USAA made changes to their connection protocol that is preventing Banktivity users from connecting using Direct Connect/OFX. As a consequence, we will no longer be able to offer this method of downloading.

Please note that we are also unable to support direct access connections to USAA at this time. Our backend provider has informed us that they are no longer supporting linking to USAA and thus, we have temporarily removed support as well. Should circumstances change in the future and our backend provider (Yodlee) supports them again, we will certainly enable Banktivity to connect. We apologize for any inconvenience this may cause. You can still import your non-investment USAA transactions by logging into the USAA website and downloading a CSV file and import that into Banktivity.

To manually import your data:

Using the built-in web browser

• Double-Click on the account name for the account you want to set up for Manual/Web Downloads.
• Inside the popup window that appears, enter the website address for your bank in the “Website” field, then click “Save”.
• You should now see a listing for your bank in the column on the left side of the Banktivity window under “WEBSITES”.
• Clicking on the listing for your bank below “WEBSITES” will open your bank’s website within Banktivity.
• Log in to your account and navigate to the area where your bank allows you to download transaction history.
• 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 CSV. Be aware that Banktivity cannot import investment data from CSV files.
• Your transaction history should next import into your account in Banktivity.

Using an external web browser

• 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 CSV (we recommend saving the downloaded file to the Desktop on your Mac). Be aware that Banktivity cannot import investment data from CSV files.
• From Banktivity 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).
• When completed, you can drag the download file from your Desktop to the trash.