61 articles Banktivity for iPad

Direct Access is temporarily offline for Citibank

We are aware that Direct Access is offline for Citibank. This is preventing users of personal finance apps from downloading transactions. Our Direct Access team is currently working on getting the issue resolved for Banktivity. In the meantime, you can import your transaction using Banktivity’s built-in web browser or manually import from your bank. Here…

Capital One offline for Direct Access

We have been made aware of connection issues for customers trying to access their Capital One accounts via personal finance applications. We are hoping the issue is resolved quickly but in the meantime, you can import your transaction data into Banktivity using the built-in browser or an external browser. To manually import your data: Using…

ANZ is offline for Direct Access

UPDATE 10/19/21: The Direct Access team is still working with ANZ to get the connection for automatic downloading restored. We recognize and apologize for the inconvenience this causes. In the meantime, you can use Banktivity’s built-in web browser or an external browser to manually import your transactions. Here is a link to a support article…

Charles Schwab is offline for Direct Access customers

Charles Schwab is experiencing a technical issue that is preventing users of personal finance applications from refreshing their accounts. The ETA is not known at the moment but we will post updates here as we learn more. In the meantime, you can import your transactions using Banktivity’s built-in browser or an external web browser. To…

Fifth Third Bank is currently offline for Direct Access

6/16/2021: The issue has been resolved. 6/4/2021: We have learned that Fifth Third Bank is blocking Yodlee’s IP address. Yodlee is working with the bank directly in hopes they will grant access as they have in the past. We will post updates as we learn more. 6/3/2021: We are aware that Banktivity users are currently…

(Fixed) Wells Fargo – duplicates are importing with Direct Access

UPDATE: to resolve the issue with duplicates, please follow these steps: Take your Wells Fargo accounts offline by double-clicking on the account name in the sidebar and choose “Check Status” and then “Take Offline”. Next, delete any existing duplicates in your Wells Fargo account(s). Then, delete the direct access connection details. Go to File> Subscription…

OFX/Direct Connect no longer supported for BB&T

BB&T made changes to their connection protocol that is preventing Banktivity users from connecting using Direct Connect/OFX. As a consequence, we will no longer be able to offer this method of downloading. The alternatives for importing transactions from BB&T are Direct Access or using Banktivity’s built-in browser (or an external web browser). Please note that…

OFX/Direct Connect no longer supported for Suntrust Bank

Due to changes made to Suntrust security protocol, Banktivity is no longer able to support direct downloading of transactions using OFX/Direct connect. The other options for importing data are Direct Access or manually import data using Banktivity’s built-in web browser or external browser. Please note that in the new Banktivity, Direct Access for investment accounts is included…

OFX/Direct Download no longer supported for US Bank

Due to changes made to US Bank’s security protocol, Banktivity is no longer able to support direct downloading of transactions using OFX/Direct Download. The other options for importing data are Direct Access or manually import data using Banktivity’s built-in web browser or external browser. Please note that in the new Banktivity, Direct Access for investment accounts is…