Banktivity

Make the Most of Your Money with Banktivity

The key to reaching all your financial goals comes down to one simple idea:
Proactive Money Management.

Banktivity gives you everything you need to do just that and more! And all in a user-friendly environment that’s safe and secure. You’ll have immediate access to the tools, resources and U.S.-based support to make smarter financial decisions.


BANKTIVITY BRINGS IT ALL TOGETHER

The first step in better money management is getting all your finances and accounts into one place. Banktivity's Direct Access service makes this even easier by connecting to over 14,000 banks worldwide, automatically delivering the latest transaction data to your Mac.

Banktivity's set-up assistant will import your old data and download current transactions from your bank accounts online.


BANKTIVITY GIVES YOU THE BIG PICTURE

Banktivity gives you a holistic view of your finances — checking accounts, savings, credit cards, real estate, mortgages, investments and budgets. You’ll easily track, categorize, tag, reconcile and manage every transaction. (Including online bill pay!) Do it all yourself or let Banktivity’s transaction templates do the work for you.

It’s simple to update your accounts all at once with Banktivity's "Update Everything" button. Sync devices, fetch Direct Access data, security prices even currency exchange rates.

BUILD SAVINGS WITH BANKTIVITY BUDGETING

Banktivity's budgeting tools help you to set saving and proactive spending goals. By giving yourself available cash for specific purposes, Envelope Budgeting lets you assign money to different categories. And any money not spent can be carried carry over into your savings.

Banktivity automatically budgets scheduled transactions like paychecks and bills (categorized to your Envelope Budget). You’ll always know how well you’re tracking to your budget and savings with Banktivity’s visually-driven Budget vs. Actual reports.

BANKTIVITY REPORTS

Powerful reports give you all of the information you need to know for your financial situation. Track your net worth over time, see income and spending. You can even compare your finances to a previous period, like year-over-year or month-over-month.


BANKTIVITY SIMPLIFIES INVESTING

Banktivity's investment features manage stocks, bonds, mutual funds, IRAs, 401Ks, CDs and other assets. You can track buys, sells, splits, dividends, options and more. Banktivity calculates IRR, ROI and gains and losses. You can even pick which lots you've sold from.

Built-in report templates (Income & Expense, Net Worth, Payee Summary and more) dynamically analyze your finances. Assign tax codes to transactions to generate Tax reports (or export to TurboTax). Or view holdings in the Portfolio or Investment Summary reports —presented in comprehensive graphics that let you drill down for details, export or print.


BANKTIVITY’S WITH YOU ON THE GO

No matter where you are, you can enter transactions on the go with Banktivity for iPhone. And you can sync accounts, budgets and investments to Banktivity for iPhone/iPad for mobile money management.

Should you need help or have questions, we provide unlimited email support or Live Chat for quick solutions. Plus, Banktivity offers built-in Help files, a searchable Knowledge Base and video tutorials.

It's time to take action and start PROACTIVELY managing your money. Download Banktivity now!