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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Pending transactions/ real time import
Hi there, is there a plan to add a feature that allows to import pending transaction? I also wonder about being able to import transaction close to real time instead of every 12 hours.…
- Sky Blue Flute
- Sky_Blue_Flute.1
- 1 yr ago
- 152 replies
- 3,443
- 10
- FanessYNAB Supportyesterday
- 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
- 1 mth ago
- 43 replies
- 574
- 5
- Budget Guyyesterday
- Accounts & Transactions
Existing Account Linking Questions
Hi, I have been keying my transactions manually to all my accounts. I have been thinking to link my bank and credit card accounts. How do i do that to the existing accounts?…
- Salmon Boa
- Salmon_Boa.10
- 2 days ago
- 1 reply
- 22
- Superboneyesterday
- Accounts & Transactions
Can only connect one Paypal account?
Here's my scenario. I have two budgets, one for personal, one for business. I also have two paypal accounts for business/personal. I first connected paypal for my personal account and now I'm trying…
- David Kingham
- Cadet_Blue_Display.11
- 2 days ago
- 1 reply
- 28
- FanessYNAB Support2 days ago
- Accounts & Transactions
Bank Connections Suck
So, yes, I'm frustrated. I have been spending the better part of a year dealing with the joke that YNAB calls bank connectivity. Today, I'm staring at a screen - again - where YNAB can't connect to…
- Alice Blue Orca
- Alice_Blue_Orca
- 2 mths ago
- 64 replies
- 988
- 14
- Superbone2 days ago
- Accounts & Transactions
- NicoleYNAB Support
- nicole_ynab
- 2 mths ago
- 1
- Reported - view
**UPDATE** This issue has now been resolved and things are back up and running! We've updated our status page to reflect the latest news. You can fill out this form if you would like our Direct…
Credit Card & Budget Item Doubling Up & General Help
Hi! I am new to YNAB and am really confused on the best way to work the budget when dealing with credit card transactions. As an example, let's say I use my credit card to buy $500 for Home…
- Mini_M
- Gold_Vacuum.11
- 3 days ago
- 10 replies
- 37
- NicoleYNAB Support3 days ago
- Accounts & Transactions
How to Designate CC Payments Made from Savings Categories
I've been using YNAB for several weeks, and I can't quite get my head around how to mark credit card payments out of my savings account that are coming from a particular savings category.…
- McScribble
- savingforcolege
- 7 days ago
- 6 replies
- 55
- McScribble3 days ago
- Accounts & Transactions
New Import Provider "Plaid"
Does this switch by YNAB to a new import provider(Plaid) mean that Australian bank accounts will now be covered?
- Martin Butler
- Musician
- Brownbenji
- 5 days ago
- 1 reply
- 55
- NicoleYNAB Support4 days ago
- Accounts & Transactions
The Bank Sync Interface Seems Fragile These Days
So back in the day of the thick app, YNAB encouraged users to manually record their transactions, saying that it kept us in the loop and more aware of our spending habits.…
- gobuzzgo
- Salmon_Cyborg
- 4 days ago
- 3 replies
- 43
- 1
- NicoleYNAB Support4 days ago
- Accounts & Transactions
Closed Escrow - Did I Handle the Process Correctly?
I recently requested and was granted a closure of the escrow account associated with my mortgage loan, so I can save (and earn interest!) and pay my taxes + insurance directly.…
- Melissa
- Routinely questioning every assumption I have about my budget, my spending, and my savings habits.
- todays_mel
- 6 days ago
- 2 replies
- 42
- Melissa5 days ago
- Accounts & Transactions
- Answered
- Answered
Savings
Hi everyone, I have categories in my budget for my savings. I go to my checking and make a transfer to the appropriate savings account. To get that to show in my budget I have schedule the money to…
- Cadet Blue Hammerhead
- Cadet_Blue_Hammerhead.2
- 1 yr ago
- 13 replies
- 505
- 1
- FanessYNAB Support5 days ago
- Accounts & Transactions
- mamster
- mamster
- 1 yr ago
- 2
- Best Answer
- Reported - view
Moving money between accounts in YNAB doesn't affect your budget. In YNAB you budget all your money regardless of which account it's in. If you want to "save" money,…
Can't change to a Transfer Payee
.Hi, I transferred money between a few accounts at my bank and these transactions were then imported into YNAB. All of the accounts are setup in YNAB, but the transactions have the text from the…
- Steel Blue Sun
- Steel_Blue_Sun.1
- 1 yr ago
- 28 replies
- 1,252
- FanessYNAB Support5 days ago
- Accounts & Transactions
- Answered
- Answered
Negative Bank Balance with Budget Money Available?
I really messed up. I just reconciled against my bank statement and now I have a negative balance in YNAB. What I can't figure out is why I still have money allocated in the Available column of my…
- Tomar012
- tomar012
- 13 days ago
- 24 replies
- 131
- Ceeses6 days ago
- Accounts & Transactions
USAA repeatedly breaks.
Well, the switch to Plaid was a disaster. I finally asked to be switched over to MX as the import partner. Everything worked great until last week. Had to submit a ticket,…
- Scythe
- scythe
- 3 wk ago
- 10 replies
- 133
- 2
- Gray Transistor6 days ago
- Accounts & Transactions
payments from checking account coming over as inflow
I am a newbie. On my third refreshed budget in 3 weeks. I just imported 3 transactions from my checking account. They are categorized correctly. But, they show as inflows instead of outflows.…
- YNAB Gail B
- Individual User
- Scout_la_rues_mom
- 1 mth ago
- 5 replies
- 62
- 1
- Not1Lost6 days ago
- Accounts & Transactions
Am I doing this right? Question about multiple accounts as categories
I have a lot of different accounts linked. I have created a category group called "Savings+Available" where I have categories for all these accounts, populated with all the money from the TBB…
- Purple Sound
- Purple_Sound.14
- 7 days ago
- 6 replies
- 92
- RIP_MSMoney6 days ago
- Accounts & Transactions
Reconcile Not Matching Budget
Everything has cleared except 3 transaction, however I have more in the bank than I should. Any thoughts besides going line by line for the last 10 days what I should look at?
- Ruff16965 (05bd62cee897)
- Tomato_Mask_05bd62cee89
- 8 days ago
- 10 replies
- 69
- Superbone7 days ago
- Accounts & Transactions
PSD2 support
Hey, On February 19th a new European law went into effect called PSD2. This means users can share all their banking information with 3rd parties. Is there any plan for YNAB to start supporting this…
- Ditmar Visser
- Ditmarvisser
- 1 yr ago
- 31 replies
- 598
- 7
- MatthewYNAB Support7 days ago
- Accounts & Transactions
- Answered
- Answered
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
- 10 mths ago
- 53 replies
- 1,009
- 9
- MatthewYNAB Support7 days ago
- Accounts & Transactions
My TTB is reflecting funds I don't have
I paid a bill out of the CASH APP and had thought I paid it out of my bank account. I created a transaction that paid for the bill (cell phone $66) and took it out of my bank account.…
- Aquamarine Saxophone
- Aquamarine_Saxophone.10
- 8 days ago
- 3 replies
- 54
- dakinemaui8 days ago
- Accounts & Transactions
Using Referral Code After Registration
After using YNAB for six months, I shared a referral code with some family members and encouraged them to try YNAB for themselves. I just learned from a family member that she signed up,…
- Doctor J
- Doctor_J
- 8 days ago
- 1 reply
- 40
- 1
- MatthewYNAB Support8 days ago
- Accounts & Transactions
cash advance to fund a new bank account
Hoping someone has an answer. I opened a bank and funded used a credit card to get airline points. Unfortunately it got tagged as a cash advance; so I had to pay off that card immediately to avoid…
- Violet Captain
- Violet_Captain.12
- 8 days ago
- 2 replies
- 30
- Violet Captain8 days ago
- Accounts & Transactions
- Answered
- Answered
Missing recently approved transactions
I just approved about 9 transactions and then they all disappeared. I tried logging out and back in... what do I need to do to get these transactions back? This has never occurred before. THanks
- Magenta Stallion
- Magenta_Stallion.3
- 1 yr ago
- 16 replies
- 229
- FanessYNAB Support9 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
- 1 mth ago
- 11 replies
- 83
- Ceeses9 days ago
- Accounts & Transactions
cannot link TD account
I am having issues linking my TD accounts, and I am confused as to why this is occurring. Has this happened to anyone else?
- Salmon Horse
- Salmon_Horse.8
- 2 wk ago
- 2 replies
- 23
- Navy Blue Tape9 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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