Ian Gillespie has written 15 articles

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,…

How to run Banktivity 6 alongside Banktivity 5

Here is how you can run Banktivity 6 alongside Banktivity 5 without worrying about sync issues. Launch Banktivity 6 and close any open windows Turn off  “Automatically: update documents” in Banktivity > Preferences Find your Banktivity 5 file in the Finder and drag and drop it onto the Banktivity 6 icon (your original Banktivity 5 document…

How do I install Banktivity 5 for Mac

If you haven’t already downloaded Banktivity 5 from our website, then please get it here before continuing: www.iggsoft.com/banktivity/Banktivity5_Web.dmg Open your Downloads folder, double-click “Banktivity5_Web.dmg,” and accept the license agreement. Drag & drop Banktivity 5 to Applications. Open Applications and double-click Banktivity 5 to begin!    

How to resolve: “The user is locked out, they need to verify their email”

In some cases you might see a message that says, “The user is locked out, they need to verify their email”. This message indicates that you have signed up for an Banktivity ID, but you never verified your email. (A Banktivity ID is free to create and is needed for Cloud Sync and Direct Access.)…

How do I completely remove a Direct Access connection and reestablish it?

This article explains how to completely remove a Direct Access connection and reestablish it. This can be used as a troubleshooting technique for some circumstances for when an account refuses to update. IMPORTANT: If you are actively working with a tech support representative who is trying to troubleshoot a Direct Access issue with our backend…

Document data not opening when launching Banktivity

The ability for Banktivity to open your Document (data) file automatically when launching the Banktivity application relies on the Recent Items setting in System Preferences on your Mac.  Go to > System Preferences, then click’General’, look for the setting entered with: Recent items ____ Documents, Apps, and Servers This setting will need to be set to…

I can’t set up an account to use Direct Access

This article is to help resolve issues when you are trying to set up a Direct Access connection for the first time, but it is failing. If your account used to connect using Direct Access, but isn’t any more, please see this article. If you are entering in your correct credentials and security questions, but…

How do I fix a Direct Access account that is no longer updating?

This support article will discuss how to troubleshoot and resolve existing Direct Access connections. Please note, this article is only for Direct Access connections, it is not for Direct Connect (OFX) connections. Confirm the account that is no longer updating is using Direct Access. To do this click the little cloud icon next to the account and verify…