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Banktivity is the leading personal finance app for iPad

Banktivity – Personal Finance

by IGG Software, Inc

What is it about?

Banktivity is the leading personal finance app for iPad. See all of your accounts in one place and start making smarter financial decisions. Plan ahead for your bills and use envelope budgeting to always be able to answer the question, "Can I afford it?"

App Details

Version
7.5.2
Rating
(786)
Size
20Mb
Genre
Finance Business
Last updated
August 12, 2020
Release date
December 28, 2017
More info

App Screenshots

App Store Description

Banktivity is the leading personal finance app for iPad. See all of your accounts in one place and start making smarter financial decisions. Plan ahead for your bills and use envelope budgeting to always be able to answer the question, "Can I afford it?"

For fast answers, free webinars and great support including Live Chat, visit www.iggsoftware.com.

“In a word, stellar. As good as, or better than, anything you’re using." — macworld.com

"A serious financial application, comparable to anything on a PC." — 148apps.com

"The investment tools alone put iBank [Banktivity] for iPad in a different class." — mac360.com

"Better than competing offerings such Mint.com." — AK Apple Users Group

Now with FREE Private Cloud Sync.

√ GET ORGANIZED

Banktivity for iPad lets you see your complete financial picture instantly, in a clean, intuitive interface. Throughout the app, interactive bar graphs and pie charts deliver instant access to the info you need. Quickly navigate screens, swipe to edit transactions, and review your finances as if presented by a professional planner.

You can enter information manually, or sign up for Banktivity's optional Direct Access* service — connecting to over 10,000 banks worldwide and automatically delivering your latest transaction data. Users of Banktivity 6 for Mac and Banktivity for iPhone can sync accounts, budgets and investments at no cost, or share a single Direct Access subscription.

√ TRACK INCOME & SPENDING, EVEN RETIREMENT PORTFOLIOS

Banktivity for iPad has the tools you need to set up checking accounts, savings, credit cards, mortgages, investments and more. Then track each and every transaction: fine-tune them by categorizing, splitting and making edits — or let transaction templates do the work for you. You can search globally or by account; track payments or transfers in any currency; and set reminders or manage repeating events with scheduled transactions. Never miss a due date again! 

It’s easy to group accounts into documents. Set up as many documents as you need, for example, one for business and one for personal.

√ CONTROL SPENDING, BUILD SAVINGS

Banktivity for iPad’s budgeting tools help you set saving and spending goals, control spending, and pay down debt. It's powerful use of envelope budgeting will help prioritize and save like never before.

In categorizing each expense and editing the budget itself, you can see where your money goes — and how to make it go further! Banktivity does this visually so that you can see your daily progress and compare past, current or projected budgets.

√ SECURE YOUR FUTURE

Banktivity for iPad’s investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more; categorize investment transactions; and retrieve quotes from Yahoo! Finance or foreign exchanges.

The app’s powerful tools let you review trades, positions, history, performance, realized and unrealized gains, market value and more. Its expert trading features include short and long puts and calls or stock option trading.

√ WE’RE THERE FOR YOU 

With Direct Access, update accounts via Wi-Fi or data connection, any time and anywhere. You can edit or manually enter transactions on the go, or monitor accounts and balances for truly mobile finance management.

If you need help, get unlimited email support or Live Chat with us for quick answers. Banktivity offers built-in tool tips, plus a searchable Knowledge Base and tutorial screens at our site.

And rest assured: Banktivity for iPad is safe, secure and private. The app offers password protection for individual books. Login credentials [ and financial data ] are never stored on IGG's servers; user finances are never accessed, analyzed or aggregated; customer data is never shared with any marketers; no third-party services or offers are shown or sent to users. Banktivity is 100% ad-free.

* Direct Access subscriptions via In-App Purchase.

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