Discover Bank connection issues return

A month or so ago there were intermittent problems connecting to Discover (https://status.youneedabudget.com/pages/incident/570bf4ac3f22d07560000b1e/5d1935a8acc17624cd7967f6). Now, it seems that the connection is just down all together. For a couple of days I've been getting a message that my credentials are not recognized even though I can log in to Discover directly without trouble. I don't see anything new on the Status page about this though. Any updates? Thanks.

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

    Discover recently made a change to their security settings so only certain financial software will be able to connect (big names, like Quicken or Quickbooks). Our import partner is currently working withDiscover in order to allow their integration to connect, so it's currently being handled at the partnership level. 

    The good news is we do have some other transaction entry options for keeping your accounts up to date as efficiently as possible!

    While we aren't able to offer any kind of timeline, we’ll post updates on our Status Page as soon as we have them. For those of you who have posted in this thread, I've reached out individually so we can tag your account and email you directly once we have any more conclusive news. If you wrote in via email or chat previously, you're already set!

    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 Salmon Transistor !

    I'm seeing that credentials error on our end, as well. This, of course, may not necessarily be the case, but it does mean we have to check a few things and gather a bit more information to make sure we leave no stone unturned!

    Here are some things you can try that typically help resolve this issue:

    — Check to make sure the web address you use to log into your online banking account matches the URL you see in YNAB.

    — If you’re using a password manager, try typing your login credentials in manually.

    — If your password is longer than 32 characters, try shortening it.

    — Log into your financial institution's online banking account—clearing out any notification you may have from them—then immediately try reconnecting the account in YNAB.

    — Make sure your password doesn't contain any of these characters: 

    • Pipe: |
    • Tilde: ~
    • Less Than: <
    • More Than: >
    • Ampersand: &

    If so, (and I know this sounds silly, but...) in order to set up the connection, you would need to change your password to one that does not have either of those characters because our system isn't able to handle passwords that contain these characters. (This applies to all accounts at all institutions.) Of course, that decision is completely up to you.

    If you’ve tried all that and you're still getting a message about your credentials being invalid, please let me know and we'll go from there! :)

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  • Hi Faness  , no disallowed characters and under the limit for my password. Clicking the link for the web address in YNAB takes me to the same page I use to access my bank directly and I can log in by typing my password without problems (no notifications, etc).

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    • Hi Salmon Transistor ! Thanks for giving those steps a try. We appreciate it! I've sent you an email, so we can have the import partner dig in. 🙂

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  • I can confirm that the connection error has been fixed on my end.

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    • That is amazing news, Cadet Blue Tugboat ! Thanks for checking in. We haven't heard back on an official fix, but fingers crossed this is a signal of things turning around.

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  • I haven't been able to connect for a couple of weeks to Discover bank accounts!

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    • Hi Lavender Vacuum ! 

      Since we’ve received reports from a number of Discover Credit Card and Discover Bank users who are running into the same issue, we’re already working on this with our import partner.

      While we hope it will be fixed within a couple of days, it could take a couple of weeks depending on the complexity. Either way, with a financial institution this large, it's definitely a high priority.

      We’ll post updates on our Status Page as we hear back from our import partner, so please check in with us there!

      In the meantime, don't forget to keep your account balances up to date—you can do that in a few ways:

      1. File Based Importing (you can drag and drop as file containing your transactions right into YNAB!). Here are screenshots showing you how to download a file from Discover—Step 1, Step 2, Step 3.
      2. Active entry using the mobile app.
      3. Scheduled transactions (for those regularly occurring transactions that you know about!)

      Check out this help doc on all our transaction entry options, if you'd like a bit more detail on each.

      We will continue to do all that’s in our power to push for a resolution. If you have any questions or if there's anything else we can do to help, please don’t hesitate to reach out!

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