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To download transactions into your Citi Credit Card account, you must be running Banktivity 7.3.1 (or higher). If you have been using Direct Download (OFX) with previous versions of Banktivity, you will need to take your account offline and set up online account access again. Disabling Online Access: From Banktivity, Double-click on your Citi Credit…
In order to use Direct Connect/OFX Bill Pay with TD Bank, you must grant Banktivity access. Here’s how to do that: Log in to your account on the TD Bank website and go to Account Options > Account Services > Account Settings > Manage Linked Services. Then, approve Quicken Windows 2016 for financial tool access.…
Yes! Banktivity 7 Manual
To create a new reconciliation statement in Banktivity 7 click “Statements” first, then click “Make a New Statement”.
First, open Banktivity 6 or 5. At the top of the Banktivity window you will see the file name for the Banktivity Document file you are using now. Please Control-Click on the file name at the top of the Banktivitywindow. Then click on the first folder below the file name. This should open the folder in a…
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. …
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…
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…
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.…
When importing data from other financial applications reconciliations will not import through the QIF (or QMTF) file. To quickly mark your historical transactions as reconciled we recommend creating a “catch-all” statement using the following steps: Select the account you would like to reconcile and go to Account> Show Statements. In the statement view, click “Reconcile”…
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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