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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…

NSURLErrorDomain error – 1011

The “NSURLErrorDomain error – 1011” can occur when attempting to take a Direct Connect/OFX account offline. In some cases, disconnecting your device from the internet and trying again will resolve the error. If the error persists after disconnecting from the internet, please come to LiveChat or submit a ticket with the support team.

American Express no longer supports Direct Connect/OFX

American Express has pulled support for Direct Connect/OFX. Users will need to disable online access using Direct Connect/OFX and re-enable online access using Direct Access (Yodlee). When taking the OFX connection offline, you will need to disconnect your device from WiFi or a wired internet connection. Once disabled, be sure to reconnect to the internet.…

Bank of the West has been acquired by BMO

Bank of the West has been acquired by BMO. The transition is expected to be completed between Aug 24 and Sep 5. Banktivity users will need to take all Bank of the West accounts offline and re-able online access using the “BMO” listing. Disable online access (if already connected) Double-Click on the account name for…

How do I import my older Banktivity data (versions 5, 6, or 7) into Banktivity 9?

First, open your existing Banktivity data. At the top of the Banktivity window you will see the file name for the  Banktivity Document file you are using now. Please Control-Click on the file name at the top of the Banktivity window. Then click on the first folder below the file name.  This should open the folder in a…

Direct Access for US Bank

We are pleased to announce that Direct Access for US Bank is available using the Open Banking protocol. How to enable Direct Access with the new US Bank Open Banking site Double-click on the account name for the account Choose “Configure Connection” Choose “U.S. Bank” from the list Follow the onscreen prompts as necessary. (You…

Direct Access is available for USAA

We are pleased to announce that as of 8/2/2023 Direct Access for USAA 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 “USAA – US” from the list Follow the onscreen prompts as necessary.…

How do I reset my Banktivity ID password in Banktivity 8 or 9?

Please sign out of your Banktivity ID from ALL devices (Macs & iOS) first, then try resetting your Banktivity ID password through the following steps: – Open Banktivity – Go to File> Subscription > Banktivity ID, and if you are currently logged in, click on the Logout button at the bottom of the window. –…

Navy Federal Credit Union

4/17/23: We are seeing some intermittent issues with account refreshes. We are working with Yodlee to resolve the problems as quickly as possible. 03/28/23: NFCU has implemented Open Banking. This will require you to disable and re-enable Direct Access. Instructions are listed below. Disable online access (if already connected): Double-Click on the account name for…