Tagged: Wells Fargo

OFX/Direct Connect error after updating to Banktivity 8.6

Posted on by Nancy Powers Libby

If you are unable to connect to your bank using OFX/Direct Connect after upgrading to Banktivity 8.6, taking the account offline and back online should allow you to get reconnected. We updated the connection client in v8 so in some cases, you may need to log in to your bank’s website to allow 3rd-party apps…

Banks that have moved to Open Banking and why (Is my bank on the list?).

Posted on by Nancy Powers Libby

Open Banking is a standardized way to allow you to share your financial data with third-party apps, like Banktivity and our backend providers, Yodlee and SaltEdge. It works by you granting your bank permission to share your data with Banktivity. It does this without you sharing your credentials and you can revoke access at any…

(Fixed) Wells Fargo – duplicates are importing with Direct Access

Posted on by Nancy Powers Libby

UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account(s). Then, delete the direct access connection details. Go to File> Subscription…

Wells Fargo transactions are importing into the wrong account

Posted on by Nancy Powers Libby

We are aware of an issue with Wells Fargo whereby transactions are being imported into the wrong accounts when using Direct Access. The Direct Access team is currently working on a fix. We will post an update when more information becomes available. Sorry for the inconvenience this is causing! Update (1/26) We are hoping for…

Wells Fargo, BB&T and other banks have stopped supporting Direct Connect for Quicken 2011. How do I fix this in iBank 4?

Posted on by John Sawyer

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…