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To migrate your data from Quicken to Banktivity, you’ll first need to export ALL of your accounts accounts to a Single QIF file. The following instructions from Intuit’s website should help you with that export: Please note that it is important to unhide all accounts and to properly prepare your accounts and categories in Quicken first. …
Banktivity 6 introduces workspaces which allows you to organize the display of your content, which can be particularly handy on large-format displays. In the space to the right of the Banktivity sidebar, you can view multiple workspaces. Each one can be used to display an account, report, budget, website, or any other view available in the document.…
You can use the following links to view the version history for any of our Banktivity apps. The version history will include all requests implemented and bugs fixed in each version. Banktivity 5 for Mac Version History Banktivity for iPad Version History Banktivity for iPhone Version History Banktivity Investor Version History
This article is to help resolve issues when you are trying to set up a Direct Access connection for the first time, but it is failing. If your account used to connect using Direct Access, but isn’t any more, please see this article. If you are entering in your correct credentials and security questions, but…
This support article will discuss how to troubleshoot and resolve existing Direct Access connections. Please note, this article is only for Direct Access connections, it is not for Direct Connect (OFX) connections. Confirm the account that is no longer updating is using Direct Access. To do this click the little cloud icon next to the account and verify…
To develop Direct Access, we partnered with an established provider of bank connectivity to create a proprietary service specifically for Banktivity and IGG. This entails a substantial investment of IGG’s resources. Direct Access pricing is set at a level we feel is reasonable for the service provided, and to us, is a better way of doing…
You can pay-as-you-go on a monthly basis for just $6.99 US. If you expect to use the service for a longer term, it’s more economical to pay quarterly ($14.99 US), or annually ($49.99 US) – that’s as little as 12 cents a day. For apps purchased via Apple’s App Stores, payments are made via In-App…
No. You’ll only need one Direct Access subscription to allow you to download data to your iPad, iPhone, and Mac. You may sync that data between devices as well. In addition, you can set up separate financial books on your iPad or iPhone, some of which might use Direct Access and others which can be…
Security and privacy were our paramount concerns in the development of Direct Access. We built both the service and its business model around those priorities. Your finances are no one else’s business. Direct Access is ad-free. There are no third-party services offered to users. Your data is never accessed, aggregated or analyzed in any way that…
No. Direct Access downloads transaction data in the background to your iOS devices without prompting, or to your Mac whenever a document is updated. You can be doing other things in iBank or on your devices in the meantime.
February 26, 2024 | 19 Comments
I’m happy to be writing to you today with some news about Banktivity’s most popular feature, Direct Access. For those unfamiliar...
April 5, 2023, 07:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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