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...If you have a joint account, link to the primary cardholder; it’s expected that all transactions from all cardholders will import into one account. If you use Direct Import and...
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Dealing with import issues can be nerve-racking, to say the least. Before choosing your own import adventure below, check our Direct Import Watchlist Institutions for widespread issues with our most...
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Dealing with import issues can be nerve-racking, to say the least. Before choosing your own import adventure below, check our Direct Import Watchlist Institutions for widespread issues with our most...
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👋🏻Need help with your linked accounts? Start with our general Direct Import troubleshooting article! We partner with multiple data providers in order to offer the Direct Import feature in YNAB...
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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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Direct Import is now available for select UK and EU banks through our provider, TrueLayer. Currently, TrueLayer supports many financial institutions in the United Kingdom, Ireland, Germany, France, Finland, Lithuania, the Netherlands, Poland, Portugal,...
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...computer or iPad! In This Article File Formats Importing Your File How to Customize Your Import Duplicate and Skipped Transactions File Formats If Direct Import isn’t available for your financial...
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...posted 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....
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...for accuracy and lay it out for you here in all its glory (and astounding quirkiness). With great Direct Import power comes great responsibility, so let us know if you...
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Direct Import helps make sure you have all your transactions in YNAB. Transactions import once they clear your bank (which can take a day or two), so it’s best to...
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