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Bank of the West has been acquired by BMO. The transition is expected to be completed between Aug 24 and Sep 5. Banktivity users will need to take all Bank of the West accounts offline and re-able online access using the “BMO” listing. Disable online access (if already connected) Double-Click on the account name for…
First, open your existing Banktivity data. At the top of the Banktivity window you will see the file name for the Banktivity Document file you are using now. Please Control-Click on the file name at the top of the Banktivity window. Then click on the first folder below the file name. This should open the folder in a…
Please sign out of your Banktivity ID from ALL devices (Macs & iOS) first, then try resetting your Banktivity ID password through the following steps: – Open Banktivity – Go to File> Subscription > Banktivity ID, and if you are currently logged in, click on the Logout button at the bottom of the window. –…
If you are seeing the message ‘This account is no longer reachable by direct access,’ that means the account was connecting via legacy direct access which was officially shut down on March 6, 2023. To resume automatic downloads for the account (you must be running the current version of Banktivity 8, 8.8.2), you have two…
We have been notified that Schwab has acquired TD Ameritrade. As such, Direct Access support for TD Bank Ameritrade will begin transitioning to Schwab on 2/20/23. This will require disabling Direct Access for all TD Ameritrade accounts and re-enabling them using the Schwab listing in Banktivity. Directions on how to do this are listed below.…
When you double-click on the affected account, then in the popup window that appears click on the Check Status button you will see some more detailed connection information. In the window that appears (the Account Connection Status Window), if you see the message ‘This account is closed’ but you know for a fact your account…
In addition to Direct Access and Direct Download (OFX), Banktivity also offers the ability to update accounts using Manual/Web Downloads. The Manual/Web Download option will appear when adding new accounts in Banktivity. You can also set up Manual/Web Downloads for accounts that have already been added in Banktivity using the following steps: Double-Click on the account…
Bank of America recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 or later in order to connect via direct access to Bank of America. To fix this in version 8.7.5 or later, you will need to take all Bank of America…
Bank of America has discontinued support for direct download OFX connections in personal financial management programs. In order to connect to Bank of America for automatic transaction downloads, you will need to connect using Yodlee in the current version of Banktivity (version 8). Bank of America is one of the banks that has moved to…
If you see “invalid/incorrect credentials” with your Salt Edge account, it may be because Salt Edge requires reauthorization every 90 days. To do this in Banktivity, you will need to take your accounts offline and relink them through the following steps: To take accounts offline: Double-click on the account In the popup window that appears…
October 18, 2024 | 24 Comments
Hello everyone. I just wanted to take this opportunity to let you all know Banktivity 9.5 is now available for macOS, iOS and iPadOS. Some of...
April 5, 2023, 07:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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