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This support article will discuss how to troubleshoot and resolve existing Direct Access connections. Please note, this article is only for Direct Access connections, it is not for Direct Connect (OFX) connections. Confirm the account that is no longer updating is using Direct Access. To do this click the little cloud icon next to the account and verify…
This message seems to appear for some customers who have bought iBank 5 from the Mac App Store. It is happening because Apple has an expired certificate. It isn’t an issue with IGG. The full message reads: “iBank 5” is damaged and can’t be opened. Delete “iBank 5” and download it again from the App…
To migrate your data from Quicken to Banktivity, you’ll first need to export ALL of your accounts accounts to a Single QIF file. The following instructions from Intuit’s website should help you with that export: Please note that it is important to unhide all accounts and to properly prepare your accounts and…
To solve this issue please try the following: 1) Navigate to your account in the sidebar of the iBank document window 2) Click the little icon next to it 3) In the sheet that comes down, choose “Take Offline” 4) From the menu at the top of the screen choose, Account > Set Up Online…
This error message can occur when using our Cloud Sync and it indicates that some of your transaction templates have invalid data. The best way to resolve this issue is to follow these steps: Launch iBank and go to Preferences > General and make sure auto-updating the document is off Close your iBank document, if it…
When you first set up Cloud Sync, you are asked to provide a name for the document. If you later decide this name isn’t quite right, you can change it. On Mac Open an existing Banktivity document that uses Cloud Sync and choose File > Subscription > Sync Settings. In the window that appears, click…
February 26, 2024 | 14 Comments
I’m happy to be writing to you today with some news about Banktivity’s most popular feature, Direct Access. For those unfamiliar...
April 5, 2023, 07:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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