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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…
You can view a list of all features added and bugs fixed on our website here: https://www.banktivity.com/release_notes.php
In addition to these Support Articles and resources such as video tutorials and a user manual, Banktivity support is offered exclusively by LiveChat and email/tickets. This allows us to keep a record of correspondence so any one of our staff here in tech support can jump in if need be. Live Chat support is available…
We are currently experiencing issues with data quality issues with Ally Bank through Yodlee that results in transactions downloading to the incorrect accounts. Yodlee is working to correct this as quickly as possible. Plaid has since resolved the data quality issues and you are welcome to connect via Plaid. First you will need to disconnect…
We are aware of an issue with mutual fund quote downloads. Our developers are working to address this as quickly as possible. In the meantime, you can manually update the prices or wait another day and quotes will download.
Here is a list of the stock exchanges (and their symbol suffixes) that are supported in the latest version of Banktivity: NOTE: (using London as the example) The format should be LLOY.LSE or LLOY-LSE. Using LLOY-L or LLOY.LN will not automatically update properly. .AT Athens Stock Exchange .SA Sao Paulo Exchange .VN Vietnam Stocks .NEO…
When using Banktivity 8 or 9 the Cloud Document encryption password should be saved in Keychain Access on your Mac. Keychain Access is a utility application located inside the Utilities folder on your Mac, the Utilities folder is located inside the Applications folder – /Applications/Utilities/Keychain Access If you have updated to MacOS 15 Sequoia, Keychain…
We are pleased to announce that as of 11/10/2023 Direct Access for Fidelity Investments is available using the Open Banking protocol. How to enable Direct Access with the new Open Banking site Double-click on the account name for the account Choose “Configure Connection” Choose “Fidelity Investments – US” from the list Follow the onscreen prompts…
Please note that syncing between previous versions of Banktivity with the new Banktivity (v8 or later) is not supported and may cause corruption. To use Cloud Sync, a free Banktivity ID is required. Once you sign in with your ID, you may upload one or more documents to the cloud server where they can be…
Below is the current list of supported currencies in Banktivity: AED UAE Dirham AFN Afghan Afghani ALL Albanian Lek AMD Armenian Dram ANG Netherlands Antillean Guilder ARS Argentine Peso AUD Australian Dollar AZN Azerbaijani Manat BAM Bosnia-Herzegovina Convertible Mark BDT Bangladeshi Taka BGN Bulgarian Lev BHD Bahraini Dinar BIF Burundian Franc BMD Bermudan Dollar BND…
October 18, 2024 | 34 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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