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 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.

To get started you will need to be logged in to your Banktivity ID. To log in, go to File > Subscription > Banktivity ID and enter your Login ID and Password.

Add a Banktivity document 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 the document you want to use with Cloud Sync. Next, choose File > Subscription > Set Up Sync to begin the setup process.
  2. Enter a name for the cloud document. This name will be visible to your other devices when you configure them for Cloud Sync.
  3. 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 your Banktivity document to the Cloud Sync Server, you can open it from any other Mac’s or iOS devices as you’d 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.

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 accountssecurity quotesexchange rates, and bill pay payments. In addition, there is a setting to “Automatically update documents” in Banktivity > Preferences under the “General” tab. 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.

That’s it! Now you can access your Banktivity document on all of your devices!