John Sawyer has written 122 articles

How do I transfer my existing Direct Access subscription towards Banktivity 8?

To transfer your Direct Access time towards your Banktivity 8 subscription you can go to File> Subscription> View My Subscription. There you should see a button available to transfer your remaining Direct Access subscription time towards your Banktivity 8 subscription. You will need to start a subscription in Banktivity 8 first. Note: You will still…

How do I import my existing Banktivity data into Banktivity 8?

First, open your existing Banktivity data. At the top of the Banktivity window you will see the file name for the  Banktivity Document file you are using now. Please Control-Click on the file name at the top of the Banktivity window. Then click on the first folder below the file name.  This should open the folder in a…

Which symbols should I use with my securities traded on the Bombay Exchange?

Securities traded on the Bombay exchange will require unique symbols in Banktivity in order to download quotes. Below is a list of supported companies and the symbols to use in Banktivity: Company Symbol 20 Microns Limited 533022-IB 3i Infotech Limited 532628-IB 3M India Limited 523395-IB 3P Land Holdings Limited 516092-IB 52 Weeks Entertainment Ltd. 531925-IB…

Error saying the app can’t be opened because Apple cannot check it for malicious software.

Sometimes when installing apps you may experience an error when attempting to open the app that says the app can’t be opened because Apple cannot check it for malicious software. Or it may say can’t be opened because it was not downloaded from the App Store. In either case you should be able to open…

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

UPDATE 11/4/2019 — The issue is confirmed fixed! ********************************************************************** 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…