After upgrading to Banktivity 7 I am repeatedly asked to enter my Cloud Sync password and/or sign in to my Banktivity ID account

We have heard some reports of issues with Banktivity ID and/or Cloud Sync passwords after upgrading to Banktivity 7.  Our development team recommends the following steps to help resolve these issues: Open Keychain Access on your Mac. Keychain Access is a default utility application that comes pre-installed on all Macs. Keychain Access is located inside…

What versions of Cloud Sync are supported with Banktivity for iOS 4

Banktivity for iPad 4 and Banktivity for iPhone 4 only sync with Banktivity 6 for Mac. You will also need iOS 11 for Banktivity iOS 4 apps.  You can also sync iPad to iPad, iPhone to iPhone or any combination of the two devices. Important: Because of the addition of several new features in Banktivity…

How can I find my Cloud Document encryption password?

When using Banktivity 6 or 7 the Cloud Document encryption password should be saved in Keychain Access on your Mac. Keychain Access is a utility application located inside the Utilities folder on your Mac, the Utilities folder is located inside the Applications folder – /Applications/Utilities/Keychain Access From Keychain Access use the search field to search…

Is Cloud Sync Secure?

Some versions of Banktivity include the ability to sync your financial data with our Cloud Sync server so that the data can be shared between multiple Macs and mobile devices. Using this service requires that you sign up for a free Banktivity ID, which you can read about in our website privacy policy. When we…

How can I find my Cloud Document encryption password?

When using Banktivity 5 the Cloud Document encryption password should be saved in Keychain Access on your Mac. Keychain Access is a utility application located inside the Utilities folder on your Mac, the Utilities folder is located inside the Applications folder – /Applications/Utilities/Keychain Access From Keychain Access use the search field to search for: iBank…

What Versions of Your Software Are Required For Cloud Sync?

To use our new Cloud Sync service you must have the following versions: iBank for Mac: v5.5 or higher iBank for iPhone: v2.5 or higher, 3.0 preferably iBank for iPad: v2.5 or higher, 3.0 preferably Our retired iOS app, iBank Mobile v1.4.x, does NOT support Cloud Sync.

Why are legacy sync options (WiFi and WebDAV) being discontinued?

Warning: Wi-Fi sync will not work with iOS 9 – we would recommend not upgrading to iOS 9 if you prefer to continue to use Wi-Fi sync. We have a lot of customers, and a few of them (<1%) have asked why we won’t continue to offer our older wi-fi sync alongside our new Cloud…

How do I use Cloud Sync to share documents between my devices?

The release of Cloud Sync ushers in a new era of data ubiquity for the Banktivity family of products. It is now possible to keep any number of Macs and mobile devices in sync without them having to talk to one other – they only have to communicate with the cloud! This allows workflows that were…