67 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 04/24/24: Bank name % of affected users 1880 Bank 75%-100% Aegis Capital Corp 75%-100% Aldermore Savings (UK) 25%-50%…

Can I duplicate or copy my Banktivity document

Yes, duplicating a Banktivity file is acceptable. However, be advised that you need to turn off Cloud Sync in the copy if you don’t want the changes to affect the original document. Here’s how to turn off Cloud Sync on your duplicated Banktivity document: Go to File > Subscription > Sync Settings and choose “Turn…

How to disable and re-enable Direct Access for a bank

Directions for disabling and re-enabling Direct Access (on Mac): For accounts connected via Yodlee: To disconnect the account:– Double-click on the account– In the popup window that appears click on the Check Status button– In the Account Connection Status window click on the Options button– In the popup window that appears click the Disconnect button…

Direct Access is offline

12/18/23 UPDATE: As of 1:00 pm EST, Direct Access connectivity via Yodlee has been restoredDecember 18, 20239:14 AM EST The Direct Access server is currently having issues refreshing and linking accounts. We are investigating and working to restore functionality as soon as possible. Thank you for your patience.

Open Banking support for Australian Banks

As of 11/29/2023 all Australian banks listed on the supported bank list in Banktivity transitioned from screenscraping to the Open Banking protocol. This will require users to disable online access for all Australian accounts in Banktivity and then re-enabling online access with the new Open Banking site. How to enable Open Banking Disable online access…

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…