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...into one account. If you 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...
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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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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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...to vet it for accuracy and present it for you here in all its glory (and astounding quirkiness). With great Direct Import power comes great responsibility, so let us know if...
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Direct Import helps you ensure all of your transactions are 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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...that out as well. A note about matching issues: You can manually match an imported transaction (via Direct Import or File-Based Importing) with an entered transaction. You also can only...
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...is reconciling important if my accounts are linked to my bank? Direct import brings in transactions, not balances, and sometimes things go awry. Transactions can stop importing, end up in...
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...of duplicates. And since linking your accounts brings in transactions, not balances, you’ll want to reconcile all the more when using Direct Import. Clicking the Reconcile button in YNAB puts...
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