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In order to import this QMTF file you will need to change the file extension of the file from QMTF to QIF. To edit the extension you will need to open the Finder and edit the name of the file. From here you can change the end of the file name from .QMTF to .QIF…
Chase recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 in order to connect via direct access to Chase. To fix this in version 8.7.5, you will need to take all Chase accounts offline and relink them using the following…
Definition: The envelope budget target amount is the amount you should have in your envelope at the end of the month to meet all future expenditures within the next 12 months. Planning and preparing for upcoming expenses, even those that might be months away, is one of the great benefits of envelope budgeting in Banktivity.…
Your Banktivity data is always stored locally on your Mac or iOS device. If you use our optional cloud sync service, you also keep a current copy of your data on our secure cloud server. If you are unsure where to find your files on your Mac, you can view this support article here.
By default, Banktivity suggests saving the data file in your Documents folder, though you may have chosen to store it elsewhere. To search for the data file, open a window in the Finder and search for .bank8 (note the leading period) by typing that into the search field at the upper right of the window.…
Banktivity 8 is a the current version and we have transitioned to a subscription-based model. The three subscription tiers you can choose from are outlined here. All tiers include regular updates containing new features and bug fixes. We offer a 30-day trial so you can try out the software and see which tier meets your needs.
Yes, you can install & use the new Banktivity on more than one computer. If you purchased Banktivity through the App Store, you will reinstall Banktivity again from the App Store. If you purchased Banktivity through IGG directly, you can download an additional 30-day trial from our website at www.banktivity.com. You will use the same…
Yes! We certainly think so. Banktivity offers many intuitive features allowing you to track your finances from customizable reports to reconciling accounts against your bank statements and creating budgets to help keep your financial house in order. You can even sync your data across multiple Mac and iOS devices. We have numerous tutorial videos on…
Both Fidelity Investments and Vanguard are blocking our aggregator during the hours of 8 am and 5 pm, ET. Fidelity blocks Yodlee IPs between (05:00 – 08:00 PST and 12:00 – 14:00 PST), due to US market volatility. Any refresh triggered during these hours will fail.
The best way to move Banktivity to a new computer is using our cloud sync service. Here’s what you’ll do: Setup Cloud Sync from with your original computer 1. Launch Banktivity on your Mac and open the document you want to use with Cloud Sync. Next, choose File > Subscription > Set Up Sync to begin the…
February 26, 2024 | 15 Comments
I’m happy to be writing to you today with some news about Banktivity’s most popular feature, Direct Access. For those unfamiliar...
April 5, 2023, 07:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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