You've come to the right place. We can help you!
We are aware that Direct Access is offline for Bank of America. This is preventing users of personal finance apps from downloading transactions. Our Direct Access team is currently working on getting the issue resolved for Banktivity. In the meantime, you can import your transaction using Banktivity’s built-in web browser or manually import from your…
We are aware that Direct Access is offline for US Bank. This is preventing users of personal finance apps from downloading transactions. Our Direct Access team is currently working on getting the issue resolved for Banktivity. In the meantime, you can import your transaction using Banktivity’s built-in web browser or manually import from your bank.…
We are aware that Direct Access is offline for American Express in order to download transactions using personal finance applications. Our Direct Access team is currently working on getting the issue resolved for Banktivity. In the meantime, you can import your transaction using Banktivity’s built-in web browser or manually import from your bank. Here is…
We are aware that Direct Access is offline for Synchrony. This is preventing users of personal finance apps from downloading transactions. Our Direct Access team is currently working on getting the issue resolved for Banktivity. In the meantime, you can import your transaction using Banktivity’s built-in web browser or manually import from your bank. Here…
Using the built-in web browser: 1. Double-Click on the account name for the account you want to set up for Manual/Web Downloads.2. Inside the popup window that appears, enter the website address for your bank in the “Website” field, then click “Save”.3. You should now see a listing for your bank in the column on…
We have been made aware of connection issues for customers trying to access their Capital One accounts via personal finance applications. We are hoping the issue is resolved quickly but in the meantime, you can import your transaction data into Banktivity using the built-in browser or an external browser. To manually import your data: Using…
We have been alerted that ANZ suffered a DDOS attack which is preventing personal finance apps from connecting. Our Direct Access team (Yodlee) is working on getting the connection restored asap. Updates will be made here as we learn more.
To download prices for London Mutual Funds, you will need to use “.EUFUND” as the extension. For example:
We have been made aware of connection issues for customers trying to access their USAA accounts via personal finance applications. We are hoping the issue is resolved quickly but in the meantime, you can import your transaction data into Banktivity using the built-in browser or an external browser. To manually import your data: Using the…
Charles Schwab is experiencing a technical issue that is preventing users of personal finance applications from refreshing their accounts. The ETA is not known at the moment but we will post updates here as we learn more. In the meantime, you can import your transactions using Banktivity’s built-in browser or an external web browser. To…
August 24, 2021 | 71 Comments
With summer now almost behind us, I want to give an update on two major topics: 1) Direct Access and 2) support for Apple’s forthcoming iOS...
September 24, 2021, 04:12 PM
Some positive ideas to end the week! Give Mr Suh a follow! #financialliteracy #FinancialEducation https://t.co/gJX1QR5FuK
An honest mailing list, opt-in or out at anytime.