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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. –…
We are currently experiencing issues with data quality issues with Ally Bank through Yodlee that results in transactions downloading to the incorrect accounts. Yodlee is working to correct this as quickly as possible. Plaid has since resolved the data quality issues and you are welcome to connect via Plaid. First you will need to disconnect…
To get around this error you will need to hold Shift when you open the software. This will prevent the page from loading right away and you can click on an account. The certificate issue itself will need to be reported to the bank so that they can update the certificate that is failing. In…
To resolve this error, please make sure you sign out of your Banktivity ID from ALL devices (Macs & iOS Devices) first, then try resetting your Banktivity ID password through the following steps: – Open Banktivity – Go to File> Subscription > Banktivity ID then click “Lost Password” – Enter the email address you used…
The latest version of Banktivity (9) can be downloaded using the following link: Banktivity 9 (for use with macOS 10.15 (Catalina)- macOS15 (Sequoia) The following links can be used to download older versions of Banktivity/iBank for Mac*: Banktivity 8 (for use with macOS 10.15, mac OS 11, macOS 12 & macOS 13) Banktivity 7 (for…
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…
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. –…
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…
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 that the ‘account looks to be closed’ but you know for a…
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…
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