103 articles New Banktivity for Mac Page 2 / 11

Why have prices stopped downloading for some of my securities?

Posted on October 2, 2024July 10, 2025 by Kristen Barth

If you’ve noticed that some of your securities have stopped downloading quotes, you can troubleshoot the issue using the steps below: First, check to make sure your security exchange is supported. We recently moved to a new quote provider called EOD Historical Data (EODHD). You can view a list of all supported exchanges here: https://www.banktivity.com/support/articles/ibank-for-ipad/which-stock-exchanges-are-supported-for-security-price-downloads/…

How do I set a default investment income category for each account?

Posted on October 1, 2024 by Kristen Barth

In version 9.5 or later, you can now set a default investment income category for each investment account. Here’s how to do that: In Banktivity for Mac: – Double-click on the investment account in the sidebar (the left side of your document)– In the popup window that appears, you’ll see ‘Investment Income Category’ and a…

How do I override the ‘delete means delete’ feature in 9.5?

Posted on October 1, 2024 by Kristen Barth

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…

Are the current versions of Banktivity for Mac and Banktivity for iOS compatible with MacOS Sequoia and iOS 18?

Posted on September 17, 2024September 17, 2024 by Kristen Barth

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).

Why am I all of a sudden seeing incorrect closing prices for my securities?

Posted on September 12, 2024 by Kristen Barth

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.…

Why am I seeing the message “Invalid login and password combination” when I try to connect and/or refresh my accounts with Direct Access in Banktivity for Mac?

Posted on August 28, 2024 by Kristen Barth

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.…

Can’t send DMG files via Gmail

Posted on August 16, 2024August 16, 2024 by Kristen Barth

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…

Tracking required minimum distributions

Posted on August 15, 2024August 15, 2024 by Ian Gillespie

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…

Import Rule setting for a payee that changes based on date, location, etc… in Banktivity for Mac

Posted on August 15, 2024September 29, 2025 by Justin Glazebrook

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…

Workspaces in Banktivity for Mac

Posted on August 15, 2024August 15, 2024 by Kristen Barth

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…

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