55 articles Banktivity 7

Direct Access offline for Target

UPDATE 1/4/2021: We have received a new ETA which is set for 1/31/2021. We will continue to post updates here as we obtain new information. Again, we are sorry for the inconvenience we know this is causing. Target is blocking our aggregator’s IP’s. They are actively working on restoring connectivity. The current ETA is 12/31/2020.…

Known issue with OFX/ Direct Connect and American Express

We are aware that Banktivity users are not able to connect to America Express using Direct Connect. It seems that something has changed on American Express’s side as other personal finance apps are experiencing the same issue. We will continue to monitor the problem and will update this article when we have more to share.…

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

To transfer your Direct Access time towards your Banktivity 8 subscription you can go to File> Subscription> View My Subscription. There you should see a button available to transfer your remaining Direct Access subscription time towards your Banktivity 8 subscription. You will need to start a subscription in Banktivity 8 first. Note: You will still…

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

Updated: November 11, 2020 Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX…

Vanguard and OFX/Direct Connect

Updated on October 29, 2020 We were able to put a fix in place that allows the new Bankivity (v8) to download transactions using OFX from Vanguard. Banktivity 7 and previous versions are no longer under active development so OFX/Direct Connect for Vanguard will only work with the current release. Previous post: Vanguard has made…

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

Securities traded on the Bombay exchange will require unique symbols in Banktivity in order to download quotes. Below is a list of supported companies and the symbols to use in Banktivity: Company Symbol 20 Microns Limited 533022-IB 3i Infotech Limited 532628-IB 3M India Limited 523395-IB 3P Land Holdings Limited 516092-IB 52 Weeks Entertainment Ltd. 531925-IB…