Banktivity icon

Banktivity icon


Desktop Software Business

Banktivity is a personal finance program that was designed specifically for Mac and other Apple devices. It lets users create budgets, track expenses, and keep an eye on investments. It is useful for the single individual or couple who want to get a handle on financial matters.

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Banktivity Reviews

We have 4 reviews for Banktivity. The average overall ratings is 3.0 / 5 stars.

Write a Review
Guest avatar
User of Banktivity
written by CEDRIC LATHAN on 2019-03-21 15:53:40
Ease of Use
Customer Service
Value For Money

Overall Opinion: I was fine in version 6. I paid for the software but now it's turned into a subscription format and wants me to pay for it all over again and every year from now on. I switched to them from Quicken when they went the subscription route. I don't mind paying for an update, but, don't make me keep paying for it. I'm looking for an alternative right now.

Pros: Easy to import from Quicken or other applications.

Cons: Changed to a subscription format.

CEDRIC LATHAN is using Banktivity every other week since at least a year or more.
Guest avatar
Banktivity Review
written by on 2019-03-21 15:53:40
Ease of Use
Customer Service
Value For Money

Overall Opinion: I lost all of my years data inSept 2017. I lost all of my years date ib20 Dec 2018. I have tried to update from Banktivity 5 to Banktivity 7. It will not accept my code to gethe discount. I have found their telephone number on one occasion, but they do not answer. Live chat is difficult to find and then it is done only by typing a message. Their rep has given no help. Can't make screen shot work. I have spent approx 4 hours over a week trying to get

Pros: -

Cons: -

Guest avatar
Expensive subscription not appropriate
written by John Hopgood on 2021-08-10 11:19:59
Ease of Use
Customer Service
Value For Money

Overall Opinion: Switched from Quicken some years ago and apart from some glitches, was reasonably happy. Based in Europe I need multi- currencies, and the subscription for this is over priced. It is obviously set up for US customers and they have little interest in the European market. The same happened with Quicken. Started with early version of Quicken many years ago and unhappy that I now cannot have what I have got used to at a reasonable price.

Pros: Easy to fill in fields.

Cons: Does not cover all currencies, does not connect to all of my banks and why should I have to pay for standard service.

John Hopgood is using Banktivity almost every day since at least a year or more.
grex avatar
My Opinion on Banktivity
written by grex on 2018-03-02 04:26:13
Ease of Use
Customer Service
Value For Money

Overall Opinion: When done properly, personal budgeting can be beneficial. Banktivity aims to help users reap the benefits of sound budgeting by providing an all-in-one suite of financial tools. The software must be downloaded or installed on a Mac, but once this is done the program can be synchronized with apps for iOS devices. Banktivity incorporates workspaces to let users access multiple sections of the program simultaneously. For example, a user can pull up their recent bank transactions in one workspace and view their stock portfolio in another. These workspaces are useful for getting a complete picture of one's finances. The software is very easy to use. It can be customized in a couple of hours. There is also a tagging function which allows users to define custom tags that can be searched. This is useful if users want to know how much they are spending on specific things. Create a fast food tag, enter restaurant purchases in that category, and the search results will show how much money has been spent on trips to the drive-thru in a given month. Reporting is another big plus. The report function helps to summarize spending. Budget software is at its best when it can point out areas where spending is a problem. Banktivity will do that with just a couple of clicks. The reports can be saved and compared against reports from another week, month or even another year. There is a net worth report which will allow individuals to view their overall solvency with a single click. The budgeting features on the software are traditional and straightforward with one exception. Banktivity allows for envelope budgeting. This works pretty much like stuffing receipts into an envelope at home. Just label the envelopes, file expenses in the right place, and the software does the rest. One thing that some people will not like is the price of the software. It costs $105. It is possible to get the same benefits offered by Banktivity for less money, but doing this requires using multiple budgeting programs.

Pros: Very simple to use Creates multiple reports Workspaces permit working in different sections of the software simultaneously

Cons: Very expensive Not for businesses App has limited

grex is using Banktivity every other week recently.


  • Features
  • Tracks investment accounts
  • Includes net worth report
  • Tagging for quickly finding transactions
You can always update Banktivity to add more features!


Banktivity screenshot 1

Banktivity Videos

Youtube Video: Getting started with Banktivity 6

Get up and running with Banktivity in less than fifteen minutes. Walk away knowing you are on a path to getting your financial house in order. [Pre-recorded webinar]

Disclaimer: This video was not made by us, but we found it interesting enough to embed it here.


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About This Article

This page was composed by and published by It was created at 2018-04-28 01:25:07 and last edited by at 2020-03-06 07:49:52. This page has been viewed 15047 times.

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