Can't Link my acccounts

I use TD Canada Trust (which isn't even on the list) and Coast Capital Savings, which won't connect.  I can login just fine on their website.  I'm on a trial and I already own YNAB 4 so the trial is really about this connectivity for me and is thus useless.  I would request a pause in my trial until I can actually use the service and try it.

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  • Hi Hot Pink Panther — I'm sorry you've run into trouble!

    After some significant upgrades TD Canada made to their login process, our partner has been working on completely re-building their integration. It's been quite a process, but we're seeing some movement!

    For that Coast Capital Savings connection, I took a look on our end and I'm seeing an error that usually gets cleared up by our Direct Import partner automatically, but it can take 48 hours to do so (or 72 if it happens to fall on a weekend—possibly longer, since it's a holiday weekend in the US).

    If you're still seeing this error after another day or so, can you let me know? At that point I'll have our Direct Import partner dig into this for you. 

    To stay on top of things in the meantime, we hope you’ll give File Based Importing a try—along with using Scheduled Transactions for recurring expenses (rent and utility bills) and our mobile apps for recording spending on-the-go (gas and groceries).

    Or, you can continue to use YNAB 4, if you prefer. We're unable to pause your trial—but please reach out to help@ynab.com, when you're ready to give the nYNAB another try and we can help!

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  • Both Coast Capital and TD still not available for import 😐

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    • Hi Ivory Piccolo !

      Yes, that is correct. Our Direct Import partner is still working on getting both of those connections up and running!

      Sometimes the fix is a little more complicated, and it can take time to resolve. I'm sorry I don't have better news there! We know it's frustrating and apologize for any inconvenience it causes.


      In the meantime, I'd recommend giving our File Based Importing option a try—to keep those accounts up to date.

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