59 articles New Banktivity for Mac

Wells Fargo is offline for Direct Access

4/29/22: Yodlee is currently working with Wells Fargo on an issue that is preventing personal finance applications from refreshing transaction data. We will update this article as we learn more. In the meantime, you can import your transaction using Banktivity’s built-in web browser or manually import from your bank. Here is a link that includes…

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…

Discover Card offline for Direct Access

5/11/22: Yodlee is working with Discover on the highest priority to get customers’ accounts back online with Direct Access. We apologize for the inconvenience this is causing. 04/26/22: We have been alerted that Discover Card is undergoing site maintenance, preventing Yodlee from connecting. We will keep you posted as to what the status is here.

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.…

Where are Banktivity documents stored?

By default, Banktivity suggests saving the data file in your Documents folder, though you may have chosen to store it elsewhere. To search for the data file, open a window in the Finder and search for .bank8 (note the leading period) by typing that into the search field at the upper right of the window.…

Can I install the new Banktivity on more than one computer?

Yes, you can install & use the new Banktivity on more than one computer. If you purchased Banktivity through the App Store, you will reinstall Banktivity again from the App Store. If you purchased Banktivity through IGG directly, you can download an additional 30-day trial from our website at www.banktivity.com. You will use the same…

Is Banktivity easy to use?

Yes! We certainly think so. Banktivity offers many intuitive features allowing you to track your finances from customizable reports to reconciling accounts against your bank statements and creating budgets to help keep your financial house in order. You can even sync your data across multiple Mac and iOS devices. We have numerous tutorial videos on…