27 articles New Banktivity for Mac

Archiving your older data in the new Banktivity

Banktivity does not have a built-in archive feature but some Banktivity users have been using a process like this to archive older data (change dates to suit your needs): – If using Cloud Sync, turn off syncing first.  Go to File> Subscription> Sync Settings, click “Turn Off Syncing”. – Go to File> Save As rename the…

Fifth Third Bank is currently offline for Direct Access

6/16/2021: The issue has been resolved. 6/4/2021: We have learned that Fifth Third Bank is blocking Yodlee’s IP address. Yodlee is working with the bank directly in hopes they will grant access as they have in the past. We will post updates as we learn more. 6/3/2021: We are aware that Banktivity users are currently…

How to create a Salt Edge account and connect to my UK or EU banks

Banktivity 8.3 or higher includes support for downloading transactions from many UK/EU banks (PSD2/Open Banking supported Banks). Banktivity integrates with Salt Edge to download transactions from many banks in the UK and EU. Salt Edge is PCI DSS compliant and uses asymmetric cryptography so that private keys are stored on separate servers. You can read more about…

Direct Access with Bank of America

4/26/21: Bank of America has made changes to its security profile. This is causing Banktivity users trouble when attempting to refresh their accounts. We are working with our aggregator to get the connection with Bank of America re-established using their new protocol. We will post updates to this article as we learn more. Sorry for…

(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…