Ian Gillespie has written 16 articles

Envelope Budget Target Amount

Definition: The envelope budget target amount is the amount you should have in your envelope at the end of the month to meet all future expenditures within the next 12 months. Planning and preparing for upcoming expenses, even those that might be months away, is one of the great benefits of envelope budgeting in Banktivity.…

Direct Access v1 Subscription Time No Longer for Sale

In August of 2021, we announced that we would begin the process of sunsetting Direct Access 1. This is the version of Direct Access used in Banktivity versions 5, 6 and 7. One of the steps in this process is to stop allowing purchases of Direct Access subscription time in our older versions of Banktivity…

How to update your billing information in the new Banktivity

Launch Banktivity for Mac Go to the File menu, then choose Subscription > View My Subscription On the sheet that appears, click “Manage” Then on the next screen click “Update Payment Method” Enter your new credit card information and you are done It make take a couple of days for the billing processor to try…

How to cancel a Banktivity subscription

If you downloaded Banktivity from IGG Software (banktivity.com) then you’ll want to do the following: Launch Banktivity Go to this menu item File > Subscription > View My Subscription Then click “Manage” Then click on the text that says “Cancel…” (do not click on the Cancel button) If you downloaded the app from the Mac…

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…