Tagged: Import

I just set up my account in Banktivity, but only a few months of data imported into my account. How can I download the older data?

Posted on by Kristen Barth

Direct access typically allows customers to download their financial data anywhere between a 30 and 90 day window. The exact timeframe is determined by the bank. You may be able to export a larger timeframe of transactions from your bank’s website to a file that can be imported into Banktivity. Once you login to your…

After importing my data from Quicken none of my transactions are reconciled anymore, how can I fix this?

Posted on by Kristen Barth

When importing data from other financial applications reconciliations will not import through the QIF (or QMTF) file.  To quickly mark your historical transactions as reconciled we recommend creating a “catch-all” statement using the following steps: Select the account you would like to reconcile and click on the word Statements. In the statement view, click the…

All transactions are importing with the same Payee name, how do I fix this?

Posted on by Kristen Barth

If all transactions are importing using the same payee name in Banktivity for Mac, you probably have an Import Rule that is applying this payee name to all transactions when importing. Click on the word Configuration in the bottom left corner of the document, then choose Payees, Schedules & Rules from the menu that appears.…