Manual Import of QFX and/or QIF files from Chase not working

It has come to our attention that QFX and/or QIF files from Chase are not importing successfully anymore. We have investigated the issues here and have discovered that Chase is no longer adhering to the QFX or QIF specifications. We are not sure what changed on Chase’s end or why. With QFX files each transaction…

Capital One 360 accounts not downloading new transactions

We have had several reports of issues with downloading from Capital One 360 recently. It appears Capital One 360 accounts are being merged over to Capital One now. If you attempt to set up your account(s) choosing “Capital One”, instead of “Capital One 360” you should be able to connect successfully. Note: Credit Card accounts…

Cannot connect with American Express

If you are having issues setting up automatic downloading with your American Express card account, please try choosing “American Express Cards” specifically from the list of banks, with the “s” at the end. This listing should allow you to connect successfully.

Direct Access issues with American Express

If you are having issues setting up downloading for your American Express account please try “American Express Cards” specifically from the list of banks during the set up process (not “American Express Card”). Most American Express customers have better success using the “American Express Cards” option.

Not able to import files from Lloyds Bank (UK)

This is an issue that needs to be fixed by Lloyds. Recently Lloyds started sending files without including .qif (or .csv) file extensions, which produces a blank screen in Banktivity when importing. You should be able to download the file from the Lloyds website using an external web browser, like Safari or Firefox. Then manually add the…

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…

I cannot download from my financial institution using iBank. How can I fix this?

There are numerous factors that may cause downloading in iBank not to work successfully with your financial institution. If you are having issues with downloading data to iBank we suggest working on your issues with IGG Support directly via Live Chat or email. Here is some helpful information you should be ready to provide when contacting IGG…

After importing my data from Quicken none of my transactions are reconciled anymore, how can I fix this?

When importing data from Quicken, reconciliations are not imported through the QIF file exported by Quicken. To quickly mark your historical transactions as reconciled, we recommend creating a “catch-all” statement using the following steps: Select the account you would like to reconcile and choose Account > Reconcile with Bank Statement. In the statement view, click…

All transactions are importing with the same Payee name, how do I fix this?

If all transactions are importing using the same payee name, you probably have an Import Rule that is applying this payee name to all transactions when importing. Go to View> Show Import Rules to view your list of Import Rules. Look for a rule with the Payee name or Category which is being applied to your importing transactions erroneously…