Moving from Quicken Essentials on macOS Sierra to Banktivity

When Apple introduced macOS Sierra many Quicken Essential users didn’t realize that Quicken Essentials would no longer work. At IGG Software, we like to think this is a great time to finally ditch Quicken and move to Banktivity. This article will explain the options you have of moving your data from Quicken Essentials to Banktivity.…

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…

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…