Ready to upgrade to the new Banktivity?
Everything you need to know about upgrading from Banktivity 5, 6 and 7
How To Upgrade
Banktivity seamlessly transfers all of your existing financial data from previous versions.
The basic upgrade process
Banktivity stores all of your data in a "document" (aka a file) on your local device. When you tell Banktivity to open a document created with a previous version it copies all of the data into a new file and leaves the original untouched.
The new Banktivity can import/migrate files from Banktivity 5, 6, 7. (If you are already using Banktivity 8 you can upgrade to Banktivity 9 anytime.) Simply launch the new Banktivity on Mac and choose File > New and follow the onscreen prompts. You will be asked to find your previous version's document so Banktivity can import it. More detailed instructions can be found here.
Upgrading across multiple Macs
Follow the steps above on each of your Macs or use a combination of the steps above with setting up some documents from our Cloud Sync server.
Upgrading a Mac and iPhone and/or iPad
Upgrade on the Mac as described above. Then download the new Banktivity iOS apps from the App Store. Then tap "Tap to Begin" and follow the onscreen prompts to import your data from Cloud Sync.
Features
Talk of upgrading wouldn't be complete without talking a little about new features. Learn about what's new and see why you should upgrade today!
New Subscription Model
Banktivity offers a choice of three flexible subscription plans
From budgeting and goal-setting basics to handling the complexities of managing multiple assets, international stocks and currencies, you’ll find a plan that meets your exact needs. Best of all, no matter which plan you choose, your subscription can be accessed and synced across all your macOS/iOS devices.
Direct Access and OFX now included
No matter which plan you choose, Direct Access and OFX (Direct Connect) connectivity are included.
Added benefits of a subscription model
All subscriptions have unlimited access to our U.S.-based technical support as well as the following Connected Services:
- Technical Support
- Cloud Sync
- Direct Access Based on account type
- Stock Quote Downloading (Silver Plan and above)
- Estimate home price downloading (Silver Plan and above)
- Currency exchange rate downloading (Gold Plan)
Common subscription scenarios
Downgrading from Gold to Silver
The Gold plan includes two unique features - support for tracking accounts across multiple currencies and check printing. It also allows you to download currency and cryptocurrency exchange rates (a connected service).
If after your initial subscription, you decide to downgrade to Silver, you can still access check printing and multi-currency support. However, since downloading currency exchange rates is a connected service of the Gold plan, this will stop working (you can still manually enter currency exchange rates).
Downgrading from Silver to Bronze
You set up two accounts via a Silver subscription, both use our connected service Direct Access. The first is a checking account (supported at the Bronze plan) and the other is a brokerage account (supported at the Silver plan). You also install our iOS app and use our connected service Cloud Sync to keep your data in sync across your devices.
If, after your initial subscription, you decide to downgrade and renew at Bronze plan, you'll still be able to use Cloud Sync (a Bronze-level connected service). Direct Access will continue to work for your checking account, but not for your brokerage account. While stock prices will no longer download for you, you will be able to manually import files into your brokerage account, add transactions, and manage securities and prices manually.