Get Organized

See the big picture.

Easily track, categorize, tag, reconcile and manage every transaction with Banktivity’s powerful organizational and productivity tools.


Group your accounts

Organize your accounts in ways that make sense to you by grouping them. Set up groups - even subgroups within groups. You can even link a mortgage with a home.


Focus on the details without losing sight of the big picture. Group any two accounts, reports, budgets and more side-by-side and boost your productivity!

Group your reports

Find the data you need when you need it. Whether you're looking to archive historical reports used for taxes, or just grouping based on your own criteria, Banktivity flexes to work the way you want.

Account groups
Group your data in ways that make sense to you.
Account groups
Workspaces boost your productivity by showing multiple views side-by-side.

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