Setting up Direct Connect 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 Connect are as follows: Launch Banktivity Choose the “+” sign to add a new account Choose “Account at a bank, credit…

Manual Import of QFX and/or QIF files from Chase not working

It has come to our attention that QFX and/or QIF files from Chase are not importing successfully anymore. We have investigated the issues here and have discovered that Chase is no longer adhering to the QFX or QIF specifications. We are not sure what changed on Chase’s end or why. With QFX files each transaction…