104 articles New Banktivity for Mac Page 11 / 11

Direct Download/Bill Pay (OFX) with Citi Credit Cards

Posted on by Nancy Powers Libby

To download transactions into your Citi Credit Card account, you must be running Banktivity 7.3.1 (or higher). If you have been using Direct Download (OFX) with previous versions of Banktivity, you will need to take your account offline and set up online account access again. Disabling Online Access: From Banktivity, Double-click on your Citi Credit…

Setting up Direct Connect/OFX Bill Pay with TD Bank

Posted on by Nancy Powers Libby

In order to use Direct Connect/OFX Bill Pay with TD Bank, you must grant Banktivity access. Here’s how to do that: Log in to your account on the TD Bank website and go to Account Options > Account Services > Account Settings > Manage Linked Services. Then, approve Quicken Windows 2016 for financial tool access.…

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…