36 articles Banktivity for iPad

Capital One 360 accounts not downloading new transactions

We have had several reports of issues with downloading from Capital One 360 recently. It appears Capital One 360 accounts are being merged over to Capital One now. If you attempt to set up your account(s) choosing “Capital One”, instead of “Capital One 360” you should be able to connect successfully. Note: Credit Card accounts…

Cannot connect with American Express

If you are having issues setting up automatic downloading with your American Express card account, please try choosing “American Express Cards” specifically from the list of banks, with the “s” at the end. This listing should allow you to connect successfully.

How do I delete my Direct Access banks and cloud sync data from IGG Software’s servers?

If you would like to remove your connected accounts from Direct Access and/or delete your data from our Cloud Sync server, please follow these instructions. Please note, if you do this there is no “undo” and your data will not be recoverable. Normally people only want to do this if they have decided they no…

Direct Access issues with American Express

If you are having issues setting up downloading for your American Express account please try “American Express Cards” specifically from the list of banks during the set up process (not “American Express Card”). Most American Express customers have better success using the “American Express Cards” option.

Sync error after upgrading to Banktivity for iOS 4

If you accidentally opened version 3 of Banktivity for iOS after upgrading your data to Banktivity version 4, you may see a sync error indicating your data is inaccessible the next time you open Banktivity for iOS 4.  To resolve this error, you will need to reset your upgraded data using the following steps: Launch…

What versions of Cloud Sync are supported with Banktivity for iOS 4

Banktivity for iPad 4 and Banktivity for iPhone 4 only sync with Banktivity 6 for Mac. You will also need iOS 11 for Banktivity iOS 4 apps.  You can also sync iPad to iPad, iPhone to iPhone or any combination of the two devices. Important: Because of the addition of several new features in Banktivity…

How to Upgrade from Banktivity for iOS Version 3 to Version 4

There are two options to move your existing financial data that you have in Banktivity for iPad 3 and/or Banktivity for iPhone 3 into version 4. Before you get started be sure to install version 4 on either your iPhone, iPad or both. Then follow the steps in either of the options below: Option 1,…

Why are mutual fund quotes a day behind?

Banktivity downloads quotes from Yahoo Finance, specifically from the “Historical Data” area on Yahoo Finance. We have noticed that since the changes Yahoo made earlier this month that most Mutual Funds are a day behind in the Historical Data area on Yahoo Finance. Once Yahoo Finance updates the Historical Data for the mutual funds the…

Banktivity 6: How to fix an “Invalid Document ID” error using Cloud Sync

It is important that you follow the steps exactly as they are outlined below to ensure your document will be restored with the most current data. If you are using Cloud Sync in Banktivity 6 and see an “Invalid Document ID” error it means that you need to send an entirely new set of data…