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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…
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…
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…
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…
In order to import this QMTF file you will need to change the file extension of the file from QMTF to QIF. To edit the extension you will need to open the Finder and edit the name of the file. From here you can change the end of the file name from .QMTF to .QIF…
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…
Your Banktivity data is always stored locally on your Mac or iOS device. If you use our optional cloud sync service, you also keep a current copy of your data on our secure cloud server. If you are unsure where to find your files on your Mac, you can view this support article here.
By default, Banktivity suggests saving the data file in your Documents folder, though you may have chosen to store it elsewhere. To search for the data file, open a window in the Finder and search for .bank8 (note the leading period) by typing that into the search field at the upper right of the window.…
Banktivity 8 is a the current version and we have transitioned to a subscription-based model. The three subscription tiers you can choose from are outlined here. All tiers include regular updates containing new features and bug fixes. We offer a 30-day trial so you can try out the software and see which tier meets your needs.
Banktivity 7 and our older Mac versions are no longer for sale because we have officially ceased development of them. If you have previously purchased Banktivity 7 or an older version and need a download link to reinstall, you can find all of those older versions here: https://www.banktivity.com/support/articles/ibank-5/where-can-i-download-ibank-for-mac/
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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