Banktivity
Banktivity
7.4.1

2.5

Banktivity free download for Mac

Banktivity

7.4.1
15 November 2019

Intuitive personal finance manager; widget available (was iBank).

Overview

Banktivity (was iBank) is a new standard for Mac money management. With its intuitive user interface and a full set of money-management features, Banktivity is the most complete software available for Mac personal finance. It lets you enter and edit your transactions with ease, pay bills online and on time, download your online account data, reconcile your statements, and track your investments with versatile and robust tools.

In Banktivity, it's simple to split, schedule or categorize transactions. With a couple of clicks, you'll be able to create powerful, dynamic reports using Banktivity's flexible templates (Income and Expense, Net Worth, Forecast, and more). And Banktivity's new envelope budgeting feature helps tailor your spending while building savings.

What's new in Banktivity

Version 7.4.1:
Fixes
  • Fixed a rare crasher with the confirm scheduled transactions sheet

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206 Banktivity Reviews

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Rate this app:

Odysseus
14 August 2019

Most helpful

Do yourselves a favor and get SEE Finance 2. It's very well-supported, works well, and upgrade fees are quite rare (only when they went from version 1 to version 2, which is a complete rewrite). I'm curious to see how US-centric non-US customers find it. It's definitely extremely customizable.
Like (1)
Version 7.3
brockface
21 November 2019
No support whatsoever. I paid for Bankivity 7. It worked for one day then began downloading duplicate entries from my bank. I deleted the entries and they reappear. All the data is useless. There is no phone Bankivity tech support. It is a web chat. After 30 minutes waiting to connect the tech support person told me that a ticket was created and I would receive an Email from a different tech support. That was two weeks ago and I have not received a reply. One week ago I asked for a refund (email only). No reply. This product does not work. This product has no technical support. You will not be able to recover the product cost. Brock Fisher San Diego
Like
Version 7.4.1
Stephen-Hamilton
13 September 2019
I've used this for years because I liked the UI and loved the direct access allowing auto download of transactions from all my Bank Account (UK ones). I fired it up yesterday to check my finances and direct access has now stopped working for all my Bank Accounts!!! There is a message saying this is a result of the new Open Banking regulations, they are looking into it, but can't guarantee they will be able to resolve it! What a farce - these new regulations haven't been introduced overnight - how have they not prepared for this. And no mention of refunds for people that have paid a yearly fee for this service. Utterly disgraceful. I took a quick look at Quicken 2019 last night - seems cheaper than Banktivity and has free direct access to download bank transactions. Anyone got any opinions on how well this works in Quicken?
Like
Version 7.3.1
1 answer(s)
D9
D9
12 November 2019
Yes, if you had asked this 3 years ago, I would have said Banktivity with all its warts is better than Quicken, especially the mobile app. But Quicken has improved greatly during this time and I would have to say it's one of the best Mac-based financial software out there. Their mobile offering now has a much better UI and syncs much more reliably with the Mac version. If you don't mind paying a yearly subscription, then Quicken is a good option...definitely better than Banktivity these days. Personally, I use (and have been for almost 2 years) SEE Finance. A little rougher on the edges than Quicken but incredibly close in features after a tenth the development time. And it (currently) is a pay once application on Mac. iOS app is pretty robust too and can download online transactions by itself...which makes it a nice, self-sufficient solution on an iPad. Overall, I don't like Banktivity and the development path it's taken (since iBank). Quicken and SEE Finance are much better options, in my opinion.
Like
Version 7.4
Altech
17 August 2019
Banktivity 7 is a miss for me. Here is why. I am using Version 5.6.12 and was looking forward to using version 7. I purchased 7 and discovered that my Credit Union, where I have 5 account within the CR, can only update one or two of them. I can't remember how many right now. I worked with IGG Support , which has always been great, and to make a long story short, they said that it cannot download all the Credit Union accounts because they all have the same basic number. They use a main number and a suffix after this number to designate the different accounts. This was a Deal Breaker for me. All other bank accounts were downloaded properly. The confusing thing is that in Version 5.6.12 it works perfectly on all accounts including the CR. I asked why they couldn't do the same thing in Version 7 as they did in Version 5.6.12? They said it wasn't't that easy. So they did give me a refund. I have to say I liked everything about Banktivity 7 . Especially the dark mode. It just doesn't perform as well in recognizing accounts as version 5.6.12. I really hope they fix this situation and I would buy again in a minute.
Like (1)
Version 7.3
1 answer(s)
Altech
Altech
10 September 2019
I think I found out what was wrong now. My Credit Union said they do not allow more than one financial program at a time to access and download account data. Which means I would have to deactivate the accounts in Banktivity 5.6.12 before I could download in Banktivity 7. This is for my Credit Union ONLY. All other Bank accounts downloaded fine in Banktivity 7 even with Version 5 active. It is a little scary to deactivate a program that is working perfectly just to try another.
Like (1)
Version 7.3.1
Cgcorley
14 August 2019
Works for me
Like (1)
Version 7.3
Odysseus
14 August 2019
Do yourselves a favor and get SEE Finance 2. It's very well-supported, works well, and upgrade fees are quite rare (only when they went from version 1 to version 2, which is a complete rewrite). I'm curious to see how US-centric non-US customers find it. It's definitely extremely customizable.
Like (1)
Version 7.3
1 answer(s)
Don-Kindopp
Don-Kindopp
03 October 2019
SEE Finance doesn't have the capability to print cheques if you need that feature.
Like
Version 7.3.1
abelragen
09 July 2019
I find Banktivity and excellent and well-supported program. I started using it as a Quicken-orphan, during the period when that program wasn't being supported for Macintosh. I considered going back when Quicken resumed support for its program, but found that Banktivity actually does everything I want it to do at least as well as the better-known but worse-supported program does. I would recommend Banktivity to anyone.
Like
Version 7.2.2
anesbitt
27 June 2019
Iggsoft aren't interested in non-US customers. The Banktivity Budgeting module has a bug which makes it useless for anybody living outside America or Canada. In countries that start the week on Monday (the international standard outside US, Canada and Japan). the budget package ignores any transactions on Sunday giving bad totals and making the budgeting useless. This is a very simple bug to fix and Iggsoft repeatedly promised to fix it, but the latest release does not.. It seems iggSoft isn't bothered about users outside America.. Just a warning – think before you buy if you live outside the US – this is an expensive piece of software
Like (1)
Version 7.2.2
Hal-Itosis
10 March 2019
Finally upgraded (from 6.3.3) to version 7.2 —and feel quite happy about it. All works well, downloading financial data from both Merrill and BoA. Banktivity is still the Quicken-killer for me.

-HI-
Like
Version 7.1.4
gwvt
22 January 2019
BEWARE: this is the worst software I have ever used. Syncing accounts is a complete disaster. They took months to respond to bug reports, and even then could not make it work. Whiny and 'not our fault' attitude from customer service. Other services seem to sync accounts without any issues. I wasted a huge amount of time trying to make Banktivity work, not to mention the money to buy the software. Avoid this terrible product!
Like (1)
Version 7.0
1 answer(s)
Bremen
Bremen
21 April 2019
I would concur that the developers are very slow to respond to quirks but more important to me is that the developers do not appear to listen to their user base in terms of enhancement requests. A very expensive app with a very unresponsive developer.
Like (1)
Tbanger9
17 December 2018
For me, by far the 'worst' thing about this program, is that it is only for Americans. If you want to follow Superannuation (Australia) you have learn about the U.S. 401K account, or whatever the hell they call it. This software is so 'American' it is almost useless to an Australian. Well, you can't use it to pay bills... which is a BIG point to lose... and, you'll find a lot of Oz banks don't work with their Direct Debit... plus, come tax time, you need to know what the Oz equivalent of all their tax codes are.... it's virtually useless... if you have a compatible bank, then the Direct Debit is handy, but.... costly. Another yearly charge, just to 'watch' your money... And.... if you need support? You'd better be prepared to stay up until 2am Australian time. To 'fit in' with the US time. That's the 'only' time you can live 'chat' to someone, and believe me... sending an email, is like sending a wish list to Santa at the North Pole.... "we've been extremely busy.... blah, blah...".... at least with a live chat, you have a chance to sort out issues immediately... and you will have them. Up until last year I was printing checks at home. BUT... I could NOT do that with Banktivity... I had to keep a 'separate' financial program running on my machine, just so I could print cheques. The Banktivity templates were useless and non modifiable... and, you had to print a whole page of them or not at all.... who has a whole page of cheques??... My Direct Debit finishes in March 2019 and that's when I'll be kicking this app to the kerb. I have not bothered to upgrade from 6 to 7, but I can't see them changing the online payment options... which is a BIG missing link, so it's hardly worth it. Another example just came to mind. I only wanted to see my transactions for 1 month... you'd think that would be easy right?? Nope... you can ONLY see your transactions backdated for 1 month FROM... today!!! Can you believe that?.... If you only want to see from August 1st to 31st... you've got to get creative... IF, you have been good and reconciled all your accounts... you may be able to see just the month of August that way, but it's tricky... unbelievable... and don't get me started on their 'reports'.... abysmally difficult... just 'useless'... I hate this program with a passion.... Actually, I'm knocking it back to 1 star!!!!
Like (3)
Version 7.0