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We are currently experiencing issues with data quality issues with Ally Bank through both aggregators (Yodlee & Plaid) that results in transactions downloading to the incorrect accounts. Yodlee and Plaid are working to correct this as quickly as possible. In the meantime you should be able to use Manual/Web Downloads to update your account(s) in…
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 throughout the day, Monday through Friday. As of 07/26/24: Bank name 1880 Bank Aegis Capital Corp Aldermore Savings (UK) Alexander…
Currently, we are unable to support Apple Card via direct access. The new Banktivity allows you to import OFX and/or CSV files exported from the Wallet app. The best way to update Banktivity is to go to Banktivity> Check for Updates.
We are aware of an issue with mutual fund quote downloads. Our developers are working to address this as quickly as possible. In the meantime, you can manually update the prices or wait another day and quotes will download.
12/18/23 UPDATE: As of 1:00 pm EST, Direct Access connectivity via Yodlee has been restoredDecember 18, 20239:14 AM EST The Direct Access server is currently having issues refreshing and linking accounts. We are investigating and working to restore functionality as soon as possible. Thank you for your patience.
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: AED UAE Dirham AFN Afghan Afghani ALL Albanian Lek AMD Armenian Dram ANG Netherlands Antillean Guilder ARS Argentine Peso AUD Australian Dollar AZN Azerbaijani Manat BAM Bosnia-Herzegovina Convertible Mark BDT Bangladeshi Taka BGN Bulgarian Lev BHD Bahraini Dinar BIF Burundian Franc BMD Bermudan Dollar BND…
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.
July 19, 2024 | 2 Comments
Our team has been hard at work implementing some new features and refining some existing experiences. As you will see some of these features...
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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