Kristen Barth has written 69 articles

Where can I download Banktivity/iBank for Mac? And which version of macOS is supported?

The latest version of Banktivity (9) can be downloaded using the following link: Banktivity 9 (for use with macOS 10.15 (Catalina)- macOS15 (Sequoia) The following links can be used to download older versions of Banktivity/iBank for Mac*: Banktivity 8 (for use with macOS 10.15, mac OS 11, macOS 12 & macOS 13) Banktivity 7 (for…

How do I import my older Banktivity data (versions 5, 6, or 7) into Banktivity 9?

First, open your existing Banktivity data. At the top of the Banktivity window you will see the file name for the  Banktivity Document file you are using now. Please Control-Click on the file name at the top of the Banktivity window. Then click on the first folder below the file name.  This should open the folder in a…

How do I reset my Banktivity ID password in Banktivity 8 or 9?

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. –…

Why am I seeing ‘This account is no longer reachable by direct access’?

If you are seeing the message ‘This account is no longer reachable by direct access,’ that means the account was connecting via legacy direct access which was officially shut down on March 6, 2023. To resume automatic downloads for the account (you must be running the current version of Banktivity 8, 8.8.2), you have two…

Why does my account say it’s closed when it’s not?

When you double-click on the affected account, then in the popup window that appears click on the Check Status button you will see some more detailed connection information. In the window that appears (the “Account Connection Status” window), if you see the message that the ‘account looks to be closed’ but you know for a…

Why have my Bank of America accounts stopped updating via legacy direct access?

Bank of America recently stopped supporting the older legacy direct access connection method and now only supports the open banking method. You must be running version 8.7.5 or later in order to connect via direct access to Bank of America. To fix this in version 8.7.5 or later, you will need to take all Bank of America…

Direct Download OFX no longer supported for Bank of America

Bank of America has discontinued support for direct download OFX connections in personal financial management programs. In order to connect to Bank of America for automatic transaction downloads, you will need to connect using Yodlee in the current version of Banktivity (version 8). Bank of America is one of the banks that has moved to…

Where are Banktivity documents stored?

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 leading period) by typing that into the search field at the upper right of the window.…