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How do I know if my bank is supported using Direct Access? Can I try it out first?

Direct Access syncs account data from thousands of banks, credit unions and other financial institutions around the world. As a new user of Direct Access, you can set up all of your accounts during a free 30-day trial to see how seamlessly Direct Access works.

Is Direct Access required?

No — Direct Access is a completely optional service. In Banktivity 5, your accounts can be updated as always, with no fees from IGG, using direct downloads from your financial institutions or with web downloads via Banktivity’s built-in browser. With iOS devices, your accounts can be updated and edited manually, or you can sync account…

What’s the difference between Direct Access and Direct Download (Direct Connect)?

Direct Access is a service that’s exclusive to Banktivity (for Mac, iPad and iPhone), Direct Access is a superior, advanced method for updating account data automatically. Direct Access connects to thousands of banks worldwide, and allows you to see all of your financial transactions in Banktivity as soon as they become available in your online accounts.…

How do I backup my Banktivity data?

Currently there is not a backup feature within Banktivity itself.  We do recommend using a backup system like Time Machine for backup purposes. While we think it is great idea to have regular online backups, we don’t recommend putting your live document in a shared drive. This includes online backup services like Carbonite, CrashPlan, SugarSync,…

Can I save my Banktivity Document (data) file on Dropbox, Google Drive, OneDrive, etc…?

We do not recommend attempting to save Banktivity Document (data) files in folders that sync with services like Dropbox, Google Drive, OneDrive, etc. We have seen many instances of corruption from Banktivity users who attempt to store their Banktivity Document (data) file on these services. The issue is that dropbox can alter the document at any time…