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We have been notified that Schwab has acquired TD Ameritrade. As such, Direct Access support for TD Bank Ameritrade will begin transitioning to Schwab on 2/20/23. This will require disabling Direct Access for all TD Ameritrade accounts and re-enabling them using the Schwab listing in Banktivity. Directions on how to do this are listed below.…
In addition to Direct Access and Direct Download (OFX), Banktivity also offers the ability to update accounts using Manual/Web Downloads. The Manual/Web Download option will appear when adding new accounts in Banktivity. You can also set up Manual/Web Downloads for accounts that have already been added in Banktivity using the following steps: Double-Click on the account…
If you see “invalid/incorrect credentials” with your Salt Edge account, it may be because Salt Edge requires reauthorization every 90 days. To do this in Banktivity, you will need to take your accounts offline and relink them through the following steps: To take accounts offline: Double-click on the account In the popup window that appears…
PenFed is blocking Yodlee’s IPs so we are currently unable to offer Direct Access support. Yodlee will continue to request access to PenFed’s site but in the meantime, you should be able to download transactions using Banktivity’s built-in web browser.
Open Banking is a standardized way to allow you to share your financial data with third-party apps, like Banktivity and our backend providers, Yodlee, Plaid and Salt Edge. It works by you granting your bank permission to share your data with Banktivity. It does this without you sharing your credentials and you can revoke access…
If you receive an “Incompatible” error message when setting up a new account (or reconnecting a current account), you have two options. You can change the account type (if possible) or create a new account and export the transactions from the old to the new. Here are the instructions for both options: Change the account…
We are getting reports of Banktivity documents (files) becoming corrupted when stored on OneDrive. It is best to store your Banktivity document locally. Once a document is corrupted, the only recourse to recover your data is to revert to a backup.
Using the built-in web browser: 1. Double-Click on the account name for the account you want to set up for Manual/Web Downloads.2. Inside the popup window that appears, enter the website address for your bank in the “Website” field, then click “Save”.3. You should now see a listing for your bank in the column on…
To download prices for London Mutual Funds, you will need to use “.EUFUND” as the extension. Please download this CSV file for a full list of the .EUFUNDS we support. Here is an example of a UK Mutual Fund with the .EUFUND suffix.
There are several places where you may be required to enter a username and/or password. For security reasons, IGG does not have access to users’ passwords, but we can help you help yourself. First, we need to determine which username and/or password you are having trouble with: The password to your Banktivity document (file). If…
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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