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Required minimum distributions (RMD) are just that, minimum amounts of money you need to withdraw from your retirement account once you reach a certain age. At the time of this writing, you’ll generally need to take RMDs from your traditional IRA the year you turn 72 years old. This article explores how to track your…
To solve this issue please try the following: Disconnect the account: – Double-click on the account – In the popup window that appears click on the Check Status button – In the Account Connection Status window click on the Options button – In the popup window that appears click the Disconnect button Relink the account:…
Banktivity was created to help you take greater control of your finances and make the very most of your money. We are relentless in our commitment to ensuring the security and privacy of your finances, as well as engaging with you with the utmost respect and transparency. That’s why we wanted to be as upfront…
Definition: The envelope budget target amount is the amount you should have in your envelope at the end of the month to meet all future expenditures within the next 12 months. Planning and preparing for upcoming expenses, even those that might be months away, is one of the great benefits of envelope budgeting in Banktivity.…
In August of 2021, we announced that we would begin the process of sunsetting Direct Access 1. This is the version of Direct Access used in Banktivity versions 5, 6 and 7. One of the steps in this process is to stop allowing purchases of Direct Access subscription time in our older versions of Banktivity…
Launch Banktivity for Mac Go to the File menu, then choose Subscription > View My Subscription On the sheet that appears, click “Manage” Then on the next screen click “Update Payment Method” Enter your new credit card information and you are done It make take a couple of days for the billing processor to try…
If you downloaded Banktivity from IGG Software (banktivity.com) then you’ll want to do the following: Launch Banktivity Go to this menu item File > Subscription > View My Subscription Then click “Manage” Then click on the text that says “Cancel…” (do not click on the Cancel button) If you downloaded the app from the Mac…
This article explains how to completely remove a Direct Access connection and reestablish it in the new Banktivity for Mac. This can be used as a troubleshooting technique for some circumstances for when an account refuses to update. IMPORTANT: If you are actively working with a tech support representative who is trying to troubleshoot a…
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…
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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