My Credit Card Number Changed and My Automatic Transaction Downloads Will Not Function

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:…

What’s the difference between Direct Access and Direct Download OFX?

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…

Direct Download OFX no longer supported for Bank of America

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…

Direct Download/Bill Pay (OFX) with Citi Credit Cards

To download transactions into your Citi Credit Card account, you must be running Banktivity 7.3.1 (or higher). If you have been using Direct Download (OFX) with previous versions of Banktivity, you will need to take your account offline and set up online account access again. Disabling Online Access: From Banktivity, Double-click on your Citi Credit…