99 articles Banktivity 5 Page 3 / 10

Can I License Banktivity on multiple Mac’s with one license?

You can install Banktivity on multiple Mac’s with one license. You do not need to purchase multiple licenses. To share your Banktivity data among multiple devices you can use the Cloud Sync option available in Bankitvity.  Information about cloud sync has been posted in a separate Support Article here: https://www.banktivity.com/support/articles/ibank-5/how-do-i-use-ibank-cloud-sync-to-share-documents-between-my-devices/

How do I install Banktivity 5 for Mac

If you haven’t already downloaded Banktivity 5 from our website, then please get it here before continuing: www.iggsoft.com/banktivity/Banktivity5_Web.dmg Open your Downloads folder, double-click “Banktivity5_Web.dmg,” and accept the license agreement. Drag & drop Banktivity 5 to Applications. Open Applications and double-click Banktivity 5 to begin!    

Where can I find details regarding the latest Banktivity update?

You can use the following links to view the version history for any of our Banktivity apps. The version history will include all requests implemented and bugs fixed in each version. Banktivity 5 for Mac Version History Banktivity for iPad Version History Banktivity for iPhone Version History Banktivity Investor Version History

How do I set up a Direct Download connection to Prudential Retirement?

Some users have reported difficulty setting up a connection to Prudential Retirement via Direct Download. Until our engineers are able to resolve the issue, the following workaround should allow you to set up a connection successfully: Select your account and choose Account > Set Up Online Access. Select “Prudential Retirement” in the bank list and…

How do I locate my Banktivity Document (data) file?

Banktivity saves the Banktivity Document (data) file in the Documents folder by default. You may be able to locate your Banktivity Document file in the Documents folder. Also, all Banktivity Document files have a .ibank file extension. You may be able to search for .ibank (use the dot) to locate your Banktivity Document file. Sometimes…

I updated to Banktivity 5, but iBank continues to ask me to update.

Banktivity 5 will install as a new app named “Banktivity 5” in the Applications folder. Installing the Banktivity 5 update will not replace your existing version of iBank 5. If you have a alias or shortcut on the Dock to launch iBank, the existing alias/shortcut will continue to open iBank 5, not Banktivity 5. In…

How to resolve: “The user is locked out, they need to verify their email”

In some cases you might see a message that says, “The user is locked out, they need to verify their email”. This message indicates that you have signed up for an Banktivity ID, but you never verified your email. (A Banktivity ID is free to create and is needed for Cloud Sync and Direct Access.)…

How do I completely remove a Direct Access connection and reestablish it?

This article explains how to completely remove a Direct Access connection and reestablish it. This can be used as a troubleshooting technique for some circumstances for when an account refuses to update. IMPORTANT: If you are actively working with a tech support representative who is trying to troubleshoot a Direct Access issue with our backend…

Document data not opening when launching Banktivity

The ability for Banktivity to open your Document (data) file automatically when launching the Banktivity application relies on the Recent Items setting in System Preferences on your Mac.  Go to > System Preferences, then click’General’, look for the setting entered with: Recent items ____ Documents, Apps, and Servers This setting will need to be set to…