You've come to the right place. We can help you!
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…
If you are having issues setting up automatic downloading with your American Express card account, please try choosing “American Express Cards” specifically from the list of banks, with the “s” at the end. This listing should allow you to connect successfully.
If you are having issues setting up downloading for your American Express account please try “American Express Cards” specifically from the list of banks during the set up process (not “American Express Card”). Most American Express customers have better success using the “American Express Cards” option.
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 (8) can be downloaded using the following link: Banktivity (for use with macOS 10.15-12) The following links can be used to download older versions of Banktivity/iBank for Mac*: Banktivity 7 (for use with macOS 10.13-10.15) Banktivity 6 (for use with macOS 10.12-10.14) Banktivity 5 (for use with macOS 10.9-10.12) iBank 5 (for use…
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…
October 25, 2022 | 71 Comments
I’m writing today to share some changes we are making to the UI for the forthcoming release, Banktivity 9. Namely, we are adding support...
February 18, 2023, 01:31 AM
We've heard from our upstream provider and they have confirmed the issue is fixed. We are seeing good refresh rates… https://t.co/ItXUj9BtaT
An honest mailing list, opt-in or out at anytime.