For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support.
New Banktivity for Mac
2
Direct Access with Bank of America
4(Fixed) Wells Fargo – duplicates are importing with Direct Access
0OFX/Direct Connect no longer supported for BB&T
1OFX/Direct Connect no longer supported for Suntrust Bank
3OFX/Direct Connect no longer supported for US Bank
87OFX/Direct Downloading is no longer supported for USAA Federal Savings Bank
0How to update your billing information in the new Banktivity
8How to cancel a Banktivity subscription
18Direct Access offline for Target
44How to move your existing Direct Access time to the new Banktivity
Banktivity 7
2
Direct Access with Bank of America
4(Fixed) Wells Fargo – duplicates are importing with Direct Access
0OFX/Direct Connect no longer supported for BB&T
1OFX/Direct Connect no longer supported for Suntrust Bank
3OFX/Direct Connect no longer supported for US Bank
87OFX/Direct Downloading is no longer supported for USAA Federal Savings Bank
7Security quotes from LSE off by a factor of 100
18Direct Access offline for Target
12Banktivity 7 on macOS Big Sur
13How do I transfer my existing Direct Access time towards the subscription version of Banktivity (8)?
Banktivity for iPhone
Banktivity for iPhone
2
Direct Access with Bank of America
4(Fixed) Wells Fargo – duplicates are importing with Direct Access
0OFX/Direct Connect no longer supported for BB&T
1OFX/Direct Connect no longer supported for Suntrust Bank
3OFX/Direct Connect no longer supported for US Bank
87OFX/Direct Downloading is no longer supported for USAA Federal Savings Bank
18Direct Access offline for Target
6Importing QIF, OFX, QFX, and CSV files in the new Banktivity on iOS
2Getting started with the new Banktivity (8) on iOS
17Setting up Cloud Sync in the new Banktivity
Banktivity for iPad
Banktivity for iPad
2
Direct Access with Bank of America
4(Fixed) Wells Fargo – duplicates are importing with Direct Access
0OFX/Direct Connect no longer supported for BB&T
1OFX/Direct Connect no longer supported for Suntrust Bank
3OFX/Direct Connect no longer supported for US Bank
87OFX/Direct Downloading is no longer supported for USAA Federal Savings Bank
18Direct Access offline for Target
6Importing QIF, OFX, QFX, and CSV files in the new Banktivity on iOS
2Getting started with the new Banktivity (8) on iOS
17Setting up Cloud Sync in the new Banktivity
Banktivity 6
61
Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.
1Error saying the app can’t be opened because Apple cannot check it for malicious software.
12Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.
42Issues with multiple prompts for MFA/2FA codes when accounts update
3Supported currencies and directions for manually updating exchange rates for unsupported currencies
2403 Forbidden Error
2Direct Access and Optum Bank
28Banktivity 6 is not supported on macOS Catalina
25Discover accounts not connecting using Direct Download (OFX)
33Direct Download/Bill Pay (OFX) with Citi Credit Cards
Banktivity 5
Banktivity 5
44