Cannot find TD Bank checking account for direct login

I have a TD bank checking and savings account, and I've been able to direct import them to YNAB before. I took a few months hiatus from YNAB, and just started up again, and I cannot find them on the direct import list of banks. These are personal checking accounts, but all that seem to come up are TD business or onlineaccessplus when I search TD, neither of which allow me to use my personal account logins. Am I missing something? How do I add a regular checking account? I don't see just a TD bank or online banking direct import option. 

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  • We're closing out Bank Importing threads in the forum to make sure these issues are better resolved.

    Replies in this thread have been turned off, but if you’re having trouble with your bank, please fill out this form and our Direct Import team will help you get things back up and running! :)

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  • Hi there Maroon Sidewinder !

    Our Direct Import partner is currently investigating some issues with the TD Bank connection. I've reached out via email, from [email protected] with a little more information!

    While they do that, I recommend checking out our File Based Importing option. Let me know if you have any other questions!

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  • Any news on this? I think this has been going on for a few months now, judging by the forum posts. 

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    • Hi Slate Blue Saxophone !

      The only insight our provider was able to offer is there are currently conversations going on at the partnership level with TD on how to move forward. When they say this, it typically means TD Bank is blocking and/or limiting data aggregation via third parties.

      While there’s been some movement, they weren’t able to offer a definite timeline on when it will be resolved. I reached out to you via email, with more information!

      Let me know if you have questions!

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    • Slate Blue Saxophone Slate Blue Saxophone No, which is very frustrating. I love YNAB but this makes it impossible to use it for budgeting the way I want. Other direct import budgeting  program I've trialed connect to TD bank just fine.

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    • Hi Maroon Sidewinder !

      Sorry for the trouble! Our Direct Import partner has been working on this issue with TD Bank for quite some time. After TD Bank updated their system platform, our Direct Import partner has had to rebuild their integration and it's proven to be more difficult than we could have imagined. We're still hoping to see this resolved in the future, but we don't currently have a timeline available.

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      • JYR
      • Magenta_Cleric.3
      • 10 mths ago
      • 1
      • Reported - view

      Faness I know there's no timeline, but is there anyway TD Bank can make exceptions to users on a case by case basis? I just started my free trial with YNAB and would love to use it, but TD Bank is my only bank and I don't think I will bother paying for a service that doesn't connect with my main bank. Bummer since I do need a budget, but I'm not switching banks.

      Like 1
    • Hi JYR ! Our provider let us know that this is connection issue typically means TD Bank is blocking and/or limiting data aggregation via third parties. That's a roadblock our Direct Import partner isn't able to get around, and they're working with TD Bank on a solution.

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  • Would like to sign on w/ YNAB for a year, but can't get past the block with TD Bank. I will need to find another program that links with my bank. 😟 

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    • Violet Lightning  Sending TD Bank an email also to request a connection with YNAB.

      Like 1
    • Hi Violet Lightning !

      Sorry for the trouble and thank you for being proactive by reaching out to TD Bank! We're still working with our import partner on a fix, but this has been a long standing issue that's going to take more time. We hope you'll give File-Based Importing a try in the meantime! :)

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  • it's too bad I no longer have the patience to do programming.  If I really put my mind to it, I could probably use the API to write a script to login to the easyweb site, do a manual download and then import the file from the default web download folder.  Maybe someone else with more time and patience could figure it out.

     

    I too use TD mostly out of necessity.  There really isn't any point in switching banks until all my debt is paid off, or at the very least my overdraft balance..

    Like 1
  • Yes this is terrible. TD Bank is terrible on many levels (their hold music talking about "legendary customer service" is almost offensive it's so laughable). I am on a free trial right now too and am stunned that TD Bank is so late to the game that they are not participating. I second the need to have them join!! It would be so much less convenient to have to manually load purchases.

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    • Mntnlion  I did MINT for years using my TD account. I emailed Customer Service @ TD Bank and requested they open my account to YNAB. We'll see. I'm back with MINT.

      Like 1
      • Mntnlion
      • mntnlion
      • 7 mths ago
      • 2
      • Reported - view

      Violet Lightning Yeah I have mint too but I just don’t love it and had hoped to augment it with budgeting here. I hope TD bank gets themselves in gear... 

      Like 2
  • Hi There - So, if I'm understanding it right, there is no way to even TRY linking our TD accounts?? I don't see an option in the drop-down menu for adding an account.

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    • Hi Lavender Transistor !

      Sorry for the trouble! Since TD Bank is currently not supported, our import partner has removed it from their financial institutions list. 

      You can still set up any accounts you have with this institution! To do this, start by selecting Add Account and setting it up as an Unlinked account from the start. Once the issue is resolved, you’ll be able to link it up, no problem.

      Here are the steps to keep your budget updated without direct import:

      1. Enter transactions yourself—the mobile app is great for recording spending on-the-go (gas and groceries) and Scheduled Transactions are perfect for recurring expenses (rent and utility bills). Once you're able to link the account, imported transactions will match right up with the ones you entered. You’ll even have the chance to approve the matches—or manually match two transactions if the amounts differed.
      2. Import and categorize transactions by using File-Based Importing (in the web app). It’s a super quick and easy alternative that allows you to drag and drop a file containing your transactions right into YNAB.
      3. Click the Reconcile button in the web app and follow the steps to verify your accounts regularly. After all, correct balances are the foundation of your budget!

      I hope you'll give  these other transaction entry methods a try! If you have any questions, please don't hesitate to ask! :)

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    • sirwinny
    • waiting for td bank to get their shit together
    • Slate_Gray_Piano.4
    • 4 mths ago
    • Reported - view

    Any update on this? My friends want to sign on but this is a huge barrier to entry. When can we expect TD Bank integration?

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    • sirwinny After TD Bank updated their system, our Direct Import partner had to rebuild their integration and it's proven to be more difficult than anticipated. We aren't giving up hope that the integration will be repaired in the future, but it will take more time. I know direct import issues are frustrating, and long term ones more so. I'm sorry I don't have better news for you!

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    • Nicole - Is there anything WE can do to help this along??

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    • Lavender Transistor Absolutely! Financial institutions are more receptive to the needs of their customers than they are to third-party providers—as they should be.

      If you'd like, you can let your financial institution know you'd like easier access to your transaction data in general. This could be in the form of better formatted data files (like universally friendly QFX/QIF files) and/or the ability for third-party financial management programs (like YNAB) to have access to this read-only data with your permission, of course!

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    • Lavender Chef Admittedly, that is a very good question! 😉

      Since Plaid has now acquired Quovo, and Plaid has a working TD connection, we're hoping that we'll see progress on this front once things are ironed out on their backend. We're keeping our fingers crossed and an extra close eye on the situation!

      Like 2
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