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While Banktivity lets you export data to tax prep software such as TurboTax, some users still prefer to outsource the filing of their returns to a professional. One way to do this is to create a report with your year-end info, save it to a PDF and email it over. Done. But you or your…
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…
Direct Access is a service that’s exclusive to Banktivity (for Mac, iPad and iPhone), Direct Access is a method for updating account data automatically. Direct Access connects to thousands of banks worldwide, and allows you to see all of your financial transactions in Banktivity as soon as they become available in your online accounts. Once…
You can view a list of all features added and bugs fixed on our website here: https://www.banktivity.com/release_notes.php
In the new Banktivity, you can now archive your older data by going to File > Remove Historical Data. With our Remove Historical Data feature, you can trim down your existing document and save off your older data in a separate document. Here is an example of how it works. Let’s say you have a…
You can quickly correct the balance for any non-investment account by first clicking on the account name in the column on the left hand side of the main Banktivity document window (single-click). Then go to Account > Adjust Balance and enter the proper current balance as of today’s date and click Adjust Balance Credit Card…
Direct access typically allows customers to download their financial data anywhere between a 30 and 90 day window. The exact timeframe is determined by the bank. You may be able to export a larger timeframe of transactions from your bank’s website to a file that can be imported into Banktivity. Once you login to your…
We do not have a downloadable manual as we have in the past, but in the application there is now a link to extensive help files that are available on our website. You can access these in Banktivity by going to Help > Banktivity Help You can also access them directly with this link: https://www.banktivity.com/help/v9/…
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…
When importing data from other financial applications reconciliations will not import through the QIF (or QMTF) file. To quickly mark your historical transactions as reconciled we recommend creating a “catch-all” statement using the following steps: Select the account you would like to reconcile and click on the word Statements. In the statement view, click the…
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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