Banktivity: Personal Finance Software
Company Name: IGG Software, Inc
About: IGG publishes applications solely for the Mac OS, including iBank 3 and iBiz 3.
Headquarters: Putney, Vermont, United States.
Banktivity Overview
You can update accounts any time and anywhere via Direct Access*, or sync accounts, budgets and investments with Banktivity for Mac and Banktivity for iPad.
By monitoring your spending daily and seeing where to economize and save, Banktivity for iPhone gives you the power to build better money habits and increase your cash cushion.
*An optional subscription to Direct Access, Banktivity's exclusive connectivity option, automatically updates your account data from over 10,000 financial institutions worldwide.
Banktivity is the leading personal finance and money management app for iPhone.
Banktivity for iPhone delivers an unprecedented set of tools for budgeting and personal finance management.
Banktivity for iPhone gathers all your accounts in a single app with a clear, unified interface.
Official Screenshots
Product Details and Description of
this app is the leading personal finance and money management app for iPhone. Connect all of your accounts in one place and start making smarter financial decisions. this app's envelope budgeting brings a time-tested method to your pocket so you can always answer the question, "Can I afford it?" For fast answers, free webinars, personal finance tips and advice, and great support including Live Chat, please visit www.iggsoftware.com "The [this app] app and MacOS desktop companion are hands down the easiest and most useful suite of finance apps for the Mac, and possibly anywhere. this app's creators clearly seem to get what Mac consumers want - the simplicity of Mint, and portability of iOS combined with the power of what Quicken once seemed to be. [this app] makes me actually want to track my finances carefully - and that is worth it's weight in gold. Or at least the money needed to purchase it!!" 5 Stars -stpbob √ The iPhone’s most capable money management app this app for iPhone delivers an unprecedented set of tools for budgeting and personal finance management. Password-protect your data files and unlock them with FaceID authentication. Swiftly add transactions on the fly, monitor account balances, track spending against your personal budget, or manage securities, trades and returns. You can update accounts any time and anywhere via Direct Access*, or sync accounts, budgets and investments with this app for Mac and this app for iPad. Now you can always answer the most important question: can I afford it? √ Envelope Budgeting Quickly check how much money you have in envelopes and move money between envelopes to keep your budget on track. √ Ready for iPhone X Looks great and is wicked fast on iPhone X! √ Apple Watch You can now check how well you are sticking to your budget right on your wrist. Our new Apple Watch app also let's you track investments and check account balances. √ Free Private Cloud Sync Use our free Cloud Sync to stay in sync with this app 6 for Mac and/or this app for iPad. Keep as many devices in sync as you want. All data is encrypted on device so you can be rest assured your personal finances are kept private. √ Watch your savings grow By monitoring your spending daily and seeing where to economize and save, this app for iPhone gives you the power to build better money habits and increase your cash cushion. You can perform detailed finance management: create, edit or delete transactions, categorize them, or mark them as cleared. You’ll always know where you stand! √ Financial planning to secure your future Manage your retirement savings and investments. Add, edit or delete trades. Track buys and sells across your entire portfolio. Monitor gains and losses. No other iPhone app gives you as much command over your securities and investment accounts. √ All your accounts, all your balances this app for iPhone gathers all your accounts in a single app with a clear, unified interface. New transaction entry is a breeze, with location-based vendor lookup and autofill based on your history. Check balances, add transactions as they occur, categorize expenses and review or edit your portfolio. And with an optional subscription to Direct Access*, your accounts update automatically. √ More power with this app for Mac and iPad If you’re using this app 6 on your Mac or this app for iPad, this app for iPhone is the perfect companion. At no extra cost, sync your accounts, budgets and investments for complete finance management on the go. √ Stay connected with Direct Access *An optional subscription to Direct Access, this app's exclusive connectivity option, automatically updates your account data from over 10,000 financial institutions worldwide. A single subscription can be shared with this app 5 for Mac and this app for iPad (apps sold separately). Direct Access keeps this app safe, secure, and 100% ad-free.
Top Reviews
By crspy82
Great App and Support staff
I enjoy having access to Tags on iOS now. I was able to merge several categories and now use tags to differentiate the more finite spending within those categories. I do not know if it is the new app or the fact I turned off Direct Access, but the syncing between devices (computer, iPad, iPhone) is much quicker and smoother than it used to be. I was having some serious issues after updating to 4.0 and while the root cause is still unknown, I did find out that on the computer, do NOT save the .bank6 file on a cloud drive as this causes issues (likely what occurred with my file). The support staff was great. They understood my issues and concerns (I had three years of data I did not want to lose.) and helped me keep it all!!! (Export record as QIF, build a new file and import). I did still spend the weekend fixing a few minor issues and reconciling everything again, but I was able to save all the important information (transactions, categories, etc).
By bhdcp
Seamless Integration
this app iOS integrates seamlessly with the Mac version and is easy to use. I do subscribe to ICG’s Direct Access service which enhances the app, automatically downloading transactions for all of my accounts. I’ve used this app for just over 2 years and am very impressed. Before that, I had used Quicken for 30 years on various platforms and finally switched to this app primarily because of the strength of its phone app and how smoothly it syncs with the MacOS version. (I never used Quicken’s iOS app because of concerns about syncing.) I’m really pleased with this app’s platform and the app continues to improve.
By TSViper
Great app and alternative to YNAB
I left YNAB once they went to the subscription model. Since I hate "renting" software I immediately starting looking for alternatives that also offered the envelope budgeting method that YNAB basically uses. This software is the best fit I could find and it functions very well. The desktop software has a lot of great reports and is easy to reconcile with my bank statements. I do however have a few requests on how the the iOS app can be improved to make it a 5 star app: 1) When entering an amount for a transaction I would rather not have to ender the "." For example: to enter an amount of $3.45 I have to type "3" "." "4" "5" instead of just "3" "4" "5". A minor annoyance but when I'm using the iOS app to enter 90% of my transactions the less taps the better. 2) I would like the category field to function just like the payee field - quick find? Where I can start typing the name of the category and it filters down the list of available categories vs. having to scroll through the whole list and find the one I want. 3) I find that if I sync or switch to the app to often I have to enter my sync password again. 4) Sometimes the iOS app doesn't always sync properly and I have different totals and transactions than the desktop version. I then need to resync the document file to re-align everything again. This has happened about 3 or 4 times in the last year or so. Other than that keep up the great work! Looking forward to future updates.
