Amex multiple cards
As already discussed in a number of posts on the forum already, it seems that AMEX changed something and now it doesn't work. I am aware there are workarounds but currently the default answer seems to be 'Were talking to our direct import partner', great, what does that mean to me?
- Is it going to be fixed?
- Is there a timeline for that? (week, month, year, ?)
On a side almost all the issues i have with YNAB are because of the direct import, and coming here to find and issue with the response 'Were talking to our direct import partner' is so frustrating, its an important part of your product to me and slinging it over the fence makes no difference to my experience i still think detrimentally of YNAB when it doesn't work not some mythical 'partner'.
Hi Navy Blue Sloth , Orange Piano and Gray Tiger !
I'm sorry we missed this thread initially!
Sadly, I don't have the best news to share in regards to your questions. While we hope this issue will be fixed (we're even researching alternatives we can try on our end), we can't promise when or if our Direct Import partner will be able to better adjust to how Amex handles transactions. Since transactions still import, just into separate accounts, they don't consider the import "broken". This means that even though they're working on it, we most likely won't see an immediate fix. We're looking for other options, but we currently can't offer a time line on when this will improve.Reply
I want to start by thanking all of you for being patient and sticking with us on this Amex rollercoaster. Some of you may have received an email with the announcement, but I'm going through all the Amex forum threads so no one here misses it - this issue with Amex has been resolved! Our Direct Import partner finished their new integration platform and it is now live! :)
Before I get to the exciting part (i.e. how to link up to it!), I want to share a quick caveat in case you're currently managing this Amex account in your budget.
Because this is a totally new connection, the transactions are going to seem “new” to YNAB. This means the process we use to determine whether or not transactions are duplicates is going to be all sorts of confused. With that in mind, there’s a chance you’re going to see duplicates when you first link it up.
But—have no fear! Reconciling your accounts first in the web app will help! Since we don’t import transactions dated more than 3 days prior to your most recently reconciled transaction, doing this decreases the amount of duplicates you’ll see. And if you do see any, you can just delete them, reconcile again, and you should be good to go from there. :)
Once you’ve reconciled your account(s), here's how you'll get it linked up with the new connection:
- Tap on Settings
- Select Manage Connections
- Remove the connection(s) to American Express and hit ‘Cancel’.
- Select the account, tap on the three dots in the upper right-hand corner of the app, and select ‘Edit Account’.
- Select 'Connect to Bank', search for American Express, and follow the prompts to link to the corresponding account.
- If you had other accounts associated with that connection, be sure to re-link those, too!
Moving forward, this new connection should import transactions from all cards into one account. 🎉
Let me know if any of you have any trouble! :)Reply