Having trouble activating cloud sync with YNAB Classic

In Preferences in YNAB 4.3.857, I click on "Activate Cloud Sync", and it tells me to install dropbox (which I already have). So I download and install the latest version, but YNAB keeps sitting there saying "waiting for install to complete".  When I exit out of that and try again, it tells me to download DropBox all over again.  How do I get out of this cycle and activate cloud sync?

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  • Do you only use DropBox for this purpose? If so you might try uninstalling DropBox and doing a complete new install.

    Like 1
  • Hi Dan !

    Sound like you're stuck in a vicious cycle there! 😆 I've helped another YNABer running into something similar, and uninstalling/reinstalling YNAB 4 and Dropbox did the trick! 

    Once you uninstall YNAB 4, you can  download it from here. 

     

    Let me know how it goes! 💪

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  • If I uninstall, will I lose my saved budgets?

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      • jenmas
      • jenmas
      • 1 yr ago
      • Reported - view

      Dan You will lose anything that isn't saved in Dropbox.

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  • Well I definitely don't want to lose all my categories and budgets.  Isn't there some simpler way to make this work.  It sounds like a bug.

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      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • Reported - view

      Dan You won't lose any data, because none of your budget data is held within the YNAB 4 app at all (it's either in Dropbox or saved locally).

      Start with uninstalling/reinstalling YNAB 4, and we'll get to Dropbox if that doesn't do the trick!  

      Like
  • Okay, I uninstalled and reinstalled YNAB, then did "Activate Cloud Sync", downloaded and installed DropBox (again), and YNAB is still sitting there "Waiting for DropBox to be Installed"

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    • Dan I hope you don't mind me jumping in here! Do you have Dropbox downloaded on both your computer and your mobile device?

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  • Yes

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  • Anymore suggestions?  This is pretty aggravating.

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    • Dan 

      Sorry for the aggravation (and the delay)!

      The uninstall and reinstall should have done the trick - sorry it didn't! When you reinstalled Dropbox did you check the permissions for it? Also, take a look at how to relink Dropbox to make sure the devices you're using have access to it.

      Can you check those areas and let us know what you find?

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      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • Reported - view

      Dan If what Faness suggested didn't do the trick, can you tell me what kind of computer you're on? Windows or Mac? 

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  • No one told me to reinstall dropbox.  Also, the instructions on relinking Dropbox don't say how to *add* a new app once I've uninstalled and reinstalled. And finally--what does it mean to "check permissions" for DropBox?

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      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • Reported - view

      Dan 

      Let’s try this:

       

      1. Open YNAB 4 Preferences on the Desktop (under File on Windows, under YNAB on Mac).

      2. Set the Local Budget path to point to your personal Dropbox folder (the one you aren’t able to use for cloud syncing right now).

      3. Now, open your budget, go to File > Budget Properties, and change your budget to a Local Budget.

       

      That should work around that error message! Let me know how it goes. 😊

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  • I did that, but I'm not sure how it helps me set up Active Cloud Sync: am not sure what error message you're talking about.   I also uninstalled and reinstalled DropBox, but now it doesn't list YNAB as one of its "apps".  How do I add YNAB to the list of DropBox apps?  This is very frustrating.  

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    • Dan 

      If you don't see a YNAB folder, then it looks like your budget isn't in Dropbox at all right now. You can do the following to make sure it's there:

      1. Open up your budget in YNAB 4 on your desktop or laptop.
      2. Go to File > Budget Properties.
      3. If it's not already enabled, click "Yes, Cloud Sync this budget", and give it a few minutes to sync up. You can always tell when Dropbox is done syncing because it will have a green or gray checkmark on the icon itself or after you click on it.
      4. Try the mobile app again (you should be able to see your budget now).

      Let me know if you're still having trouble after setting that up!
       

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  • Is anyone reading the history of this case? It seems like people just keep on telling me to do the same thing over and over again. I can't tell you how many times I"ve said "Yes, Cloud Sync this budget", only to have YNAB tell me to install DropBox (which I've done about 10 times); after that, YNAB just sits there "waiting for the install to complete".  Is there any way I can arrange to have someone talk to me live sometime, and walk me through how to fix this problem.  It should not be this hard to do something like this!

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    • Dan Sorry for the back and forth! After reading that the re-install was left out, I was hoping that those steps would encompass the full process to get things back up and running.

      Currently, we aren't able to offer phone support. However, we do offer chat support in the new YNAB. If you use the mobile app for the new YNAB, the option under Settings for Get Help will send a chat message. 

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      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • Reported - view

      Hi Dan , 

       

      I apologize for the delay (and the back and forth!). For the other users running into this issue, either an uninstall/reinstall of YNAB 4  or redirecting your "local" budget to save to your Dropbox folder does the trick!

       

      Since those other things didn't do the trick, let's take this back to the beginning again. I'm sure you've done this numerous times, but can you try to uninstall/reinstall YNAB 4 and then re-download YNAB 4 from here instead? Out of curiosity, where have you re-downloaded YNAB 4 from when you've done this in the past? Also, are you on a Mac or PC?

       

      If you still run into that "Waiting for Dropbox to be installed" error message, let's try that redirect once more. 

      1. Open YNAB 4 Preferences on the Desktop (under File on Windows, under YNAB on Mac).
      2. Set the Local Budget path to point to your Dropbox folder. *If you get an error here let me know.*
      3. Now, open your budget, go to File > Budget Properties, and change your budget to a Local Budget.

      This will get around the fact that YNAB doesn't see the Dropbox installation, but still sync your budget.

       

      If you continue to run into trouble after this, I'm going to reach out to our resident YNAB 4 expert! :) Thanks for hanging in there with us!

      Like
  • Janelle--I guess I don't understand these points in your instructions:


    3. Now, open your budget, go to File > Budget Properties, and change your budget to a Local Budget.

    This will get around the fact that YNAB doesn't see the Dropbox installation, but still sync your budget.

     

    My question: if my budget is local, how will this sync my budget to my mobile devices?  At any rate, I have now followed the steps above. When I go into my mobile device, I can see (I think) my budget, and it says it has synced it, but all the fields are 0.00.  Note: I have not tried to "activate cloud-sync" on my desktop (which is Windows 10).

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      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • Reported - view

      Dan Because the local folder is redirected to your Dropbox folder, by default, it will sync. It's just "tricking" the system, essentially.

       

      As for the empty budget fields, let's dig in to that! Can you double check that you're looking at the right budget (the name is the same as your desktop budget) and the same month as your desktop budget?

      Like
  • Thanks all. I think I figured out the problem. Somehow, when I reinstalled Dropbox, it created another "Dropbox" subfolder directly underneath the original Dropbox folder.  I was pointing YNAB to the original folder. Once I pointed it at the new "subfolder", the budgets started to sync.

    Like 1
    • Dan Yay! We're happy to hear you were able to get things ironed out! We know that was a long one so thanks for sticking it through with us! :)

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  • 1 yr agoLast active
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