45 articles Banktivity for iPad Page 5 / 5

OFX/Direct Downloading is no longer supported for USAA Federal Savings Bank

Posted on by Nancy Powers Libby

USAA made changes to their connection protocol that is preventing Banktivity users from connecting using Direct Connect/OFX. As a consequence, we will no longer be able to offer this method of downloading. Please note that we are also unable to support direct access connections to USAA at this time. Our backend provider has informed us…

Importing QIF, OFX, QFX, and CSV files in the new Banktivity on iOS

Posted on by Nancy Powers Libby

The new Banktivity supports the importing of QIF, QFX, OFX, and CSV* files iOS. If the file is accessible in the Files app, either on your device’s local filesystem or on iCloud Drive, then the Files.app can send the file right to Banktivity. You can also click on an import file in a Mail.app message…

Getting started with the new Banktivity (8 or 9) on iOS

Posted on by Nancy Powers Libby

This article is intended for customers that do not already have an active Banktivity subscription. To start, you will need to download the new Banktivity app from the App Store. Launch the app and tap “tap to begin” Tap “Create a New Document” Tap “I’m New” Now you will need to start your new trial…

How do I change the name of my Cloud Sync document?

Posted on by Ian Gillespie

When you first set up Cloud Sync, you are asked to provide a name for the document. If you later decide this name isn’t quite right, you can change it. On Mac Open an existing Banktivity document that uses Cloud Sync and choose File > Subscription > Sync Settings. In the window that appears, click…