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…

I updated to Banktivity 5, but iBank continues to ask me to update.

Banktivity 5 will install as a new app named “Banktivity 5” in the Applications folder. Installing the Banktivity 5 update will not replace your existing version of iBank 5. If you have a alias or shortcut on the Dock to launch iBank, the existing alias/shortcut will continue to open iBank 5, not Banktivity 5. In…

Document data not opening when launching Banktivity

The ability for Banktivity to open your Document (data) file automatically when launching the Banktivity application relies on the Recent Items setting in System Preferences on your Mac.  Go to > System Preferences, then click’General’, look for the setting entered with: Recent items ____ Documents, Apps, and Servers This setting will need to be set to…

Banktivity 5: How to fix an “Invalid Document ID” error using Cloud Sync

It is important that you follow the steps exactly as they are outlined below to ensure your document will be restored with the most current data. If you are using Cloud Sync and see an “Invalid Document ID” error it means that you need to send an entirely new set of data back up to…

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…