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...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!)...
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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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...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...
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...a detailed explanation of how to reconcile, check out this help doc to learn how to reconcile. 6. Direct Import Isn’t Working. Now What? Direct Import helps make sure you...
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...account today. This should be the account you use most often. YNAB will start importing cleared transactions. But remember—and this is important—Direct Import is running on Bank Time. Direct Import...
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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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...data. Since your transactions haven’t imported in a few days, your budget may not be up to date. Fix this quickly using any of these alternative methods. Once Direct Import starts...
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...direct import. Allow me to quote our help docs, “Transactions import once they clear your bank (which can take a day or two) … Once your ‘pending’ transactions clear, they’ll...
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