Banktivity

About

Banktivity is a personal finance app for Mac, with versions for iPhone and iPad, designed to help users manage budgets and money and reach their financial goals. It offers a single place to see your entire financial picture, including credit card balances, bank accounts, loans, and investments, along with customizable budgets and reports. Users can securely connect to over 14,000 banks and sync data across their Mac devices, with end-to-end encryption so that data on Banktivity's servers cannot be viewed, even by the company.

The app supports envelope budgeting, investment tracking (including portfolio performance, IRR, ROI, lot-specific selling, and capital gains reporting), retirement planning with scenario modeling, net worth tracking, and college savings planning. Banktivity offers a free 30-day trial of any level of the app, with no credit card required.