Banktivity for iPhone - Personal Finance

Banktivity for iPhone - Personal Finance

By IGG Holdings, LLC

  • Category: Finance
  • Release Date: 2014-10-03
  • Current Version: 3.5.7
  • Adult Rating: 4+
  • File Size: 23.12 MB
  • Developer: IGG Holdings, LLC
  • Compatibility: Requires iOS 10.0 or later.
Score: 2.5
From 335 Ratings


For fast answers and great support including Live Chat, please visit √ 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. √ The iPhone’s most capable money management app Banktivity for iPhone delivers an unprecedented set of tools for mobile finance management. Banktivity for iPhone is designed to support the larger screens of iPhone 6 and 6+ so you can see more of your financial picture, right on your phone. Password-protect your data files and unlock them with Touch ID authentication. Swiftly add transactions on the fly, monitor account balances, measure 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 Banktivity for Mac and Banktivity for iPad. √ Free Private Cloud Sync Use our free Cloud Sync to stay in sync with Banktivity 5 for Mac and/or Banktivity for iPad. Keep as many devices in sync as you want. All data is encrypted on device so you can be rest assured your finances are kept private. √ Watch your savings grow By monitoring your spending daily and seeing where to economize and save, Banktivity for iPhone gives you the power to build better 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! √ Secure your financial future 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 Banktivity 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 Banktivity for Mac and iPad If you’re using Banktivity 5 on your Mac or Banktivity for iPad, Banktivity 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, Banktivity's exclusive connectivity option, automatically updates your account data from over 10,000 financial institutions worldwide. A single subscription can be shared with Banktivity 5 for Mac and Banktivity for iPad (apps sold separately). Direct Access keeps Banktivity safe, secure, and 100% ad-free. Got questions? If you need help, get email support or Live Chat with us for answers in minutes.



  • Ok at best

    By diego578
    iPhone app syncs nice most of time with most banks but some banks are difficult to get regular syncing. Mac app seems to have a mind of its own, doesn’t sync right and then it screws up my iPhone account registers. In the end using both Mac and iPhone leaves me with inconsistent syncing.
  • Not working

    By Ourcobra
    This is a good app but it’s not working in IOS 11. It won’t open!!
  • Envelope budgeting?

    By Bent118
    Also hope envelope budgeting is coming!
  • Hush hush feature?

    By beethoven89
    I really hope this new "hush-hush" feature is envelope budgeting...
  • Crappier With Each Release

    By JC-PV
    Update 9/13/17 The phone app now works reliably and exchanges data with the desktop version reliably. The watch app is totally broken. It won't even launch 90% of the time. When it does manage to launch after multiple rip and reinstalls it says "not configured for watch". A total waste of effort. Just kill the watch part of the app. This app is now completely broken now that IGG is pushing everyone to "cloud sync". It doesn't work, can't be set up, errors out on the Mac and now the old Bonjour method is also broken. The inability to move any data makes this app 100% useless and a waste of money.
  • Easy Peasy

    By Bruinboy20
    Works seamlessly with desktop and iPad. Love the mobility. This is a great app.
  • Leave a bad review and get poor service?

    By Buffalo guy Idaho
    I left a review of a previous version of the app that was less than flattering. The biggest problem with the app has to do with the way they do direct access to accounts. Since every bank's website is different they have to write software for how to download the transactions to the software. I bank at a credit union that appears on their list of direct access banks and reported the software's inability to access my accounts there back in April. They still haven't fixed the problem even after repeated attempts to seek support from them and I still have to manually import my transactions for my primary banking account 5 months later. I've received no updates from them and last time I contacted them they just told me that they were working on it. Very frustrated and looking for alternatives. Update August 30: They won't even respond to me now. I removed a star.
  • Not good enough. Flawed!

    By BG Golfer
    1 App could use a complete UI refresh. Very rudimentary with lousy graphics 2 Sync is not accurate. I've gone over this with Banktivity support. Don't know if it's a bug in B6 or what. My investment accounts that I have to update unit prices manually in B6 don't sync to the mobile app. Those investment account balances do not update in the mobile app. I have to do a complete overwrite of the Cloud data and then write that data to the mobile app. This is a major problem for me and no one has a solution even though support acknowledges the problem. 3 No support for tags in the mobile app. Tags do not get synced. The desktop software seems to work well, although there are a few quirky things there too. The mobile app needs work.
  • Very good app

    By Runnerxyz
    The app is very good, and I like how it integrates with the desktop version easily. I have one complaint regarding a change made in a recent update - I dislike how, when I put in an entry for an existing payee/entity where the total changes, the app updates all the split entries automatically. For example, my paycheck changes in the latter part of the year when social security is no longer withheld. That is the only change that I would need to make in the entry, but the app auto adjusts all of the split items. I wish the developers would change the app/desktop version to keep all of the split items steady until the user can manually make the change. Thanks!
  • Great app. One big miss, though.

    By Natalie app lover girly
    Like the app. Good functionality for the phone. Only big miss I see is that there is no overall net worth display and no sub totals by account type groupings. That would make it 5 stars for me.