104 articles New Banktivity for Mac Page 10 / 11

OFX/Direct Connect no longer supported for BB&T

BB&T made changes to their connection protocol that is preventing Banktivity users from connecting using Direct Connect/OFX. As a consequence, we will no longer be able to offer this method of downloading. The alternatives for importing transactions from BB&T are Direct Access or using Banktivity’s built-in browser (or an external web browser). Please note that…

OFX/Direct Connect no longer supported for Suntrust Bank

Due to changes made to Suntrust security protocol, Banktivity is no longer able to support direct downloading of transactions using OFX/Direct connect. The other options for importing data are Direct Access or manually import data using Banktivity’s built-in web browser or external browser. Please note that in the new Banktivity, Direct Access for investment accounts is included…

OFX/Direct Download no longer supported for US Bank

Due to changes made to US Bank’s security protocol, Banktivity is no longer able to support direct downloading of transactions using OFX/Direct Download. The other options for importing data are Direct Access or manually import data using Banktivity’s built-in web browser or external browser. Please note that in the new Banktivity, Direct Access for investment accounts is…

OFX/Direct Downloading is no longer supported for USAA Federal Savings Bank

USAA made changes to their connection protocol that is preventing Banktivity users from connecting using Direct Connect/OFX. As a consequence, we will no longer be able to offer this method of downloading. Please note that we are also unable to support direct access connections to USAA at this time. Our backend provider has informed us…

How to update your billing information in the new Banktivity

Launch Banktivity for Mac Go to the File menu, then choose Subscription > View My Subscription On the sheet that appears, click “Manage” Then on the next screen click “Update Payment Method” Enter your new credit card information and you are done It make take a couple of days for the billing processor to try…

How to cancel a Banktivity subscription

If you downloaded Banktivity from IGG Software (banktivity.com) then you’ll want to do the following: Launch Banktivity Go to this menu item File > Subscription > View My Subscription Then click “Manage” Then click on the text that says “Cancel…” (do not click on the Cancel button) If you downloaded the app from the Mac…

Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.

Updated: November 11, 2020 Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX…

Vanguard and OFX/Direct Connect

Updated on October 29, 2020 We were able to put a fix in place that allows the new Bankivity (v8) to download transactions using OFX from Vanguard. Banktivity 7 and previous versions are no longer under active development so OFX/Direct Connect for Vanguard will only work with the current release. Previous post: Vanguard has made…

Downloading prices for cryptocurrencies in Banktivity 8.7 or higher

Banktivity 8.7 and later brings support for many US cryptocurrencies. A lot of resources have gone into our ability to provide this level of functionality, as such, it will be included in the Gold subscription tier. Subscribers of the Silver tier prior to February 1st, 2022 will be grandfathered. When entering cryptocurrencies in Banktivity, you…