What are subscriptions all about?

Subscriptions

Banktivity offers a number of different tiers and price points. You can learn more about our subscription and tiers here.

How do I start my subscription?

When opening Banktivity for the first time you will see a “Thanks for downloading Banktivity” page asking for your name or offering an option to log in if you have previously used the software.

As part of the onboarding process you will be asked a number of questions about creating a budget and eventually you will be asked to create a Banktivity User Account if you do not already have one.

After you create the Banktivity User Account and verify your email you will be asked to start your trial.

On the “Start your 30 day free trial” page a recommended subscription tier will be pre-selected for you based on the answers you have provided. But you can select any subscription tier you like. After making your selection, click “Continue” or "OK". You will then be asked if you want to enter a credit card at this time or you can hold off on entering the card details.

If you downloaded from the App Store you will be asked to confirm your subscription using your Apple ID. Note, your card will not be charged for 30 days. If you don’t cancel your trial, you will be charged for the subscription you chose after 30 days. After entering your name and credit card information click “Start Trial”. Then you should see a “Success” page informing you your subscription is set up, please click “Continue” there to get started adding your accounts in Banktivity.

How do I cancel my subscription?

Cancelling on Mac

If you would like to cancel your subscription go to Banktivity > Manage Subscription...Click “Manage” in the upper-right. Then click on the text that says “Cancel” below your Banktivity subscription plan (do not click on the “Cancel” button in the lower-left).

Cancelling on iOS

From the summary page, click on the settings icon on the top right of your screen . You can then choose Subscription from the settings list. This will open the subscription info page, allowing you to choose to cancel.

What happens if I cancel my subscription?

Your data remains yours, stored on your local device. You’ll still be able to view it and from a Mac you can export it. However, to continue editing or adding new accounts, transactions, and other data, you’ll need an active subscription.

How can I delete my Banktivity ID account?

If you would like to delete your Banktivity ID account you can do so by going to the following page on our website: