Search Results: direct import
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...cardholder. It's expected that all transactions from all cardholders will import into one account. If you use Direct Import and File-Based Import in conjunction with one another to keep your...Read Help Article
YNAB works with multiple import providers (MX ↗️, Plaid ↗️, and TrueLayer ↗️) to offer our Direct Import feature. Seeing an Update button next to one of your account names in the left-hand...Read Help Article
...OAuth. I can’t import transactions. Transactions stopped importing. Transactions have never imported. Some transactions are missing. Transactions are slow to import. Investment/loan transactions aren’t importing. I got a new or...Read Help Article
...import connections. We want to share a whole lot about the who/what/when/where/why of how Direct Import works: Banks do not want us—or anyone—to connect. They make it difficult at every...Read Blog
...transactions that are added to the account register (either manually, through File-Based Importing, or through Direct Import). Transactions import once they clear your bank (which can take a day or...Read Help Article
...transactions will import directly into the register as they always have. If there are any pending transactions at your bank, those will import into a collapsible pending section. The transactions...Read Help Article
Direct Import is now available for select United Kingdom (UK) and European Union (EU) banks. Our import provider, TrueLayer, has a growing list of supported financial institutions. Here's how to...Read Help Article
...alongside Direct Import, YNAB will automatically skip imported transactions with the exact same date and amount to avoid duplicates. If you're still seeing duplicates import, the transaction dates in the...Read Help Article
Some banks have known quirks with the connection and import processes. We're always sourcing bank-specific insight from our import providers and dedicated YNABers like you! We do our best to...Read Help Article
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