Nancy Powers Libby has written 69 articles

Direct Access for Charles Schwab will be offline from December 24 until December 29.

UPDATE: Yodlee has informed us that Charles Schwab will be offline until January 3rd, 2022. We are in constant contact with Yodlee in order to provide our customers with timely updates. Updates will be posted here. We apologize for the inconvenience we know this is causing.

OFX/Direct Connect error after updating to Banktivity 8.6

If you are unable to connect to your bank using OFX/Direct Connect after upgrading to Banktivity 8.6, taking the account offline and back online should allow you to get reconnected. We updated the connection client in v8 so in some cases, you may need to log in to your bank’s website to allow 3rd-party apps…

What is Open Banking?

Open Banking is a standardized way to allow you to share your financial data with third-party apps, like Banktivity and our backend providers, Yodlee and SaltEdge. It works by you granting your bank permission to share your data with Banktivity. It does this without you sharing your credentials and you can revoke access at any…

Direct Access is offline for US Bank

UPDATE 11/27/2021: We have received confirmation from customers that they are now able to refresh their US Bank account using Direct Access in Banktivity. 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…

Direct Access offline for American Express

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…

Synchrony is offline for Direct Access

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…

How to use Banktivity’s Built-In Web Browser

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…