44 articles Banktivity for iPad

List of Banks Experiencing Direct Access Connection issues:

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. LAST UPDATED: 7/14/2025: 1880 Bank ABSA ADP Retirement Services (Employee 401k) Aegis Capital Corp…

How can I find my Cloud Document encryption password for the new Banktivity for Mac?

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…

Why have my LSE securities stopped updating?

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.…

Why have prices stopped downloading for some of my securities?

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/…

How do I connect Apple Card/Apple Cash for automatic downloads?

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…

How do I override the ‘delete means delete’ feature in 9.5?

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…

Is Banktivity 7 for iPhone/iPad compatible with the new iOS 18 release?

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…

Why am I all of a sudden seeing incorrect closing prices for my securities?

Currently our app works using different sources for intraday pricing (aka “market prices”) and historical, end of day pricing. There is a current limitation where they may be an extended period of time after a market closes where the app shows a price previous intraday price instead of the documented close price for that day.…