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First things first, we need to teach you a little bit about our Four Rules™. They're the secret sauce and where the magic happens.
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...foreign transactions to import into YNAB with incorrect currency amounts. PayPal Mastercard transactions either don’t import or they'll import after a long delay. This is an issue that our import...
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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...
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...we recommend checking out our: Direct Import Watchlist Institutions ↗️ article for widespread issues with our most active banks—we may already be on the case! Bank-specific Troubleshooting Linked Accounts by Financial Institution ↗️...
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Use our Direct Import feature to link a new or existing account, and learn what to expect when linking and syncing transactions automatically. Troubleshoot your Direct Import connection when necessary,...
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...bank (either as cleared or pending), you will be prompted to import them. Cleared transactions will import directly into the register as they always have. If there are any pending...
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Link your accounts via Direct Import with select United Kingdom (UK) and European Union (EU) banks through our import provider, TrueLayer! Check out the growing list of supported countries, and...
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...for File-Based Import How to Import a File on a Computer How to Import a File on an iPad How to Customize Your Imported File How to Handle Duplicate or...
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...platform (web, iOS, or Android) Import Transactions Explains how to bring transactions into your budget via either Direct Import or File-Based Importing Mix and Match Explains how to use a...
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...version imports after clearing in real life, the payee will be different and our import provider will think this is a new transaction. This may cause duplicates to import. For...
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