Nancy Powers Libby has written 37 articles

Downloading stock and other security prices

Banktivity downloads both historical and current market prices for stocks, mutual funds, and other securities. Over the last few months, you may have seen some quotes updating sporadically. This is because Yahoo Finance turned off the API we used to use for downloading quotes. We are now using IEX Trading for downloading security quotes. Unfortunately,…

Downloading prices for Cryptocurrencies in Banktivity 7

The formatting for cryptocurrencies has changed in Banktivity 7. You will need to change the format in order to get prices. For example, Bitcoin has changed from BTC-USD to BTSUSDT. The list below serves as an example and is not a comprehensive list of all supported cryptocurrencies. Bitcoin – BTCUSDT Ethereum – ETHUSDT XRP –…

Supported currencies and directions for manually updating exchange rates for unsupported currencies

Below is the current list of supported currencies in Banktivity 7: AUD Australian dollar BGN Bulgarian lev BRL Brazilian real CAD Canadian dollar CHF Swiss franc CNY Chinese yuan renminbi CZK Czech koruna DKK Danish krone EUR Euro GBP Pound sterling HKD Hong Kong dollar HRK Croatian kuna HUF Hungarian forint IDR Indonesian rupiah ILS…

403 Forbidden Error

We are aware that some customers have been seeing a “403 Forbidden” error when trying to perform various functions in Banktivity for Mac, iPhone, and iPad. After much research and data gathering, we identified that this issue only happened when using OpenDNS. OpenDNS is a domain name service provider owned by Cisco. You can learn…

Direct Access and Optum Bank

Our Direct Access team has informed us that Optum Bank has introduced Google Captcha to their login protocol. At this time, Google Captcha is not supported but it should be implemented in the first quarter of 2020. In the meantime, you can use Manual/Web Downloads to import your transactions: Double-Click on the account name for…

Banktivity 6 is not supported on macOS Catalina

We are aware of Banktivity 6 crashing with macOS Catalina when attempting to access accounts. Unfortunately, Banktivity 6 is not supported with macOS Catalina. The highest OS supported with Banktivity 6 is macOS 10.14, Mojave. Banktivity 6 will continue to be supported if used with macOS 10.14, 10.13 or 10.12 (Mojave, High Sierra or Sierra).…

Direct Download/Bill Pay (OFX) with Citi Credit Cards

To download transactions into your Citi Credit Card account, you must be running Banktivity 7.3.1 (or higher). If you have been using Direct Download (OFX) with previous versions of Banktivity, you will need to take your account offline and set up online account access again. Disabling Online Access: From Banktivity, Double-click on your Citi Credit…

A message to our UK/EU users regarding Direct Access and Open Banking (Updated on 4/16/2020)

We learned from our Direct Access backend provider (Yodlee) that as of September 14th, 2019, IGG Software will be unable to support Direct Access for many Banking and Credit Card accounts held at UK and EU financial institutions. Loans, Mortgages, Bills, Stocks, and Insurance accounts will continue to be supported. This end of service is…

Setting up Direct Connect/OFX Bill Pay with TD Bank

In order to use Direct Connect/OFX Bill Pay with TD Bank, you must grant Banktivity access. Here’s how to do that: Log in to your account on the TD Bank website and go to Account Options > Account Services > Account Settings > Manage Linked Services. Then, approve Quicken Windows 2016 for financial tool access.…