You've come to the right place. We can help you!
Sometimes when installing apps you may experience an error when attempting to open the app that says the app can’t be opened because Apple cannot check it for malicious software. Or it may say can’t be opened because it was not downloaded from the App Store. In either case you should be able to open…
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…
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…
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.…
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…
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…
The following directions are for new Banktivity users and for users that were previously able to import transactions from TD Bank using Direct Connect/Bill Pay. Log in to your TD Bank account online Go to Account Options Select Account Services Go to Manage Financial Tool Access Allow Quicken Windows 2016 That’s it! TD Bank now…
Recently Google has stopped allowing DMG files to be sent or received via Gmail. When sending in data to us we recommend using our ‘Collect Data for IGG’ app that encrypts your data using a unique password into a DMG file. If you are a Gmail user having issues sending in your data to us…
There may be cases where you shop at the same store but at different locations or cases where the payee name includes the date of the transaction when downloading. In these cases your Import Rules may not match the next transaction and apply categories for you automatically. You could set the Regular Expressions (RegEx) code…
If you are editing the date for a existing Scheduled Transaction to a date within the next 30 days, press and hold the Control and Option keys as you click “Save”. You will then be asked if you want to force the next due date to be the edited date entered with the Scheduled Transaction.
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
An honest mailing list, opt-in or out at anytime.
