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In version 9.5 (and 9.5.1), when you delete a downloaded transaction, it won’t reappear on the next refresh. What happens if you accidentally delete a transaction that you need? Here’s how to override that ‘delete means delete’ feature: In Banktivity for Mac: – Select the account on the left side of your document you want…
The answer is–yes! Both the current versions of Banktivity for Mac and Banktivity for iOS were thoroughly tested and are fully compatible with Apple’s latest releases (MacOS Sequoia and iOS 18).
Currently our app works using different sources for intraday pricing (aka “market prices”) and historical, end of day pricing. There is a current limitation where they may be an extended period of time after a market closes where the app shows a price previous intraday price instead of the documented close price for that day.…
The “Invalid login and password combination” message you’re seeing typically indicates that you are not logged in to your Banktivity ID account. The error often looks like this: Because your Banktivity ID account is linked to your active subscription, you must be logged in in order to utilize your subscription benefits such as Direct Access.…
Recently Google has stopped allowing DMG files to be sent or received via Gmail. When sending in data to us we recommend using our ‘Collect Data for IGG’ app that encrypts your data using a unique password into a DMG file. If you are a Gmail user having issues sending in your data to us…
Required minimum distributions (RMD) are just that, minimum amounts of money you need to withdraw from your retirement account once you reach a certain age. At the time of this writing, you’ll generally need to take RMDs from your traditional IRA the year you turn 72 years old. This article explores how to track your…
There may be cases where you shop at the same store but at different locations or cases where the payee name includes the date of the transaction when downloading. In these cases your Import Rules may not match the next transaction and apply categories for you automatically. You could set the Regular Expressions (RegEx) code…
Banktivity allows workspaces which allows you to organize the display of your content, which can be particularly handy on large-format displays. In the space to the right of the Banktivity sidebar, you can view multiple workspaces. Each one can be used to display an account, report, budget, website, or any other view available in the document. Each…
If your online banking account credentials have been changed, you will need to disconnect and reconnect them in Banktivity in order to continue updating your accounts using Direct Access or OFX Direct Download/Bill Pay. In Banktivity for Mac: To disconnect the account: – Double-click on the account – In the popup window that appears click…
To change the account associated with a scheduled transaction, you will need to go to the Scheduled Transactions screen – click on “Configuration” in the bottom left corner of the window and choose “Payees, Schedules & Rules”, then click on the words “Scheduled Transactions” near the top of the window. From there, locate the scheduled…
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