Nancy Powers Libby has written 49 articles

Direct Access offline for Target

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.…

Importing QIF, OFX, QFX, and CSV files in the new Banktivity on iOS

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…

Known issue with OFX/ Direct Connect and American Express

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.…

Getting started with the Banktivity on iOS

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…

Setting up Cloud Sync in the new Banktivity

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…

Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.

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…

Vanguard and OFX/Direct Connect

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…