Where can I see a list of the latest features added and bugs fixed in Banktivity?
You can view a list of all features added and bugs fixed on our website here: https://www.banktivity.com/release_notes.php
Author: Kristen Barth Page 4 / 6
How can I archive my older Banktivity data?
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…
My account balance is incorrect, how can I adjust the balance?
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…
I just set up my account in Banktivity, but only a few months of data imported into my account. How can I download the older data?
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…
Are tutorial videos or a user manual available for Banktivity?
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/…
Does Banktivity offer phone support?
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…
After importing my data from Quicken none of my transactions are reconciled anymore, how can I fix this?
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…
All transactions are importing with the same Payee name, how do I fix this?
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.…
I changed the username or password for my bank account, how do I update my account settings in Banktivity?
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…
I lost the password for my Banktivity ID, how can I reset the password on Mac?
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. –…