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Advanced personal finance management with powerful data sovereignty and analysis tools.
The comprehensive personal ERP and wealth management suite for the Apple ecosystem.
Banktivity, developed by IGG Software, is a high-performance personal finance management (PFM) platform designed exclusively for macOS, iPadOS, and iOS. As of 2026, the software has solidified its position as a 'Personal ERP' by integrating real-time bank synchronization (Direct Access), multi-currency investment tracking, and automated real-time property valuation via Zillow integrations. Unlike web-based competitors, Banktivity utilizes a local-first data architecture with encrypted cloud synchronization, ensuring high privacy standards for high-net-worth individuals. The technical architecture supports complex financial structures including brokerage accounts, shadow accounts for private equity, and amortized loan schedules. Its 2026 market positioning focuses on 'Financial Sovereignty,' providing a robust alternative to data-mining-heavy free tools. It offers sophisticated reporting engines that generate granular cash flow statements, tax-relevant reports, and portfolio performance analytics using TWR (Time-Weighted Return) and IRR (Internal Rate of Return) methodologies. The software's ability to handle large datasets across decades of financial history makes it the preferred choice for power users migrating from legacy systems like Quicken.
Uses proprietary aggregation logic to fetch transactions from over 14,000 global financial institutions.
Advanced personal finance management with powerful data sovereignty and analysis tools.
Advanced financial command center for high-net-worth individuals and global power users.
A self-hosted, open-source personal finance manager for absolute data sovereignty and automated wealth tracking.
The AI-driven Command Center for Wealth Management and Financial Independence.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
A proactive budgeting methodology that assigns every dollar to a 'bucket' before spending occurs.
Handles complex transactions across multiple global currencies with automatic exchange rate fetching.
Allows users to create non-standard accounts for tracking private equity, crypto-cold storage, or physical assets.
Calculates Time-Weighted Return and Internal Rate of Return for investment accounts.
Synchronizes local documents across devices using end-to-end encryption where the vendor cannot access the data.
A SQL-like filtering engine that allows users to build highly specific reports based on tags, categories, and dates.
Investors with fragmented assets (Real Estate, Stocks, Cash) struggle to see their true wealth.
Registry Updated:2/7/2026
Users living between countries with different currencies cannot track spending accurately.
Managing high-interest debt across multiple credit lines and loans.