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Chase recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 in order to connect via direct access to Chase. To fix this in version 8.7.5, you will need to take all Chase accounts offline and relink them using the following…
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…
Are you having trouble with getting prompted for too many multi-factor authentication (MFA) codes when your account updates? If so, please read on as these steps can help streamline the account connection.
When setting up your Chase account in Banktivity, you will be asked to confirm your identity on Chase’s website. Please note that this cannot be done using Safari. The steps to set up Direct Download are as follows: Launch Banktivity Choose the “+” sign to add a new account Choose “Account at a bank, credit…
It has come to our attention that QFX and/or QIF files from Chase are not importing successfully anymore. We have investigated the issues here and have discovered that Chase is no longer adhering to the QFX or QIF specifications. We are not sure what changed on Chase’s end or why. With QFX files each transaction…
Due to recent changes at Chase, you may need to adjust your Banktivity settings using Terminal to see if that helps resolve your issues. Please try the following:
May 9, 2022 | 8 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...
May 16, 2022, 08:25 PM
We are firm believers in setting up an #EmergencyFund Here is a great primer for how to get yours started:… https://t.co/H9KKx5mNco
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