54 articles Banktivity for iPhone Page 4 / 6

Is Direct Access secure?

Security and privacy were our paramount concerns in the development of Direct Access. We built both the service and its business model around those priorities. Your finances are no one else’s business. Direct Access is ad-free. There are no third-party services offered to users. Your data is never accessed, aggregated or analyzed in any way that…

How do I know if my bank is supported using Direct Access? Can I try it out first?

Direct Access syncs account data from thousands of banks, credit unions and other financial institutions around the world. As a new user of Direct Access, you can set up all of your accounts during a free 30-day trial to see how seamlessly Direct Access works.

Is Direct Access required?

No — Direct Access is a completely optional service. In Banktivity 5, your accounts can be updated as always, with no fees from IGG, using direct downloads from your financial institutions or with web downloads via Banktivity’s built-in browser. With iOS devices, your accounts can be updated and edited manually, or you can sync account…

What is Direct Access?

Direct Access is a service exclusive to the IGG Software products Banktivity for Mac, Banktivity for iPad, and Banktivity for iPhone. It allows you to view all of your financial transactions – even pending ones – in Banktivity as soon as they become available in your online accounts. Once your banking logins are set up,…

What Versions of Your Software Are Required For Cloud Sync?

To use our new Cloud Sync service you must have the following versions: iBank for Mac: v5.5 or higher iBank for iPhone: v2.5 or higher, 3.0 preferably iBank for iPad: v2.5 or higher, 3.0 preferably Our retired iOS app, iBank Mobile v1.4.x, does NOT support Cloud Sync.

How Do I Upgrade from iBank Mobile 1.4.x to iBank for iPhone?

If you are currently using iBank Mobile 1.4.x and wish to upgrade to iBank for iPhone, you’ll need to purchase iBank for iPhone here: https://itunes.apple.com/us/app/ibank-for-iphone/id919518925?mt=8 iBank Mobile was out for over 5 years and we didn’t charge an upgrade. iBank for iPhone is an entirely new app, completely re-written that provides more functionality than ever,…

Why are legacy sync options (WiFi and WebDAV) being discontinued?

Warning: Wi-Fi sync will not work with iOS 9 – we would recommend not upgrading to iOS 9 if you prefer to continue to use Wi-Fi sync. We have a lot of customers, and a few of them (<1%) have asked why we won’t continue to offer our older wi-fi sync alongside our new Cloud…

I have not received an email to verify my iBank ID or to reset the password, what can I do?

If you are setting up a new iBank ID account or resetting the password for your iBank ID account and are not receiving the verification or lost password emails successfully, please try adding no_reply@iggsoftware.com to the address book for your email application.  Then try sending the Lost Password email again.

How do I change the name of my Cloud Sync document?

When you first set up Cloud Sync, you are asked to provide a name for the document. If you later decide this name isn’t quite right, you can change it. On Mac Open an existing Banktivity document that uses Cloud Sync and choose File > Subscription > Sync Settings. In the window that appears, click…