61 articles New Banktivity for Mac

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.…

Direct Access failing for USAA

9/26/2022: We have been alerted by Yodlee that a small number of users may not be getting new transactions on refresh. There is also an issue where the login screen appears but the user’s login credentials are failing. Yodlee is working on these issues on priority. We will update this article as we learn more.…

List of Banks Experiencing Direct Access Connection issues:

The following banks are currently experiencing connection issues. There is no need to contact support about the banks on this list. Our teams are working on restoring the connection. As of 9/30/22: Bank Name % of affected users 1880 Bank 75%-100% Aegis Capital Corp 75%-100% Aldermore Savings (UK) 25%-50% American Express 0%-25% American Express Cards…

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…

Envelope Budget Target Amount

Definition: The envelope budget target amount is the amount you should have in your envelope at the end of the month to meet all future expenditures within the next 12 months. Planning and preparing for upcoming expenses, even those that might be months away, is one of the great benefits of envelope budgeting in Banktivity.…