How do I locate my Banktivity Document (data) file?

Banktivity saves the Banktivity Document (data) file in the Documents folder by default. You may be able to locate your Banktivity Document file in the Documents folder. Also, all Banktivity Document files have a .ibank file extension. You may be able to search for .ibank (use the dot) to locate your Banktivity Document file. Sometimes…

How can I archive my older Banktivity 5 data?

Banktivity 5 does not have a built in archive feature but some Banktivity users have been using a process like this to archive older data (change dates to suit your needs): Quit Banktivity and locate your data file in the Finder (if you’re not sure where you saved it, try looking in your Documents folder).…

I just set up my account in iBank, but only a few months of data imported into my account, how can I download the older data?

The amount of data iBank can retrieve when setting up downloading varies from bank to bank. iBank requests all available data going back as far as 1982 during the initial download set up process. However, it is common for many banks to only keep a few months worth of transaction data available on their servers…

How do I backup my Banktivity data?

Currently there is not a backup feature within Banktivity itself.  We do recommend using a backup system like Time Machine for backup purposes. While we think it is great idea to have regular online backups, we don’t recommend putting your live document in a shared drive (except for iCloud Drive). This includes online backup services…