How do I set up Cloud Sync in Banktivity?

Please note: if you have been using Cloud Sync with Banktivity 5, you will want to either remove the Banktivity 5 application from your Mac or disable Cloud Sync, as syncing between Banktivity 5 and Banktivity 6 or 7 is not supported. Syncing across different major versions of Banktivity may corrupt your financial data. 

Setting up Cloud Sync for the first time with Banktivity 6 or 7

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 any Mac or mobile device running Banktivity. You will give each cloud document a unique name so that you can choose which of your devices will sync with which documents. The cloud server is the documents’ home, so any changes you make to documents in the cloud will sync to all of your Banktivity devices.

Sign up for a Banktivity ID

Banktivity Cloud Sync requires you to have a free Banktivity ID. To log in or sign up, make sure you are connected to the internet and choose File > Manage Banktivity Services > Banktivity ID.

  • If you already have a Banktivity ID, simply enter your username and password, then click “Sign In” to continue.
  • If you forgot your username or password, click the “Lost Password” button and enter your email address. IGG Software will send you an email containing your username and a link that you can use to reset your password. Once you have done that successfully, you can use the new password to log in.
  • If you have not yet signed up for a Banktivity ID, click “Create Banktivity ID,” fill out the form on the next page, and click “Create Banktivity ID” again to submit your registration details. Assuming you have chosen an ID that has not been used before and the rest of the form has been filled out properly, your ID will be created and Banktivity will log you in automatically. Later on, check your email for a message from IGG Software that will allow you to verify your email address. If you do not complete verification within 14 days, your Banktivity ID will be locked and Banktivity will display a prompt to resend the verification email.

Once you are logged in, you can review your account details and make changes as needed (for example, to update your email address or change your password). The Banktivity document will remain logged in until you return to the Banktivity ID management screen and click the “Logout” button. The username and password for your Banktivity ID are stored in the macOS Keychain. Click “Done” to return to Banktivity’s main window.

Add documents to the cloud

To get started with Banktivity Cloud Sync, first send your Banktivity for Mac documents to the cloud. These contain some data that is not available on Banktivity for iPad or iPhone (such as reports and account groups), so by sending your Mac documents to the Cloud Sync server first, you will ensure the extra data is not lost.

  1. Launch Banktivity on your Mac and open a document you want to use with Cloud Sync. Choose File > Manage Banktivity Services > Set Up Sync to begin the setup process.
  2. If you have not already signed in with your Banktivity ID (see above), next you will be prompted to do so.
  3. Enter a name for the cloud document. This name will be visible to your other devices when you configure them for Cloud Sync.
  4. Choose a password to encrypt the cloud document. You must not forget the password – it is required to set up other devices to sync with this cloud document.

At this point the assistant will show a progress bar until all of your data has been uploaded to the Cloud Sync server. Once it completes, you can begin setting up other devices to sync with this newly created cloud document.

Once you have uploaded one or more Banktivity documents to the cloud server, you can open them from as many additional Macs and mobile devices as you like.

Banktivity for Mac

  1. Launch Banktivity.
  2. Make sure you are connected to the Internet.
  3. Choose File > New > Document from Cloud Sync.
  4. Log in with your Banktivity ID.
  5. Choose the cloud document you want to open.
  6. Enter the password required to open the document.
  7. Wait for the document to download.
  8. Choose a location to save the file.

Banktivity for iPad/iPhone

  1. Launch Banktivity.
  2. Make sure you are connected to the Internet.
  3. If a document is already open, tap “Back” to return to the Banktivity home screen.
  4. Tap “Create a New Document.”
  5. Enter a name for the document (only used on this device).
  6. Tap “Open Cloud Sync Document,” then “Set Up Cloud Sync.”
  7. Log in with your Banktivity ID.
  8. Choose the cloud document you want to open.
  9. Enter the password required to open the document.
  10. Wait for the document to download.

At this time, transaction attachments, category images, and security price histories do not sync between devices.

Syncing documents

Banktivity for Mac

You can initiate a sync at any time by clicking the “Update” button  on the toolbar or choosing View > Bring Up to Date. Along with initiating a cloud sync, this will also update your accounts, security quotes, exchange rates, and bill pay payments. In addition, there is a setting to “Automatically update documents” in Banktivity > Preferences. When that option is checked, your documents will sync automatically when they are opened and closed.

Banktivity for iPad/iPhone

Documents sync automatically when they are opened and closed, and when you switch between Banktivity and other apps. You can initiate a sync manually by tapping the gear-shaped settings button, “Sync Settings (Cloud Sync),” then “Sync now.” On Banktivity for iPhone, you can also pull down on the Accounts screen to sync and update your accounts.