Ian Gillespie has written 20 articles

Envelope Budget Target Amount

Definition: The envelope budget target amount is the amount you should have in your envelope at the end of the month to meet all future expenditures within the next 12 months. Planning and preparing for upcoming expenses, even those that might be months away, is one of the great benefits of envelope budgeting in Banktivity.…

Direct Access v1 Subscription Time No Longer for Sale

In August of 2021, we announced that we would begin the process of sunsetting Direct Access 1. This is the version of Direct Access used in Banktivity versions 5, 6 and 7. One of the steps in this process is to stop allowing purchases of Direct Access subscription time in our older versions of Banktivity…

How to update your billing information in the new Banktivity

Launch Banktivity for Mac Go to the File menu, then choose Subscription > View My Subscription On the sheet that appears, click “Manage” Then on the next screen click “Update Payment Method” Enter your new credit card information and you are done It make take a couple of days for the billing processor to try…

How to cancel a Banktivity subscription

If you downloaded Banktivity from IGG Software (banktivity.com) then you’ll want to do the following: Launch Banktivity Go to this menu item File > Subscription > View My Subscription Then click “Manage” Then click on the text that says “Cancel…” (do not click on the Cancel button) If you downloaded the app from the Mac…

How to move your existing Direct Access time to the new Banktivity

You’ll need to set up a subscription in the new Banktivity (currently at version 8). Setting up a brand new subscription will automatically put you into a 30 day trial, but you will be required to enter a credit card (or if you downloaded from the Mac App Store or App Store you’ll need to…

How to Upgrade from Banktivity for iOS Version 3 to Version 4

There are two options to move your existing financial data that you have in Banktivity for iPad 3 and/or Banktivity for iPhone 3 into version 4. Before you get started be sure to install version 4 on either your iPhone, iPad or both. Then follow the steps in either of the options below: Option 1,…

How to run Banktivity 6 alongside Banktivity 5

Here is how you can run Banktivity 6 alongside Banktivity 5 without worrying about sync issues. Launch Banktivity 6 and close any open windows Turn off  “Automatically: update documents” in Banktivity > Preferences Find your Banktivity 5 file in the Finder and drag and drop it onto the Banktivity 6 icon (your original Banktivity 5 document…

How do I install Banktivity 5 for Mac

If you haven’t already downloaded Banktivity 5 from our website, then please get it here before continuing: www.iggsoft.com/banktivity/Banktivity5_Web.dmg Open your Downloads folder, double-click “Banktivity5_Web.dmg,” and accept the license agreement. Drag & drop Banktivity 5 to Applications. Open Applications and double-click Banktivity 5 to begin!    

How to resolve: “The user is locked out, they need to verify their email”

In some cases you might see a message that says, “The user is locked out, they need to verify their email”. This message indicates that you have signed up for an Banktivity ID, but you never verified your email. (A Banktivity ID is free to create and is needed for Cloud Sync and Direct Access.)…