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UPDATE: This issue should be fixed in the latest update, 8.7.3. Go to Banktivity > Check for updates and follow the prompts that appear to download & install 8.7.3 if you purchased through our website. For Mac App Store users, you should see Banktivity as an update to download on the App Store. If you…
There are two ways you can update the payment method for your Banktivity 8 subscription. #1: Within the Banktivity app Go to File > Subscription > View My Subscription In the window that appears, click on Update Payment Method: In the window that appears next, enter your new card information and choose ‘Save card’ #2:…
Open Banking is a standardized way to allow you to share your financial data with third-party apps, like Banktivity and our backend providers, Yodlee, Plaid and Salt Edge. It works by you granting your bank permission to share your data with Banktivity. It does this without you sharing your credentials and you can revoke access…
If you receive an “Incompatible” error message when setting up a new account (or reconnecting a current account), you have two options. You can change the account type (if possible) or create a new account and export the transactions from the old to the new. Here are the instructions for both options: Change the account…
We are getting reports of Banktivity documents (files) becoming corrupted when stored on OneDrive. It is best to store your Banktivity document locally. Once a document is corrupted, the only recourse to recover your data is to revert to a backup.
Using the built-in web browser: 1. Double-Click on the account name for the account you want to set up for Manual/Web Downloads.2. Inside the popup window that appears, enter the website address for your bank in the “Website” field, then click “Save”.3. You should now see a listing for your bank in the column on…
To download prices for London Mutual Funds, you will need to use “.EUFUND” as the extension. Please download this CSV file for a full list of the .EUFUNDS we support. Here is an example of a UK Mutual Fund with the .EUFUND suffix.
Typically, if you are seeing an inflated bond investment value in Banktivity it is caused by an incorrect PAR value set for your bond. By default the PAR value for bonds in Banktivity is set to 1000, but that may not be the case for each of your bonds. Once you locate a bond that…
There are several places where you may be required to enter a username and/or password. For security reasons, IGG does not have access to users’ passwords, but we can help you help yourself. First, we need to determine which username and/or password you are having trouble with: The password to your Banktivity document (file). If…
Banktivity 8.3 or higher includes support for downloading transactions from many UK/EU banks (PSD2/Open Banking supported Banks). Banktivity integrates with Salt Edge to download transactions from many banks in the UK and EU. Salt Edge is PCI DSS compliant and uses asymmetric cryptography so that private keys are stored on separate servers. You can read more about…
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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