102 articles New Banktivity for Mac Page 11 / 11

How do I completely remove a Direct Access connection and reestablish it?

Posted on by Ian Gillespie

This article explains how to completely remove a Direct Access connection and reestablish it in the new Banktivity for Mac. This can be used as a troubleshooting technique for some circumstances for when an account refuses to update. IMPORTANT: If you are actively working with a tech support representative who is trying to troubleshoot a…

How do I change the name of my Cloud Sync document?

Posted on by Ian Gillespie

When you first set up Cloud Sync, you are asked to provide a name for the document. If you later decide this name isn’t quite right, you can change it. On Mac Open an existing Banktivity document that uses Cloud Sync and choose File > Subscription > Sync Settings. In the window that appears, click…