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Updated on October 29, 2020 We were able to put a fix in place that allows the new Bankivity (v8) to download transactions using OFX from Vanguard. Banktivity 7 and previous versions are no longer under active development so OFX/Direct Connect for Vanguard will only work with the current release. Previous post: Vanguard has made…
As of September 15th, Banktivity moved from Zillow to Slipstream for estimated Real Estate values. As a result, you may see a change in your property’s value in Banktivity. Slipstream will download new estimates every 30 days.
Banktivity 8.7 brings support for more than 300 cryptocurrencies. A lot of resources have gone into our ability to provide this level of functionality, as such, it will be included in the Gold subscription tier. Subscribers of the Silver tier prior to February 1st, 2022 will be grandfathered. When entering cryptocurrencies in Banktivity, you will…
To download transactions into your Citi Credit Card account, you must be running Banktivity 7.3.1 (or higher). If you have been using Direct Download (OFX) with previous versions of Banktivity, you will need to take your account offline and set up online account access again. Disabling Online Access: From Banktivity, Double-click on your Citi Credit…
In order to use Direct Connect/OFX Bill Pay with TD Bank, you must grant Banktivity access. Here’s how to do that: Log in to your account on the TD Bank website and go to Account Options > Account Services > Account Settings > Manage Linked Services. Then, approve Quicken Windows 2016 for financial tool access.…
Yes! Banktivity 7 Manual
Affinity Plus CU no longer supports Direct Connect. They have moved exclusively to Web Connect and Express Web Connect. As a result, the listing for Affinity Plus CU will no longer be available in Banktivity. You can read more about their move away from Direct Connect on their website here: https://www.affinityplus.org/tools-support/old-online-banking-help/quicken You should be able…
The following directions are for new Banktivity users and for users that were previously able to import transactions from TD Bank using Direct Connect/Bill Pay. Log in to your TD Bank account online Go to Account Options Select Account Services Go to Manage Financial Tool Access Allow Quicken Windows 2016 That’s it! TD Bank now…
Banktivity 6 introduces workspaces which allows you to organize the display of your content, which can be particularly handy on large-format displays. In the space to the right of the Banktivity sidebar, you can view multiple workspaces. Each one can be used to display an account, report, budget, website, or any other view available in the document.…
Some banks do not allow bill payments to fall on a weekend day or on a holiday. If you receive the error “Your data did not go through. Illegal data specified for payment due date”, please choose another date that does not fall on a weekend or holiday.
February 26, 2024 | 19 Comments
I’m happy to be writing to you today with some news about Banktivity’s most popular feature, Direct Access. For those unfamiliar...
April 5, 2023, 07:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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