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 Up Sync to begin the setup process.

2. Enter a name for the cloud document. This name will be visible to your other devices when you configure them for Cloud Sync.

3. Choose a password to encrypt the cloud document. You must not forget the password – it is required to set up other devices to sync with this cloud document.

At this point the assistant will show a progress bar until all of your data has been uploaded to the Cloud Sync server. Once it completes, you can begin setting up the other computer to sync with this newly created cloud document.

On the new computer:

1. Download the current version of Banktivity for Mac from our website here: https://www.banktivity.com/download.php
2. Launch Banktivity.
3. Make sure you are connected to the Internet.
4. On the Welcome to Banktivity screen, choose ‘I’ve used Banktivity before’
5. On the next screen click on the Open Cloud Sync
Log in with your Banktivity ID.
6. Choose the cloud document you want to open.
7. Enter the cloud document encryption password required to open the document.
8. Wait for the document to download.
9. Choose a location to save the file (we recommend saving to the Documents folder).

That’s it! You should now see the same data on the new computer that is on the old computer. You can now safely remove Banktivity from the original computer.