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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.
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 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…
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 go to Account> Show Statements. In the statement view, click “Reconcile”…
Yes, it is fairly easy to transfer data from Quicken to Banktivity. The first step is to export your accounts from Quicken in QIF or QMTF file format (please export all accounts in a single QIF/QMTF file). Then use the QIF/QMTF file to import your data into Banktivity on your Mac. Transferring data from Quicken to…
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…
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
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