Accounts & Transactions - Q&A - YNAB Support Forum

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Have a question about accounts or transactions? Ask it here. If you're having an issue with your financial institution connection, please submit the issue through our Bank Importing form on the forum home page.

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Banks with contactless debit, photo check import & works great with YNAB?
These are my banking requirements Contactless debit cards (I won't do credit cards) Photo check import via an app Works great with YNAB import edit - Nationwide ATM deposit or branches in Nashville,…
- Knom
- Cadet_Blue_Network.13
- 22 hrs ago
- 3 replies
- 26
- TerbaTron56 min ago
- Accounts & Transactions
"Qpc Cancel" Refund?
I made a purchase the other day at B&H Photo, and the charge went through and I got the product. In YNAB though, there is what appears to be a refund transaction on that same day,…
- Gold Mixer
- Gold_Mixer.5
- 2 wk ago
- 25 replies
- 269
- 4
- Superbone1 hr ago
- Accounts & Transactions
USAA Stopped Offering Downloads
As of May 25, USAA no longer offers download. This message is posted: " Bank Accounts: You will be unable to download your historical USAA Bank account activity from usaa.com .…
- Rebecca Malmberg
- syvmom
- 11 days ago
- 27 replies
- 281
- 5
- Superbone1 hr ago
- Accounts & Transactions
USAA Accounts not linking
Anyone having issues with USAA? I haven't been able to connect for several months and try every few weeks? Is there something similar to YNAB that works better with USAA?
- Jeff G
- Salmon_Cleric.8
- 18 hrs ago
- 4 replies
- 26
- 1
- Jeff G3 hrs ago
- Accounts & Transactions
Difference in Credit Card account and Available Payment in Budget
I am reconciling my CSR account and there is showing a difference of $301.29 between the available payment and the account balance. Why the difference?…
- TheFutureIsBright
- Forest_Green_Cornet.2
- 23 hrs ago
- 5 replies
- 30
- TheFutureIsBright4 hrs ago
- Accounts & Transactions
Chemical Bank
They recently changed their system and it’s now posting stuff with MC instead of the merchant. Also it’s duplicated some transactions if we put them in. See picture. Thoughts?
- Jason T
- jdogsparky26
- 8 hrs ago
- 1 reply
- 10
- NicoleYNAB Support4 hrs ago
- Accounts & Transactions
Connection Issues Continue...
I know YNAB cannot troubleshoot connection issues through the forum, but I'm not getting help through email or the useless connection issues form. Connection to Navy Federal Credit Union has been…
- HTR
- Htr
- 7 days ago
- 5 replies
- 65
- 2
- Magenta Rain6 hrs ago
- Accounts & Transactions
Inflow shows up as negative budget
Hi All! This is my second-month using YNAB and first time posting here! I am having an issue trying to understand how inflow/activity works in YNAB. A friend owed me ¥6000 from last month and paid…
- Barun
- Aquamarine_Display.11
- 2 days ago
- 8 replies
- 69
- dakinemaui17 hrs ago
- Accounts & Transactions
- Answered
- Answered
New Account at Existing Bank Not Showing Up
I have 3 accounts at Chase and just opened a 4th one, but it doesn't show up on the list when I try to add a new connected account.
- Tim
- tjorrino
- 22 hrs ago
- 1 reply
- 11
- MatthewYNAB Support22 hrs ago
- Accounts & Transactions
Import - debit transactions import as credit & vice versa
When importing a bank file there is a tick box to swap the Payee and memo fields, any chance of a similar option to switch the inflow and outflow fields....…
- Aquamarine Elk (2a302741ad19)
- Aquamarine_Elk_2a302741
- 2 yrs ago
- 6 replies
- 1,527
- NicoleYNAB Support22 hrs ago
- Accounts & Transactions
- Answered
- Answered
- NicoleYNAB Support
- nicole_ynab
- 22 hrs ago
- Reported - view
Pinning an update to the top! This option has been added since the original post. When you import a file from your bank with File-Based Importing , you can use the Swap Inflow and Outflow checkbox…
YNAB and SBA Disaster loan
Hi All - how would I incorporate an SBA loan into my YNAB budget?
- Turquoise Hail
- Turquoise_Hail.4
- 3 days ago
- 5 replies
- 46
- Turquoise Hailyesterday
- Accounts & Transactions
I just set up Open Banking with my accounting software in 45 seconds
Why can't YNAB do this? Literally, setting up a bank account (Barclays) to auto import into FreeAgent (my online accounting software) - took 45 seconds,…
- John Smith
- JohnSmith
- 8 mths ago
- 37 replies
- 795
- 8
- Tomato Coltyesterday
- Accounts & Transactions
Transferring Cash from Checking Acct to a Cash Acct
I have my checking account setup 'on-budget', and an emergency cash account setup as a 'tracking account'. This emergency cash account is real cash that I keep at home in a safe.…
- rjones0604
- rjones0604
- yesterday
- 3 replies
- 35
- Superboneyesterday
- Accounts & Transactions
Capital One - URGH!
I have used YNAB daily with auto imports and understand since PLAID i need to go through extra security authentication BUT now although it's saying it's connection is fine it is not importing…
- NMD
- Forest_Green_Major.7
- 2 wk ago
- 34 replies
- 403
- 5
- Violet Banjoyesterday
- Accounts & Transactions
- FanessYNAB Support
- Faness_YNAB
- 13 days ago
- 2
- Reported - view
Sorry for the trouble! We've run into quite a bit of static with Capital One, as of late. Our Direct Import Team is working towards a solution, but if you'd like them to take a look at your accounts,…
Sync Issue
I've read on previous posts that YNAB syncs once or twice a day. That is NOT my experience. At best its every other day, at worst, longer. Is there something I need to do to enable a more frequent…
- Green Pony
- Green_Pony.10
- 4 days ago
- 11 replies
- 102
- NicoleYNAB Supportyesterday
- Accounts & Transactions
Credit Card as 'Checking' How to Handle Refunds
I am lucky enough to not have any credit card debt, so I made the plunge and converted all of my credit cards to 'checking' accounts. That said... I'm still having trouble wrapping my head around…
- Greta Harrison
- Sky_Blue_Keyboard.11
- 2 days ago
- 2 replies
- 25
- dakinemaui2 days ago
- Accounts & Transactions
Ongoing Connectivity Issues with Fidelity
I know, I know... "use the Bank Importing issue form" The thing is, I have submitted my bank importing issue through the form multiple times (first submitted on April 30th).…
- Cyan Sloth
- Cyan_Sloth.2
- 2 wk ago
- 11 replies
- 76
- Tan Camera2 days ago
- Accounts & Transactions
Migration from YNAB 4 to online shows balances to be budgeted
I am having problems with the migration. When I corrected all of the budget balances it shows that I have $$ to be budgeted when in fact that doesn't exist. The desktop version is on target.…
- Budget Lover
- Tomato_Lobster.5
- 2 days ago
- 7 replies
- 39
- dakinemaui2 days ago
- Accounts & Transactions
- Answered
- Answered
Best Banks To Use With Ynab
Good evening everyone. I just thought I would reach out to the good folks who have using this platform for a while. Let me start by saying I absolutely love this system and it has already been…
- Purple Lion
- Purple_Lion.8
- 4 wk ago
- 7 replies
- 113
- 2
- That Mike Guy2 days ago
- Accounts & Transactions
Single withdrawal linked to two deposits in other account
I have my mortgage payment set up to automatically draw from my checking account (a budget account) each month. This payment includes additional principal.…
- pksublime
- pksublime
- 2 days ago
- 5 replies
- 37
- dakinemaui2 days ago
- Accounts & Transactions
Can I transfer a tracking linked account setup to non-tracking?
So I have kids savings accounts linked and tracking in budget - can I easily keep them linked to a bank BUT have them non tracking in the budget?
- Turquoise Hail
- Turquoise_Hail.4
- 3 days ago
- 7 replies
- 40
- FanessYNAB Support2 days ago
- Accounts & Transactions
How can I force an update of my accounts?
Maybe I'm confused about how YNAB works (I'm a new user), but it seems that it works best when the spending data is being managed in real-time to give clear visibility to budget status.…
- Powder Blue Inspector
- Powder_Blue_Inspector.10
- 5 mths ago
- 65 replies
- 2,040
- 7
- FanessYNAB Support2 days ago
- Accounts & Transactions
- Answered
- Answered
Balances not correct for linked tracking accounts
I have a number of linked tracking accounts - 401k, 529c, and mutual funds. When I first linked them in YNAB, the balances were correct. However, over time the balances do not stay current,…
- Jerry
- Threepea
- 1 yr ago
- 36 replies
- 763
- 3
- FanessYNAB Support2 days ago
- Accounts & Transactions
Accounts haven't refreshed for 2 days
Hi there, usually my accounts all refresh fairly quickly as soon as I log in for the first time that day. However, they didn't update yesterday nor today.…
- Slate Blue Admiral
- Slate_Blue_Admiral.8
- 5 mths ago
- 4 replies
- 104
- 1
- NicoleYNAB Support2 days ago
- Accounts & Transactions
Vanguard Account Link
My Vanguard accounts dropped their import link about 48 hours ago. When I attempt to connect, it acts like my username and password are wrong, but I've confirmed them on the Vanguard site.…
- tekemp6
- tekemp6
- 3 days ago
- 1 reply
- 15
- 1
- NicoleYNAB Support2 days ago
- Accounts & Transactions

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Have a question about accounts or transactions? Ask it here. If you're having an issue with your financial institution connection, please submit the issue through our Bank Importing form on the forum home page.

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