- List of banks that connect with quicken for the mac update#
- List of banks that connect with quicken for the mac code#
- List of banks that connect with quicken for the mac download#
Second, when you are prompted for some sort of MFA we display that in a floating window so that your workflow is not interrupted.
List of banks that connect with quicken for the mac update#
Now, we only get transactions from MFA-enabled accounts when you click the circular Update Everything toolbar button. With the old system, it made the preference to automatically get bank transactions unusable because it resulted in an MFA prompt way too often.
List of banks that connect with quicken for the mac download#
First, if you have the preference turned on to automatically download bank data, we do NOT try to get transactions from MFA-enabled banks. While we do not control how often a bank requires this (and some banks still require it with every connection attempt, looking at you Capital One) we do two things to make this process easier.
List of banks that connect with quicken for the mac code#
The common manifestation of this in Banktivity is being prompted to enter in a code that is sent to you via a text or email in order to get the latest transactions. No discussion about data aggregation in this day and age would be complete without talking about multi-factor authentication (MFA). Multi-factor authentication and workflow changes This should help remove some of the confusion customers experienced wondering why the app didn’t appear to be pulling the very latest transactions. With the new system, we now always show progress spinners when our app is getting new transactions. We did this on purpose for the old system because that process could take a very long time waiting on Yodlee to get new transactions from a bank’s website. With the old Direct Access sometimes the app might be in a state where it is waiting to get new transactions, but there were no user interface elements indicating this background process, i.e. More consistent indication of what is going on While bringing support to UK and EU banks is the biggest new feature in Direct Access 2, we would be selling it short if we didn’t cover some of the other smaller enhancements we made. Although we can’t guarantee it will be painless, we have made significant changes to help improve this process. If you have helped us fix these issues in the past you know that they can be frustrating. This direct-to-provider design will also allow for faster fixes when there is an account linking issue. We’ve never stored credentials on our server, but now we don’t even need to pass them through our servers. We do this by serving up a mini website hosted by Yodlee or Salt Edge and let them handle authentication. Our new Direct Access 2 system ties you directly to our backend provider without our servers getting in the middle. Better SecurityĪ lot has changed with website security since we first introduced Direct Access over 10 years ago. However, once your account is set up in Banktivity and connected via Salt Edge, we don’t anticipate you needing to visit the Salt Edge dashboard frequently, if ever. You’ll even have the option to log in to Salt Edge to see a dashboard of all of the accounts you’ve connected and which apps have access to them. This is a different flow than connecting to Yodlee because of Open Banking and GDPR requirements. Then through that profile, you will grant Banktivity access to download your bank transactions. When connecting to a Salt Edge-backed bank, you’ll be asked to create a Salt Edge profile.
Connecting to a bank supported by Salt Edge is a little different than connecting to a bank supported by Yodlee. We are rolling out connectivity to UK banks first and will enable support for EU banks soon via a server-side update. We are thrilled to now offer a way for our UK and EU customers to connect to their banks. Connecting to United Kingdom and European Banks For Banktivity 8.3 we will be going live with two providers: 1) Yodlee, the same provider we’ve been using for a long time now and 2) Salt Edge, a new partner for us that provides the connections to banks in the United Kingdom and Europe. We also redesigned it to be extensible, so that we can have multiple backend providers. During the beta phase you can only set up new DA2 accounts on Mac, but they can be synced to iOS and will update there.Īs we mentioned in an earlier post, Direct Access 2 brings our platform up to a modern set of APIs. If you want to try our Direct Access 2 and keep some legacy Direct Access connections around in the same document, don’t worry, that is supported as well. I also want to emphasize that if you are happy with your current Direct Access connections you do not need to switch to Direct Access 2 at this time. Please note that for Banktivity 8.3, Direct Access 2 is being released as BETA. While there are several smaller nice features in 8.3 that I will cover later in this blog post, the biggest feature by far, is Direct Access 2 – our next generation bank connectivity system. Today I’m happy to announce that Banktivity 8.3 is now available for macOS and iOS.
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