Support Articles

0

Why can’t I import my QMTF file from Quicken Mac?

10

List of Banks Experiencing Direct Access (Yodlee) Connection issues:

3

Direct Access is offline for Schwab customers

0

Bank of Montreal

2

USAA and Direct Access

16

Why have my Chase accounts stopped working with Direct Access (errors 430/412 ‘Site not supported’)?

4

Envelope Budget Target Amount

3

PNC and Direct Access

1

Does Banktivity store my data in the cloud?

5

Where are Banktivity documents stored?

10

List of Banks Experiencing Direct Access (Yodlee) Connection issues:

16

Why have my Chase accounts stopped working with Direct Access (errors 430/412 ‘Site not supported’)?

2

Can I still get Banktivity 7 or another older version?

4

Currency Exchange Rates & Security Quote Downloads Offline

0

Direct Access for Merrill Lynch Offline

4

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

1

Direct Access offline for American Express

4

Why have my Capital One accounts stopped working?

10

Direct Access v1 Subscription Time No Longer for Sale

8

Storing Documents on OneDrive

10

List of Banks Experiencing Direct Access (Yodlee) Connection issues:

16

Why have my Chase accounts stopped working with Direct Access (errors 430/412 ‘Site not supported’)?

4

Currency Exchange Rates & Security Quote Downloads Offline

3

Citibank temporarily offline for Direct Access

4

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

0

Why am I getting Cloud Sync error 1033 and how do I fix it?

7

ANZ is offline for Direct Access

5

Direct Access is offline for RBC Royal Bank Canada

7

Fifth Third Bank is currently offline for Direct Access

9

(Fixed) Wells Fargo – duplicates are importing with Direct Access

10

List of Banks Experiencing Direct Access (Yodlee) Connection issues:

16

Why have my Chase accounts stopped working with Direct Access (errors 430/412 ‘Site not supported’)?

4

Currency Exchange Rates & Security Quote Downloads Offline

3

Citibank temporarily offline for Direct Access

4

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

0

Why am I getting Cloud Sync error 1033 and how do I fix it?

7

ANZ is offline for Direct Access

5

Direct Access is offline for RBC Royal Bank Canada

7

Fifth Third Bank is currently offline for Direct Access

9

(Fixed) Wells Fargo – duplicates are importing with Direct Access

10

List of Banks Experiencing Direct Access (Yodlee) Connection issues:

16

Why have my Chase accounts stopped working with Direct Access (errors 430/412 ‘Site not supported’)?

2

Can I still get Banktivity 7 or another older version?

4

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

4

Why have my Capital One accounts stopped working?

10

Direct Access v1 Subscription Time No Longer for Sale

64

Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.

1

Error saying the app can’t be opened because Apple cannot check it for malicious software.

44

Issues with multiple prompts for MFA/2FA codes when accounts update

3

Supported currencies and directions for manually updating exchange rates for unsupported currencies

10

List of Banks Experiencing Direct Access (Yodlee) Connection issues:

16

Why have my Chase accounts stopped working with Direct Access (errors 430/412 ‘Site not supported’)?

2

Can I still get Banktivity 7 or another older version?

4

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

4

Why have my Capital One accounts stopped working?

10

Direct Access v1 Subscription Time No Longer for Sale

48

How to move your existing Direct Access time to the new Banktivity

1

Error saying the app can’t be opened because Apple cannot check it for malicious software.

44

Issues with multiple prompts for MFA/2FA codes when accounts update

2

Direct Access and Optum Bank