Discover accounts not connecting using Direct Download (OFX)

Discover has disabled OFX services from their end. Direct Download (OFX) will no longer work from Banktivity with Discover accounts. But Direct Access is still working. To change the account from Direct Download (OFX) to Direct Access you would need to take the account offline then set up downloading again. You can use the following…

Setting up Direct Connect/OFX Bill Pay with TD Bank

In order to use Direct Connect/OFX Bill Pay with TD Bank, you must grant Banktivity access. Here’s how to do that: Log in to your account on the TD Bank website and go to Account Options > Account Services > Account Settings > Manage Linked Services. Then, approve Quicken Windows 2016 for financial tool access.…

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. 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 union or other financial institution, then “Next” Choose “Chase”…

Affinity Plus CU no longer supports OFX/Direct Connect

Affinity Plus CU no longer supports Direct Connect. They have moved exclusively to Web Connect and Express Web Connect. As a result, the listing for Affinity Plus CU will no longer be available in Banktivity. You can read more about their move away from Direct Connect on their website here: https://www.affinityplus.org/tools-support/old-online-banking-help/quicken You should be able…

Capital One Bank discontinuing Direct Download/Bill Pay (OFX).

Capital One Bank is discontinuing service for Direct Download (OFX), which may impact the way you connect Capital One Bank to Banktivity. Starting December 15, 2017, you will need to change your connection method to “Direct Access” in order to continue automatically downloading transactions into Banktivity. You can use the following steps to change your connection method to…

Direct Download OFX issues with Capital One 360

Capital One 360 recently discontinued support for Direct Download/Bill Pay via OFX.  We would recommend updating Capital One 360 accounts using one of  the other available download options in Banktivity – Direct Access or Manual/Web Download. To change an account from OFX to Direct Access you would need to disable and re-enable downloading for your account…

My Credit Card Number Changed and My Automatic Transaction Downloads Will Not Function

To solve this issue please try the following: 1) Navigate to your account in the sidebar of the iBank document window 2) Click the little icon next to it 3) In the sheet that comes down, choose “Take Offline” 4) From the menu at the top of the screen choose, Account > Set Up Online…

What’s the difference between Direct Access and Direct Download (Direct Connect)?

Direct Access is a subscription-based service that’s exclusive to Banktivity (for Mac, iPad and iPhone), Direct Access is a superior, advanced method for updating account data automatically. Direct Access connects to thousands of banks worldwide, and allows you to see all of your financial transactions in Banktivity as soon as they become available in your online…

Wells Fargo, BB&T and other banks have stopped supporting Direct Connect for Quicken 2011. How do I fix this in iBank 4?

Recently Wells Fargo (and BB&T) have dropped support for Quicken Windows 2011. In this case, you will need to adjust your Direct Connect settings to Quicken Windows 2014 using the utility application Terminal. Please try the following: Quit iBank (if open) by going to iBank> Quit iBank. Open Terminal (located in /Applications/Utilities/Terminal). In Terminal enter…