 file. When v10 imports your v9 file, it ends up making a totally separate copy. However, if use you cloud sync the v9 and v10 files would stay in sync that way, otherwise, they are 100% independent.
Well this version looks like a great advance on the old file system. I have a problem with one file because I am doing to many changes a once, LOL. My old MaPro 13 inch battery has died so I’m commissioning a MacBook Leo 512, funny after all the years going back to 1984 and using 512 as an identifier, the original Macintosh 512 single floppy was my first Apple. Anyway, getting data across computers is holding things up for my testing of Banltivity but I am very enthusiastic about this version.
Would it be possible to add shortcuts for exporting reports and importing transactions? Would be super helpful for where we’re doing some analysis outside Banktivity e.g. for tax.
Another suggestion while I’m at it. An extremely niche suggestion, but hopefully easy to do.
When an account has new (<24 hours) transactions, we see a number in the accounts list. On iOS/iPadOS, that number replaces the account icon and everything stays aligned. On macOS, the number comes after the icon and makes everything not aligned, and so messier and often making account names show with ellipses. It would make my quality of life 7% better if macOS acted like iOS here!
(an alternative would be to still show the account icon but show ‘new transactions’ as a badge, e.g. a green circle since the number is less important)
Can you at least add a bit more ability/options to adjust the font and icon size in the sidebar (small is still too big, and large is huge). Surely, in this day and age, should be able to have more options to adjust this other than “small” and “large”……!
Where is the actual new ledger file stored? How do we backup if we don’t use cloud sync? Thanks.
They are here: [your home user folder]/Library/Group Containers/group.com.iggsoftware.banktivity.library/IGGFinance/production/Documents
Cannot find any of these files on my iMac. Road testing blind as I cannot this do a backup !!! HELP!! (Sequoia 17.7..4) If the the data corrupts I am screwed. I am also unable to co-run V9 as it refuses to work now. The files will just not open on the V9 link
You should come to our support, https://www.banktivity.com/content/support/support.php
Looked at support articles and nothing on v10 backups or v9 documents that wont open. If we are testing the beta there should be a go to place where glitches can be rapidly addressed other than live chat
Thanks Ian. We really do need a way to backup though. At the moment the data is way to buried in the MacOS system. Unfortunately I’m a bit worried about moving to v10 until there is a way to backup my data without cloud sync. Thanks.
TimeMachine should back up everything in [user name]/Library/ which is ultimately where the data lives. If you don’t use TimeMachine, backing up the path the group container would be the way to go:
[user name]/Library/Group Containers/group.com.iggsoftware.banktivity.library/IGGFinance/production/But isn’t this folder also used by Banktivity 9?
Thanks for letting us work with the beta version.
One thing that I see is that in the organize, I continually see the yellow exclamation point indicating the that file sync isn’t working well. Is this an expected condition of the beta or something that needs to be worked out?
It would be great if you could come to support for this so we can better understand why you are seeing that. Could be normal or could be a beta issue.
Ok. I’ll work with support on this. Thanks!
Using Group Containers is very interesting. I like how they are protected by SIP, this is important for keeping financial data safe
Hello. Any chance of adding Hong Kong and Singapore listed stocks for market data updates?
Any plans on adding shortcuts that can add, finds and modify transactions?
We are certainly open to this idea. What would be really helpful is a description of exactly how you’d like to use them. Thanks!
So many things:
– Triggering imports from a watched folder. Unfortunately not everything is supported by direct access. I use 4 different banks, all only support checking accounts, no savings or investment accounts are supported. Currently using the csv import but it’s still a manual task.
– I have some regular investments from my checking account, which I have to manually change to buy orders every time. Shortcuts could automate this largely.
– Searching for transactions and updating notes, memo’s, tags, etc. Being able to access the original full tekst from the import would be a huge plus (this is saved in the db but not accessible through the UI).
– Ability to sum all transactions from a specific payee between two dates
– Removing past scheduled transactions from the calendar, maybe I’m doing something wrong but Banktivity never matches these. Amount’s aren’t always the same each month, the day isn’t always the same, …
– Detecting and notifying unusual activity based on preset conditions
Even relatively basic transaction CRUD support in Shortcuts would already unlock a lot of automation possibilities.
Can I ask for something a bit simpler – a report that has an extra column showing the delta between two periods being compared. All the reports have a comparison period, but none (as far as I can see) calculate and show the delta.