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To view the original details of a transaction downloaded from your bank in Banktivity for Mac, double-click the transaction as if you were editing it and click on the icon that looks like a lowercase i next to the payee field. This is the case for transactions which you have edited and saved, and even…
If you are receiving an error message when using the built-in browser in Banktivity that says “Can Not Make New Browser Window,” this is an indication that your bank is implementing pop-up windows during the download process. The built-in browser in Banktivity does not support pop-up windows. You will need to download your transactions using an…
In Banktivity, a loan account is a special account type with a setup that lets it calculate the amortization schedule. Banktivity makes the assumption that a loan is money you owe others, and in the current version, it doesn’t work the opposite way. In other words, Banktivity doesn’t amortize loans made to others. You’ll have to…
Updated: 8/06/24 3:36 pm EST: Today’s LSE prices should be resolved. At this time, we have disabled real-time pricing updates for LSE stocks due to a bug that has been discovered. Our teams are working to correct this in a future update. LSE stocks will update end of day as before. We are working to…
We do not recommend attempting to save Banktivity Document (data) files in folders that sync with services like Dropbox, Google Drive, OneDrive, etc. We have seen many instances of corruption from Banktivity users who attempt to store their Banktivity Document (data) file on these services. The issue is that Dropbox can alter the document at any time…
While Banktivity lets you export data to tax prep software such as TurboTax, some users still prefer to outsource the filing of their returns to a professional. One way to do this is to create a report with your year-end info, save it to a PDF and email it over. Done. But you or your…
Direct Access is a service that’s exclusive to Banktivity (for Mac, iPad and iPhone), Direct Access is a method for updating account data automatically. Direct Access connects to thousands of banks worldwide, and allows you to see all of your financial transactions in Banktivity as soon as they become available in your online accounts. Once…
You can view a list of all features added and bugs fixed on our website here: https://www.banktivity.com/release_notes.php
In the new Banktivity, you can now archive your older data by going to File > Remove Historical Data. With our Remove Historical Data feature, you can trim down your existing document and save off your older data in a separate document. Here is an example of how it works. Let’s say you have a…
You can quickly correct the balance for any non-investment account by first clicking on the account name in the column on the left hand side of the main Banktivity document window (single-click). Then go to Account > Adjust Balance and enter the proper current balance as of today’s date and click Adjust Balance Credit Card…
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