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The following banks are currently experiencing connection issues. 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 twice daily. As of 12/01/23: Bank name % of affected users 1880 Bank 75%-100% ABSA (South Africa) 5% Aegis Capital Corp 75%-100%…
When using Banktivity 8 or 9 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…
We are pleased to announce that as of 11/10/2023 Direct Access for Fidelity Investments is available using the Open Banking protocol. How to enable Direct Access with the new Open Banking site Double-click on the account name for the account Choose “Configure Connection” Choose “Fidelity Investments – US” from the list Follow the onscreen prompts…
Please note that syncing between previous versions of Banktivity with the new Banktivity (v8 or later) is not supported and may cause corruption. To use Cloud Sync, a free Banktivity ID is required. Once you sign in with your ID, you may upload one or more documents to the cloud server where they can be…
Below is the current list of supported currencies in Banktivity 8 & 9: AUD Australian dollar BGN Bulgarian lev BRL Brazilian real CAD Canadian dollar CHF Swiss franc CNY Chinese yuan renminbi CZK Czech koruna DKK Danish krone EUR Euro GBP Pound sterling HKD Hong Kong dollar HRK Croatian kuna HUF Hungarian forint IDR Indonesian…
In order to connect your accounts in Banktivity using Direct Access (Salt Edge), you must link your Chase accounts using the same device on which the Chase mobile app is installed. This is due to security protocols set by Chase.
If you are seeing the message ‘This account is no longer reachable by direct access,’ that means the account was connecting via legacy direct access which was officially shut down on March 6, 2023. To resume automatic downloads for the account (you must be running the current version of Banktivity 8, 8.8.2), you have two…
When you double-click on the affected account, then in the popup window that appears click on the Check Status button you will see some more detailed connection information. In the window that appears (the Account Connection Status Window), if you see the message ‘This account is closed’ but you know for a fact your account…
Bank of America 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 or later in order to connect via direct access to Bank of America. To fix this in version 8.7.5 or later, you will need to take all Bank of America…
PenFed is blocking Yodlee’s IPs so we are currently unable to offer Direct Access support. Yodlee will continue to request access to PenFed’s site but in the meantime, you should be able to download transactions using Banktivity’s built-in web browser.
September 8, 2023 | 36 Comments
I’ve already talked about some of the larger features in Banktivity 9 in these blog posts: Let’s look at the reports, Return of...
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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