127 articles Banktivity 5

Direct Access and Optum Bank

Our Direct Access team has informed us that Optum Bank has introduced Google Captcha to their login protocol. At this time, Google Captcha is not supported but it should be implemented in the first quarter of 2020. In the meantime, you can use Manual/Web Downloads to import your transactions: Double-Click on the account name for…

Banktivity 6 is not supported on macOS Catalina

We are aware of Banktivity 6 crashing with macOS Catalina when attempting to access accounts. Unfortunately, Banktivity 6 is not supported with macOS Catalina. The highest OS supported with Banktivity 6 is macOS 10.14, Mojave. Banktivity 6 will continue to be supported if used with macOS 10.14, 10.13 or 10.12 (Mojave, High Sierra or Sierra).…

Discover accounts not connecting using Direct Download (OFX)

Discover has disabled OFX services from their end. Direct Download (OFX) will no longer work from Banktivity with Discover accounts. But Direct Access is still working. To change the account from Direct Download (OFX) to Direct Access you would need to take the account offline then set up downloading again. You can use the following…

Direct Download/Bill Pay (OFX) with Citi Credit Cards

To download transactions into your Citi Credit Card account, you must be running Banktivity 7.3.1 (or higher). If you have been using Direct Download (OFX) with previous versions of Banktivity, you will need to take your account offline and set up online account access again. Disabling Online Access: From Banktivity, Double-click on your Citi Credit…

Direct Access issues with PNC

UPDATE 11/4/2019 — The issue is confirmed fixed! ********************************************************************** We have discovered PNC accounts failing with Error 429 as the PNC website is throwing the following exception: “In order to link to your PNC account, we require verification of account ownership as an additional security measure. Account ownership must be verified using a one-time passcode…

Apple Card cannot be supported with Direct Access.

Currently Apple Card accounts are only accessible via the Apple Wallet app. Unfortunately, we cannot support mobile sites based with iOS access only as of now. Apple Card accounts would need to be updated manually in Banktivity until this changes. If Apple (or Goldman Sachs) decides to allow access to Apple Card account information online…

A message to our UK/EU users regarding Direct Access

We have recently learned from our Direct Access backend provider that as of September 14th, 2019, IGG Software will be unable to support Direct Access for many Banking and Credit Card accounts held at UK and EU financial institutions. Loans, Mortgages, Bills, Stocks, and Insurance accounts will continue to be supported. This interruption in service…

Setting up Direct Connect/OFX Bill Pay with TD Bank

In order to use Direct Connect/OFX Bill Pay with TD Bank, you must grant Banktivity access. Here’s how to do that: Log in to your account on the TD Bank website and go to Account Options > Account Services > Account Settings > Manage Linked Services. Then, approve Quicken Windows 2016 for financial tool access.…

Setting up Direct Download with Chase.

When setting up your Chase account in Banktivity, you will be asked to confirm your identity on Chase’s website. Please note that this cannot be done using Safari. The steps to set up Direct Download are as follows: Launch Banktivity Choose the “+” sign to add a new account Choose “Account at a bank, credit…