40 articles Banktivity 7

Which stock exchanges are supported for security price downloads?

Good news! We now support downloading prices from more stock exchanges. Here is a list of the stock exchanges (and their symbol suffixes) that are supported (The New Banktivity required) NOTE: (using London as the example) the format must be LLOY.L or LLOY-LN.  Using LLOY-L or LLOY.LN will not. -NA (Amsterdam) -DH (Abu Dhabi) -IB…

Apple Card now supported with Direct Access.

3/25/24: Yodlee is still actively working on this issue. We will post another update once we learn more. 02/29/24: We are aware of the issue where the connection to Apple Card is successful but no transactions are importing. We are actively working on getting this resolved as quickly as possible. 02/02/2024: We are happy to…

How do I find my Banktivity ID login credentials in Keychain in the new Banktivity?

When using the new Banktivity (version 8 or 9), the Banktivity ID password should be saved in Keychain Access on your Mac. Keychain Access is a utility application located inside the Utilities folder on your Mac, the Utilities folder is located inside the Applications folder – /Applications/Utilities/Keychain Access From Keychain Access use the search field…

Where can I download Banktivity/iBank for Mac? And which version of macOS is supported?

The latest version of Banktivity (9) can be downloaded using the following link: Banktivity 9 (for use with macOS 10.15 (Catalina)- macOS14 (Sonoma) The following links can be used to download older versions of Banktivity/iBank for Mac*: Banktivity 8 (for use with macOS 10.15, mac OS 11, macOS 12 & macOS 13) Banktivity 7 (for…

Why have my Bank of America accounts stopped updating via legacy direct access?

Bank of America recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 or later in order to connect via direct access to Bank of America. To fix this in version 8.7.5 or later, you will need to take all Bank of America…

Direct Download OFX no longer supported for Bank of America

Bank of America has discontinued support for direct download OFX connections in personal financial management programs. In order to connect to Bank of America for automatic transaction downloads, you will need to connect using Yodlee in the current version of Banktivity (version 8). Bank of America is one of the banks that has moved to…

OFX/Direct Connect will no longer be supported by Chase as of October 6th, 2022

As of October 6th, 2022, Chase will no longer be supporting Direct Connect/OFX which includes 3rd-party bill pay. Along with some of the other larger financial institutions, Chase has moved to the Open Banking connection method for transaction importing. A link to an article that explains what Open Banking is all about is listed below.…

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

Chase recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 in order to connect via direct access to Chase. To fix this in version 8.7.5, you will need to take all Chase accounts offline and relink them using the following…

Can I still get Banktivity 7 or another older version?

Banktivity 7 and our older Mac versions are no longer for sale because we have officially ceased development of them. If you have previously purchased Banktivity 7 or an older version and need a download link to reinstall, you can find all of those older versions here: https://www.banktivity.com/support/articles/ibank-5/where-can-i-download-ibank-for-mac/

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

Both Fidelity Investments and Vanguard are blocking our aggregator during the hours of 8 am and 5 pm, ET. Fidelity blocks Yodlee IPs between (05:00 – 08:00 PST and 12:00 – 14:00 PST), due to US market volatility. Any refresh triggered during these hours will fail.