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In order to connect to your USAA account, customers must disable the cybercode token option on the USAA website. Here is how to do that: Login to your USAA account online. Go to the bottom of the home screen and click “security”. Click enhanced login under solutions — this will give you a screen where…
We are aware of an issue whereby users are unable to refresh their PNC accounts. Yodlee is working directly with PNC to get the issue resolved. Apologies for the inconvenience we know this is causing.
5/17/22: FIX to be deployed on 5/18. Over the last week or so, Synchrony has sent a message to all Synchrony customers who have registered accounts in digital servicing about changes being made to the customer’s account section of their website. The site changes allow Synchrony customers who have more than one account to see…
UPDATE 4/7/22: The ETA has been pushed to 4/8/22. UPDATE 3/14/22: Direct Access is currently offline for account refreshing. The ETA is 3/18/22. We will post updates to this article with any new information. Yodlee has been informed that Citibank will be unavailable for transaction downloading via Direct Access between 03/03/2022 and 03/05/2022. We will…
We are aware that Direct Access is offline for American Express in order to download transactions using personal finance applications. Our Direct Access team is currently working on getting the issue resolved for Banktivity. In the meantime, you can import your transaction using Banktivity’s built-in web browser or manually import from your bank. Here is…
PenFed is blocking Yodlee between the hours of 4 am-3 pm PST. As a result, you will see an “Unexpected Error” or “Site Unavailable” alert when trying to refresh your account.
If you are unable to connect to your bank using OFX/Direct Connect after upgrading to Banktivity 8.6, taking the account offline and back online should allow you to get reconnected. We updated the connection client in v8 so in some cases, you may need to log in to your bank’s website to allow 3rd-party apps…
Open Banking is a standardized way to allow you to share your financial data with third-party apps, like Banktivity and our backend providers, Yodlee and SaltEdge. It works by you granting your bank permission to share your data with Banktivity. It does this without you sharing your credentials and you can revoke access at any…
If you receive an “Incompatible” error message when setting up a new account (or reconnecting a current account), you have two options. You can change the account type (if possible) or create a new account and export the transactions from the old to the new. Here are the instructions for both options: Change the account…
We are getting reports of Banktivity documents (files) becoming corrupted when stored on OneDrive. It is best to store your Banktivity document locally. Once a document is corrupted, the only recourse to recover your data is to revert to a backup.
May 9, 2022 | 30 Comments
I’m writing today with an update on what we’ve been working on since our last blog post a couple of months ago. Before I discuss where...
July 1, 2022, 04:38 PM
Happy #CanadaDay2022 to all of our friends up North! https://t.co/OQTH7OUJ91
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