Search Results: direct import
...use Direct Import and File-Based Import in conjunction with one another to keep your account updated, you may notice dates are incorrect, duplicates occur, or transactions are being missed. This...
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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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...institution supports 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...
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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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...meantime, you'll be able to bulk import transactions by dragging and dropping a file downloaded from your bank. File-Based Importing is a quick and easy alternative ↗️ to Direct Import! Back...
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...your 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...
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...the dates are within ten days of each other. If you're using File-Based Importing regularly or alongside Direct Import, YNAB will automatically skip imported transactions with the exact same date...
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...transactions in YNAB from your chosen 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...
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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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...(so it won't update via Direct Import like other accounts), our import provider can typically pull in some initial data—like the current balance—to help create the account. So, choosing Linked...
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