Kristen Barth has written 24 articles

List of Banks Experiencing Direct Access Connection issues:

The following banks are currently experiencing connection issues. There is no need to contact support about the banks on this list. Our teams are working on restoring the connection. This list is updated twice daily. As of 10/04/23: Bank name % of affected users 28 Degrees MasterCard (Australia) 27% 1880 Bank 75%-100% Aberdeen Proving Ground…

How do I import my older Banktivity data (versions 5, 6, or 7) into Banktivity 9?

First, open your existing Banktivity data. At the top of the Banktivity window you will see the file name for the  Banktivity Document file you are using now. Please Control-Click on the file name at the top of the Banktivity window. Then click on the first folder below the file name.  This should open the folder in a…

How do I reset my Banktivity ID password in Banktivity 8 or 9?

Please sign out of your Banktivity ID from ALL devices (Macs & iOS) first, then try resetting your Banktivity ID password through the following steps: – Open Banktivity – Go to File> Subscription > Banktivity ID, and if you are currently logged in, click on the Logout button at the bottom of the window. –…

Why am I seeing ‘This account is no longer reachable by direct access’?

If you are seeing the message ‘This account is no longer reachable by direct access,’ that means the account was connecting via legacy direct access which was officially shut down on March 6, 2023. To resume automatic downloads for the account (you must be running the current version of Banktivity 8, 8.8.2), you have two…

Why does my account say it’s closed when it’s not?

When you double-click on the affected account, then in the popup window that appears click on the Check Status button you will see some more detailed connection information. In the window that appears (the Account Connection Status Window), if you see the message ‘This account is closed’ but you know for a fact your account…

Why have my cryptocurrencies stopped downloading correct prices?

UPDATE JAN 20, 2023: Cryptocurrency prices should now be downloading, but only for US cryptocurrencies at this time. They should be updating roughly every 20 minutes or so. UPDATE Jan 6, 2023: We apologize for the inconvenience this has caused. Unfortunately, our quote provider is still working to resolve the issues with cryptocurrency prices not…

Why have my Bank of America accounts stopped updating via legacy direct access?

Bank of America recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 or later in order to connect via direct access to Bank of America. To fix this in version 8.7.5 or later, you will need to take all Bank of America…

Direct Download OFX no longer supported for Bank of America

Bank of America has discontinued support for direct download OFX connections in personal financial management programs. In order to connect to Bank of America for automatic transaction downloads, you will need to connect using Yodlee in the current version of Banktivity (version 8). Bank of America is one of the banks that has moved to…

Why have my Chase accounts stopped working with Direct Access (errors 430/412 ‘Site not supported’)?

Chase recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 in order to connect via direct access to Chase. To fix this in version 8.7.5, you will need to take all Chase accounts offline and relink them using the following…