You've come to the right place. We can help you!
Direct Access is a service that’s exclusive to Banktivity (for Mac, iPad and iPhone), Direct Access is a method for updating account data automatically. Direct Access connects to thousands of banks worldwide, and allows you to see all of your financial transactions in Banktivity as soon as they become available in your online accounts. Once…
You can view a list of all features added and bugs fixed on our website here: https://www.banktivity.com/release_notes.php
In the new Banktivity, you can now archive your older data by going to File > Remove Historical Data. With our Remove Historical Data feature, you can trim down your existing document and save off your older data in a separate document. Here is an example of how it works. Let’s say you have a…
You can quickly correct the balance for any non-investment account by first clicking on the account name in the column on the left hand side of the main Banktivity document window (single-click). Then go to Account > Adjust Balance and enter the proper current balance as of today’s date and click Adjust Balance Credit Card…
Direct access typically allows customers to download their financial data anywhere between a 30 and 90 day window. The exact timeframe is determined by the bank. You may be able to export a larger timeframe of transactions from your bank’s website to a file that can be imported into Banktivity. Once you login to your…
We do not have a downloadable manual as we have in the past, but in the application there is now a link to extensive help files that are available on our website. You can access these in Banktivity by going to Help > Banktivity Help You can also access them directly with this link: https://www.banktivity.com/help/v9/…
In addition to these Support Articles and resources such as video tutorials and a user manual, Banktivity support is offered exclusively by LiveChat and email/tickets. This allows us to keep a record of correspondence so any one of our staff here in tech support can jump in if need be. Live Chat support is available…
When importing data from other financial applications reconciliations will not import through the QIF (or QMTF) file. To quickly mark your historical transactions as reconciled we recommend creating a “catch-all” statement using the following steps: Select the account you would like to reconcile and click on the word Statements. In the statement view, click the…
If all transactions are importing using the same payee name in Banktivity for Mac, you probably have an Import Rule that is applying this payee name to all transactions when importing. Click on the word Configuration in the bottom left corner of the document, then choose Payees, Schedules & Rules from the menu that appears.…
If you have changed the username or password for an account that is connected via direct access (Yodlee), you will need to disable and re-enable downloading for the account in Banktivity. Please try the following steps: To disconnect the account: – Double-click on the account – In the popup window that appears click on the…
An honest mailing list, opt-in or out at anytime.