Banktivity 9 Public BETA

Feeling brave? Download the public beta of Banktivity 9

We are ready for additional testers, but please, only download the beta if you consider yourself a savvy computer user.

Download Banktivity 9 Beta
For macOS Catalina or higher

Public Beta

Banktivity 9 documents are NOT backward compatible

Once you open a Banktivity 8 document in Banktivity 9, it will no longer open in version 8.

Back up your Banktivity 8 document "just in case"

Follow these steps to make sure you have a Banktivity 8 document you can fall back on.

Navigate to your v8 document file in the Finder
Duplicate that file
Append the file name of the duplicate to include something like, '--original name-- - v8 Backup'
If you use cloud sync, turn it OFF in the backup file before you download and open Banktivity 9

How to revert to Banktivity 8 in case of emergency

Quit Banktivity 9
Launch Banktivity 8 (you will likely get an error message saying the file is too new to be opened, this is expected as it is trying to open your v9 document – dismiss this error)
Go to File > Open… and navigate to the v8 backup file you made in the previous steps above
Set up cloud sync again if you want

How to get Banktivity 9 BETA for iOS

Go here on your iOS device to get the beta. Please note, there is limited availability and access will be on a first come, first serve basis.

Remove Historical Data

Whether you have a bloated document with decades of financial data, or you just want to "start fresh" each year, this new feature will keep your data lean and mean. When you use this feature you'll be asked to provide a "cut-off date". All data before that date will be removed (and optionally saved off into a separate document for historical references) and the app will do the smarts and carry forward just the relevant data from the cut-off date.

Reports on iOS

Income and Expense, Net Worth, Payee and more are now available on iOS. We also put in handoff support so you can easily move from Mac to your iOS device and vice versa. Please note, not all report types are available on iOS, yet.

Interface Scaling

Zoom in and out of the main content area. No need to stress your eyes. And for those young hotshots out there, you can scale the interface down to see even more information in the same size window.

Single-line register

This was one of our most requested features and we are happy to finally deliver an option for this. You can toggle between the "simplified register" and the regular register via the hot keys shift-command-\ or go to the View menu. When you edit a transaction you'll still get the standard editor that allows you to see and edit all of the data associated with the transaction.

More Goodies

We added lots of other features and enhancements: more powerful scheduled transactions, landscape mode in iPhone, persist columns for CSV importing, free trial without a credit card, apply discount codes after a subscription is set up, easy upgrading from v8, tons of bug fixes and more!