Jon Williams has written 3 articles

How do I move from Quicken Windows to Banktivity for Mac?

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 categories in Quicken first. …

How do I set up a Direct Download connection to Prudential Retirement?

Some users have reported difficulty setting up a connection to Prudential Retirement via Direct Download. Until our engineers are able to resolve the issue, the following workaround should allow you to set up a connection successfully: Select your account and choose Account > Set Up Online Access. Select “Prudential Retirement” in the bank list and…

How do I resolve the error, “iBank couldn’t retrieve the password from the Keychain,” when trying to update an account?

If the above error message appears when you try to update an account that is set up for online access, it may indicate a problem with your login keychain. To resolve this, follow these steps: In the Finder, open Macintosh HD/Applications/Utilities and launch Keychain Access. Go to the Keychain Access menu and choose Keychain First Aid. Select…