20 articles New Banktivity for Mac

(Fixed) Wells Fargo – duplicates are importing with Direct Access

UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account(s). Then, delete the direct access connection details. Go to File> Subscription…

OFX/Direct Connect no longer supported for BB&T

BB&T made changes to their connection protocol that is preventing Banktivity users from connecting using Direct Connect/OFX. As a consequence, we will no longer be able to offer this method of downloading. The alternatives for importing transactions from BB&T are Direct Access or using Banktivity’s built-in browser (or an external web browser). Please note that…

OFX/Direct Connect no longer supported for Suntrust Bank

Due to changes made to Suntrust security protocol, Banktivity is no longer able to support direct downloading of transactions using OFX/Direct connect. The other options for importing data are Direct Access or manually import data using Banktivity’s built-in web browser or external browser. Please note that in the new Banktivity, Direct Access for investment accounts is included…

OFX/Direct Connect no longer supported for US Bank

Due to changes made to US Bank’s security protocol, Banktivity is no longer able to support direct downloading of transactions using OFX/Direct connect. The other options for importing data are Direct Access or manually import data using Banktivity’s built-in web browser or external browser. Please note that in the new Banktivity, Direct Access for investment accounts is…

OFX/Direct Downloading is no longer supported for USAA Federal Savings Bank

USAA made changes to their connection protocol that is preventing Banktivity users from connecting using Direct Connect/OFX. As a consequence, we will no longer be able to offer this method of downloading. The alternatives for importing transactions from USAA are Direct Access or using Banktivity’s built-in browser (or an external web browser). Please note that…

How to update your billing information in the new Banktivity

Launch Banktivity for Mac Go to the File menu, then choose Subscription > View My Subscription On the sheet that appears, click “Manage” Then on the next screen click “Update Payment Method” Enter your new credit card information and you are done It make take a couple of days for the billing processor to try…

How to cancel a Banktivity subscription

If you downloaded Banktivity from IGG Software (banktivity.com) then you’ll want to do the following: Launch Banktivity Go to this menu item File > Subscription > View My Subscription Then click “Manage” Then click on the text that says “Cancel…” (do not click on the Cancel button) If you downloaded the app from the Mac…

Direct Access offline for Target

UPDATE 2/15/2021: Our aggregator has been working with Target over the last several months but unfortunately, Target is still blocking their IPs. They will continue to try to re-establish a connection but for now, they are forced to remove support for Direct Access. I know this is not favorable news and we are sorry for…

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

You’ll need to set up a subscription in the new Banktivity (currently at version 8). Setting up a brand new subscription will automatically put you into a 30 day trial, but you will be required to enter a credit card (or if you downloaded from the Mac App Store or App Store you’ll need to…

How do I transfer my existing Direct Access time towards the subscription version of 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…