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USAA and Direct Access

11/9/21: We’ve received an update from Yodlee. We believe the code changes that needed to be implemented as a result of changes USAA made to their site will be in place soon. 10/27/21: We understand that this issue has been ongoing for some time and we are doing our best to resolve it as soon…

Charles Schwab is offline for Direct Access customers

Charles Schwab is experiencing a technical issue that is preventing users of personal finance applications from refreshing their accounts. The ETA is not known at the moment but we will post updates here as we learn more. In the meantime, you can import your transactions using Banktivity’s built-in browser or an external web browser. To…

Direct Access is offline for RBC Royal Bank Canada

RBC Royal Bank Canada is offline for third-party applications. Our data aggregator (Yodlee) is working on getting the issue resolved for our customers. We will post updates to this article as we learn more. Sorry for the inconvenience we know this is causing.

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…

(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…