15 articles New Banktivity for Mac

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 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.…

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…

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…

Setting up Cloud Sync in the new Banktivity

Please note that syncing between previous versions of Banktivity with the new Banktivity (v8) is not supported and may cause corruption. To use Cloud Sync, a free Banktivity ID is required. Once you sign in with your ID, you may upload one or more documents to the cloud server where they can be accessed from…

How do I import my existing Banktivity data into Banktivity 8?

First, open your existing Banktivity data. At the top of the Banktivity window you will see the file name for the  Banktivity Document file you are using now. Please Control-Click on the file name at the top of the Banktivity window. Then click on the first folder below the file name.  This should open the folder in a…

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…