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Yes, you can install & use the new Banktivity on more than one computer. If you purchased Banktivity through the App Store, you will reinstall Banktivity again from the App Store. If you purchased Banktivity through IGG directly, you can download an additional 30-day trial from our website at www.banktivity.com. You will use the same…
Yes! We certainly think so. Banktivity offers many intuitive features allowing you to track your finances from customizable reports to reconciling accounts against your bank statements and creating budgets to help keep your financial house in order. You can even sync your data across multiple Mac and iOS devices. We have numerous tutorial videos on…
Both Fidelity Investments and Vanguard are blocking our aggregator during the hours of 8 am and 5 pm, ET. Fidelity blocks Yodlee IPs between (05:00 – 08:00 PST and 12:00 – 14:00 PST), due to US market volatility. Any refresh triggered during these hours will fail.
The best way to move Banktivity to a new computer is using our cloud sync service. Here’s what you’ll do: Setup Cloud Sync from with your original computer 1. Launch Banktivity on your Mac and open the document you want to use with Cloud Sync. Next, choose File > Subscription > Set Up Sync to begin the…
UPDATE: This issue should be fixed in the latest update, 8.7.3. Go to Banktivity > Check for updates and follow the prompts that appear to download & install 8.7.3 if you purchased through our website. For Mac App Store users, you should see Banktivity as an update to download on the App Store. If you…
There are two ways you can update the payment method for your Banktivity 8 subscription. #1: Within the Banktivity app Go to File > Subscription > View My Subscription In the window that appears, click on Update Payment Method: In the window that appears next, enter your new card information and choose ‘Save card’ #2:…
Capital One has moved to Open Banking which is a more reliable and safe connection method. The switch to Open Banking means the support for legacy Direct Access has been removed. In order to continue connecting via Direct Access, customers will need to be running version 8 and use the Yodlee method to connect. Capital…
Problem: I just setup my investment accounts but the balances are all wrong and I don’t understand why. Solution: When dealing with investment accounts, there are two different balances you need to be aware of: 1) Cash Balance: This figure reflects the amount of cash in your brokerage account only. In most cases, cash is…
February 26, 2024 | 18 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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