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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…
If all transactions are importing using the same payee name in Banktivity for Mac, you probably have an Import Rule that is applying this payee name to all transactions when importing. Click on the word Configuration in the bottom left corner of the document, then choose Payees, Schedules & Rules from the menu that appears.…
If you have changed the username or password for an account that is connected via direct access (Yodlee), you will need to disable and re-enable downloading for the account in Banktivity. Please try the following steps: To disconnect the account: – Double-click on the account – In the popup window that appears click on the…
Please sign out of your Banktivity ID from ALL devices (Macs & iOS) first, then try resetting your Banktivity ID password through the following steps: – Open Banktivity – Go to File> Subscription > Banktivity ID, and if you are currently logged in, click on the Logout button at the bottom of the window. –…
We recommend using the Cloud Sync service in Banktivity as a primary backup option, and using Apple’s Time Machine service as a secondary backup option. Cloud Sync automatically saves only the latest version of your data on the Banktivity Cloud, while Time Machine keeps chronological backups of your data. If you are using our Cloud…
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.
To get around this error you will need to hold Shift when you open the software. This will prevent the page from loading right away and you can click on an account. The certificate issue itself will need to be reported to the bank so that they can update the certificate that is failing. In…
To resolve this error, please make sure you sign out of your Banktivity ID from ALL devices (Macs & iOS Devices) first, then try resetting your Banktivity ID password through the following steps: – Open Banktivity – Go to File> Subscription > Banktivity ID then click “Lost Password” – Enter the email address you used…
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…
October 18, 2024 | 24 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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