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:
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):
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:
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:
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!
Trouble with transaction downloads or bank connectivity? Click here to view known issues.
Currently, over 15,000 bank connections are working properly. A few are experiencing intermittent or temporary problems:
If your bank is on this list, we appreciate your patience as we work to resolve the issue as quickly as possible. You may need to refresh your bank connection once the issue has been resolved. If you do not see your financial institution here, please contact us using one of the options below so that we can assist you.
Submit a bug report, feature request, or general inquiry. For immediate assistance, use our live chat service.We're online - please chat with us
Live chat is available from 9am to 5pm Eastern Monday through Friday, and 10am to 4pm Saturday and Sunday.
October 24, 2016 | 14 Comments
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