50 articles Banktivity for iPad

Direct Access offline for Target

UPDATE 1/4/2021: We have received a new ETA which is set for 1/31/2021. We will continue to post updates here as we obtain new information. Again, we are sorry for the inconvenience we know this is causing. Target is blocking our aggregator’s IP’s. They are actively working on restoring connectivity. The current ETA is 12/31/2020.…

Importing QIF, OFX, QFX, and CSV files in the new Banktivity on iOS

The new Banktivity supports the importing of QIF, QFX, OFX, and CSV files iOS. If the file is accessible in the Files app, either on your device’s local filesystem or on iCloud Drive, then the Files.app can send the file right to Banktivity. You can also click on an import file in a Mail.app message…

Getting started with the Banktivity on iOS

This article is intended for customers that do not already have an active Banktivity subscription. To start, you will need to download the new Banktivity app from the App Store. Launch the app and tap “tap to begin” Tap “Create a New Document” Tap “I’m New” Now you will need to start your new trial…

Setting up Cloud Sync in the new Banktivity

Please note that syncing between previous versions of Banktivity with the new Banktivity (v8) is not supported and may cause corruption. To use Cloud Sync, a free Banktivity ID is required. Once you sign in with your ID, you may upload one or more documents to the cloud server where they can be accessed from…

Which symbols should I use with my securities traded on the Bombay Exchange?

Securities traded on the Bombay exchange will require unique symbols in Banktivity in order to download quotes. Below is a list of supported companies and the symbols to use in Banktivity: Company Symbol 20 Microns Limited 533022-IB 3i Infotech Limited 532628-IB 3M India Limited 523395-IB 3P Land Holdings Limited 516092-IB 52 Weeks Entertainment Ltd. 531925-IB…

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…

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…