18 articles Banktivity 7

Manual Import of QFX and/or QIF files from Chase not working

It has come to our attention that QFX and/or QIF files from Chase are not importing successfully anymore. We have investigated the issues here and have discovered that Chase is no longer adhering to the QFX or QIF specifications. We are not sure what changed on Chase’s end or why. With QFX files each transaction…

Capital One 360 accounts not downloading new transactions

We have had several reports of issues with downloading from Capital One 360 recently. It appears Capital One 360 accounts are being merged over to Capital One now. If you attempt to set up your account(s) choosing “Capital One”, instead of “Capital One 360” you should be able to connect successfully. Note: Credit Card accounts…

Cannot connect with American Express

If you are having issues setting up automatic downloading with your American Express card account, please try choosing “American Express Cards” specifically from the list of banks, with the “s” at the end. This listing should allow you to connect successfully.

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!

After upgrading to Banktivity 7 I need to repeatedly sign in to my Banktivity ID account and/or enter my Cloud Sync password

We have heard some reports of issues with Banktivity ID and/or Cloud Sync passwords after upgrading to Banktivity 7.  Our development team recommends the following steps to help resolve these issues: Open Keychain Access on your Mac. Keychain Access is a default utility application that comes pre-installed on all Mac’s. Keychain Access is located inside…

Invalid security symbols causes Banktivity 7 to crash on launch

We are seeing some cases whereby Banktivity 7 quits unexpectedly on launch. We are seeing this with Banktivity documents that have security symbols containing only numbers. We are currently working on fixing this behavior but in the meantime, holding the Shift key on launch will keep Banktivity 7 from updating quotes. Once the app is…

I’d like to upgrade to Banktivity 7 from a previous version, is there a discounted price?

If you are upgrading to Banktivity 7 from Banktivity 6 or Banktivity 5 you are able to purchase Banktivity 7 at a discounted price of $34.99 (normally $69.99).  To get started, download and install Banktivity 7 from our website here: https://www.iggsoftware.com/banktivity/download.php When Banktivity 7 first opens, you will see a screen informing you of how many…