Nancy Powers Libby has written 52 articles

Navy Federal Credit Union

4/17/23: We are seeing some intermittent issues with account refreshes. We are working with Yodlee to resolve the problems as quickly as possible. 03/28/23: NFCU has implemented Open Banking. This will require you to disable and re-enable Direct Access. Instructions are listed below. Disable online access (if already connected): Double-Click on the account name for…

Direct Access changes for TD Ameritrade beginning 2/20/23

We have been notified that Schwab has acquired TD Ameritrade. As such, Direct Access support for TD Bank Ameritrade will begin transitioning to Schwab on 2/20/23. This will require disabling Direct Access for all TD Ameritrade accounts and re-enabling them using the Schwab listing in Banktivity. Directions on how to do this are listed below.…

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

Directions for disabling and re-enabling Direct Access (on Mac): Step 1: Double-click on the account in the sidebar In the popup window that appears click on the “Check Status” button In the Account Connection Status window click on the “Take Offline button” Repeat this for all accounts you want to take offline Step 2: Go…

How to use Manual/Web Downloads in Banktivity.

In addition to Direct Access and Direct Download (OFX), Banktivity also offers the ability to update accounts using Manual/Web Downloads. The Manual/Web Download option will appear when adding new accounts in Banktivity. You can also set up Manual/Web Downloads for accounts that have already been added in Banktivity using the following steps: Double-Click on the account…

Full list of Chase credit cards no longer supported using Legacy (screenscraping).

Following is a list of all Chase cards that are now using Open Banking. Below the list is a link to more information on Open Banking and how to re-link your Chase account in Banktivity using the Open Banking protocol. Chase Cards (formerly First USA) Chase (aka WaMu) Blanchard Visa Car America Online Visa Card…

OFX/Direct Connect will no longer be supported by Chase as of October 6th, 2022

As of October 6th, 2022, Chase will no longer be supporting Direct Connect/OFX which includes 3rd-party bill pay. Along with some of the other larger financial institutions, Chase has moved to the Open Banking connection method for transaction importing. A link to an article that explains what Open Banking is all about is listed below.…