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First things first, we need to teach you a little bit about our Four Rules™. They're the secret sauce and where the magic happens.
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...resolution. 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...
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YNAB works with multiple import providers (MX, Plaid, and TrueLayer) to offer our Direct Import feature. Seeing an Update button? This means something has changed with your current provider's integration,...
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...in a new tab. Before choosing your own import adventure below, we recommend checking out our: Direct Import Watchlist Institutions ↗️ article for widespread issues with our most active banks—we...
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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 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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...Importing is a quick and easy alternative ↗️ to Direct Import! Back to Top What to Expect After Linking Once you link an account, YNAB will import the opening balance...
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...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 and amount to avoid duplicates. If...
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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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...ensuring your imported transactions match up seamlessly when they come through from the bank, or filling in the blanks if Direct Import is…less than direct! Adding transactions as they occur...
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