54 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 05/24/24: Bank name % of affected users 1880 Bank 75%-100% ABSA 0%-25%…

Apple Card now supported with Direct Access.

3/25/24: Yodlee is still actively working on this issue. We will post another update once we learn more. 02/29/24: We are aware of the issue where the connection to Apple Card is successful but no transactions are importing. We are actively working on getting this resolved as quickly as possible. 02/02/2024: We are happy to…

Direct Access is offline

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.

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

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…

Open Banking with Direct Access is available for Fidelity Investments

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…

Setting up Cloud Sync in the new Banktivity

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…

Supported currencies and directions for manually updating exchange rates for unsupported currencies

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…

Why am I seeing ‘This account is no longer reachable by direct access’?

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…

Why does my account say it’s closed when it’s not?

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…