Amex not importing both cards on one account
My husband and I each have an Amex card, linked together. When I first setup the Amex connection, it showed the entire account balance under my card (judging by the last 4 numbers) and showed $0 balance under my husband's card. Now it seems to only import charges to my card and does not import charges to my husband's card, although they both contribute to the account balance.
Any ideas? How can I manage these together as one account, and also make sure that all transactions are imported? I could not find anything similar to this already discussed. Thanks!
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 wanted to post here letting you know 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
We had no problems with this up until about two weeks ago. We have Visa so this isn't an Amex issue, it seems to be a YNAB issue. Everything worked perfectly fine before, we were successfully pulling in all charges from a joint credit card account. Now, all of sudden, YNAB is only pulling in the charges to my husband's card. We use this joint card for 95% of our purchases so with this problem HALF of our budget isn't being pulled into YNAB and it's extremely frustrating given this product worked fine for over 2 years for us up until now.Reply