Ian Gillespie has written 17 articles

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 to move your existing Direct Access time to the new Banktivity

You’ll need to set up a subscription in the new Banktivity (currently at version 8). Setting up a brand new subscription will automatically put you into a 30 day trial, but you will be required to enter a credit card (or if you downloaded from the Mac App Store or App Store you’ll need to…

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…