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

New Banktivity for Mac

3

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

 1

Known issue with OFX/ Direct Connect and American Express

 8

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

 5

Setting up Cloud Sync in the new Banktivity

 0

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

 21

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

 56

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

 13

Vanguard and OFX/Direct Connect

 11

Can I sync my v7 document with Banktivity 8

 24

Downloading stock and other security prices

Banktivity 7 Banktivity 7

4

Banktivity 7 on macOS Big Sur

 1

Known issue with OFX/ Direct Connect and American Express

 8

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

 56

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

 13

Vanguard and OFX/Direct Connect

 11

Can I sync my v7 document with Banktivity 8

 0

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

 4

Why did my real estate value change

 1

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

 4

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

Banktivity for iPhone Banktivity for iPhone

2

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

 0

Getting started with the Banktivity on iOS

 5

Setting up Cloud Sync in the new Banktivity

 0

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

 4

Why did my real estate value change

 4

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

 23

macOS Catalina Beta and iOS 13 Beta

Banktivity for iPad Banktivity for iPad

2

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

 0

Getting started with the Banktivity on iOS

 5

Setting up Cloud Sync in the new Banktivity

 0

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

 4

Why did my real estate value change

 4

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

 23

macOS Catalina Beta and iOS 13 Beta

Banktivity 6 Banktivity 6

56

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.

 4

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

 23

Discover accounts not connecting using Direct Download (OFX)

 30

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

 7

Direct Access issues with PNC

Banktivity 5 Banktivity 5

3

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.

 4

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

 23

Discover accounts not connecting using Direct Download (OFX)

 30

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

 7

Direct Access issues with PNC

 155

Apple Card cannot be supported with Direct Access.

 169

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