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.
#Banktivity 7 user manual download
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.
#Banktivity 7 user manual update
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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