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Yodlee has informed us that they are currently observing 100% failure with Macquarie Bank. Macquarie Bank is temporarily unserviceable due to the recent security updates & implementation of 2FA across all its users at Macquarie. The Engineering teams at Yodlee are working on configuring the new security variations but as the changes are complex, it…
As of October 6th, 2022, Chase will no longer be supporting Direct Connect/OFX which includes 3rd-party bill pay. Along with some of the other larger financial institutions, Chase has moved to the Open Banking connection method for transaction importing. A link to an article that explains what Open Banking is all about is listed below.…
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…
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…
If you receive an “Incompatible” error message when setting up a new account (or reconnecting a current account), you have two options. You can change the account type (if possible) or create a new account and export the transactions from the old to the new. Here are the instructions for both options: Change the account…
We are getting reports of Banktivity documents (files) becoming corrupted when stored on OneDrive. It is best to store your Banktivity document locally. Once a document is corrupted, the only recourse to recover your data is to revert to a backup.
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…
UPDATE 02/17/22: We have received notification that ANZ is no longer allowing Yodlee access to their servers as a result of the Denial of Service attack they suffered. Yodlee is still continuing to request access but to set the appropriate expectation, there’s every chance that we will not be able to support Direct Access with…
To download prices for London Mutual Funds, you will need to use “.EUFUND” as the extension. Please download this CSV file for a full list of the .EUFUNDS we support. Here is an example of a UK Mutual Fund with the .EUFUND suffix.
There are several places where you may be required to enter a username and/or password. For security reasons, IGG does not have access to users’ passwords, but we can help you help yourself. First, we need to determine which username and/or password you are having trouble with: The password to your Banktivity document (file). If…
February 26, 2024 | 15 Comments
I’m happy to be writing to you today with some news about Banktivity’s most popular feature, Direct Access. For those unfamiliar...
April 5, 2023, 07:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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