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About Banktivity

Banktivity is an advanced investment tracking and analysis solution, offering greater levels of control over money in a planned way. Thus making it easier for users to set goals and achieve them in real-time. The solution offers a wide variety of tips, tools and know-hows, facilitating proactive planning of individual financial goals. Powerful organizational tools offered by the same ensures enhanced, tracking, tagging, categorizing and reconciliation facilities. Users can get their productivity levels boosted up by creating groups of two or more accounts, budgets, reports etc. Multiple customized reports offered by Banktivity, ensures greater financial mapping. The highly immersive reports can be transformed into PDF or taken as printouts as well. The software can also be used to monitor individual assets, split dividends, besides making ROI and IRR based calculations in an accurate manner. Banktivity offers active and secure connections with 14,000 banks, facilitating enhanced monitoring of financial data in real-time.

Screenshots & Videos

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read More

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More
  • Reviews
  • Momentum
  • Popularity

Platforms Supported

  • Mobile App (iOS)
  • Desktop App (Mac)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • NA

Modes of Support

  • Online

Banktivity Awards

Banktivity Features

Personal Finance Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read More

Investment Monitoring

Monitors the performance of savings and investments

Loan Management

Keeps track all your debts, loans, interests and incorporate in your budget

Property Management

Track & manage documents, expenses, income, loans, etc related to all rental properties.

Transaction History

Allows to verify or check all your historical transactions anytime

Tax Reports

Helps to calculate the tax payable on different Income types and prepares a tax report

Spend Tracker

Tracks expense and spend patterns to make your finances manageable

Financial Dashboard

All in one dashboard that presents the financial performance.

Expense Groups

Allows to categorize or group the transactions with common attributes


Prepares a plan to spend your money by balancing income and expenses.

Bills Management

Facility to add manage purchase bills and get reminded if bills are due

Payment Gateway

Facilitates payments for bills, membership, donation, etc.


Comes with reporting capabilities and features custom pre-built reports


Enables payment and collection in multiple currencies.

Spending Limit

Allows to set a spending limit to control overspending and ensures it is in-line to budget


Provides reminders or notifications when a deadline is approaching, an upcoming event or a pending task

Banktivity Pricing

Free Trial


No Credit Card Required, Get Started for Free

Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Screenshots of Vendor Pricing Page

Pricing screenshot

Disclaimer: The pricing details were last updated on 12/02/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Banktivity Pricing.

Banktivity Alternatives

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Banktivity Reviews

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Banktivity FAQs

What is Banktivity used for?

Banktivity is Personal Finance Software. Banktivity offers the following functionalities:

  • Investment Monitoring
  • Loan Management
  • Property Management
  • Transaction History
  • Tax Reports
  • Spend Tracker
  • Financial Dashboard
  • Expense Groups
  • Budgeting
  • Bills Management
  • Payment Gateway
  • Reports
  • Multi-Currency

Learn more about Banktivity features.

What are the top alternatives for Banktivity?

Does Banktivity provide API?

No, Banktivity does not provide API.

Banktivity Contact

Vendor Details

Ashland, Oregon Founded : 2003

Contact Details

Not available

Social Media Handles

Grid Report for Banktivity



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