Nancy Powers Libby has written 37 articles

Vanguard and OFX/Direct Connect

Updated on October 29, 2020 We were able to put a fix in place that allows the new Bankivity (v8) to download transactions using OFX from Vanguard. Banktivity 7 and previous versions are no longer under active development so OFX/Direct Connect for Vanguard will only work with the current release. Previous post: Vanguard has made…

Downloading prices for cryptocurrencies in Banktivity 8.7 or higher

Banktivity 8.7 and later brings support for many US cryptocurrencies. A lot of resources have gone into our ability to provide this level of functionality, as such, it will be included in the Gold subscription tier. Subscribers of the Silver tier prior to February 1st, 2022 will be grandfathered. When entering cryptocurrencies in Banktivity, you…

Direct Download/Bill Pay (OFX) with Citi Credit Cards

To download transactions into your Citi Credit Card account, you must be running Banktivity 7.3.1 (or higher). If you have been using Direct Download (OFX) with previous versions of Banktivity, you will need to take your account offline and set up online account access again. Disabling Online Access: From Banktivity, Double-click on your Citi Credit…

Setting up Direct Connect/OFX Bill Pay with TD Bank

In order to use Direct Connect/OFX Bill Pay with TD Bank, you must grant Banktivity access. Here’s how to do that: Log in to your account on the TD Bank website and go to Account Options > Account Services > Account Settings > Manage Linked Services. Then, approve Quicken Windows 2016 for financial tool access.…

Affinity Plus CU no longer supports OFX/Direct Connect

Affinity Plus CU no longer supports Direct Connect. They have moved exclusively to Web Connect and Express Web Connect. As a result, the listing for Affinity Plus CU will no longer be available in Banktivity. You can read more about their move away from Direct Connect on their website here: https://www.affinityplus.org/tools-support/old-online-banking-help/quicken You should be able…

TD Bank: directions for enabling OFX importing

The following directions are for new Banktivity users and for users that were previously able to import transactions from TD Bank using Direct Connect/Bill Pay. Log in to your TD Bank account online Go to Account Options Select Account Services Go to Manage Financial Tool Access Allow Quicken Windows 2016 That’s it! TD Bank now…