Nancy Powers Libby has written 52 articles

Can I duplicate or copy my Banktivity document

Yes, duplicating a Banktivity file is acceptable. However, be advised that you need to turn off Cloud Sync in the copy if you don’t want the changes to affect the original document. Here’s how to turn off Cloud Sync on your duplicated Banktivity document: Go to File > Subscription > Sync Settings and choose “Turn…

How to disable and re-enable Direct Access for a bank

Directions for disabling and re-enabling Direct Access (on Mac): For accounts connected via Yodlee: To disconnect the account:– Double-click on the account– In the popup window that appears click on the Check Status button– In the Account Connection Status window click on the Options button– In the popup window that appears click the Disconnect button…

Open Banking support for Australian Banks

As of 11/29/2023 all Australian banks listed on the supported bank list in Banktivity transitioned from screenscraping to the Open Banking protocol. This will require users to disable online access for all Australian accounts in Banktivity and then re-enabling online access with the new Open Banking site. How to enable Open Banking Disable online access…

Open Banking with Direct Access is available for Fidelity Investments

We are pleased to announce that as of 11/10/2023 Direct Access for Fidelity Investments is available using the Open Banking protocol. How to enable Direct Access with the new Open Banking site Double-click on the account name for the account Choose “Configure Connection” Choose “Fidelity Investments – US” from the list Follow the onscreen prompts…

Setting up Cloud Sync in the new Banktivity

Please note that syncing between previous versions of Banktivity with the new Banktivity (v8 or later) is not supported and may cause corruption. To use Cloud Sync, a free Banktivity ID is required. Once you sign in with your ID, you may upload one or more documents to the cloud server where they can be…

Supported currencies and directions for manually updating exchange rates for unsupported currencies

Below is the current list of supported currencies in Banktivity 8 & 9: AUD Australian dollar BGN Bulgarian lev BRL Brazilian real CAD Canadian dollar CHF Swiss franc CNY Chinese yuan renminbi CZK Czech koruna DKK Danish krone EUR Euro GBP Pound sterling HKD Hong Kong dollar HRK Croatian kuna HUF Hungarian forint IDR Indonesian…

NSURLErrorDomain error – 1011

The “NSURLErrorDomain error – 1011” can occur when attempting to take a Direct Connect/OFX account offline. In some cases, disconnecting your device from the internet and trying again will resolve the error. If the error persists after disconnecting from the internet, please come to LiveChat or submit a ticket with the support team.

American Express no longer supports Direct Connect/OFX

American Express has pulled support for Direct Connect/OFX. Users will need to disable online access using Direct Connect/OFX and re-enable online access using Direct Access (Yodlee). When taking the OFX connection offline, you will need to disconnect your device from WiFi or a wired internet connection. Once disabled, be sure to reconnect to the internet.…

Bank of the West has been acquired by BMO

Bank of the West has been acquired by BMO. The transition is expected to be completed between Aug 24 and Sep 5. Banktivity users will need to take all Bank of the West accounts offline and re-able online access using the “BMO” listing. Disable online access (if already connected) Double-Click on the account name for…

Direct Access for US Bank

We are pleased to announce that Direct Access for US Bank is available using the Open Banking protocol. How to enable Direct Access with the new US Bank Open Banking site Double-click on the account name for the account Choose “Configure Connection” Choose “U.S. Bank” from the list Follow the onscreen prompts as necessary. (You…