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The following banks are currently experiencing connection issues via Yodlee. There is no need to contact support about the banks on this list. Our teams are working on restoring the connection. This list is updated throughout the day, Monday through Friday. As of 11/16/24: Bank name 1880 Bank ADP Retirement Services (Employee 401k) Aegis Capital…
Update 11/04/24: We have resolved the issues with LSE securities and they should now be updating. If you are still seeing issues, please reach out to our support team. Please note, if you are not getting quotes downloading for securities ending in .L or .LN, please change that to .LSE and quotes should resume downloading.…
If you’ve noticed that some of your securities have stopped downloading quotes, you can troubleshoot the issue using the steps below: First, check to make sure your security exchange is supported. We recently moved to a new quote provider called EOD Historical Data (EODHD). You can view a list of all supported exchanges here: https://www.banktivity.com/support/articles/ibank-for-ipad/which-stock-exchanges-are-supported-for-security-price-downloads/…
In version 9.5 or later, you can now set a default investment income category for each investment account. Here’s how to do that: In Banktivity for Mac: – Double-click on the investment account in the sidebar (the left side of your document)– In the popup window that appears, you’ll see ‘Investment Income Category’ and a…
With the release of 9.5, you can now connect Apple Card/Apple Cash for automatic downloads on iOS (iPhone only, running iOS 17.5 or later). Here’s how to do that: – Open Banktivity for iPhone, and bring up the Apple Card/Apple Cash account register– Tap on the icon at the top that looks like a pencil…
In version 9.5 (and 9.5.1), when you delete a downloaded transaction, it won’t reappear on the next refresh. What happens if you accidentally delete a transaction that you need? Here’s how to override that ‘delete means delete’ feature: In Banktivity for Mac: – Select the account on the left side of your document you want…
The answer is–yes! Both the current versions of Banktivity for Mac and Banktivity for iOS were thoroughly tested and are fully compatible with Apple’s latest releases (MacOS Sequoia and iOS 18).
Banktivity 7 is an older version of the software which is no longer officially supported and will not run under the latest iOS 18. To continue using Banktivity on the latest iOS, you’ll need to upgrade to the latest version of Banktivity (9.2.12). To migrate your data from Banktivity 7 into the new version, you’ll…
Currently our app works using different sources for intraday pricing (aka “market prices”) and historical, end of day pricing. There is a current limitation where they may be an extended period of time after a market closes where the app shows a price previous intraday price instead of the documented close price for that day.…
If your online banking account credentials have been changed, you will need to disconnect and reconnect them in Banktivity in order to continue updating your accounts using Direct Access or OFX Direct Download/Bill Pay. In Banktivity for Mac: To disconnect the account: – Double-click on the account – In the popup window that appears click…
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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