40 articles Banktivity for iPhone

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. As of 09/20/24: Bank name 1880 Bank ABSA Aegis Capital Corp Aldermore Savings (UK)…

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.…

The password for my online banking account has changed. How do I update that in Banktivity?

If your online banking account credentials have been changed, you will need to disconnect and reconnect them in Banktivity in order to continue updating your accounts using Direct Access or OFX Direct Download/Bill Pay. In Banktivity for Mac: To disconnect the account: – Double-click on the account – In the popup window that appears click…

Is Cloud Sync Secure?

With an active subscription, Banktivity includes 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. When we designed this service, we built security in from the ground up, never as an afterthought. When you use Cloud Sync, your data…

How to fix an “Invalid Document ID” error in Banktivity for Mac using Cloud Sync

It is important that you follow the steps exactly as they are outlined below to ensure your document will be restored with the most current data. If you are using Cloud Sync and see an “Invalid Document ID” error it means that you need to send an entirely new set of data back up to…

I have not received an email to verify my Banktivity ID or to reset the password, what can I do?

If you are setting up a new Banktivity ID account or resetting the password for your Banktivity ID account and are not receiving the verification or lost password emails successfully, please try adding no_reply@iggsoftware.com to the address book for your email application. You will also want to check your junk and spam folders as well.…

How do I know if my bank is supported using Direct Access? Can I try it out first?

Direct Access syncs account data from thousands of banks, credit unions and other financial institutions around the world. As a new user of Direct Access, you can set up all of your accounts during a free 30-day trial to see how seamlessly Direct Access works.