BANKTIVITY CANT CONNECT ACCOUNTS INSTALL
BANKTIVITY CANT CONNECT ACCOUNTS UPGRADE

But it may be that I either have to start from scratch or just hope Banktivity hangs on for another couple of decades.

I just prefer to have my finances in more of an industry leader that is more likely to be around. There are a couple of QIF conversion programs that would convert to formats compatible with Quicken 2019, but then who knows if they work, and they're $40 each.īanktivity is not a bad program. I'll read some of the posts of the other users, but it appears that migrating is not going to work. But then there was no way to import the other accounts because Banktivity does not export other than QIF and Quicken 2019 won't import QIF files. I exported my checking account from Banktivity and imported that into Quicken with no problems. I exported that into a QIF file to import into Quicken. I tried importing the Banktivity data into See Finance, and that imported fine.

BANKTIVITY CANT CONNECT ACCOUNTS INSTALL

I disconnected from the Internet, but then the install process stopped. That may or may not have worked, but I would have liked to have tried it.

BANKTIVITY CANT CONNECT ACCOUNTS UPGRADE

There was no way to stop the upgrade process. I tried to install an older version of Quicken to see if that would work, but it automatically upgraded to the current version. I've rambled but clearly need help.Thanks, Jacob. ? The default 'Transfer' category in Quicken does nothing but terrify and confuse me - because it doesn't allow me to deduct funds from one pot and add them to another - so how the heck can I track what I've got where. I know in my heart of hearts this is not the right way to do this - in Quicken and 'budget' terms - so I'm looking for some hand holding/guidance on how I should actually be doing this - in a way that still makes me feel I'm in control of the value of my various 'pots' - whether they are in my Checking account (daily/operational spend) or have been transferred across into my Savings account (geared more to savings/emergency funds). But to record that move in Banktivity what I would do is/was create a Debit out of my Checking Account from say my 'Car Fund' Category for $500, then create a Deposit entry into the Savings Account into a 'Savings Car Fund' Category of $500 - that way (in my mind) I'm saying to myself the Car Fund has had $500 deducted from it - leaving $x available to spend - and that I consequently have an emergency Savings Car Fund of $500 to fall back on when I need it. To do so in reality I clearly just carry out an online bank transfer of funds (Wells Fargo) - job done - funds moved. So part of that mind set involves shunting saved up or accumulated (unspent) funds from one Category across from my Checking account into my Savings account for safe keeping/rainy day into a secondary dedicated Category with a different name (to separate the funds) - ultimately the aim was to move it out of my regular daily spending account to somewhere safe. So please understand the fundamental principle behind the mindset I've been in for the last 25 years - I have essentially lived in a world of 'pots' - my salary fills pots (you divide every penny of your salary to a dedicated pot - nothing left afterwards), you then spend from a pot, possibly roll over unspent values to the next month, and when money runs out you can't spend from that pot until you fill it up with money from your next paycheck - and so on. So now - with Quicken - I'm taking a deep breath and trying to learn the 'correct' way to use budgets - not envelopes - and frankly it's terrifying - but I'm making steady progress. I am a recent convert to Quicken (Windows) - from Banktivity (Mac) - in which I used to use an envelope budgeting system - it's the way my brain works and has done for literally years.

Banktivity cant connect accounts