Nancy Powers Libby has written 36 articles

Setting up Direct Download with Chase.

When setting up your Chase account in Banktivity, you will be asked to confirm your identity on Chase’s website. Please note that this cannot be done using Safari. The steps to set up Direct Download are as follows: Launch Banktivity Choose the “+” sign to add a new account Choose “Account at a bank, credit…

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…

Wells Fargo transactions are importing into the wrong account

We are aware of an issue with Wells Fargo whereby transactions are being imported into the wrong accounts when using Direct Access. The Direct Access team is currently working on a fix. We will post an update when more information becomes available. Sorry for the inconvenience this is causing! Update (1/26) We are hoping for…