John Sawyer has written 123 articles

Discover accounts not connecting using Direct Download (OFX)

Discover has disabled OFX services from their end. Direct Download (OFX) will no longer work from Banktivity with Discover accounts. But Direct Access is still working. To change the account from Direct Download (OFX) to Direct Access you would need to take the account offline then set up downloading again. You can use the following…

Direct Access issues with PNC

We have discovered PNC accounts failing with Error 429 as the PNC website is throwing the following exception: “In order to link to your PNC account, we require verification of account ownership as an additional security measure. Account ownership must be verified using a one-time passcode sent directly to your mobile device.” First, please sign…

Apple Card cannot be supported with Direct Access.

Currently Apple Card accounts are only accessible via the Apple Wallet app. Unfortunately, we cannot support mobile sites based with iOS access only as of now. Apple Card accounts would need to be updated manually in Banktivity until this changes.

Direct Download (OFX) issues with USAA Federal Savings Bank

If you are having issues setting up downloading your USAA Federal Savings Bank account(s) using Direct Download (OFX), some users have reported the following to be helpful: When asked for Member ID, use ID number plus 2 leading zeros. (this does not always work, sometimes the leading zeros are not required) Some users have had to…

Manual Import of QFX and/or QIF files from Chase not working

It has come to our attention that QFX and/or QIF files from Chase are not importing successfully anymore. We have investigated the issues here and have discovered that Chase is no longer adhering to the QFX or QIF specifications. We are not sure what changed on Chase’s end or why. With QFX files each transaction…

Capital One 360 accounts not downloading new transactions

We have had several reports of issues with downloading from Capital One 360 recently. It appears Capital One 360 accounts are being merged over to Capital One now. If you attempt to set up your account(s) choosing “Capital One”, instead of “Capital One 360” you should be able to connect successfully. Note: Credit Card accounts…

Cannot connect with American Express

If you are having issues setting up automatic downloading with your American Express card account, please try choosing “American Express Cards” specifically from the list of banks, with the “s” at the end. This listing should allow you to connect successfully.