SoFi Money Checking Account

Hello, does YNAB enable direct import with SoFi's new Money Checking account? I can indeed connect to my SoFi investment account, but my checking account does not show up.

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  • Hi Tan Disk !

    Do you sign in to your Checking account using the same credentials as your Investment account? If so, they should both be available for direct import. Let me know and we'll go from there! :)

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  • Hi, thank you for the reply.

    Yes, it is the same login, but only my investment account shows up. Thier checking account service is relatively new, perhaps that is why.

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    • Tan Disk Did you add the investment account's connection to YNAB before opening the checking account? If so, maybe try disconnecting the investment account and deleting+re-adding the SoFi connection to YNAB.

      I'm not sure if the connections "refresh" periodically, but I've noticed that when adding a new account to an institution that I've previously connected to YNAB, the new account isn't immediately available as an option.

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  • I will try that... I think maybe because it's a beta service perhaps they do not use OFX for their checking accounts yet. I'm just gonna use drag n drop.

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    • Tan Disk  If it's a new account, removing and then re-adding the connection (like Resistant Punch Roller mentioned) could pull in that information. However, it's possible import wouldn't be an option until after that account reached production instead of the beta phase. If the drag and drop option gives you any trouble, please let me know!

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  • How do you drag and drop from sofi Money to YNAB?

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  • Unfortunately, I don't think SoFi money has export functionalities yet. I have been inputting everything in manually. If you find a way to either import via web or via exported file please update this thread!

    Thanks.

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  • I don't see anything about "Beta" for SoFi Money now; I opened my account about a month ago. Deleting and re-adding the connection hasn't shown the checking account.

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    • Khaki Unicorn (324af65c3529) Sorry for the trouble! It looks like SoFi's Checking account isn't supported for direct import just yet. Tan Disk's suggestion of requesting a sync feature is a great place to star! :)

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  • Email them directly and request for a syncing feature. I already have.

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  • I just tried to import mine and it doesn't seem like YNAB supports it yet.  I know that it's in my feed as another service I use pulls it in just fine. 

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    • Hi Ryan !

      When you have a moment, can you suggest the SoFi checking account in the app, if you haven’t already? It adds it to the list of institutions for our Direct Import partner to see about going forward. :)

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    • Faness I just suggested SoFi Money using the web app, and emailed SoFi asking if they'll support direct import, or exporting of transaction history at any point. I'm considering switching to them, but this is something I'd miss having.

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      • mamster
      • mamster
      • 2 mths ago
      • Reported - view

      I just got out of the SoFi Money queue as well, and put in my request for OFX connection or at least some kind of downloadable transaction record, neither of which is currently supported. Looks like a promising service, though!

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    • Hi Navy Blue Rhythm !

      Thank you so much for taking the time to suggest that in the app, and to SoFi. You've covered all of the bases! 

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      • Ryan
      • ryan
      • 2 mths ago
      • Reported - view

      Faness sofi is actually already on the list of providers for YNAB.  It's just not pulling it in properly which is strange.  If there is something else that I can do to nudge it along, I'd love to.  Manual reconciliation will eventually become tiresome; I've gotten so used to the ease of auto loading from the bank!

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      • mamster
      • mamster
      • 2 mths ago
      • 1
      • Reported - view

      Nicole at YNAB By the way, I confirmed that this works fine with Mint.com, so it definitely is technically possible to screen-scrape it. Not sure if this is helpful to pass along to your direct import provider.

      Reply Like 1
    • mamster Thank you! I can indeed pass it along! 

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  • I'm also eagerly awaiting SoFi Money support...

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  • YNAB is struggling with their direct import to SoFi today but it's being worked on. SoFi works in multiple other services I have, so the issues is on the YNAB import partner side. Good news, is they are actively looking into the solve.

    If you open up a support ticket with YNAB, they can get you in touch with their import partner who is actively working it. 

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