72 articles Banktivity 6

Banktivity 6 is not supported on macOS Catalina

If you are running Banktivity 6 and are planning on upgrading to macOS Catalina, you will need to upgrade to version 7. macOS Catalina has some significant under the hood changes which causes Banktivity 6 to crash frequently when accessing accounts. If you wish to upgrade to macOS Catalina, you can upgrade to Banktivity 7…

Discover accounts not connecting using Direct Download (OFX)

Discover has disabled OFX services from their end. Direct Download (OFX) will no longer work from Banktivity with Discover accounts. But Direct Access is still working. To change the account from Direct Download (OFX) to Direct Access you would need to take the account offline then set up downloading again. You can use the following…

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

To download transactions into your Citi Credit Card account, you must be running Banktivity 7.3.1 (or higher). If you have been using Direct Download (OFX) with previous versions of Banktivity, you will need to take your account offline and set up online account access again. Disabling Online Access: From Banktivity, Double-click on your Citi Credit…

Direct Access issues with PNC

We have discovered PNC accounts failing with Error 429 as the PNC website is throwing the following exception: “In order to link to your PNC account, we require verification of account ownership as an additional security measure. Account ownership must be verified using a one-time passcode sent directly to your mobile device.” First, please sign…

Apple Card cannot be supported with Direct Access.

Currently Apple Card accounts are only accessible via the Apple Wallet app. Unfortunately, we cannot support mobile sites based with iOS access only as of now. Apple Card accounts would need to be updated manually in Banktivity until this changes.

A message to our UK/EU users regarding Direct Access

We have recently learned from our Direct Access backend provider that as of September 14th, 2019, IGG Software will be unable to support Direct Access for many Banking and Credit Card accounts held at UK and EU financial institutions. Loans, Mortgages, Bills, Stocks, and Insurance accounts will continue to be supported. This interruption in service…

Setting up Direct Connect/OFX Bill Pay with TD Bank

In order to use Direct Connect/OFX Bill Pay with TD Bank, you must grant Banktivity access. Here’s how to do that: Log in to your account on the TD Bank website and go to Account Options > Account Services > Account Settings > Manage Linked Services. Then, approve Quicken Windows 2016 for financial tool access.…

Setting up Direct Connect with Chase.

When setting up your Chase account in Banktivity, you will be asked to confirm your identity on Chase’s website. The steps to set up Direct Connect are as follows: Launch Banktivity Choose the “+” sign to add a new account Choose “Account at a bank, credit union or other financial institution, then “Next” Choose “Chase”…

Direct Download (OFX) issues with USAA Federal Savings Bank

If you are having issues setting up downloading your USAA Federal Savings Bank account(s) using Direct Download (OFX), some users have reported the following to be helpful: When asked for Member ID, use ID number plus 2 leading zeros. (this does not always work, sometimes the leading zeros are not required) Some users have had to…