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…

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…

Vanguard updated their download system. When will iBank be compatible with the new changes?

On September 10, 2014 Vanguard upgraded their system. This upgrade has affected downloading for Vanguard accounts in iBank. We have identified the issue and plan on having iBank updated to match with Vanguards new system on Monday, September 15, 2014. On or after September 15th you will need to disable downloading for your Vanguard account in…