Banktivity

Banktivity is a native macOS, iPhone, and iPad application that consolidates bank accounts, credit cards, loans, and investment portfolios into a single view. It offers budgeting tools, customizable reports, and goal‑planning features that let users track income, expenses, and net worth across all their financial accounts. The app also supports envelope‑budgeting methods and provides detailed investment tracking, including performance metrics and capital‑gains reporting.

Designed for Apple users, the software connects securely to more than 14,000 financial institutions and synchronizes data across devices with end‑to‑end encryption. Users can manage assets, monitor cash flow, and generate financial reports while keeping their personal information private. The interface emphasizes clarity, allowing users to see their entire financial picture at a glance and adjust budgets or plans as needed.

Targeted at individuals who want a comprehensive, Mac‑focused personal finance solution, Banktivity combines budgeting, investment monitoring, and goal‑setting in a single, stable application that has been maintained since 2001. It is suitable for anyone seeking a unified view of their finances without relying on cross‑platform or web‑based tools.