How to Upgrade from Banktivity for iOS Version 3 to Version 4

There are two options to move your existing financial data that you have in Banktivity for iPad 3 and/or Banktivity for iPhone 3 into version 4. Before you get started be sure to install version 4 on either your iPhone, iPad or both. Then follow the steps in either of the options below:

Option 1, Using Cloud Sync

  1. Launch the app
  2. Choose “Create a New Document (Or Open an Existing Cloud Document)”
  3. Follow on screen prompts to download a copy of your finances using Cloud Sync

Option 2: Using Import

  1. Launch the app
  2. Choose “Import a Document (From a Previous Version of Banktivity)”
  3. You will be guided through steps to choose the file from Version 3 that you want to import into Version 4.

Important: Because of the addition of several new features in Banktivity iOS 4 (envelope budgeting, additional date option in budgets, tags and more), using Cloud Sync documents between 3.5.9 and 4 is not supported. Similarly, syncing between Banktivity 5 for Mac and Banktivity for iOS version 4 is not supported. Once you have version 4 installed, you will need to remove version 3 from your iOS device.