For answers to the most common questions about Banktivity, please search these help articles. For all other questions, contact support.

Banktivity 6 Banktivity 6

0

Can’t send DMG files via Gmail

 1

Import Rule setting for a payee that changes based on date, location, etc…

 5

Direct Access issues with American Express

 1

How can I archive my older Banktivity 6 data or start a new year?

 16

Wells Fargo transactions are importing into the wrong account

 4

What is a “deep refresh” when using Direct Access?

 2

How do I find the password for my Banktivity ID account?

 8

How to use Bill Pay in Banktivity with any bank.

 3

Capital One Bank discontinuing Direct Download/Bill Pay (OFX).

 0

Sync error after upgrading to Banktivity for iOS 4

Banktivity for iPhone Banktivity for iPhone

5

Direct Access issues with American Express

 4

What is a “deep refresh” when using Direct Access?

 0

Sync error after upgrading to Banktivity for iOS 4

 5

What versions of Cloud Sync are supported with Banktivity for iOS 4

 12

How to Upgrade from Banktivity for iOS Version 3 to Version 4

 15

Why are mutual fund quotes a day behind?

 6

Banktivity 6: How to fix an “Invalid Document ID” error using Cloud Sync

 15

How can I find my Cloud Document encryption password?

 26

How do I set up Cloud Sync in Banktivity 6?

 10

How do I hide an account on the iPhone?

Banktivity 5 Banktivity 5

0

Can’t send DMG files via Gmail

 5

Direct Access issues with American Express

 4

What is a “deep refresh” when using Direct Access?

 3

Capital One Bank discontinuing Direct Download/Bill Pay (OFX).

 5

What versions of Cloud Sync are supported with Banktivity for iOS 4

 15

Why are mutual fund quotes a day behind?

 127

NEW UPDATE 11/17: Issues with security quote and exchange rate downloads.

 12

Is Banktivity 5 compatible with macOS 10.13, High Sierra?

 14

Do Not Use Cloud Sync Between Banktivity 5 and Banktivity 6

 9

Why are Chase QIF exports no longer importing into my accounts?

Banktivity for iPad Banktivity for iPad

5

Direct Access issues with American Express

 4

What is a “deep refresh” when using Direct Access?

 0

Sync error after upgrading to Banktivity for iOS 4

 5

What versions of Cloud Sync are supported with Banktivity for iOS 4

 12

How to Upgrade from Banktivity for iOS Version 3 to Version 4

 15

Why are mutual fund quotes a day behind?

 6

Banktivity 6: How to fix an “Invalid Document ID” error using Cloud Sync

 15

How can I find my Cloud Document encryption password?

 26

How do I set up Cloud Sync in Banktivity 6?

 5

How do I Edit, Categorize or Delete Transactions in Banktivity for iPad?

iBank 4 iBank 4

0

Can’t send DMG files via Gmail

 3

Capital One Bank discontinuing Direct Download/Bill Pay (OFX).

 9

Why are Chase QIF exports no longer importing into my accounts?

 4

Is iBank 4 supported with macOS Sierra, 10.12?

 22

iBiz is not working with macOS Sierra, 10.12

 18

I got a new computer or installed a new OS, how do I get iBank back up and running again?

 28

How do I solve, “‘iBank 5’ is damaged and can’t be opened.”

 10

Where can I download Banktivity/iBank for Mac?

 32

Does iBank 4 work with Mac OS X Yosemite?

 2

Will iBank for iPhone sync with iBank 4?

Banktivity Investor Banktivity Investor

9

Where can I find details regarding the latest Banktivity update?

 6

How do I sync with iBank Investor with Banktivity 5?

 4

I reinstalled iBank Investor. Now I am seeing ads again, even though I paid to remove them. How can I remove the ads?

 2

Do I need a Direct Access subscription in order to sync with iBank Investor?

 8

Does IGG Software offer phone support for Banktivity?

 2

How can I request a new feature?

 0

I think I found a bug, how do I report it?