Goals. Banktivity helps you reach life’s major financial milestones. We went over the top with powerful new goal tracking. You can now plan for retirement, save for education, pay down credit card debt and more.
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 M1 Apple Silicon Macs.
Touch ID. Unlock your documents with Touch ID on your Mac.
Signatures On Your Checks. Print checks with your signature already on them.
Tag Scheduled Transactions. More accurate finances, less work.
And more! Over 30 other enhancements, features and improvements!
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.
Magic Keyboard Support. Type, point, click – our iPad app plays nice with Apple's Magic Keyboards.
Tag Scheduled Transactions. More accurate finances, less work. (Coming Soon!)
Get access to all new features across three apps, along with upgrades, fixes and enhancements, all with a single subscription. If you already have Direct Access, you can convert your existing time and apply it to the new subscription!
We've made our subscriptions extremely flexible to make sure customers get what they want. We've set up three tiers of pricing which allow you to pay for what you need, based on your level of activity.
Review our pricing page to find which tier offers the features you need to make the most of your money with Banktivity.
No matter which tier you choose, Direct Access and OFX (Direct Connect) connectivity are included. There used to be an additional charge for Direct Access, now there isn't!
No matter which tier you choose, you'll get all three of our new apps, Banktivity for Mac, iPhone and iPad. You'll also get every update, as they are included in the price of the subscription. (Even if you subscribe once and don't renew, you still get access to new versions of the apps!)
If you are a current Direct Access subscriber you can even move your subscription (prorated at 75% rounded up to the nearest 30 day increment) to the new Banktivity subscription. Your original Direct Access time will remain accessible in older versions of Banktivity. Here are the steps to do the conversion.
In addition to a set of great new apps, subscribers can use the connected services enabled at their subscription tier. Additionally, any tier gives you access to our US-based technical support.
If you subscribe to any one of our tiers, but choose not to renew after you've paid for a year, you retain full access to your data, including the ability add, edit and delete data based on the highest paid for tier. You will, however, no longer have access to our connected services and technical support.
The Gold tier includes two unique features - support for tracking accounts across multiple currencies and check printing. It also allows you to download currency exchange rates (a connected service).
If after your initial subscription, you decide to downgrade to Silver, you can still access check printing and multi-currency support. This means you can keep printing checks and add/edit/delete accounts in different currencies. However, since downloading currency exchange rates is a connected service of the gold tier, this will stop working (you can still manually enter currency exchange rates).
You set up two accounts via a Silver subscription, both use our connected service Direct Access. The first is a checking account (supported at the bronze tier) and the other is a brokerage account (supported at the silver tier). You also install our iOS app and use our connected service Cloud Sync to keep your data in sync across your devices. After your initial subscription, you decide to downgrade and renew at bronze tier.
As an active subscriber you'll be able to use Cloud Sync (a bronze-level connected service). Direct Access will continue to work for your checking account, but it will stop working for the brokerage account. Additionally, stock prices will no longer download for you. You will, however, be able to manually import files into your brokerage account or add transactions manually. You will be able to manage securities and security prices manually. And of course, as an active subscriber, you'll retain access to our technical support.
Banktivity seamlessly transfers all of your existing financial data from previous versions.
Banktivity stores all of your data in a "document" (aka a file) on your local device. When you tell Banktivity to open a document created with a previous version it copies all of the data into a new file and leaves the original untouched.
The new Banktivity can import/migrate files from Banktivity 5, 6 and 7. Simply launch the new Banktivity on Mac and choose File > New and follow the onscreen prompts. You will be asked to find your previous version's document so Banktivity can import it.
More detailed instructions can be found here.
Launch the new Banktivity and choose File > New > Document. Then click "Create New Document". Then follow the onscreen prompts.
More detailed instructions can be found here.
Follow the steps above on each of your Macs or use a combination of the steps above with setting up some documents from our Cloud Sync server.
Upgrade on the Mac as described above. Then download the new Banktivity iOS apps from the App Store. Then tap "Tap to Begin" and follow the onscreen prompts to import your data from Cloud Sync.
For macOS Catalina or Higher