Author: Kristen Barth Page 2 / 7

Kristen Barth has written 67 articles

Import Rule setting for a payee that changes based on date, location, etc… in Banktivity for Mac

Posted on by Kristen Barth

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…

Workspaces in Banktivity for Mac

Posted on by Kristen Barth

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…

The password for my online banking account has changed. How do I update that in Banktivity?

Posted on by Kristen Barth

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…

How do I change the account that my scheduled transactions post to in Banktivity for Mac?

Posted on by Kristen Barth

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…

Is Cloud Sync Secure?

Posted on by Kristen Barth

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…

How do I locate my Banktivity Document (data) file in in versions 8 or 9?

Posted on by Kristen Barth

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…

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

Posted on by Kristen Barth

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…