70 articles New Banktivity for Mac

How to use Manual/Web Downloads in Banktivity.

In addition to Direct Access and Direct Download (OFX), Banktivity also offers the ability to update accounts using Manual/Web Downloads. The Manual/Web Download option will appear when adding new accounts in Banktivity. You can also set up Manual/Web Downloads for accounts that have already been added in Banktivity using the following steps: Double-Click on the account…

Direct Access is currently offline for all financial institutions

UPDATE 01/04/23 2:41 PM ESTYodlee has restored connectivity to the direct access service. If you are still unable to connect or refresh your accounts, please check to see if your bank is on the list of known direct access connection issues. UPDATE 1/04/23 2:15 PM ESTWe are aware of an issue with direct access not…

Direct Access, Cloud Sync, Security Quote Downloads & Exchange Rates Offline

UPDATE Jan 3, 2023 9:50 AM ESTAll servers and services are back up and running. We apologize for the inconvenience this has caused. Direct access, cloud sync, security quote downloads and exchange rates are all currently offline. We are currently investigating an issue with our servers and hope this issue will be resolved shortly.

TD Bank Easy Web (Canada)

01/13/23: Progress has been made with TD Bank Easy Web. Banktivity users should be able to connect and download transactions once again—some instances where the connection could timeout exist. Please report any cases of this to the IGG Support Team. Thank you. 01/06/23: TD Bank Easy Web continues to block Yodlee’s IPs but Yodlee is…

Why have my cryptocurrencies stopped downloading correct prices?

UPDATE JAN 20, 2023: Cryptocurrency prices should now be downloading, but only for US cryptocurrencies at this time. They should be updating roughly every 20 minutes or so. UPDATE Jan 6, 2023: We apologize for the inconvenience this has caused. Unfortunately, our quote provider is still working to resolve the issues with cryptocurrency prices not…

Full list of Chase credit cards no longer supported using Legacy (screenscraping).

Following is a list of all Chase cards that are now using Open Banking. Below the list is a link to more information on Open Banking and how to re-link your Chase account in Banktivity using the Open Banking protocol. Chase Cards (formerly First USA) Chase (aka WaMu) Blanchard Visa Car America Online Visa Card…

Why have my Bank of America accounts stopped updating via legacy direct access?

Bank of America 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 or later in order to connect via direct access to Bank of America. To fix this in version 8.7.5 or later, you will need to take all Bank of America…

Direct Download OFX no longer supported for Bank of America

Bank of America has discontinued support for direct download OFX connections in personal financial management programs. In order to connect to Bank of America for automatic transaction downloads, you will need to connect using Yodlee in the current version of Banktivity (version 8). Bank of America is one of the banks that has moved to…