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Bank of America has discontinued support for direct download OFX connections in personal financial management programs. In order to connect to Bank of America for automatic transaction downloads, you will need to connect using Yodlee in the current version of Banktivity (version 8). Bank of America is one of the banks that has moved to…
UPDATE 02/17/22: We have received notification that ANZ is no longer allowing Yodlee access to their servers as a result of the Denial of Service attack they suffered. Yodlee is still continuing to request access but to set the appropriate expectation, there’s every chance that we will not be able to support Direct Access with…
BB&T made changes to their connection protocol that is preventing Banktivity users from connecting using Direct Connect/OFX. As a consequence, we will no longer be able to offer this method of downloading. The alternatives for importing transactions from BB&T are Direct Access or using Banktivity’s built-in browser (or an external web browser). Please note that…
Due to changes made to Suntrust security protocol, Banktivity is no longer able to support direct downloading of transactions using OFX/Direct connect. The other options for importing data are Direct Access or manually import data using Banktivity’s built-in web browser or external browser. Please note that in the new Banktivity, Direct Access for investment accounts is included…
Due to changes made to US Bank’s security protocol, Banktivity is no longer able to support direct downloading of transactions using OFX/Direct Download. The other options for importing data are Direct Access or manually import data using Banktivity’s built-in web browser or external browser. Please note that in the new Banktivity, Direct Access for investment accounts is…
Updated: November 11, 2020 Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX…
Discover has disabled OFX services from their end. Direct Download (OFX) will no longer work from Banktivity with Discover accounts. But Direct Access is still working. To change the account from Direct Download (OFX) to Direct Access you would need to take the account offline then set up downloading again. You can use the following…
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.…
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…
The issue with Banktivity not connecting to Vanguard using OFX/Direct has been fixed in 7.0.4 (or higher). We are aware that Banktivity 7 is not connecting to Vanguard using Direct Connect/OFX. Banktivity 6 is still connecting fine. The onscreen error that appears is “invalid username and password”. We are actively working on a fix and…
September 8, 2023 | 21 Comments
I’ve already talked about some of the larger features in Banktivity 9 in these blog posts: Let’s look at the reports, Return of...
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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