How do I lock my data with a password?

If you share your computer with other users, you may be concerned about them accessing your financial records. You'll be pleased to know that Banktivity provides simple password protection to lock your sensitive data away from prying eyes.

To enable password protection:

Open the Banktivity document you want to lock (if it is not already open) and choose File > Set Password. The following sheet will appear:

Enter your desired password (twice for verification) and click "Set Password." The padlock will close to show that your document is now password protected. The next time you try to open the document with Banktivity, you will be prompted to enter your password before any data is displayed:

Enter your password and click "Open" to show your data. The password lock stays with your document, so even if you open it on another computer you will be required to enter your password before it will open.

Password protection does not encrypt your data - it is merely intended to prevent your Banktivity document from being opened inadvertently by someone who should not see it. For greater security, save your Banktivity document in your home folder and enable FileVault, which you will find in System Preferences under "Security & Privacy."

To change your password:

Open the document and choose File > Change Password. Enter your current password and a new password (twice), then click "Set Password."

To disable password protection:

Open the document and choose File > Change Password. Enter your current password and click "Remove Password." Banktivity will no longer ask for a password before opening the file.