Justin Glazebrook has written 4 articles

Vanguard no longer supporting OFX/ Direct Download with Banktivity

First, we’d like to inform our users that we still have Direct Access options available for Vanguard. While OFX will no longer work you can still connect using Yodlee or Plaid for Direct Access with your Vanguard accounts. Recently, it seemed that Vanguard had stopped supporting our connections via the Open Financial Exchange and had…

Import Rule setting for a payee that changes based on date, location, etc… in Banktivity for Mac

There may be cases where you shop at the same store but at different locations or cases where the payee name includes the date of the transaction when downloading. In these cases your Import Rules may not match the next transaction and apply categories for you automatically. You could set the Regular Expressions (RegEx) code…

Which stock exchanges are supported for security price downloads?

Here is a list of the stock exchanges (and their symbol suffixes) that are supported in the latest version of Banktivity: NOTE: (using London as the example) The format should be LLOY.LSE or LLOY-LSE. Using LLOY-L or LLOY.LN will not automatically update properly. .AT Athens Stock Exchange .SA Sao Paulo Exchange .VN Vietnam Stocks .NEO…