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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…
With an active subscription, Banktivity includes the ability to sync your financial data with our Cloud Sync server so that the data can be shared between multiple Macs and mobile devices. When we designed this service, we built security in from the ground up, never as an afterthought. When you use Cloud Sync, your data…
To solve this issue please try the following: 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 Relink the account:…
Your Banktivity file’s name ends in .bank8, and it normally resides somewhere in your home folder. By default, Banktivity suggests saving the data file in your Documents folder, though you may have chosen to store it elsewhere. To search for the data file, open a window in the Finder and search for .bank8 (note the…
You can use the following links to view the version history for any of our Banktivity apps. The version history will include all requests implemented and bugs fixed in each version. Banktivity for Mac & iOS Release Notes
It is important that you follow the steps exactly as they are outlined below to ensure your document will be restored with the most current data. If you are using Cloud Sync and see an “Invalid Document ID” error it means that you need to send an entirely new set of data back up to…
If you are setting up a new Banktivity ID account or resetting the password for your Banktivity ID account and are not receiving the verification or lost password emails successfully, please try adding no_reply@iggsoftware.com to the address book for your email application. You will also want to check your junk and spam folders as well.…
Direct Access syncs account data from thousands of banks, credit unions and other financial institutions around the world. As a new user of Direct Access, you can set up all of your accounts during a free 30-day trial to see how seamlessly Direct Access works.
Direct Access is a service exclusive to the IGG Software products Banktivity for Mac, Banktivity for iPad, and Banktivity for iPhone. It allows you to view all of your financial transactions – even pending ones – in Banktivity as soon as they become available in your online accounts. Once your banking logins are set up,…
Security and privacy were our paramount concerns in the development of Direct Access. We built both the service and its business model around those priorities. Your finances are no one else’s business. Direct Access is ad-free. There are no third-party services offered to users. Your data is never accessed, aggregated or analyzed in any way that…
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