58 articles Banktivity 6

Direct Access is not working with Citibank

Citibank is currently blocking our data aggregator’s attempts to connect for transaction downloading via Direct Access. We are working hard at getting this issue resolved and will update the support article once we have more to share. Our apologies for the inconvenience we know this causes!

How much does Banktivity 7 cost? (full version and upgrades)

If you bought Banktivity 6 on or after June 26, 2018 you can get Banktivity 7 for free. Just contact our support and ask for a new code and they will take care of you. Pricing Regardless of whether you buy the app on directly from IGG Software or through the Mac App Store pricing is the same.…

How do I delete my Direct Access banks and cloud sync data from IGG Software’s servers?

If you would like to remove your connected accounts from Direct Access and/or delete your data from our Cloud Sync server, please follow these instructions. Please note, if you do this there is no “undo” and your data will not be recoverable. Normally people only want to do this if they have decided they no…

Affinity Plus CU no longer supports OFX/Direct Connect

Affinity Plus CU no longer supports Direct Connect. They have moved exclusively to Web Connect and Express Web Connect. As a result, the listing for Affinity Plus CU will no longer be available in Banktivity. You can read more about their move away from Direct Connect on their website here: https://www.affinityplus.org/tools-support/old-online-banking-help/quicken You should be able…

How are investment account balances calculated?

Problem: I just setup my investment accounts but the balances are all wrong and I don’t understand why. Solution: When dealing with investment accounts, there are two different balances you need to be aware of: 1) Cash Balance: This figure reflects the amount of cash in your brokerage account only. In most cases, cash is…

TD Bank: directions for enabling OFX importing

The following directions are for new Banktivity users and for users that were previously able to import transactions from TD Bank using Direct Connect/Bill Pay. Log in to your TD Bank account online Go to Account Options Select Account Services Go to Manage Financial Tool Access Allow Quicken Windows 2016 That’s it! TD Bank now…

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

There may be cases where you shop at the same store but at different locations or cases where the payee name includes the date of the transaction when downloading. In these cases your Import Rules may not match the next transaction and apply categories for you automatically. You could set the Regular Expressions (RegEx) code…

Direct Access issues with American Express

If you are having issues setting up downloading for your American Express account please try “American Express Cards” specifically from the list of banks during the set up process (not “American Express Card”). Most American Express customers have better success using the “American Express Cards” option.