64 articles New Banktivity for Mac

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. This list is updated twice daily. As of 12/04/23: Bank name % of affected users 1880 Bank 75%-100% ABSA (South Africa) 0%-25% Aegis Capital Corp 75%-100%…

How can I find my Cloud Document encryption password for the new Banktivity for Mac?

When using Banktivity 8 or 9 the Cloud Document encryption 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 to search…

Open Banking with Direct Access is available for Fidelity Investments

We are pleased to announce that as of 11/10/2023 Direct Access for Fidelity Investments is available using the Open Banking protocol. How to enable Direct Access with the new Open Banking site Double-click on the account name for the account Choose “Configure Connection” Choose “Fidelity Investments – US” from the list Follow the onscreen prompts…

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…

Setting up Cloud Sync in the new Banktivity

Please note that syncing between previous versions of Banktivity with the new Banktivity (v8 or later) is not supported and may cause corruption. To use Cloud Sync, a free Banktivity ID is required. Once you sign in with your ID, you may upload one or more documents to the cloud server where they can be…

Supported currencies and directions for manually updating exchange rates for unsupported currencies

Below is the current list of supported currencies in Banktivity 8 & 9: AUD Australian dollar BGN Bulgarian lev BRL Brazilian real CAD Canadian dollar CHF Swiss franc CNY Chinese yuan renminbi CZK Czech koruna DKK Danish krone EUR Euro GBP Pound sterling HKD Hong Kong dollar HRK Croatian kuna HUF Hungarian forint IDR Indonesian…

NSURLErrorDomain error – 1011

The “NSURLErrorDomain error – 1011” can occur when attempting to take a Direct Connect/OFX account offline. In some cases, disconnecting your device from the internet and trying again will resolve the error. If the error persists after disconnecting from the internet, please come to LiveChat or submit a ticket with the support team.

American Express no longer supports Direct Connect/OFX

American Express has pulled support for Direct Connect/OFX. Users will need to disable online access using Direct Connect/OFX and re-enable online access using Direct Access (Yodlee). When taking the OFX connection offline, you will need to disconnect your device from WiFi or a wired internet connection. Once disabled, be sure to reconnect to the internet.…

Bank of the West has been acquired by BMO

Bank of the West has been acquired by BMO. The transition is expected to be completed between Aug 24 and Sep 5. Banktivity users will need to take all Bank of the West accounts offline and re-able online access using the “BMO” listing. Disable online access (if already connected) Double-Click on the account name for…

How do I import my older Banktivity data (versions 5, 6, or 7) into Banktivity 9?

First, open your existing Banktivity data. 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 Banktivity window. Then click on the first folder below the file name.  This should open the folder in a…