Nancy Powers Libby has written 35 articles

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

Below is the current list of supported currencies in Banktivity 7: AED U.A.E. Dirham ARS Argentine Peso AUD Australian Dollar BGN Bulgarian Lev BHD Bahraini Dinar BRL Brazilian Real CAD Canadian Dollar CHF Swiss Franc CLP Chilean Peso CNH Chinese Yuan Renminbi (HK) CNY Chinese Yuan COP Colombian Peso CZK Czech Koruna DKK Danish Krone…

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…

Direct Access and Capital One

UPDATED: December 2, 2019 Our Direct Access Connectivity team believes you should be able to connect to your Capital One accounts now. You may need to completely delete your existing Direct Access settings and setting up online access for your account again. Please use the following steps: To remove a connection: Double-Click on the account…

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

We have recently learned from our Direct Access backend provider 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 interruption in service…

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.…

Crash after updating to Banktivity 7.2.1 for iPhone or iPad

We have discovered a bug where Banktivity 7.2.1 will crash with Face ID enabled. Until we have the issue resolved, you can disable Face ID, open your document, then turn Face ID back on. Here are the steps: Open the Settings app on your iPhone/iPadScroll down and tap on Face ID & PasscodeEnter your device…

Setting up Direct Download with Chase.

When setting up your Chase account in Banktivity, you will be asked to confirm your identity on Chase’s website. Please note that this cannot be done using Safari. The steps to set up Direct Download are as follows: Launch Banktivity Choose the “+” sign to add a new account Choose “Account at a bank, credit…