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UPDATE 1/4/2021: We have received a new ETA which is set for 1/31/2021. We will continue to post updates here as we obtain new information. Again, we are sorry for the inconvenience we know this is causing. Target is blocking our aggregator’s IP’s. They are actively working on restoring connectivity. The current ETA is 12/31/2020.…
Banktivity 7 has not been thoroughly tested on macOS Big Sur. Up to this point, we have not encountered any issues, but please bear in mind that version 7 is no longer under active development so if bugs do arise, they will not be addressed. We urge you to make frequent backups of your important…
The new Banktivity supports the importing of QIF, QFX, OFX, and CSV files iOS. If the file is accessible in the Files app, either on your device’s local filesystem or on iCloud Drive, then the Files.app can send the file right to Banktivity. You can also click on an import file in a Mail.app message…
We are aware that Banktivity users are not able to connect to America Express using Direct Connect. It seems that something has changed on American Express’s side as other personal finance apps are experiencing the same issue. We will continue to monitor the problem and will update this article when we have more to share.…
This article is intended for customers that do not already have an active Banktivity subscription. To start, you will need to download the new Banktivity app from the App Store. Launch the app and tap “tap to begin” Tap “Create a New Document” Tap “I’m New” Now you will need to start your new trial…
Please note that syncing between previous versions of Banktivity with the new Banktivity (v8) is not supported and may cause corruption. To use Cloud Sync, a free Banktivity ID is required. Once you sign in with your ID, you may upload one or more documents to the cloud server where they can be accessed from…
The new Banktivity for Mac is optimized for macOS 11 Big Sur but also runs on macOS 10.15 Catalina. Banktivity on iPad and iPhone requires iOS 13 or higher.
Updated: November 11, 2020 Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX…
Updated on October 29, 2020 We were able to put a fix in place that allows the new Bankivity (v8) to download transactions using OFX from Vanguard. Banktivity 7 and previous versions are no longer under active development so OFX/Direct Connect for Vanguard will only work with the current release. Previous post: Vanguard has made…
If you are currently using Banktivity 7 and are planning on using Banktivity 8 and you use Cloud Sync, it is recommended that you: Make a duplicate of your Banktivity 7 document – go to File> Duplicate Remove the sync settings from the duplicate file – go to File> Manage Banktivity Services> Sync Settings and…
December 3, 2020 | 65 Comments
The New Banktivity went live a little more than a month ago and we’ve already released five updates on Mac and iOS. (Including over 40...
January 19, 2021, 10:58 PM
Envelope Budgeting is a time-tested budgeting principle at the heart of Banktivity. You can learn all about it here… https://t.co/dAOYGsjb9o
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