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How to fix an “Invalid Document ID” error in Banktivity for Mac using Cloud Sync

It is important that you follow the steps exactly as they are outlined below to ensure your document will be restored with the most current data. If you are using Cloud Sync and see an “Invalid Document ID” error it means that you need to send an entirely new set of data back up to…

I have not received an email to verify my Banktivity ID or to reset the password, what can I do?

If you are setting up a new Banktivity ID account or resetting the password for your Banktivity ID account and are not receiving the verification or lost password emails successfully, please try adding no_reply@iggsoftware.com to the address book for your email application. You will also want to check your junk and spam folders as well.…

How do I know if my bank is supported using Direct Access? Can I try it out first?

Direct Access syncs account data from thousands of banks, credit unions and other financial institutions around the world. As a new user of Direct Access, you can set up all of your accounts during a free 30-day trial to see how seamlessly Direct Access works.

What is Direct Access?

Direct Access is a service exclusive to the IGG Software products Banktivity for Mac, Banktivity for iPad, and Banktivity for iPhone. It allows you to view all of your financial transactions – even pending ones – in Banktivity as soon as they become available in your online accounts. Once your banking logins are set up,…

Is Direct Access secure?

Security and privacy were our paramount concerns in the development of Direct Access. We built both the service and its business model around those priorities. Your finances are no one else’s business. Direct Access is ad-free. There are no third-party services offered to users. Your data is never accessed, aggregated or analyzed in any way that…

How do I track a loan to someone else in Banktivity?

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…

UK security prices

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…

Can I save my Banktivity Document (data) file on Dropbox, Google Drive, OneDrive, etc…?

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…

Can Banktivity for iPad & iPhone show me a whole year of expenses?

Yes, it can! Just select the months you want to include from the bars at the top of the spending/budget graph, above the transactions. You can drag the highlighted area to cover multiple months, including some that initially may be off-screen. If you leave the highlighted area stuck on just a single month, you may…