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...
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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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...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...
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...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...
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...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...
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...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...
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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...
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...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...
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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...
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