Known issue with OFX/ Direct Connect and American Express

We are aware that Banktivity users are not able to connect to America Express using Direct Connect. It seems that something has changed on American Express’s side as other personal finance apps are experiencing the same issue. We will continue to monitor the problem and will update this article when we have more to share.…

Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.

Updated: November 11, 2020 Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX…

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…

Direct Download/Bill Pay (OFX) with Citi Credit Cards

To download transactions into your Citi Credit Card account, you must be running Banktivity 7.3.1 (or higher). If you have been using Direct Download (OFX) with previous versions of Banktivity, you will need to take your account offline and set up online account access again. Disabling Online Access: From Banktivity, Double-click on your Citi Credit…

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.…

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…