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I changed the username or password for my bank account, how do I update my account settings in Banktivity?

Posted on July 29, 2024July 29, 2024 by Kristen Barth

If you have changed the username or password for an account that is connected via direct access (Yodlee), you will need to disable and re-enable downloading for the account in Banktivity. Please try the following steps:

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

To relink accounts:

– Double-click on one of the accounts
– In the popup window that appears click on the Configure Connection button
– Follow the prompts in the windows that appear.  

This entry was posted in   New Banktivity for Mac and tagged   Account, Bank, Login, Password, Reset, Update, Username.
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