Banktivity Logo Banktivity
  • Features
  • /
  • Learn
    • Free Masterclass
    • Personal Finance 101
    • Developers' Blog
    • Compare
    • Reviews
  • /
  • Support
    • Upgrade from Previous Versions
    • Get Help
    • Support Articles
    • Contact Us
  • /
  • Plans
  • /
  • Download Now

Support Articles

You've come to the right place. We can help you!

Tagged: Incompatible

“Incompatible” error when setting up an account

Posted on November 22, 2021 by Nancy Powers Libby

If you receive an “Incompatible” error message when setting up a new account (or reconnecting a current account), you have two options. You can change the account type (if possible) or create a new account and export the transactions from the old to the new. Here are the instructions for both options: Change the account…

Read more

Read more

  Posted in New Banktivity for Mac Tagged Account type, Incompatible

Popular Articles

268

List of Banks Experiencing Direct Access Connection issues:

226

How do I change the account that my scheduled transactions post to in Banktivity for Mac?

187

How can I archive my older Banktivity data?

130

How to fix an “Invalid Document ID” error in Banktivity for Mac using Cloud Sync

126

How do I import my older Banktivity data (versions 5, 6, or 7) into Banktivity 9?

102

Is Cloud Sync Secure?

94

Which stock exchanges are supported for security price downloads?

90

OFX/Direct Downloading is no longer supported for USAA Federal Savings Bank

82

What’s the difference between Direct Access and Direct Download OFX?

66

Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.

Tags

Account Balance Bank Bank of America Banktivity Banktivity documents Banktivity ID Big Sur Bofa Charles Schwab cloud sync Data Direct Access Direct Connect Direct Download Document Download encryption Getting started iBank iBank ID Import Import Rules iOS 18 Login Lost Password Name OFX Old Open Banking Password Payee Price Reset Salt Edge Same Schwab subscription TD Bank UK UK security prices Update Username vanguard version

Developers' Blog

Sorry, the blog is unavailable at this time.

Read blog


On Twitter

Sorry, Twitter is unavailable at this time.

Follow @IGGSoftware


IGG News and Promos

An honest mailing list, opt-in or out at anytime.

  • IGG Software Site
  • About
  • Contact Us
  • Release Notes
  • Subscription Management
  • Documentation
  • Privacy & Legal

IGG Software Logo

Copyright © 2025 IGG Software, Inc.