Tagged: Data

How do I locate my Banktivity Document (data) file in in versions 8 or 9?

Posted on by Kristen Barth

Your Banktivity file’s name ends in .bank8, and it normally resides somewhere in your home folder. By default, Banktivity suggests saving the data file in your Documents folder, though you may have chosen to store it elsewhere. To search for the data file, open a window in the Finder and search for .bank8 (note the…

How can I archive my older Banktivity data?

Posted on by Kristen Barth

In the new Banktivity, you can now archive your older data by going to File > Remove Historical Data. With our Remove Historical Data feature, you can trim down your existing document and save off your older data in a separate document. Here is an example of how it works. Let’s say you have a…

I just set up my account in Banktivity, but only a few months of data imported into my account. How can I download the older data?

Posted on by Kristen Barth

Direct access typically allows customers to download their financial data anywhere between a 30 and 90 day window. The exact timeframe is determined by the bank. You may be able to export a larger timeframe of transactions from your bank’s website to a file that can be imported into Banktivity. Once you login to your…

How do I backup my Banktivity data?

Posted on by Kristen Barth

We recommend using the Cloud Sync service in Banktivity as a primary backup option, and using Apple’s Time Machine service as a secondary backup option. Cloud Sync automatically saves only the latest version of your data on the Banktivity Cloud, while Time Machine keeps chronological backups of your data. If you are using our Cloud…