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We are currently experiencing issues with data quality issues with Ally Bank through both aggregators (Yodlee & Plaid) that results in transactions downloading to the incorrect accounts. Yodlee and Plaid are working to correct this as quickly as possible. In the meantime you should be able to use Manual/Web Downloads to update your account(s) in…
The following banks are currently experiencing connection issues via Yodlee. 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 throughout the day, Monday through Friday. As of 07/26/24: Bank name 1880 Bank Aegis Capital Corp Aldermore Savings (UK) Alexander…
Currently, we are unable to support Apple Card via direct access. The new Banktivity allows you to import OFX and/or CSV files exported from the Wallet app. The best way to update Banktivity is to go to Banktivity> Check for Updates.
Banktivity was created to help you take greater control of your finances and make the very most of your money. We are relentless in our commitment to ensuring the security and privacy of your finances, as well as engaging with you with the utmost respect and transparency. That’s why we wanted to be as upfront…
We are aware of an issue with mutual fund quote downloads. Our developers are working to address this as quickly as possible. In the meantime, you can manually update the prices or wait another day and quotes will download.
To get around this error you will need to hold Shift when you open the software. This will prevent the page from loading right away and you can click on an account. The certificate issue itself will need to be reported to the bank so that they can update the certificate that is failing. In…
Here is a list of the stock exchanges (and their symbol suffixes) that are supported in the latest version of Banktivity: NOTE: (using London as the example) The format should be LLOY.LSE or LLOY-LSE. Using LLOY-L or LLOY.LN will not automatically update properly. .AT Athens Stock Exchange .SA Sao Paulo Exchange .VN Vietnam Stocks .NEO…
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…
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…
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.
July 19, 2024 | 2 Comments
Our team has been hard at work implementing some new features and refining some existing experiences. As you will see some of these features...
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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