Nancy Powers Libby has written 29 articles

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 2015 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 Connect with Chase.

When setting up your Chase account in Banktivity, you will be asked to confirm your identity on Chase’s website. The steps to set up Direct Connect are as follows: Launch Banktivity Choose the “+” sign to add a new account Choose “Account at a bank, credit union or other financial institution, then “Next” Choose “Chase”…

Invalid security symbols causes Banktivity 7 to crash on launch

We are seeing some cases whereby Banktivity 7 quits unexpectedly on launch. We are seeing this with Banktivity documents that have security symbols containing only numbers. We are currently working on fixing this behavior but in the meantime, holding the Shift key on launch will keep Banktivity 7 from updating quotes. Once the app is…

How much does Banktivity 7 cost? (full version and upgrades)

Pricing Regardless of whether you buy the app on directly from IGG Software or through the Mac App Store pricing is the same. Customers upgrading from Banktivity 5 or Banktivity 6 can get version 7 for $34.99 USD. If you are new to Banktivity, you can buy version 7 for $69.99 USD. For details on…

How do I delete my Direct Access banks and cloud sync data from IGG Software’s servers?

If you would like to remove your connected accounts from Direct Access and/or delete your data from our Cloud Sync server, please follow these instructions. Please note, if you do this there is no “undo” and your data will not be recoverable. Normally people only want to do this if they have decided they no…

Affinity Plus CU no longer supports OFX/Direct Connect

Affinity Plus CU no longer supports Direct Connect. They have moved exclusively to Web Connect and Express Web Connect. As a result, the listing for Affinity Plus CU will no longer be available in Banktivity. You can read more about their move away from Direct Connect on their website here: https://www.affinityplus.org/tools-support/old-online-banking-help/quicken You should be able…

TD Bank: directions for enabling OFX importing

The following directions are for new Banktivity users and for users that were previously able to import transactions from TD Bank using Direct Connect/Bill Pay. Log in to your TD Bank account online Go to Account Options Select Account Services Go to Manage Financial Tool Access Allow Quicken Windows 2016 That’s it! TD Bank now…