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...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
...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...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
...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...Read Help Article
...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...Read Help Article
...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...Read Help Article
...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...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
...(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...Read Help Article
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