How do I merge transactions in Banktivity?

How do you combine categories in Banktivity?

In the main “Categories” list, hold down the Command key and click to select the categories you want to combine. Once they have been selected, Control-click and choose “Combine Categories” from the menu that appears: A single category will be created with “combined” appended to its name.

What does match mean in Banktivity?

If it finds one, iBank discards the incoming transaction, marks the transaction in your account “Cleared” (when appropriate), and gives it a “Match” badge.

How do you use Banktivity?

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Quote: And i'm going to create my banktivity id choosing create and i will uh enter my first name last name that just happens to be my computer email password and you'll want to confirm your password.

How do I delete a transaction in Banktivity 7?

Click to select the transaction in the register (or Command-click to select multiple transactions), then click the minus (-) button at the top of the register or press Command-Delete on your keyboard.

Is Banktivity easy to use?

Banktivity is intuitive and easy to use. It is something that gives me peace of mind and keeps all my money related information in one place. I haven’t even scratched the surface of what Banktivity can do but I am excited to learn and implement every feature there is to be used.

Can I use Banktivity on multiple computers?

Yes, you can install & use the new Banktivity on more than one computer. If you purchased Banktivity through the App Store, you will reinstall Banktivity again from the App Store. If you purchased Banktivity through IGG directly, you can download an additional 30-day trial from our website at www.banktivity.com.

How do I change a scheduled transaction in Banktivity?

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Quote: They are very aggressive about asking these uh additional authentication questions when banktivity is connecting. And i just want to say that for those that feel like they're getting prompted too much

How do you reconcile in Banktivity 8?

To quickly mark your historical transactions as reconciled we recommend creating a “catch-all” statement using the following steps: Select the account you would like to reconcile and go to Account> Show Statements. In the statement view, click “Reconcile”…

Does Banktivity work with Big Sur?

The new Banktivity for Mac is optimized for macOS 12 Monterey and macOS 11 Big Sur but also runs on macOS 10.15 Catalina. Banktivity on iPad and iPhone requires iOS 13 or higher.

Is Banktivity 8 subscription only?

I keep seeing people who don’t use Direct Access complain about the subscription model as if it required to pay every year.

Does Apple card work with Banktivity?

Currently Apple Card accounts are only accessible via the Apple Wallet app. Unfortunately, we cannot support mobile sites based with iOS access only as of now. Apple Card accounts would need to be updated manually in Banktivity until this changes.

Is Banktivity 8 a free upgrade?

For investment features you’ll need the Silver Plan ($69.99 per year) and for multi-currency support you’ll need the Gold subscription for $99.99 per year. You can find details of all Banktivity Plans here. One drawback since it changed from iBank is that major updates to Banktivity are no longer free.

What is the current version of Banktivity?

Version: 8.7. 5



Numerous Direct Access importing improvements.

Can I still buy Banktivity 7?

Conversely, Banktivity 7 is still a one-time purchase and costs just $69.99 (with an additional yearly charge of $44.99 if you want the Direct Access synchronization feature). However, if you are upgrading from either Banktivity 5 or Banktivity 6, you’ll pay just $34.99.

What banks does Banktivity support?

It works by you granting your bank permission to share your data with Banktivity.



As of this writing (November 23, 2021), Banktivity 8 has Open Banking support for the following US banks:

• Bank of America.
• Brex.
• Capital One.
• Charles Schwab.
• Chase.
• Citibank.
• Wells Fargo.
• Yotta.

What is Direct Access in Banktivity?

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 your banking logins are set up, accounts update in the background, with no additional steps needed.

Does Banktivity use Yodlee?

Open Banking is a standardized way to allow you to share your financial data with third-party apps, like Banktivity and our backend providers, Yodlee and SaltEdge. It works by you granting your bank permission to share your data with Banktivity.

Does Banktivity work in the UK?

Banktivity integrates with Salt Edge to download transactions from many banks in the UK and EU.