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Importing QIF, OFX, QFX, and CSV files in the new Banktivity on iOS

The new Banktivity supports the importing of QIF, QFX, OFX, and CSV* files iOS. If the file is accessible in the Files app, either on your device’s local filesystem or on iCloud Drive, then the Files.app can send the file right to Banktivity. You can also click on an import file in a Mail.app message…

Getting started with the new Banktivity (8 or 9) on iOS

This article is intended for customers that do not already have an active Banktivity subscription. To start, you will need to download the new Banktivity app from the App Store. Launch the app and tap “tap to begin” Tap “Create a New Document” Tap “I’m New” Now you will need to start your new trial…

Which symbols should I use with my securities traded on the Bombay Exchange?

Securities traded on the Bombay exchange will require unique symbols in Banktivity in order to download quotes. Below is a list of supported companies and the symbols to use in Banktivity: Company Symbol 20 Microns Limited 533022-IB 3i Infotech Limited 532628-IB 3M India Limited 523395-IB 3P Land Holdings Limited 516092-IB 52 Weeks Entertainment Ltd. 531925-IB…

Where can I find details regarding the latest Banktivity update?

You can use the following links to view the version history for any of our Banktivity apps. The version history will include all requests implemented and bugs fixed in each version. Banktivity 5 for Mac Version History Banktivity for iPad Version History Banktivity for iPhone Version History Banktivity Investor Version History

Is Cloud Sync Secure?

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…

How can I find my Cloud Document encryption password?

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…

Why do we have to pay for Direct Access?

To develop Direct Access, we partnered with an established provider of bank connectivity to create a proprietary service specifically for Banktivity and IGG. This entails a substantial investment of IGG’s resources. Direct Access pricing is set at a level we feel is reasonable for the service provided, and to us, is a better way of doing…

How much does Direct Access cost?

You can pay-as-you-go on a monthly basis for just $6.99 US. If you expect to use the service for a longer term, it’s more economical to pay quarterly ($14.99 US), or annually ($49.99 US) – that’s as little as 12 cents a day. For apps purchased via Apple’s App Stores, payments are made via In-App…

Will Direct Access on multiple devices require separate accounts or charges?

No. You’ll only need one Direct Access subscription to allow you to download data to your iPad, iPhone, and Mac. You may sync that data between devices as well. In addition, you can set up separate financial books on your iPad or iPhone, some of which might use Direct Access and others which can be…