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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 (version 8 or later) 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…
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:…
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…
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