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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 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…
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…
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/
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 will download another copy of Banktivity 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…
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