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Troubleshooting Linked Accounts

Dealing with import bug can be nerve-racking, to say the least. Earlier choosing your ain import take a chance beneath, check YNAB'due south status page for current widespread issues—nosotros may already exist on the case!

I tin't connect.

• My credentials aren't working.
• I have to reconnect every solar day.
• My connectedness is blocked.
• I'm not receiving my passcodes.
• My financial institution updated their website.
• I can't connect my investment/loan account.
• My financial institution isn't listed.
• My financial institution supports OAuth.

I tin can't import transactions.

• Transactions stopped importing.
• Transactions accept never imported.
• Some transactions are missing.
• Transactions are delayed.
• Investment/loan transactions aren't importing.
• I got a replacement credit card.

My transactions are incorrect.

• Transactions are importing more than one time.
• The starting balance is wrong.
• Transaction amounts are reversed.
• Payees are incorrect.
• Transactions are importing into the wrong account.
• Transaction amounts are incorrect.
• Pending transactions aren't showing.

My accounts are wrong.

• I don't see whatever accounts.
• I'thou missing an account.
• I have multiple versions of the same account.

I still demand help.

• Ship us a bulletin!

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My credentials aren't working.

Your spouse, neighbour, and second cousin have all stood by as you've ever so s-50-o-w-l-y entered your password again...and again. We know you (and your unabridged extended family) know your credentials are correct, merely alas—butterfingers aren't always the culprit.

Steps to Take

one

Starting time, is this an investment or loan account? If so, skip right on over to Investment/loan transactions aren't importing!

two

Make sure the web address you apply to log into your online banking matches the web accost you see in YNAB's financial establishment search listing. At that place can be multiple options for each fiscal institution and then be sure to choose the closest matching web address.

three

If you lot're using a password manager or copy/pasting, endeavor typing your login credentials in manually. Both tin can sneakily add actress spaces to your username or countersign.

4

If you lot're using any type of content/advertisement blocker, ensure Google reCAPTCHA is whitelisted. Similarly, if you lot're using any sort of privacy extension, trying adding YNAB every bit a trusted site. If this made your eyes cantankerous, don't worry—you're probably not using either. 😉

5

Bank check that you're using the same capitalization and spaces equally your online banking when inbound your username/password in YNAB.

vi

Right at present, our import partners are unable to support passwords that comprise an ampersand "&", pipe "|", tilde "~", or bending bracket "< or >". If you update your password to remove those characters, y'all should be able to connect.

7

Remove the connection and re-link the account(s). This often gets confused with the Unlink button. Don't worry, you won't need to remove the account—just the connection—and you won't lose any of your data!

Withal having problem?

If y'all've tried all that and y'all're still getting a message about your credentials being invalid, send the states a message with the following:

• Proper noun of your fiscal establishment
• Type of account you'd like to connect (checking, credit bill of fare, investment, loan, etc.)
• Web address for your financial institution'south homepage
• Web address of the actual login page (if it differs from above)
• A screenshot of your online cyberbanking account summary page—with the web address of that page showing in the browser and any of import personal information blocked out. (Instructions for Mac or PC)

Back to Tiptop

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I accept to reconnect every solar day.

If you're being asked to answer your security questions or enter a one-fourth dimension passcode over and over, it's non because you're starring in the Groundhog Day remake. The proficient news is information technology too doesn't mean your connectedness is cleaved—information technology just wants proof upon proof you lot're yous and not a bad role player.

Security Questions

When establishing a new connectedness to a fiscal institution, you may be prompted to answer your security questions ofttimes until all answers are stored. These prompts should stop once you've answered all of your security questions.

I-Fourth dimension Passcode (OTP)

Some financial institutions require y'all qualify frequently due to how our integration works with their site security. This can modify (i.e. appear and disappear from seemingly nowhere) as institutions make site and security updates.

We tin can't modify this requirement, just fortunately, yous don't need to authorize the connexion every fourth dimension it asks—but get through the prompts when y'all're ready to import new transactions.

*Some financial institutions require entering your credentials equally well as security questions or OTP.

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My connection is blocked.

If your connexion is blocked, this typically ways there'southward an warning or message to acknowledge on your online cyberbanking account. This tin exist anything from small-scale notifications (Hi! We miss y'all.) to paperless billing requests (Like trees? The states, likewise!).

Steps to Accept

ane

Log into your financial establishment and see if there are whatever actions you tin can have. Check everything from initial notifications to unread messages! Many banks show alerts on either the web version of their online banking orthe mobile app, and so it's generally all-time to check both places—from a computer and your mobile device.

2

Head back over to YNAB and try connecting again!

Still having trouble?

If your connexion is still blocked, send us a message with the following:

• Name of your financial establishment
• Type of account you'd like to connect (checking, credit menu, investment, loan, etc.)
• Did yous log into your online banking site from a computer to look for and acknowledge any alerts?
• A screenshot of your online banking business relationship summary folio—with the spider web address of that folio showing in the browser and any important personal information blocked out. (Instructions for Mac or PC)

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I'grand not receiving my passcodes.

When your connexion asks for a code you never receive, it tin experience similar a bad joke. So bad, in fact, that it may be as unproblematic as updating your contact information. Jokes on you, code-sender. 😏

Steps to Have

i

Showtime, is this an investment or loan account? If then, skip right on over to Investment/loan transactions aren't importing!

ii

Log into your financial establishment's website and make certain all of your contact information is filled in and up-to-date.

3

Attempt to connect in YNAB again and brand sure the contact information we present matches what's on the institution's website.

4

Endeavor removing and re-adding the connection (non the account!) in YNAB.

5

Try each option (call, text, carrier pigeon 🐦) to see if yous take better luck with i over the other.

6

Are y'all using a third-party hallmark app (such as Authy or Google Authenticator) with your financial establishment? We're unable to support these so you'd demand to switch hallmark methods to connect.

Nevertheless having problem?

If you're still non receiving passcodes, send the states a message with the post-obit:

• Proper name of your financial institution
• Type of account you'd like to connect (checking, credit card, investment, loan, etc.)
• Spider web address of your financial institution'southward homepage
• Engagement and fourth dimension (including timezone) of your terminal endeavor

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My fiscal institution updated their website.

Finally—your fiscal establishment has a flashy new website yous can brag to your friends about. Your connection in YNAB, though? Non so hot. We all honey a good makeover, but this ways some corresponding changes demand to be made on our end, also.

If you're having problem connecting or importing transactions after your financial establishment modified their web accost, updated their website, or changed their security requirements, transport u.s.a. a message with the following:

• Name of your financial institution
• Web address of your fiscal institution's homepage
• Spider web address of the bodily login page (if information technology differs from above)
• A description of the updates made and the issue you're having

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I can't connect my investment/loan account.

Skip correct on over to Investment/loan transactions aren't importing!

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My financial establishment isn't listed.

Not every financial institution is available for Direct Import. (Sorry Under-Your-Mattress Credit Union devotees!) We also don't back up institutions exterior of the US, Canada, the UK, and select Eu countries. Still, nosotros hope you'll take a moment to suggest the one you're looking for right in the app.

When we're set up to expand our support to more fiscal institutions, we'll know right where to look.

But...

Don't stop there!

We offer other transaction entry options to help you keep your budget updated as much as possible!

Back to Tiptop

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My financial institution supports OAuth.

Users of Direct Import, rejoice! Some financial institutions support OAuth, which is a way for you to login to your bank directly instead of through our providers. You lot'll know your bank supports OAuth because yous'll exist redirected directly to your banking company to login, and once you follow all the prompts you'll be brought back to YNAB. More connectedness stability and enhanced security? What could exist better!

If y'all come across any problems with an OAuth connection, all the troubleshooting steps listed on this page apply, so give those a shot and send us a message if you're still having trouble.

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Transactions stopped importing.

Your business relationship was chugging forth just fine and you were assigning and approval transactions like a champ when suddenly...it all came to a screeching halt.

Fiscal institutions are just similar all of united states of america—they like to kicking their feet up on weekends and holidays. In some cases it could take up to three days for a transaction to import, simply if it'south been longer than that information technology'due south time to dig in.

Steps to Take

1

Endeavour removing the connection. This frequently gets confused with the Unlink button. Don't worry, you won't demand to remove the business relationship—just the connection—and y'all won't lose any of your data! While adding the connexion dorsum, be sure to:

• Link your accounts back up to the connectedness.
• Look for duplicate accounts and try linking to each one.
• Wait several minutes for the newly linked business relationship to trigger an import.

Still having trouble?

If transactions still aren't importing, transport us a message with the post-obit:

• Proper noun of the fiscal institution
• Type of account (checking, credit carte du jour, investment, loan, etc.)
• Nickname of the account in YNAB
• Appointment of the last transaction that imported
• Date, payee, and corporeality of a few transactions that haven't imported, but cleared your online banking account 3+ days agone

Dorsum to Elevation

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Transactions have never imported.

New transactions typically go bachelor to import inside 24 hours of being cleared by your fiscal institution. When you lot're eager to budget (as we all are!) this tin can experience like an eternity. ⏱

Weekends, holidays, and timing can all contribute to a await fourth dimension for transactions, so in some cases it could take upward to three days for a transaction to import. If it's been longer than that, it'south time to dig in.

Steps to Take

1

First, is this an investment or loan business relationship? If and so, skip right on over to Investment/loan transactions aren't importing!

2

Exist sure you're logged in under the chief account holder's credentials. If you're unsure, you can remove the connection and create it again.

3

Look for a checkmark to the right of the account name. If you lot don't run across i, link your account with the connection. Just hover over the proper noun of the account, and click the Edit icon to the left of the proper noun. So click Link Business relationship in the window that appears.

4

Note the date of your starting balance. Transactions that autumn prior to this will not import. If yous'd similar them to, you can edit the date of your starting residual, but be sure to adjust the balance itself, too.

Still having trouble?

If transactions still aren't importing, send us a message with the following:

• Name of the financial institution
• Type of account (checking, credit carte du jour, investment, loan, etc.)
• Nickname of the account in YNAB
• Date, payee, and amount of a few transactions that oasis't imported, but cleared your online banking account 3+ days ago

Dorsum to Peak

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Some transactions are missing.

If virtually transactions are importing, only you're missing a specific fourth dimension-frame (or some random transactions), at that place are a few unlike reasons this tin happen. Earlier yous put those missing transactions on a milk carton, there are a few things to consider.

Steps to Take

1

Consider your login activity. In most cases, YNAB is able to pull in the missing transactions in order to fill the gap, simply if it's been a while since you lot last logged into YNAB and there happened to be an fault on the connexion during that time that went unresolved, nosotros can only guarantee that it will pull in transactions from the previous 31 days. If yous retrieve this is your situation, please use our other transaction entry options to add those.

2

Note the date of your last reconciled transaction. YNAB will not import transactions dated 3 or more than days prior to this date. If the transactions you're missing are older than that, you'll need to add them by hand.

3

Note the engagement of the starting balance in the account. Transactions that fall prior to this will not import automatically. If yous'd like them to, you tin can edit the engagement of your starting balance. Be certain to adjust the balance itself, likewise!

Still having problem?

If transactions are consistently missing from future imports, ship usa a message with the following:

• Name of the financial institution
• Blazon of business relationship (checking, credit bill of fare, investment, loan, etc.)
• Nickname of the business relationship in YNAB
• Engagement, amount, and payee of a few recent missing transactions

Back to Tiptop

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Transactions are delayed.

Delays are never fun—especially for us budgeting enthusiasts! 🤓 Only there are a few variables that tin crusade transactions to take a little longer to evidence.

• Weekends/Holidays: Most financial institutions aren't fully operational on non-business concern days. If a transaction isn't cleared before the finish of the business day on Friday, it typically won't import until the kickoff of the next calendar week.
• Release fourth dimension: Your financial institution may hold a transaction as "pending" for a day or two, even if the transaction is shown in your business relationship online. They're typically available to import within 24 hours from the time they clear.
• Timing important: At that place'south no universal standard between financial institutions for when transactions will post. This ways transactions may not have been available to us when we last checked.
• Loading time: When you beginning access YNAB, information technology tin take up to five minutes for new transactions to evidence next to 'Import.'

Delays of up to three days are not unusual, simply if you find you're consistently waiting longer than this for cleared transactions to import, it may hateful there'due south an consequence with our integration (or your financial institution may exist on a unique release schedule).

Steps to Take

The next fourth dimension you lot're waiting on cleared transactions to import:

1

Sign in to YNAB and wait three to five minutes. We know that tin can feel like an eternity, merely it can take a trivial time to spin all the spinning wheels.

2

Don't unlink the account or remove the connection.

3

When an account has transactions bachelor to import, you'll run into a notification dot next to the account name. If you don't run into a dot next to the account, effort refreshing your browser.

Still having trouble?

If it'due south been more 3 days and transactions still aren't available to import, send united states of america a bulletin with the following:

• Name of the financial institution
• Blazon of business relationship (checking, credit bill of fare, investment, loan, etc.)
• Nickname of the business relationship in YNAB
• Date, corporeality, and payee of a few transactions that haven't imported, just cleared more than 3 days agone

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Investment/loan transactions aren't importing.

Maybe yous've simply finished setting upwardly your showtime IRA after reading through YNAB's Invest Like A Pro form. Or you're working towards paying off the loan on that 1982 DMC Delorean. Y'all add the account to your upkeep, link it up to a connection, but so...radio silence.

The data for investment and loan accounts is handled differently than regular spending/saving accounts, so it's expected for them to import incorrectly or not be able to connect at all.

The all-time way to manage these accounts in your budget is as unlinked Loan or Tracking accounts. This way they don't touch on your daily budget, but you can nonetheless keep an eye on your internet worth. 📈

Steps to Take

1

Set up the account as an unlinked Loan account or Tracking account, if you haven't already.

2

Create a Scheduled Transaction to evidence regular contributions or payments.

three

Go on the account authentic past updating the balance regularly. Larn more about recording payments and updating the remainder for unlinked Loan accounts hither, or how to manage unlinked Tracking accounts hither.

Dorsum to Height

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I got a new credit card.

Sometimes your credit card is replaced, for ameliorate (upgrade me, please!) or worse (no thank you, fraud!). Nosotros hope information technology was for the improve, just either manner, it may have up to 48 hours for it to show under the connection. If information technology doesn't show upward after 48 hours, see I'm missing an account.

Once your account shows upward, you'll need to unlink from the original card and re-link to the new i to bring in your transactions.

Steps to Take

1

Hover over your credit bill of fare account in the left-manus sidebar.

2

Select the edit icon and choose Unlink Account.

3

Hover over the business relationship again, and choose Link Account.

4

Select your existing connection to this fiscal institution.

5

Wait for the new bill of fare (yous may need to scroll!) and select information technology. This will link it upward with your existing account and get information technology importing again.

Yet having trouble?

Run across I'm missing an account, Transactions stopped importing, or send us a message.

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Transactions are importing more than once.

Duplicates can occur for a number of reasons but information technology typically ways something about the transactions changed—like the date, payee ("QPC Abolish Transaction", anyone? 🧐), memo, corporeality, formatting, etc. They're a scrap of a glutinous wicket and so it'southward difficult to detect and eliminate them entirely, try as we might!

Pro Tip!

YNAB volition non import transactions dated more than three days prior to your last reconciled transaction. This means frequent reconciliation of your accounts doesn't just assistance you lot grab duplicates earlier they wreak too much havoc on your balances; it also helpsprevent duplicates from affecting your existing transaction history.

Steps to Take

1

To remove duplicates from your register, select the transactions you don't need using the checkboxes to the left (or the top checkbox to select them all at once) and choose Edit > Turn down.

ii

Once they're removed, reconcile your accounts to be sure your rest is spot on.

3

Later that, endeavor removing and re-adding the connection. This may put your connections on a different data source which could resolve the issue going forward.

All the same having problem?

While indistinguishable transactions may import occasionally, if every transaction is duplicated with each new import, send us a message with the following:

• Proper name of the financial institution
• Type of account (checking, credit menu, investment, loan, etc.)
• Nickname of the account in YNAB
• A screenshot of how those transactions look in YNAB. (Instructions for Mac or PC)
• A screenshot of how they look in your actual online banking account with any important personal data blocked out. (Instructions for Mac or PC)
• If y'all've noticed they were yet "pending" with your financial institution

Back to Pinnacle

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The starting balance is wrong.

On your marker! Get set!...wait, that's non right. Starting balances show up incorrectly every now and then but, fortunately, they're easy to prepare and aren't an indication any problems moving forward. 🎉

Steps to Take

After linking your account, you can edit the starting balance correct in the business relationship annals.

However having trouble?

If you're still experiencing issues as you move forrard, ship us a message with the following:

• Name of the fiscal institution
• Type of account (checking, credit card, investment, loan, etc.)
• Nickname of the account in YNAB
• A clarification and/or screenshot of the issue. (Instructions for Mac or PC)

Back to Elevation

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Transaction amounts are reversed.

If inflows and outflows are importing incorrectly, you may begin to recollect your employer is charging you to piece of work for them, or your grocery store is paying you to shop there. 🤔

(If these transactions are from a loan or investment business relationship, the information from these accounts is handled differently than regular spend accounts, so information technology's expected for them to import incorrectly or non at all.)

When transaction amounts are reversed for regular spending/saving accounts, there are 2 possible causes; the fiscal establishment is formatting their data unexpectedly or in that location'south an integration issue.

Steps to Take

1

Beginning, allow's become your account cleaned up. If you oasis't already, go ahead and switch the amounts manually and reconcile to exist sure your residue is spot on.

2

If there are a lot of transactions, reversing them 1 by one may be ho-hum. For that, we recommend deleting the transactions and using File-Based Importing instead. You can swap the inflow/outflow columns with ane click!

3

At present, to narrow downwards the cause of these reversed amounts, download a file from your financial establishment (QFX or CSV), if you oasis't already, and open up it up. Or, if you'd prefer, you tin can send it to us for inspection. 🔎

4

If you encounter negative symbols "-" in front of your inflows and/or no negative symbol in front end of your outflows this means there is an effect with the information. Please reach out to your fiscal institution straight to let them know. This volition help ensure the issue gets resolved at the root!

Nonetheless having trouble?

If the financial establishment's data is being formatted correctly, send us a bulletin with the following:

• Name of the fiscal institution
• Type of account (checking, credit card, investment, loan, etc.)
• Nickname of the business relationship in YNAB
• A screenshot of how those transactions look in YNAB. (Instructions for Mac or PC)
• A screenshot of how they look in your actual online banking business relationship with any important personal information blocked out. (Instructions for Mac or PC)
• QFX or CSV file downloaded from your financial institution

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Payees are wrong.

We try our best to deliver accurate payees, but there are a few unique scenarios where they tin go amiss. You may find helpful information is removed, too much information is included, or perhaps the payee is entirely incorrect—oh my! 😰

Steps to Take

To narrow down what could be going on, head to Manage Payees and see if you demand to combine, rename, or edit a payee dominion. You can also edit the payee correct in your register.

Yet having trouble?

If payee renaming isn't the culprit and you're consistently seeing wrong payees, send us a message with the following so we can narrow it down even further:

• Name of the financial institution
• Type of account (checking, credit bill of fare, investment, loan, etc.)
• Nickname of the account in YNAB
• A screenshot of how your financial institution displays the payee. (Instructions for Mac or PC)
• What yous were expecting the payee to import as
• What y'all see subsequently "Imported Equally..." when you hover over the payee (in the web version of YNAB)



• What y'all see when you lot click on the payee and aggrandize Banking concern Import Details (in the web version of YNAB)



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Transactions are importing into the wrong business relationship.

Confused because your daily treat-yo-self cappuccino purchases that should be in your checking account are importing into your hardware store credit menu? When this happens, there are 2 possible causes—the account is linked incorrectly or there'southward an integration issue.

Steps to Take

1

First, let's get your transactions where they belong. If you've already imported transactions into the wrong business relationship, you tin can movement them from one to the other by selecting them, going to the Edit menu at the pinnacle of the annals, and choosing Motility to Account. That way yous don't have to delete and re-enter them!



ii

Now, let's be sure your accounts are linked correctly. Yous can verify this by hovering over the name of your business relationship in the left sidebar, clicking the edit icon, and confirming the account it'due south linked with.



iii

If it's not correct, choose Unlink Account and relink information technology to the correct business relationship.

Even so having trouble?

If your accounts are linked correctly, but importing into the wrong account, send u.s.a. a message with the following:

• Name of the fiscal institution
• Type of account (checking, credit card, investment, loan, etc.)
• Nickname of the account where the transactions belong
• Nickname of the account where they appeared incorrectly
• Date, payee, and corporeality of at least one transaction that imported incorrectly

Dorsum to Height

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Transaction amounts are wrong.

Transactions can import with the incorrect amount for a diversity of reasons—all of which accept united states of america scratching our heads. In most cases, it'southward a one-time affair and you can get squared away by editing the corporeality right in the account register.

If new transactions are continuing to import with the wrong amounts, send us a message with the following:

• Name of the financial establishment
• Type of business relationship (checking, credit menu, investment, loan, etc.)
• Nickname of the account in YNAB
• A screenshot of how those transactions await in YNAB. (Instructions for Mac or PC)
• A screenshot of how they look in your bodily online banking account with any important personal data blocked out. (Instructions for Mac or PC)

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Pending transactions aren't showing.

Every fiscal institution handles pending transactions differently, so as much every bit nosotros'd dear to pinky promise pending transactions will bear witness in your account register flawlessly, they may non! Some banks only don't support pending transactions, and that'southward the nigh common reason why they're missing.

Yet, we'd still beloved to investigate the cause of those missing awaiting transactions. So, if there are currently transactions awaiting at your bank but they aren't showing in your register, transport us a message with the following:

• Name of the financial institution
• Type of account (checking, credit card, investment, loan, etc.)
• Nickname of the account in YNAB
• A screenshot of those pending transactions in your online cyberbanking business relationship with whatsoever important personal data blocked out. (Instructions for Mac or PC)

Back to Tiptop

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I don't meet whatsoever accounts.

A connection without whatever accounts is like a budget without any categories. Not. Helpful. If you're successfully connected to your fiscal institution but even so not seeing whatsoever accounts, here are the next steps to take.

Steps to Take

i

Ostend you're choosing the correct connection option. Some financial institutions accept multiple portals depending on the account blazon. For example, if you're adding a credit card, Discover Menu is a better option than Find Depository financial institution. To be certain you've got the right one, search our list by selecting Add Account > Linked, type in the proper noun of your financial institution, and review all potential options.

2

Correct choice, but still no accounts? Refresh the connection by removing and re-adding it.

three

Requite information technology a little time. ⏲ Accounts may have around 24-48 hours to appear after adding your connection dorsum.

Nonetheless having trouble?

If your accounts don't appear later on 48 hours, send us a message with the following:

• Name of financial institution
• Web address you lot apply to login direct with this institution
• Type of accounts you wait to see (checking, investment, etc.)
• A screenshot of your online banking account summary page—with the web address of that page showing in the browser and whatsoever of import personal data blocked out. (Instructions for Mac or PC)

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I'm missing an business relationship.

Nosotros know you lot're excited—yous've opened a shiny new business relationship, eagerly opened your budget and...it's nowhere to be seen. 😔

If information technology'due south been 48 hours since this account appeared on your fiscal institution's website (you lot know 'cause you lot're on pinnacle of this stuff!), just it's yet non in YNAB, here are the steps to have:

Steps to Take

1

Financial institutions may have multiple portals depending on the business relationship blazon you're looking for. For case, if you're calculation a credit card, Find Card is a improve option than Detect Banking concern.

To be sure y'all've got the right one, search our listing by selecting Add together Account > Linked, type in the name of your financial institution, and review all potential options.

ii

If you've confirmed you've got the right pick, try linking the account again in an Incognito/Individual window. Instructions for Safari, Chrome, Firefox, Edge.

3

Refresh the connection by removing and re-adding it. (Don't worry—you won't lose whatever transaction data!)

4

Give it a petty more time. ⏲ We've seen accounts take more than 48 hours to appear, but it shouldn't take any longer than 72 hours.

Still having trouble?

If it's been 48 hours since you've removed and re-added the connection and you nevertheless don't encounter the account, ship us a message with the post-obit:

• Name of your financial establishment
• Name of the missing business relationship, exactly as your financial institution lists it
• Type of business relationship (checking, credit card, investment, loan, etc.)
• Terminal iv digits of the account number
• A screenshot of your online banking account summary folio—with the spider web accost of that folio showing in the browser and any important personal data blocked out. (Instructions for Mac or PC)

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I have multiple versions of the same account.

Equally fun as it would be to have all the dollars from those indistinguishable accounts, it's wiser to keep things based on some semblance of reality, right? 😉Duplicate accounts can pop up when a financial institution makes any sort of change to your business relationship data—leaving sometime versions of accounts "dead-ended" fifty-fifty though they're nonetheless visible on the backend.

Steps to Take

one

While linking the account, y'all may encounter multiple versions of the same 1. Choose the i thatnearly closely aligns with your electric current balance.

2

If this is the showtime fourth dimension you're linking the account and the starting balance is incorrect, you lot can edit it correct in the business relationship register.

Transactions should import normally moving frontwards!

Yet having trouble?

If y'all're yet having problem, ship u.s. a message with the following:

• Name of your financial establishment
• A screenshot of your online banking account summary page—with the web address of that page showing in the browser and any important personal information blocked out. (Instructions for Mac or PC)
• Or, see Transactions stopped importing.

Back to Tiptop

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Send a Message

If y'all've tried the troubleshooting steps provided, and your connexion still isn't working, it's time to ship us a bulletin. Depending on where you're reading this article, you have some options:

• If y'all accept a gray "x" in the upper right corner, that's your path toSend a Message—which will even give y'all an option to chat with us if nosotros're available!
• If you're in this doc straight, use the blueish question marking in the corner to reach out!
• And you can always e-mail u.s.a. at [email protected]

Dorsum to Meridian

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Source: https://docs.youneedabudget.com/article/142-troubleshooting