Search Results: direct import
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
...imported in a few days, your budget may not be up to date. Fix this quickly using any of our other entry methods ↗️. Once Direct Import starts working again, transactions with...Read Help Article
...important if my accounts are linked to my bank? Sometimes direct import issues arise. Transactions can stop importing, end up in the wrong account, or duplicates can occur. Routinely reconciling...Read Help Article
...is now perfectly invisible. Perfectly accessible. Perfectly simple. Your YNAB. Online. It is practically like budgeting superpowers! Direct Import You can now import transactions directly from your bank. (Yes! Really!)...Read Guide
...represents My Starting Balance is Wrong Explains what to do if your starting balance imports incorrectly Can I Import Past Transactions from before My Starting Balance? Explains how to import...Read Help Article
...Direct Import: Direct Import brings in transactions to YNAB if you’ve connected your bank accounts. Transactions import once they clear your bank (which can take a day or two), so it's...Read Help Article
Need to troubleshoot an importing issue or untangle an account scenario? Want to disconnect your account from our optional Direct Import feature? Here's how to unlink an account in YNAB....Read Help Article
...Over one-third (34%) of the team listed direct import as their favorite feature of the new app, and nearly half (47%) mentioned that direct import really helped them trust in...Read Blog
...doc to learn how to reconcile. 6. Direct Import Isn’t Working. Now What? Direct Import helps make sure you have all your transactions in YNAB. Transactions import once they clear...Read Blog
Questions deserve answers, and you can find the answer to just about everything budget-related in our help articles. Seriously. It’s a treasure trove of budgeting knowledge.
Exhausted all other options? Just want to connect with a real, live, probably-mostly-human person? Our Support Team is happy to answer any of your budgeting questions.