120 articles Banktivity 5

Setting up Direct Connect with Chase.

When setting up your Chase account in Banktivity, you will be asked to confirm your identity on Chase’s website. The steps to set up Direct Connect are as follows: Launch Banktivity Choose the “+” sign to add a new account Choose “Account at a bank, credit union or other financial institution, then “Next” Choose “Chase”…

Manual Import of QFX and/or QIF files from Chase not working

It has come to our attention that QFX and/or QIF files from Chase are not importing successfully anymore. We have investigated the issues here and have discovered that Chase is no longer adhering to the QFX or QIF specifications. We are not sure what changed on Chase’s end or why. With QFX files each transaction…

Capital One 360 accounts not downloading new transactions

We have had several reports of issues with downloading from Capital One 360 recently. It appears Capital One 360 accounts are being merged over to Capital One now. If you attempt to set up your account(s) choosing “Capital One”, instead of “Capital One 360” you should be able to connect successfully. Note: Credit Card accounts…

Cannot connect with American Express

If you are having issues setting up automatic downloading with your American Express card account, please try choosing “American Express Cards” specifically from the list of banks, with the “s” at the end. This listing should allow you to connect successfully.

How much does Banktivity 7 cost? (full version and upgrades)

Pricing Regardless of whether you buy the app on directly from IGG Software or through the Mac App Store pricing is the same. Customers upgrading from Banktivity 5 or Banktivity 6 can get version 7 for $34.99 USD. If you are new to Banktivity, you can buy version 7 for $69.99 USD. For details on…

How do I delete my Direct Access banks and cloud sync data from IGG Software’s servers?

If you would like to remove your connected accounts from Direct Access and/or delete your data from our Cloud Sync server, please follow these instructions. Please note, if you do this there is no “undo” and your data will not be recoverable. Normally people only want to do this if they have decided they no…

Affinity Plus CU no longer supports OFX/Direct Connect

Affinity Plus CU no longer supports Direct Connect. They have moved exclusively to Web Connect and Express Web Connect. As a result, the listing for Affinity Plus CU will no longer be available in Banktivity. You can read more about their move away from Direct Connect on their website here: https://www.affinityplus.org/tools-support/old-online-banking-help/quicken You should be able…

How are investment account balances calculated?

Problem: I just setup my investment accounts but the balances are all wrong and I don’t understand why. Solution: When dealing with investment accounts, there are two different balances you need to be aware of: 1) Cash Balance: This figure reflects the amount of cash in your brokerage account only. In most cases, cash is…