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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Credit Card Budget Does not appear to be updating correctly
Hi - I'm running into a strange problem where my credit card payment budget is not matching my working balance. Over the past couple of months, I have found a couple of nuances in YNAB that made me…
- Frank K
- Mrkoop
- 1 hr ago
- 3
- Accounts & Transactions
Chase Credit Card Import Issue
After a recent update to Chase accounts in YNAB, my Chase Card is importing what should be "Outflows" as "Inflows" into my budget. In other words, anything I charge on the card shows up as an…
- Sky Blue Network
- Sky_Blue_Network.5
- 4 hrs ago
- 1 reply
- 2
- Sky Blue Network4 hrs ago
- Accounts & Transactions
Struggling to get accurate balances which match the bank
I have tried YNAB 3 times, and had to reset my budget 5 times as the budgets never seem to line up and after a month things are all out of wack. I just keep going back to a new budget each month and…
- Slate Gray Unicorn
- Slate_Gray_Unicorn.12
- 14 hrs ago
- 4 replies
- 79
- 1
- Periwinkle Flute7 hrs ago
- Accounts & Transactions
Unexpected house repair
FYI - not sure if it matters, but I'm using YNAB classic So, I need a new roof. The expense goes way beyond what I budgeted so far for housing expense.…
- MadPink
- Coral_Robot.1
- 2 yrs ago
- 10 replies
- 1,441
- 1
- Pink Hammer13 hrs ago
- Accounts & Transactions
- Answered
- Answered
Import trouble
Hi everyone, I have gone to both e-mail help as well as chat. Since the pending update my bank import hasn't worked. I tried to reset it and begin again but nothing for 2 weeks now.…
- Orange Sloth
- Orange_Sloth.7
- 15 hrs ago
- 13
- Accounts & Transactions
Chase not importing?
I know there is a place where I can see if there is a known issue with a bank but I can never remember where to find it. I've been having issues with Chase today, anyone else?
- Slate Blue Falcon
- Slate_Blue_Falcon.11
- yesterday
- 3 replies
- 38
- VoltaicShock17 hrs ago
- Accounts & Transactions
Is anyone linking an Apple Card to your accounts?
I'm not sure how what to use for the User ID/Password. I tried using my Apple ID and password and Goldman Sachs bank but that's not working. Ideas? Thanks!
- Hot Pink Case (575c58fc1ddc)
- Hot_Pink_Case_575c58fc1
- 3 mths ago
- 14 replies
- 475
- 1
- Superboneyesterday
- Accounts & Transactions
RBC Import
Hello, I am attempting to link my Royal Bank of Canada accounts to YNAB but every time I try it says my username or password are incorrect. I tried earlier today and again this afternoon and still…
- anmeij
- Orange_Wildcat.15
- 3 wk ago
- 33 replies
- 213
- 2
- NicoleYNAB Supportyesterday
- Accounts & Transactions
- NicoleYNAB Support
- nicole_ynab
- 2 wk ago
- Reported - view
Hi @anmeij @Boffyflow @Violet Banjo ! When a bank makes changes to their platform, the integration may need to be updated as well to restore the connection.…
"Pending Transactions" - How to handle a situation
I used my credit card to pay for dinner at a restaurant. I added a tip to my bill. I entered the amount into my credit card register for the amount including the tip.…
- Terry Bauer
- Providex Programmer
- tlbauer56
- 10 days ago
- 7 replies
- 122
- FanessYNAB Support2 days ago
- Accounts & Transactions
YNAB and CIBC Canada
I've been using YNAB for a little over a month now. Happy with everything other than syncing transactions. All of my CIBC accounts sync correctly when I first link them however they do not sync…
- John F
- Cyan_Song.13
- 2 mths ago
- 10 replies
- 89
- 2
- MXMOM2 days ago
- Accounts & Transactions
- FanessYNAB Support
- Faness_YNAB
- 2 mths ago
- Reported - view
Hi @John F and @Salmon Barnacle ! Sorry for the trouble! When you have a moment, please report a Bank Importing Issue so our Direct Import Team can take a closer look at those connections for you! :…
Accounts Equal out budget budget doesnt
I am sure its me or something i am doing but, I track everything in the budget and the account as in amounts are correct but the budget is not and i can not for the life of me figure out what i am…
- Greenpotato
- Just a Boy on a Budget
- devoted2development
- 4 days ago
- 5 replies
- 106
- Herah3 days ago
- 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
- 5 mths ago
- 43 replies
- 823
- 7
- MatthewYNAB Support3 days ago
- Accounts & Transactions
- FanessYNAB Support
- Faness_YNAB
- 5 mths 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,…
"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
- 5 mths ago
- 67 replies
- 945
- 6
- MatthewYNAB Support4 days ago
- Accounts & Transactions
Reconciling question
We have an emergency fund account AND an emergency fund budget line item - they should match. Our EF acct was not linked to YNAB for a while and we did not update the transactions manually.…
- Lavender Orca
- Lavender_Orca.13
- 5 days ago
- 6 replies
- 94
- MatthewYNAB Support4 days ago
- Accounts & Transactions
Wells Fargo Connection - Again!
OK. So, I've used YNAB since it was a desktop application and it's helped me through some tough financial times. BUT - I'm tired of the connection problems.…
- Tan Cobra (240143be09df)
- Tan_Cobra_240143be09df
- 2 wk ago
- 3 replies
- 39
- Tan Cobra (240143be09df)4 days ago
- Accounts & Transactions
- Answered
- Answered
Why are my accounts not accurate, and my to be budgeted amount wrong?!
Every time I sign into YNAB my "To Be Budgeted" Amount is different. I use the import feature. My accounts are never the correct amount, even after importing all my transactions.…
- Violet Ink
- Violet_Ink.10
- 6 days ago
- 23 replies
- 195
- Violet Ink4 days ago
- Accounts & Transactions
EU Bank Inporting
Hi, is there any possibility od future bank imports from European (well, for me it's Czech Republic) banks? All European banks should now have open API, so it should be possible...
- Michal Petricek
- Blue_Battery
- 2 yrs ago
- 33 replies
- 2,137
- 11
- Tomato Colt4 days ago
- Accounts & Transactions
- Answered
- Answered
Cash value of life insurance
I have a whole life insurance policy which has cash value. Should I record this as an investment tracking account in YNAB? I am not really wanting it to be on budget.
- Slate Gray Sander
- Slate_Gray_Sander.6
- 7 days ago
- 4 replies
- 43
- Navy Blue Pegasus5 days ago
- Accounts & Transactions
Paid off Credit card, how do I cancel recurring scheduled payments?
I am paying down my debt and have actually paid off 3 accounts now. I had these set up as recurring payments, but no longer need to have them as such and would rather not have to go in and…
- gr8ful4Him
- gr8ful4Him
- 6 days ago
- 2 replies
- 29
- gr8ful4Him6 days ago
- Accounts & Transactions
- Answered
- Answered
Not sure how to enter this transaction for Amazon Gift Card
I purchased a $40 gift card on Amazon (using my Amazon cc) in order to get a $10 bonus from Amazon. I have a "gift card" account that I use to keep track of various gift cards,…
- chicagouser
- chicagouser
- 7 days ago
- 4 replies
- 48
- dakinemaui6 days ago
- Accounts & Transactions
CC accounts repeatedly do not reconcile
So, I've been having a problem which I think I squashed but then it creeps back in. I auto-download transactions for my CCs and other accounts. For a reason unknown to me I stop being able to…
- F. D. Bryant III
- fdbryant3
- 1 mth ago
- 7 replies
- 108
- SgtBatten6 days ago
- Accounts & Transactions
Reconciling Amazon Transactions
In my experience Amazon transactions are tough in YNAB. I’d love others perspective but I’ve actually asked my wife to stop manually entering Amazon transactions into YNAB because 9 times out of 10…
- JonDale
- JonDale
- 6 days ago
- 14 replies
- 64
- dakinemaui6 days ago
- Accounts & Transactions
Dating of transactions issue
Unable to change date on any transactions-used to give up pop-up option to choose the date. Why has this changed?
- Navy Blue General
- Navy_Blue_General.12
- 7 days ago
- 8 replies
- 78
- Superbone7 days ago
- Accounts & Transactions
- Answered
- Answered
Lack of working Account Linking is going to drive me away
The ability to link my accounts and import my transactions automatically is 100% vital to my use of this product. Yes, I know YNAB is supposed to be different in how you manage things,…
- Forest Green Memory
- Forest_Green_Memory.5
- 2 wk ago
- 46 replies
- 489
- 10
- Forest Green Memory7 days ago
- Accounts & Transactions
Issues Linking to Discover
Has the switch to Plaid finally fixed the issue with linking to Discover? I re-entered my credentials in YNAB when the transition to Plaid first happened,…
- Dave M.
- dave_m
- 5 mths ago
- 23 replies
- 266
- 1
- NicoleYNAB Support8 days ago
- Accounts & Transactions
- Answered
- Answered
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 5 mths ago
- Reported - view
Discover is generally working well on Plaid, but if you're having any issues connecting, please get in touch with support!

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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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