136 articles Banktivity 5

Why have my Chase accounts stopped working with Direct Access (errors 430/412 ‘Site not supported’)?

Chase recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 in order to connect via direct access to Chase. To fix this in version 8.7.5, you will need to take all Chase accounts offline and relink them using the following…

Can I still get Banktivity 7 or another older version?

Banktivity 7 and our older Mac versions are no longer for sale because we have officially ceased development of them. If you have previously purchased Banktivity 7 or an older version and need a download link to reinstall, you can find all of those older versions here: https://www.banktivity.com/support/articles/ibank-5/where-can-i-download-ibank-for-mac/

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

Both Fidelity Investments and Vanguard are blocking our aggregator during the hours of 8 am and 5 pm, ET. Fidelity blocks Yodlee IPs between (05:00 – 08:00 PST and 12:00 – 14:00 PST), due to US market volatility. Any refresh triggered during these hours will fail.

Why have my Capital One accounts stopped working?

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…

Direct Access v1 Subscription Time No Longer for Sale

In August of 2021, we announced that we would begin the process of sunsetting Direct Access 1. This is the version of Direct Access used in Banktivity versions 5, 6 and 7. One of the steps in this process is to stop allowing purchases of Direct Access subscription time in our older versions of Banktivity…

How to move your existing Direct Access time to the new Banktivity

You’ll need to set up a subscription in the new Banktivity (currently at version 8). Setting up a brand new subscription will automatically put you into a 30 day trial, but you will be required to enter a credit card (or if you downloaded from the Mac App Store or App Store you’ll need to…

Error saying the app can’t be opened because Apple cannot check it for malicious software.

Sometimes when installing apps you may experience an error when attempting to open the app that says the app can’t be opened because Apple cannot check it for malicious software. Or it may say can’t be opened because it was not downloaded from the App Store. In either case you should be able to open…

Direct Access and Optum Bank

Our Direct Access team has informed us that Optum Bank has introduced Google Captcha to their login protocol. At this time, Google Captcha is not supported but it should be implemented in the first quarter of 2020. In the meantime, you can use Manual/Web Downloads to import your transactions: Double-Click on the account name for…

Discover accounts not connecting using Direct Download (OFX)

Discover has disabled OFX services from their end. Direct Download (OFX) will no longer work from Banktivity with Discover accounts. But Direct Access is still working. To change the account from Direct Download (OFX) to Direct Access you would need to take the account offline then set up downloading again. You can use the following…