Reports

Understand your money like never before.

Banktivity reports help you answer your most important financial questions

Customizable

See things your way. You can tailor and view reports by dates, accounts, categories, and many other options – delivering exactly the data you need.

Archivable

Keep your reports saved and organized in Banktivity. You can even sync them across all of your Macs.

Beautiful printing

We built our reports to look great on-screen, when viewed as a PDF or printed. Intelligent line breaks assure sure your reports look great when sharing with others.

Dynamic & Interactive

Banktivity's reports are highly immersive. Click to drill down to get more details. Expand collapsed sections and hover over graphs to gain more info.

Net worth report
Net worth report – it's what you have minus what you owe.

Incredible investment reporting

ROI

Return on Investment is a fundamental metric when it comes to investing. Banktivity calculates your ROI for each holding and across accounts. It can even calculate it for a single security held across multiple accounts.

IRR

Internal Rate of Return lets you know how profitable your investments are. A single investment with an ROI of 10% over 10 years will have a much lower IRR than another investment with 10% ROI over just 1 year.

Cost Basis

A fundamental metric that tells you exactly how much money you've invested in a specific security. Banktivity shows the total amount and cost per share.

Returns & Gains

Dividend payments, short- and long-term gains – Banktivity lets you know how much your investments have paid out or would pay out if you sold them today.

Net worth report
Investment summary report. It's just one of the many reports focused on investments.

Common Report Types

Banktivity has over 15 different reports. Here are some of the most common report types.

Income and Spending

Mac/iPad/iPhone

Captures all of your income and spending over a specified period of time. You can also add arbitrary dates as needed.

Net Worth

Mac/iPad/iPhone

Your net worth is the sum of all the money and investments you have (assets) minus what you owe, (debt). Banktivity’s beautiful graphs illustrate your net worth over time.

Payee

Mac

See a total of all of your transactions for one or more payees. Drill down into a payee to see the individual transactions.

Category

Mac

See all of your transactions by category.

Category Details

Mac/iPad/iPhone

This report shows your transactions grouped and totaled for a single category.

Transaction

Mac

See transactions across accounts and categories using custom rules.

Tag

Mac/iPad/iPhone

See spending by tag.

True reports are only available only Mac, but many of the same values can be found on the iPhone and iPad versions.

Net worth report
Income and spending report with year over year comparison.

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