Direct Download (OFX) issues with USAA Federal Savings Bank

If you are having issues setting up downloading your USAA Federal Savings Bank account(s) using Direct Download (OFX), some users have reported the following to be helpful: When asked for Member ID, use ID number plus 2 leading zeros. (this does not always work, sometimes the leading zeros are not required) Some users have had to…

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…

Citibank discontinues Direct Connect service as of 10/2/15

Citibank has announced that they will no longer support Direct Connect (OFX) after 10/2/15.  The “Direct Download/Bill Pay” option in Banktivity uses the same OFX connection as Direct Connect. Accounts enabled for OFX services at Citibank prior to 10/2/15 may still work for a unknown amount of time. As far as we know, Citibank will…

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…