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The following banks are currently experiencing connection issues via Yodlee. There is no need to contact support about the banks on this list. Our teams are working on restoring the connection. This list is updated daily, Monday through Friday. LAST UPDATED: 7/24/2026: Amazon Credit Card (Synchrony) American Funds Ameriprise Financial AMP (Australia) Arvest Bank (AR)…
When you double-click on the affected account, then click on the “Check Status…” button in the menu that pops up, you will see some more detailed connection information. In the the “Account Connection Status” window that appears, if you see the message that the account ‘looks to be closed’ but you know for a fact…
When using Cloud Sync in the new Banktivity, you may be asked to enter the password for your Cloud Sync Document, or the encryption password that was used to encrypt your document when it was sent to the Banktivity Cloud Sync server. This password is saved in the Keychain Access app on your Mac, so…
Update 11/04/24: We have resolved the issues with LSE securities and they should now be updating. If you are still seeing issues, please reach out to our support team. Please note, if you are not getting quotes downloading for securities ending in .L or .LN, please change that to .LSE and quotes should resume downloading.…
If you’ve noticed that some of your securities have stopped downloading quotes, you can troubleshoot the issue using the steps below: First, check to make sure your security exchange is supported. We recently moved to a new quote provider called EOD Historical Data (EODHD). You can view a list of all supported exchanges here: https://www.banktivity.com/support/articles/ibank-for-ipad/which-stock-exchanges-are-supported-for-security-price-downloads/…
In version 9.5 or later, you can now set a default investment income category for each investment account. Here’s how to do that: In Banktivity for Mac: – Double-click on the investment account in the sidebar (the left side of your document)– In the popup window that appears, you’ll see ‘Investment Income Category’ and a…
With the release of 9.5, you can now connect Apple Card/Apple Cash for automatic downloads on iOS (iPhone only, running iOS 17.5 or later). Here’s how to do that: – Open Banktivity for iPhone, and bring up the Apple Card/Apple Cash account register– Tap on the icon at the top that looks like a pencil…
In version 9.5 (and 9.5.1), when you delete a downloaded transaction, it won’t reappear on the next refresh. What happens if you accidentally delete a transaction that you need? Here’s how to override that ‘delete means delete’ feature: In Banktivity for Mac: – Select the account on the left side of your document you want…
The answer is–yes! Both the current versions of Banktivity for Mac and Banktivity for iOS were thoroughly tested and are fully compatible with Apple’s latest releases (MacOS Sequoia and iOS 18).
Banktivity 7 is an older version of the software which is no longer officially supported and will not run under the latest iOS 18. To continue using Banktivity on the latest iOS, you’ll need to upgrade to the latest version of Banktivity (9.2.12). To migrate your data from Banktivity 7 into the new version, you’ll…
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