Take Control of Your Finances with the all-new Banktivity for Mac/iOS

Banktivity offers everything you need to proactively manage your personal finances. In a secure platform that only you can access — across all your Mac/iOS devices.

Download and experience:

  • Full support for Big Sur plus the new M1 Macs
  • New "Goals" feature to help reach your financial milestones
  • Touch ID to unlock documents, new statement summaries and more

Download Banktivity
For macOS Catalina or higher

Illustrated man working at desk

WHO is Banktivity for?

Anyone who wants greater control over their money and wants to make working towards their goals easier and achievable.

Illustration of two people looking at finances

WHAT does Banktivity do?

Provides the tools, tips, and know-how to help you proactively plan, save, spend and achieve your financial goals.

Illustration of man looking at finances on device

HOW is Banktivity different?

It's a subscription based Mac/iOS-only platform that promises 100% data integrity and privacy.

Gain greater control with these new features in Banktivity:

Build Wealth

New on Mac

Goals. With this powerful new feature, you’ll take on any financial milestone with greater confidence — retirement, education savings, pay off debt, you name it!

Beautiful on Big Sur. We’ve redesigned Banktivity’s UI to take full advantage of the beautiful new aesthetic of macOS Big Sur.

Ready for Apple Silicon. The new Banktivity runs natively on the new Apple Silicon M1 Macs.

Touch ID. Unlock your documents with Touch ID on your Mac.

Signatures On Your Checks. Print checks with your signature already on them.

Tags on Scheduled Transactions. More accurate finances, less work. (Coming Soon!)

And more! Over 30 other enhancements, features and improvements!

New on iPhone and iPad

Reconcile. You can now reconcile (and sync!) your statements.

Dark Mode. Our new iPhone and iPad apps look fantastic in Dark Mode.

Portfolio View. A new dedicated Portfolio view lets you see your investments like never before.

Tags on Scheduled Transactions. More accurate finances, less work. (Coming Soon!)

Universal Binary. One app to rule them all!

Seeing is Believing – Screenshots of the New Banktivity

Plan for Retirement

Goals in Banktivity
Sail off into the sunset with total financial clarity.

Pay Down Debt, Build an Emergency Fund, Save for Something Big

Pay down debt goal in Banktivity
Paying down debt and building an emergency fund are some of the most important financial goals. Banktivity gives you a plan to meet those milestones.

Goals are Integrated Into Your Envelope Budget

Budget in Banktivity
Move money to your goals.

Beautiful Register

Checking Account Register in Banktivity
See. Every. Transaction.

On iPhone

Banktivity summary screen on iPhone X
Summary – see the big picture while hiding your net worth
Banktivity budget screen on iPhone X
Budget – it's all about being proactive instead of reactive
Banktivity portfolio screen on iPhone X
Portfolio – always know how your investments are doing

On iPad

Banktivity summary screen on iPad Pro
Get a birds-eye view of your finances with the customizable summary screen
Banktivity budget screen on iPad Pro
Powerful budgeting features on iPad too

Frequently Asked Questions

No! With our new subscription (that doesn't suck), you pay once and get access to all of the new apps (Mac, iPhone and iPad).

Your data is yours and the apps keep working in “basic mode”. That means you can keep using the apps to track your finances, but premium features, support, and connected services like Cloud Sync, Direct Access, stock price downloading, etc. will not be available unless you renew. You can read more about our subscription here.


You can try the Banktivity apps for free for 30 days. After 30 days, your credit card will be billed based on the selected tier (bronze, silver or gold). During your trial you can switch tiers as much as you’d like to help you decide which is the right feature set for your financial tracking needs.

You can convert your remaining Direct Access time (prorated at 75% rounded up to the nearest 30 day increment) to your new subscription. Your original Direct Access time will remain accessible in older versions of Banktivity. Here are the steps to do the conversion.

Yes! If you download the app from us, your subscription will managed through our secure servers. If you download the app from the Mac App Store or iOS App Store and sign up through one of those apps, your subscription will be through Apple.

Banktivity has built-in Help files that you can access from the main menu.

Banktivity is a subscription model so there is no need to purchase upgrades. New features and bug fixes will be rolled out in updates. If you are upgrading from a previous version to the new Banktivity, any Direct Access time you have can be transferred.

While there is nothing we do to prevent this, we do not recommend using Cloud Sync between different major versions of Banktivity. There are some items that will not sync properly and may present unforeseen consequences.

Yes! Banktivity Cloud Sync keeps your documents in sync between all of your Macs and mobile devices, seamlessly. Cloud Sync is included in all of the Banktivity subscription tiers.

Possibly. Please use our contact form to submit your request and we will certainly consider it. Many of our programs' features are a result of user feedback

No, we offer customer support via live chat, email, and online support articles. This allows us to ensure that all of our support representatives are knowledgeable, responsive, and based here in the United States. We are confident that this policy is the most effective way for us to meet your support needs.

Banktivity for Mac is optimized for macOS 11 Big Sur but also runs on macOS 10.15 Catalina. Banktivity on iPad and iPhone requires iOS 13 or higher.

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