Kristen Barth has written 70 articles

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.…

Can I still get Banktivity 7 or another older version?

Banktivity 7 and our older Mac versions are no longer for sale because we have officially ceased development of them. If you have previously purchased Banktivity 7 or an older version and need a download link to reinstall, you can find all of those older versions here: https://www.banktivity.com/support/articles/ibank-5/where-can-i-download-ibank-for-mac/

Can I install the new Banktivity on more than one computer?

Yes, you can install & use the new Banktivity on more than one computer. If you purchased Banktivity through the App Store, you will reinstall Banktivity again from the App Store. If you purchased Banktivity through IGG directly, you will download another copy of Banktivity from our website at www.banktivity.com. You will use the same…

Is Banktivity easy to use?

Yes! We certainly think so. Banktivity offers many intuitive features allowing you to track your finances from customizable reports to reconciling accounts against your bank statements and creating budgets to help keep your financial house in order. You can even sync your data across multiple Mac and iOS devices. We have numerous tutorial videos on…

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

Both Fidelity Investments and Vanguard are blocking our aggregator during the hours of 8 am and 5 pm, ET. Fidelity blocks Yodlee IPs between (05:00 – 08:00 PST and 12:00 – 14:00 PST), due to US market volatility. Any refresh triggered during these hours will fail.

How do I Move Banktivity for Mac to a New Computer?

The best way to move Banktivity (version 8 or later) to a new computer is using our cloud sync service. Here’s what you’ll do: Setup Cloud Sync from with your original computer 1. Launch Banktivity on your Mac and open the document you want to use with Cloud Sync. Next, choose File > Subscription > Set…

Why am I getting Cloud Sync error 1033 and how do I fix it?

UPDATE: This issue should be fixed in the latest update, 8.7.3. Go to Banktivity > Check for updates and follow the prompts that appear to download & install 8.7.3 if you purchased through our website. For Mac App Store users, you should see Banktivity as an update to download on the App Store. If you…

How can I update my Banktivity subscription payment method?

There are two ways you can update the payment method for your Banktivity 8 subscription. #1: Within the Banktivity app Go to File > Subscription > View My Subscription In the window that appears, click on Update Payment Method: In the window that appears next, enter your new card information and choose ‘Save card’ #2:…

How are investment account balances calculated?

Problem: I just setup my investment accounts but the balances are all wrong and I don’t understand why. Solution: When dealing with investment accounts, there are two different balances you need to be aware of:   1) Cash Balance: This figure reflects the amount of cash in your brokerage account only. In most cases, cash…