Support Articles

237

List of Banks Experiencing Direct Access Connection issues:

4

Why have my LSE securities stopped updating?

0

I’m getting the error ‘the file directaccess.catalog doesn’t exist.’ What do I do?

4

Why does Banktivity for Mac keep jumping back to the top of the transaction register?

1

Why have prices stopped downloading for some of my securities?

1

How do I set a default investment income category for each account?

0

How do I override the ‘delete means delete’ feature in 9.5?

3

Banktivity 9.5 is crashing for some users

9

Are the current versions of Banktivity for Mac and Banktivity for iOS compatible with MacOS Sequoia and iOS 18?

3

Why am I all of a sudden seeing incorrect closing prices for my securities?

4

Is Banktivity 7 for iPhone/iPad compatible with the new iOS 18 release?

55

Where can I download Banktivity/iBank for Mac? And which version of macOS is supported?

14

Why have my Bank of America accounts stopped updating via legacy direct access?

15

Direct Download OFX no longer supported for Bank of America

7

Can I still get Banktivity 7 or another older version?

11

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

10

Direct Access v1 Subscription Time No Longer for Sale

8

Storing Documents on OneDrive

4

Password help (Mac)

0

OFX/Direct Connect no longer supported for BB&T

237

List of Banks Experiencing Direct Access Connection issues:

4

Why have my LSE securities stopped updating?

1

Why have prices stopped downloading for some of my securities?

1

How do I set a default investment income category for each account?

7

How do I connect Apple Card/Apple Cash for automatic downloads?

0

How do I override the ‘delete means delete’ feature in 9.5?

9

Are the current versions of Banktivity for Mac and Banktivity for iOS compatible with MacOS Sequoia and iOS 18?

4

Is Banktivity 7 for iPhone/iPad compatible with the new iOS 18 release?

3

Why am I all of a sudden seeing incorrect closing prices for my securities?

16

The password for my online banking account has changed. How do I update that in Banktivity?

237

List of Banks Experiencing Direct Access Connection issues:

4

Why have my LSE securities stopped updating?

1

Why have prices stopped downloading for some of my securities?

1

How do I set a default investment income category for each account?

7

How do I connect Apple Card/Apple Cash for automatic downloads?

0

How do I override the ‘delete means delete’ feature in 9.5?

9

Are the current versions of Banktivity for Mac and Banktivity for iOS compatible with MacOS Sequoia and iOS 18?

4

Is Banktivity 7 for iPhone/iPad compatible with the new iOS 18 release?

3

Why am I all of a sudden seeing incorrect closing prices for my securities?

16

The password for my online banking account has changed. How do I update that in Banktivity?

55

Where can I download Banktivity/iBank for Mac? And which version of macOS is supported?

14

Why have my Bank of America accounts stopped updating via legacy direct access?

7

Can I still get Banktivity 7 or another older version?

11

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

10

Direct Access v1 Subscription Time No Longer for Sale

65

Schwab requires Direct Access. OFX/Direct Connect is no longer an available option.

1

Error saying the app can’t be opened because Apple cannot check it for malicious software.

0

Affinity Plus CU no longer supports OFX/Direct Connect

6

TD Bank: directions for enabling OFX importing

16

Import Rule setting for a payee that changes based on date, location, etc…

8

Why do I keep getting the ‘Too many failed login attempts’ error in Banktivity for Mac?

55

Where can I download Banktivity/iBank for Mac? And which version of macOS is supported?

14

Why have my Bank of America accounts stopped updating via legacy direct access?

7

Can I still get Banktivity 7 or another older version?

11

Fidelity and Vanguard blocking DA from 8 am – 5 pm, ET.

10

Direct Access v1 Subscription Time No Longer for Sale

1

Error saying the app can’t be opened because Apple cannot check it for malicious software.

0

Affinity Plus CU no longer supports OFX/Direct Connect

6

TD Bank: directions for enabling OFX importing