Download version: Enter your name, email address, and license code exactly as they appear in the email receipt you received after purchasing Banktivity from the IGG Software website. If Banktivity does not accept your registration for some reason, try using the Copy and Paste commands to make sure the license code is entered precisely. If you lost your email receipt and would like us to send you a new one, choose "General Info" from the menu on the left and expand the question, "I lost my license! How can I retrieve it?"

Retail box version: Please make sure to enter the license code as it appears on the first line of the sticker affixed to the Banktivity CD sleeve. The line should begin with "IBNK" and contain several dashes. Please ignore any numbers appearing below this line, as they are not part of the license code. Enter any name and email address with the license code, making sure to type something in each field, and Banktivity should accept your registration. We have seen some customers who, when trying to unlock the retail version of iBank 4, mistake the letter D for a zero. If Banktivity does not accept your code, please try entering D's in place of any zeros.

Mac App Store version: If you purchased Banktivity from the Mac App Store, you must download it using the App Store application. This version of Banktivity does not require registration; if you receive a prompt to purchase a license, quit Banktivity, delete the Banktivity application, and reinstall it from the App Store. As long as you are careful to delete only the Banktivity application and not your data file(s), your accounts will not be affected by reinstalling Banktivity.

Not all financial institutions offer direct download service. If your bank is not listed within the Banktivity app as a supported institution, please contact the institution to request "Direct Connect" service. If your institution is listed there, but you are having trouble with the connection, please follow these troubleshooting steps:

1. Make sure you are using the current version of Banktivity. Launch Banktivity, choose "Preferences" from the "Banktivity" menu, and click "Check For Updates Now." If nothing happens, then you know you have the current version. If a window pops up notifying you that a new version is available, then click the "Download" button, quit Banktivity, and replace your Banktivity application with the new one that downloads in your web browser.
2. If you have the current version of Banktivity installed and still cannot connect to your financial institution to download transactions, please call your financial institution to sign up for its Direct Connect service. Some institutions charge a fee for this service and require you to accept the charges. The institution may give you login details for direct downloads that are different from your website credentials. Even if downloads are working in Quicken or another program, you will still need to double-check with your financial institution that you are signed up for Direct Connect. You may be using another download method in Quicken, like Web Connect or Express Web Connect.
3. After signing up for Direct Connect with your institution, you may need to delete your OFX passwords in the Mac OS X Keychain. Quit Banktivity, launch the "Keychain Access" application from Launchpad (or Applications/Utilities/Keychain Access), search for passwords named "Banktivity OFX Password," double-click each one to determine whether it pertains to the Banktivity account in question, and delete any passwords for that account. Launch Banktivity, select the account in the source list, and choose "Set Up Online Access" from the "Account" menu to set up the connection with your financial institution.
4. If Banktivity is able to connect to your financial institution, but presents you with an empty list when asking you to choose an account, you may need to set up the Banktivity account with a different type. If the bank expects a credit card account, for example, and you have set up a checking account in Banktivity, this can interfere with direct downloads. Delete the account and create a new one; when you configure direct download during the setup process, Banktivity will ensure that the correct account type is used.

Please be aware that most financial institutions only allow you to direct download recent transactions (typically the last 3-6 months). The first time you set up your account in Banktivity, we recommend downloading the complete transaction history from your bank's website and importing that into Banktivity. Direct download can then be used for incremental updates going forward.

We have a video tutorial about importing from Quicken: click here to watch it! If you prefer written instructions, follow these steps (please note that Quicken 2015 for Mac and Quicken Essentials are slightly different - see the next question for these):

1. Launch Quicken and choose File > Export.
2. In the window that appears, give the export file a name, choose the "QIF" file format, and save the file to your Desktop (if you're using Quicken on Windows, only include "Transactions," and do not select the "for Mac" option).
3. If you are running Banktivity on a different computer than Quicken, copy the QIF file that you just exported to the computer with Banktivity.
4. Launch Banktivity and choose File > New Banktivity Document.
5. Click "Import from Other Software," choose the appropriate version of Quicken, and click "Continue."
6. Follow the prompts to name and save your Banktivity document, then drag and drop the QIF file onto the box that says "drag file here."
7. If Banktivity doesn't recognize the date format used in the QIF file, it may ask you to choose the format from a list.
8. Finally, you will have the opportunity to verify your account names, types, and currencies before the import is complete.

That's it! Banktivity will recreate all of your accounts, transactions, categories and investments, even if you have many years of Quicken data.

Follow these steps:

1. Launch Quicken.
2. Review your category names. If any names are longer than 55 characters, please abbreviate them (they can be restored in Banktivity after the import is complete). Please note that subcategory names, when exported, will include the names of their parent categories in the following manner: Category:Subcategory1:Subcategory2. This entire set of names must be 55 characters or less (including the colons) in order to avoid being truncated during the export process.
3. Choose File > Export > Quicken 2007 and save the QMTF file on your Desktop.
4. Launch Banktivity and choose File > New Banktivity Document.
5. Click "Import," click "Import from Other Software," then choose "Quicken 2015" or "Quicken Essentials" and click "Continue."
6. Follow the prompts to name and save your Banktivity document, then drag and drop the QMTF file onto the box that says "drag file here."
7. Finally, you will have the opportunity to verify your account names, types, and currencies before the import is complete.

That's it! Banktivity will recreate all of your accounts, transactions, categories, and investments, even if you have many years of Quicken data.

There are a number of potential causes for balance discrepancies after importing data, but here are top things to look for:

1. Do you have any categories that share the same names as your accounts? Banktivity doesn't allow this, so you may need to rename the accounts or categories in Quicken and try the import again.
2. Do you have any closed accounts in Quicken? Try opening them and redo the import into Banktivity.
3. Do your Quicken balances include scheduled transactions? Banktivity cannot import scheduled transactions.
4. Do any of your accounts contained linked transfers? Check and see if duplicate transactions were created during the import (Banktivity does everything it can to avoid this, but sometimes duplicates will still sneak through).
5. Did you download security quotes in Banktivity after the import finished? The market value of your securities may not be included in your investment account balances until you click the "Update Everything" button on the toolbar.

Banktivity uses Yahoo! Finance to download security quotes. If your portfolio contains securities that are not listed on Yahoo, or if the security doesn't have a valid ticker symbol, you will need to enter its price information into Banktivity manually. To access the price history for your securities, select "Securities" under the "Manage" section of Banktivity's source list (on the left side of the main window).

At a minimum, you will need to record the closing price of the security on the day you purchased the shares. Record closing prices for additional dates as you are able - the most recent price will be used to estimate the market value of your shares on Portfolio Summary reports. The security type should be set to "Other" in order to prevent Banktivity from attempting to download quotes for that security. A ticker symbol must also be entered for the security (whether it is a publicly listed symbol or not). We recommend adding an underscore (_) before the symbol for securities that you are tracking by hand, to make them more easily recognizable.

If possible, we recommend downloading the complete transaction history from your brokerage's website (in OFX, QFX, or QIF format) and importing the data into Banktivity. This will ensure that your cost basis is accurate and all shares are accounted for.

If your brokerage does not make this information available for some reason, you can enter your investments manually by recording a "Move Shares" transaction for each security you own. Be sure to include a valid symbol with each one, enter the total number of shares you currently hold, and record the average cost per share in the price field (ask your broker for the average cost per share if you don't know what it should be). This approach will ensure that your holdings are all included in your portfolio, and your cost basis will be accurate, but your cost history will be flattened because you are averaging the cost of the shares in your portfolio. If you are unable to enter the full transaction history, be sure you understand the ramifications of averaging your cost basis!