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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.…
The “Invalid login and password combination” message you’re seeing typically indicates that you are not logged in to your Banktivity ID account. The error often looks like this: Because your Banktivity ID account is linked to your active subscription, you must be logged in in order to utilize your subscription benefits such as Direct Access.…
Recently Google has stopped allowing DMG files to be sent or received via Gmail. When sending in data to us we recommend using our ‘Collect Data for IGG’ app that encrypts your data using a unique password into a DMG file. If you are a Gmail user having issues sending in your data to us…
There may be cases where you shop at the same store but at different locations or cases where the payee name includes the date of the transaction when downloading. In these cases your Import Rules may not match the next transaction and apply categories for you automatically. You could set the Regular Expressions (RegEx) code…
Banktivity allows workspaces which allows you to organize the display of your content, which can be particularly handy on large-format displays. In the space to the right of the Banktivity sidebar, you can view multiple workspaces. Each one can be used to display an account, report, budget, website, or any other view available in the document. Each…
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…
To change the account associated with a scheduled transaction, you will need to go to the Scheduled Transactions screen, locate the scheduled transaction you want to change the account association of, then click on the date that appears in blue text to the far right of the transaction. This will open a popup window and…
With an active subscription, Banktivity includes the ability to sync your financial data with our Cloud Sync server so that the data can be shared between multiple Macs and mobile devices. When we designed this service, we built security in from the ground up, never as an afterthought. When you use Cloud Sync, your data…
Your Banktivity file’s name ends in .bank8, and it normally resides somewhere in your home folder. By default, Banktivity suggests saving the data file in your Documents folder, though you may have chosen to store it elsewhere. To search for the data file, open a window in the Finder and search for .bank8 (note the…
You can use the following links to view the version history for any of our Banktivity apps. The version history will include all requests implemented and bugs fixed in each version. Banktivity for Mac & iOS Release Notes
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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