Frequently Asked Questions (FAQ)

Banktivity users often write to us with the following questions. Check here first to see if someone else has already asked your question!

Updating, installing, & subscribing

• How do I update Banktivity?
• How do I manage my subscription?
• Can I install Banktivity on more than one computer?

Managing documents

• Why won't Banktivity open my document automatically?
• Does Banktivity save my data automatically?
• Can two or more people share the same Banktivity document?

Accounts & transactions

• Can I change account types?
• Can I rename items in the sidebar?
• How do I see all transactions in a category for specific dates?

Miscellaneous

• What keyboard shortcuts are available in Banktivity?
• Can I download quotes for non-U.S. securities?
• Why can't I add income categories to my budget?
• Do you recommend a particular check stock?
• Why does Banktivity attempt to contact "iggsoftware.com" at startup?

If you still can't find the answer to your question, try using the search box at the top right of this window, or contact us.