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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…
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…
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…
Typically, if you are seeing an inflated bond investment value in Banktivity it is caused by an incorrect PAR value set for your bond. By default the PAR value for bonds in Banktivity is set to 1000, but that may not be the case for each of your bonds. Once you locate a bond that…
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