54 articles Banktivity for iPhone Page 5 / 6

Banktivity 5: 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 and see an “Invalid Document ID” error it means that you need to send an entirely new set of data back up to…

How do I use Cloud Sync to share documents between my devices?

The release of Cloud Sync ushers in a new era of data ubiquity for the Banktivity family of products. It is now possible to keep any number of Macs and mobile devices in sync without them having to talk to one other – they only have to communicate with the cloud! This allows workflows that were…

iBank Mobile has been removed from App Store. How can I download the app again?

iBank Mobile has been discontinued and removed from App Store for new purchases. If you purchased iBank Mobile previously and would like to download/install iBank Mobile again on one of your iOS devices, you can go to your list of “Purchased” apps in App Store/iTunes, then download/install iBank Mobile from your list of Purchased apps.

Will iBank for iPhone sync with iBank 4?

Yes, iBank for iPhone will sync with iBank 4. However, certain features will not be available when syncing with iBank 4. For example, budgets will not sync between iBank 4 and iBank for iPhone. Also, Direct Access will not be available when syncing with iBank 4. Since iBank 4 is no longer being developed, any…

I am having sync issues. What are common causes?

Here are a few of the most common sync issues and solutions you can try if and when experiencing problems while attempting to sync. Cable connected between WiFi router and Mac: If there are any cables connected between the Mac and WiFi router this can cause sync issues. In this case we recommend disconnecting any cables between your Mac…

Does iBank Mobile work with iOS 8?

iBank Mobile is not compatible with iOS 8. There are several bugs which occur with iBank Mobile on iOS 8.  We have officially discontinued iBank Mobile. iBank for iPhone, which is compatible with iOS 8, is now available from the App Store. For additional information on iBank for iPhone please refer to the following page on…

I exported my data from iBank Mobile in QIF file format, how do I import the data from iBank Mobile into iBank 4 on my Mac?

When exporting from iBank Mobile you will receive an email containing the QIF file exported from iBank Mobile.   Once you have received the email containing the QIF file(s) from iBank Mobile you can then use the following steps to import the data into iBank: Open iBank Go to File> New iBank Document In the Welcome…

I exported my data from iBank Mobile in QIF file format, how do I import the data from iBank Mobile into iBank 5 on my Mac?

When exporting from iBank Mobile you will receive an email containing the QIF file exported from iBank Mobile.   Once you have received the email containing the QIF file(s) from iBank Mobile you can then use the following steps to import the data into iBank: Open iBank Go to File> New iBank Document In the Welcome…

What’s the difference between Direct Access and Direct Download (Direct Connect)?

Direct Access is a service that’s exclusive to Banktivity (for Mac, iPad and iPhone), Direct Access is a superior, advanced method for updating account data automatically. Direct Access connects to thousands of banks worldwide, and allows you to see all of your financial transactions in Banktivity as soon as they become available in your online accounts.…