Banktivity
Banktivity
7.5.3

3.5

Banktivity free download for Mac

Banktivity

16 September 2020

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 7.5.3:
  • Changed datasources for real estate valuation
  • Updated the User Agent string for the built-in browser
Banktivity for Mac Old Versions

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How would you rate Banktivity app?

268 Reviews of Banktivity

See all
Odysseus
14 August 2019
Version: 7.3

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.
(1)
1
gary-22
02 November 2020
Version: 7.5.3
This review is for Banktivity 8. The data file opens in read-only mode unless you sign in with your Banktivity ID which is mandatory. It’s absurd to require an external sign-on to access my data, so I almost aborted my review. Then I noticed there was no way to port my in-app Direct Access subscription and the category icons looked like Pong on a CRT from the 70s; that’s when I deleted it.
(0)
gary-22
11 September 2020
Version: 7.5.2
I’ve been using Banktivity since version 6. It only became bug-free for me with one of the most recent updates, whereas previously the portfolio view would not update until the clock was set forward to the next day. Now there’s a subscription-only version 8 coming out, in which even OFX direct connect (which does not *require* IGG’s ‘online services’) is only included with and for the duration of a subscription. I now somewhat regret switching from Moneydance, although for investments Banktivity’s interface is vastly superior. Guess I’m sticking with Banktivity 7 like I have for business stuck with QuickBooks Pro 2003 (Windows, using Fusion) for similar reasons.
(0)
4
pthompsonjr22
04 September 2020
Version: 7.5.2
I have used Bankitivity for the past 2 years and find it to be the best financial management software for the Mac. Prior to switching over to Banktivity, I was a Quicken user. I even used Parallels to emulate a PC to use Quicken. However, Quicken lost its competitive edge and no longer was providing updates to improve it. I no longer do stock management, so I cannot comment on how Banktivity compares to Quicken. But the money management and report features are strong and provide me with everything I need. The only reason I did not give a 5-star rating is the transaction matching is a little weak. The primary reason is that my bank does not allow check writing in Banktivity.
(0)
5
jmanherr
01 September 2020
Version: 7.5.2
This program has worked very well for managing all my family personal finances. I pay the extra fee for the direct connect and have found this to be a real time saver and worth the annual fee. The reporting capability is robust. It is nice to be able to see all of my credit card accounts, bank accounts, and investment accounts in one place. Direct Connect has worked fo the majority of my accounts. For the accounts that direct connect is not supported for, downloading the transactions has been straight forward and not to time consuming.
(1)
4
cherjo20
30 August 2020
Version: 7.5.2
After much research, I chose Banktivity to keep track of all my finances, replacing Quicken. I'm quite happy with it. At a glance I can see how everything is doing at the moment, I can track things over time, and also can look at specific accounts, make a chart for tax-related items or other purposes, etc. Some accounts are downloaded automatically, some I enter changes manually. Usually it works great. Every now and then there's a problem with one account and I have to spend time to chat with a technician. But overall it's an incredibly useful program that runs along great. In response to Test0001's comment: I did write this review because of an email from the founder, but he did not ask for "good" reviews. He simply suggested we review it, and to let him know about issues we're having. I rely on this program.
(0)
2
nmeyrick
18 August 2020
Version: 7.5.2
I love Banktivity and used to rely on it heavily. Its great in many ways, to the point that I still check in on it every few months to see whether I can use it again. However I haven't been able to use it for almost a year, when it suddenly dropped support for all EU bank feeds. I understand that this was due to regulatory changes outside of the Developer's control, but other systems like MoneyWiz have been able to adapt to the new environment. I guess there are enough US only customers to rely on them instead, but it is a shame to lose what was previously a fully international solution and really valuable to the small number of customers with accounts across multiple countries. I would love to be able to come back to using Banktivity if only they could resolve this one problem
(0)
4
gary-22
11 August 2020
Version: 7.5.1
I’ve been using Banktivity since version 6. It only became bug-free for me with one of the most recent updates, whereas previously the portfolio view would not update until the clock was set forward to the next day. Now there’s a subscription-only version 8 coming out, and which would likely require Big Sur. Since I am neither upgrading to Big Sur (due to bloated code for dual architectures, Catalyst, Rosetta 2 and Universal App 2) nor a fan of subscriptions for essential use (my essential uses include features only included with and likely only for the duration of a subscription) I now somewhat regret switching from Moneydance, although for investments the interface is vastly superior. Guess I’m sticking with Banktivity 7 like I have for business stuck with QuickBooks Pro 2003 for similar reasons.
(0)
5
charlek248
10 August 2020
Version: 7.5.1
Easy to learn! Easy to maneuver ! Love the automatic downloads. It is like true Mac software, because it is intuitive and has a nice layout.
(0)
4
pietdion
01 August 2020
Version: 7.5.1
I've used this program heavily for about 20 years. My account needs are reasonably complicated including different currencies etc. Without Banktivity I'd be lost. Easy to post, reorganise and reconcile transactions, create new categories or reorganise old ones on the fly. Reporting is good for both cash flow and investments. There is continual incremental improvement. Never used customer service (no need -- everything is straightforward). Never used budgeting. Good interface with between Mac and iPhone (can post/see stuff on both platforms and sync is good.) In short HIGHLY RECOMMENDED if you need to keep track of your finances and you have a Mac. Not a price gougers like Quicken. So why only 4*? Well I need Australian stock quotes. Sorely miss the latter since the latest upgrade. I know it's not just Banktivity's problem, but please bring Oz securities back.
(0)
5
kosciels1
01 August 2020
Version: 7.5.1
I've been using this software for 5+years. Has always worked well, the upgrades are worth it and are reasonably priced. The support offered was always friendly. The direct connect option is nice. It does what it's supposed to do. Yes, the company has asked for help in posting good reviews lately. Cancel culture struck and they asked for help. I write very few reviews, but feel when a good company that writes great software, has great customer service, and reaches out in a human way I should respond. Should you sign up for a subscription and cancel later they won't hold your data hostage and the app still works. Give Banktivity a try and decide for yourself.
(0)
Show comment (1)
$69.99Buy Now

3.5

App requirements: 
  • Intel 64
  • macOS 10.13.0 or later
License: 
PaidOne-Time Purchase

Downloaded & Installed 173,686 times

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