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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…
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…
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…
Due to changes made to US Bank’s 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…
USAA 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 USAA are Direct Access or using Banktivity’s built-in browser (or an external web browser). Please note that…
UPDATE 2/15/2021: Our aggregator has been working with Target over the last several months but unfortunately, Target is still blocking their IPs. They will continue to try to re-establish a connection but for now, they are forced to remove support for Direct Access. I know this is not favorable news and we are sorry for…
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…
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…
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…
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…
March 15, 2021 | 39 Comments
Today I’m going to share some of the new features and improvements we have coming for Banktivity 8.2 on Mac and iOS. First, I’m going...
April 16, 2021, 06:15 PM
The new #Banktivity offers a powerful suite of tools to help you reach all your key #financial milestones. Getting… https://t.co/IVPnKA39cu
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