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If the above error message appears when you try to update an account that is set up for online access, it may indicate a problem with your login keychain. To resolve this, follow these steps: In the Finder, open Macintosh HD/Applications/Utilities and launch Keychain Access. Go to the Keychain Access menu and choose Keychain First Aid. Select…
This article is to help resolve issues when you are trying to set up a Direct Access connection for the first time, but it is failing. If your account used to connect using Direct Access, but isn’t any more, please see this article. If you are entering in your correct credentials and security questions, but…
This support article will discuss how to troubleshoot and resolve existing Direct Access connections. Please note, this article is only for Direct Access connections, it is not for Direct Connect (OFX) connections. Confirm the account that is no longer updating is using Direct Access. To do this click the little cloud icon next to the account and verify…
This message seems to appear for some customers who have bought iBank 5 from the Mac App Store. It is happening because Apple has an expired certificate. It isn’t an issue with IGG. The full message reads: “iBank 5” is damaged and can’t be opened. Delete “iBank 5” and download it again from the App…
To migrate your data from Quicken to Banktivity, you’ll first need to export ALL of your accounts accounts to a Single QIF file. The following instructions from Intuit’s website should help you with that export: Please note that it is important to unhide all accounts and to properly prepare your accounts and…
To solve this issue please try the following: 1) Navigate to your account in the sidebar of the iBank document window 2) Click the little icon next to it 3) In the sheet that comes down, choose “Take Offline” 4) From the menu at the top of the screen choose, Account > Set Up Online…
Some versions of Banktivity include 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. Using this service requires that you sign up for a free Banktivity ID, which you can read about in our website privacy policy. When we…
When using Banktivity 5, the Banktivity ID password should be saved in Keychain Access on your Mac. Keychain Access is a utility application located inside the Utilities folder on your Mac, the Utilities folder is located inside the Applications folder – /Applications/Utilities/Keychain Access From Keychain Access use the search field to search for: auth.iggsoftware.com Double-Click on…
This error message can occur when using our Cloud Sync and it indicates that some of your transaction templates have invalid data. The best way to resolve this issue is to follow these steps: Launch iBank and go to Preferences > General and make sure auto-updating the document is off Close your iBank document, if it…
When using Banktivity 5 the Cloud Document encryption password should be saved in Keychain Access on your Mac. Keychain Access is a utility application located inside the Utilities folder on your Mac, the Utilities folder is located inside the Applications folder – /Applications/Utilities/Keychain Access From Keychain Access use the search field to search for: iBank…
February 26, 2024 | 15 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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