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To solve this issue please try the following: Disconnect the account: – Double-click on the account – In the popup window that appears click on the Check Status button – In the Account Connection Status window click on the Options button – In the popup window that appears click the Disconnect button Relink the account:…
Direct Access is a service that’s exclusive to Banktivity (for Mac, iPad and iPhone), Direct Access is a method for updating account data automatically. Direct Access connects to thousands of banks worldwide, and allows you to see all of your financial transactions in Banktivity as soon as they become available in your online accounts. Once…
Bank of America has discontinued support for direct download OFX connections in personal financial management programs. In order to connect to Bank of America for automatic transaction downloads, you will need to connect using Yodlee in the current version of Banktivity (version 8). Bank of America is one of the banks that has moved to…
BB&T 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. The alternatives for importing transactions from BB&T are Direct Access or using Banktivity’s built-in browser (or an external web browser). Please note that…
Due to changes made to Suntrust security protocol, Banktivity is no longer able to support direct downloading of transactions using OFX/Direct connect. The other options for importing data are Direct Access or manually import data using Banktivity’s built-in web browser or external browser. Please note that in the new Banktivity, Direct Access for investment accounts is included…
Due to changes made to US Bank’s security protocol, Banktivity is no longer able to support direct downloading of transactions using OFX/Direct Download. The other options for importing data are Direct Access or manually import data using Banktivity’s built-in web browser or external browser. Please note that in the new Banktivity, Direct Access for investment accounts is…
Updated: November 11, 2020 Schwab has discontinued support for its legacy OFX/Direct Connect server. We’ve been communicating with them over the last few weeks and they will not grant us an exception for two main reasons: 1) our app makes a connection directly from your computer to their server – as expected for the OFX…
In order to use Direct Connect/OFX Bill Pay with TD Bank, you must grant Banktivity access. Here’s how to do that: Log in to your account on the TD Bank website and go to Account Options > Account Services > Account Settings > Manage Linked Services. Then, approve Quicken Windows 2016 for financial tool access.…
Affinity Plus CU no longer supports Direct Connect. They have moved exclusively to Web Connect and Express Web Connect. As a result, the listing for Affinity Plus CU will no longer be available in Banktivity. You can read more about their move away from Direct Connect on their website here: https://www.affinityplus.org/tools-support/old-online-banking-help/quicken You should be able…
October 18, 2024 | 34 Comments
Hello everyone. I just wanted to take this opportunity to let you all know Banktivity 9.5 is now available for macOS, iOS and iPadOS. Some of...
April 5, 2023, 07:10 PM
Just announced on our blog that Banktivity 9 public BETA is available for those interested in helping test: https://t.co/0cMIrUJ8b2
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