For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support.
New Banktivity for Mac
224
List of Banks Experiencing Direct Access Connection issues:
0Why have prices stopped downloading for some of my securities?
1How do I set a default investment income category for each account?
0How do I override the ‘delete means delete’ feature in 9.5?
3Banktivity 9.5 is crashing for some users
6Are the current versions of Banktivity for Mac and Banktivity for iOS compatible with MacOS Sequoia and iOS 18?
2Why am I all of a sudden seeing incorrect closing prices for my securities?
2Why am I seeing the message “Invalid login and password combination” when I try to connect and/or refresh my accounts with Direct Access in Banktivity for Mac?
2Can’t send DMG files via Gmail
1Tracking required minimum distributions
Banktivity 7
2
Is Banktivity 7 for iPhone/iPad compatible with the new iOS 18 release?
54Where can I download Banktivity/iBank for Mac? And which version of macOS is supported?
14Why have my Bank of America accounts stopped updating via legacy direct access?
15Direct Download OFX no longer supported for Bank of America
7Can I still get Banktivity 7 or another older version?
11Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.
10Direct Access v1 Subscription Time No Longer for Sale
8Storing Documents on OneDrive
4Password help (Mac)
0OFX/Direct Connect no longer supported for BB&T
Banktivity for iPhone
224
List of Banks Experiencing Direct Access Connection issues:
0Why have prices stopped downloading for some of my securities?
1How do I set a default investment income category for each account?
5How do I connect Apple Card/Apple Cash for automatic downloads?
0How do I override the ‘delete means delete’ feature in 9.5?
6Are the current versions of Banktivity for Mac and Banktivity for iOS compatible with MacOS Sequoia and iOS 18?
2Is Banktivity 7 for iPhone/iPad compatible with the new iOS 18 release?
2Why am I all of a sudden seeing incorrect closing prices for my securities?
16The password for my online banking account has changed. How do I update that in Banktivity?
95Is Cloud Sync Secure?
Banktivity for iPad
224
List of Banks Experiencing Direct Access Connection issues:
0Why have prices stopped downloading for some of my securities?
1How do I set a default investment income category for each account?
5How do I connect Apple Card/Apple Cash for automatic downloads?
0How do I override the ‘delete means delete’ feature in 9.5?
6Are the current versions of Banktivity for Mac and Banktivity for iOS compatible with MacOS Sequoia and iOS 18?
2Is Banktivity 7 for iPhone/iPad compatible with the new iOS 18 release?
2Why am I all of a sudden seeing incorrect closing prices for my securities?
16The password for my online banking account has changed. How do I update that in Banktivity?
95Is Cloud Sync Secure?
Banktivity 6
54
Where can I download Banktivity/iBank for Mac? And which version of macOS is supported?
14Why have my Bank of America accounts stopped updating via legacy direct access?
7Can I still get Banktivity 7 or another older version?
11Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.
10Direct Access v1 Subscription Time No Longer for Sale
65Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.
1Error saying the app can’t be opened because Apple cannot check it for malicious software.
0Affinity Plus CU no longer supports OFX/Direct Connect
6TD Bank: directions for enabling OFX importing
15Import Rule setting for a payee that changes based on date, location, etc…
Banktivity 5
7