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First, we’d like to inform our users that we still have Direct Access options available for Vanguard. While OFX will no longer work you can still connect using Yodlee or Plaid for Direct Access with your Vanguard accounts. Recently, it seemed that Vanguard had stopped supporting our connections via the Open Financial Exchange and had…
The following banks are currently experiencing connection issues via Yodlee. There is no need to contact support about the banks on this list. Our teams are working on restoring the connection. This list is updated throughout the day, Monday through Friday. As of 3/24/2025: 1880 Bank ADP Retirement Services (Employee 401k) Aegis Capital Corp Aldermore…
Update 11/04/24: We have resolved the issues with LSE securities and they should now be updating. If you are still seeing issues, please reach out to our support team. Please note, if you are not getting quotes downloading for securities ending in .L or .LN, please change that to .LSE and quotes should resume downloading.…
If you are getting the error ‘The file directaccess.catalog doesn’t exist’ as shown below in Banktivity for Mac, you will need to quit Banktivity completely and then restart the Mac by going to > Restart. Upon restarting, you should be able to use Banktivity normally.
If you’re noticing that Banktivity sometimes scrolls back up to the top of the register while you are reviewing/editing older transactions in the account, and you are using an Apple Magic Mouse or trackpad, you may be experiencing a known interaction between the mouse/trackpad settings and Banktivity. To resolve this, you’ll need to update the…
If you’ve noticed that some of your securities have stopped downloading quotes, you can troubleshoot the issue using the steps below: First, check to make sure your security exchange is supported. We recently moved to a new quote provider called EOD Historical Data (EODHD). You can view a list of all supported exchanges here: https://www.banktivity.com/support/articles/ibank-for-ipad/which-stock-exchanges-are-supported-for-security-price-downloads/…
In version 9.5 or later, you can now set a default investment income category for each investment account. Here’s how to do that: In Banktivity for Mac: – Double-click on the investment account in the sidebar (the left side of your document)– In the popup window that appears, you’ll see ‘Investment Income Category’ and a…
In version 9.5 (and 9.5.1), when you delete a downloaded transaction, it won’t reappear on the next refresh. What happens if you accidentally delete a transaction that you need? Here’s how to override that ‘delete means delete’ feature: In Banktivity for Mac: – Select the account on the left side of your document you want…
The answer is–yes! Both the current versions of Banktivity for Mac and Banktivity for iOS were thoroughly tested and are fully compatible with Apple’s latest releases (MacOS Sequoia and iOS 18).
Currently our app works using different sources for intraday pricing (aka “market prices”) and historical, end of day pricing. There is a current limitation where they may be an extended period of time after a market closes where the app shows a price previous intraday price instead of the documented close price for that day.…
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