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The best way to move Banktivity to a new computer is using our cloud sync service. Here’s what you’ll do: Setup Cloud Sync from with your original computer 1. Launch Banktivity on your Mac and open the document you want to use with Cloud Sync. Next, choose File > Subscription > Set Up Sync to begin the…
UPDATE: This issue should be fixed in the latest update, 8.7.3. Go to Banktivity > Check for updates and follow the prompts that appear to download & install 8.7.3 if you purchased through our website. For Mac App Store users, you should see Banktivity as an update to download on the App Store. If you…
There are two ways you can update the payment method for your Banktivity 8 subscription. #1: Within the Banktivity app Go to File > Subscription > View My Subscription In the window that appears, click on Update Payment Method: In the window that appears next, enter your new card information and choose ‘Save card’ #2:…
Capital One has moved to Open Banking which is a more reliable and safe connection method. The switch to Open Banking means the support for legacy Direct Access has been removed. In order to continue connecting via Direct Access, customers will need to be running version 8 and use the Yodlee method to connect. Capital…
If you are unable to connect to your bank using OFX/Direct Connect after upgrading to Banktivity 8.6, taking the account offline and back online should allow you to get reconnected. We updated the connection client in v8 so in some cases, you may need to log in to your bank’s website to allow 3rd-party apps…
Open Banking is a standardized way to allow you to share your financial data with third-party apps, like Banktivity and our backend providers, Yodlee and SaltEdge. It works by you granting your bank permission to share your data with Banktivity. It does this without you sharing your credentials and you can revoke access at any…
If you receive an “Incompatible” error message when setting up a new account (or reconnecting a current account), you have two options. You can change the account type (if possible) or create a new account and export the transactions from the old to the new. Here are the instructions for both options: Change the account…
We are getting reports of Banktivity documents (files) becoming corrupted when stored on OneDrive. It is best to store your Banktivity document locally. Once a document is corrupted, the only recourse to recover your data is to revert to a backup.
Using the built-in web browser: 1. Double-Click on the account name for the account you want to set up for Manual/Web Downloads.2. Inside the popup window that appears, enter the website address for your bank in the “Website” field, then click “Save”.3. You should now see a listing for your bank in the column on…
UPDATE 02/17/22: We have received notification that ANZ is no longer allowing Yodlee access to their servers as a result of the Denial of Service attack they suffered. Yodlee is still continuing to request access but to set the appropriate expectation, there’s every chance that we will not be able to support Direct Access with…
February 26, 2024 | 18 Comments
I’m happy to be writing to you today with some news about Banktivity’s most popular feature, Direct Access. For those unfamiliar...
April 5, 2023, 07:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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