If you are receiving an error message when using the built-in browser in Banktivity that says “Can Not Make New Browser Window,” this is an indication that your bank is implementing pop-up windows during the download process. The built-in browser in Banktivity does not support pop-up windows. You will need to download your transactions using an external web browser for this account, then import the download transactions into Banktivity. You can use the following steps:
- Using an external web browser (Safari, Firefox, etc.), log into your bank’s website and navigate to the area where you are able to download transaction history for your account.
- Configure the download options on your bank’s web page correctly to obtain transactions for the dates and account(s) desired. When asked to select a download format, choose OFX (MS Money), QFX (Quicken Web Connect), QIF (Quicken) or CSV. We suggest saving the downloaded file to the Desktop on your Mac.
- From Banktivity, select the Account by clicking (single-click) on the account name from the Source List column on the left side of the Banktivity window.
- Go to File > Import and select the download file placed on the Desktop. Then click “Import.”
- Check the “import into:” drop down at the top of the import window to make sure the proper account is entered there (change the account if necessary). Then process the importing transactions as you typically would in Banktivity.
- When completed, you can drag the download file on your Desktop to the trash.