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

New Banktivity for Mac

1

How to cancel a Banktivity subscription

 9

Direct Access offline for Target

 30

How to move your existing Direct Access time to the new Banktivity

 3

Known issue with OFX/ Direct Connect and American Express

 12

How do I transfer my existing Direct Access subscription towards Banktivity 8?

 11

Setting up Cloud Sync in the new Banktivity

 2

What are the macOS and iOS requirements for the new Banktivity (v8)

 39

How do I import my existing Banktivity data into Banktivity 8?

 59

Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.

 15

Vanguard and OFX/Direct Connect

Banktivity 7 Banktivity 7

2

Security quotes from LSE off by a factor of 100

 9

Direct Access offline for Target

 10

Banktivity 7 on macOS Big Sur

 3

Known issue with OFX/ Direct Connect and American Express

 12

How do I transfer my existing Direct Access subscription towards Banktivity 8?

 59

Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.

 15

Vanguard and OFX/Direct Connect

 19

Can I sync my v7 document with Banktivity 8

 1

Which symbols should I use with my securities traded on the Bombay Exchange?

 5

Why did my real estate value change

Banktivity for iPhone Banktivity for iPhone

9

Direct Access offline for Target

 4

Importing QIF, OFX, QFX, and CSV files in the new Banktivity on iOS

 2

Getting started with the Banktivity on iOS

 11

Setting up Cloud Sync in the new Banktivity

 1

Which symbols should I use with my securities traded on the Bombay Exchange?

 5

Why did my real estate value change

 7

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

 8

macOS Big Sur Beta and iOS 14 Beta

 2

Direct Access and Optum Bank

 7

Direct Access issues with PNC

Banktivity for iPad Banktivity for iPad

9

Direct Access offline for Target

 4

Importing QIF, OFX, QFX, and CSV files in the new Banktivity on iOS

 2

Getting started with the Banktivity on iOS

 11

Setting up Cloud Sync in the new Banktivity

 1

Which symbols should I use with my securities traded on the Bombay Exchange?

 5

Why did my real estate value change

 7

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

 8

macOS Big Sur Beta and iOS 14 Beta

 2

Direct Access and Optum Bank

 7

Direct Access issues with PNC

Banktivity 6 Banktivity 6

59

Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.

 1

Error saying the app can’t be opened because Apple cannot check it for malicious software.

 7

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

 2

Supported currencies and directions for manually updating exchange rates for unsupported currencies

 2

403 Forbidden Error

 2

Direct Access and Optum Bank

 28

Banktivity 6 is not supported on macOS Catalina

 24

Discover accounts not connecting using Direct Download (OFX)

 32

Direct Download/Bill Pay (OFX) with Citi Credit Cards

 7

Direct Access issues with PNC

Banktivity 5 Banktivity 5

30

How to move your existing Direct Access time to the new Banktivity

 1

Error saying the app can’t be opened because Apple cannot check it for malicious software.

 7

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

 2

Direct Access and Optum Bank

 28

Banktivity 6 is not supported on macOS Catalina

 24

Discover accounts not connecting using Direct Download (OFX)

 32

Direct Download/Bill Pay (OFX) with Citi Credit Cards

 7

Direct Access issues with PNC

 160

Apple Card cannot be supported with Direct Access.

 177

A message to our UK/EU users regarding Direct Access and Open Banking (Updated on 4/16/2020)