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Banktivity downloads both historical and current market prices for stocks, mutual funds, and other securities. Over the last few months, you may have seen some quotes updating sporadically. This is because Yahoo Finance turned off the API we used to use for downloading quotes. We are now using IEX Trading for downloading security quotes. Unfortunately,…
We have had several reports of issues with downloading from Capital One 360 recently. It appears Capital One 360 accounts are being merged over to Capital One now. If you attempt to set up your account(s) choosing “Capital One”, instead of “Capital One 360” you should be able to connect successfully. Note: Credit Card accounts…
UPDATE: March 10, 2020. Until recently we were downloading security quotes from Yahoo Finance. However, Yahoo Finance has recently turned off their API and we are no longer able to download quotes from Yahoo Finance. Unfortunately, this means older versions of Banktivity are currently experiencing issues when attempting to download security quotes. We are currently using IEX…
This is an issue that needs to be fixed by Lloyds. Recently Lloyds started sending files without including .qif (or .csv) file extensions, which produces a blank screen in Banktivity when importing. You should be able to download the file from the Lloyds website using an external web browser, like Safari or Firefox. Then manually add the…
The latest version of Banktivity (9) can be downloaded using the following link: Banktivity 9 (for use with macOS 10.15 (Catalina)- macOS13 (Ventura) The following links can be used to download older versions of Banktivity/iBank for Mac*: Banktivity 8 (for use with macOS 10.15, mac OS 11, macOS 12 & macOS 13) Banktivity 7 (for…
On September 10, 2014 Vanguard upgraded their system. This upgrade has affected downloading for Vanguard accounts in iBank. We have identified the issue and plan on having iBank updated to match with Vanguards new system on Monday, September 15, 2014. On or after September 15th you will need to disable downloading for your Vanguard account in…
Recently Wells Fargo (and BB&T) have dropped support for Quicken Windows 2011. In this case, you will need to adjust your Direct Connect settings to Quicken Windows 2014 using the utility application Terminal. Please try the following: Quit iBank (if open) by going to iBank> Quit iBank. Open Terminal (located in /Applications/Utilities/Terminal). In Terminal enter…
The amount of data iBank can retrieve when setting up downloading varies from bank to bank. iBank requests all available data going back as far as 1982 during the initial download set up process. However, it is common for many banks to only keep a few months worth of transaction data available on their servers…
There are numerous factors that may cause downloading in iBank not to work successfully with your financial institution. If you are having issues with downloading data to iBank we suggest working on your issues with IGG Support directly via Live Chat or email. Here is some helpful information you should be ready to provide when contacting IGG…
If all transactions are importing using the same payee name, you probably have an Import Rule that is applying this payee name to all transactions when importing. Go to View> Show Import Rules to view your list of Import Rules. Look for a rule with the Payee name or Category which is being applied to your importing transactions erroneously…
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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