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.

57replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • 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! :)

    Reply Like
  • 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.

    Reply Like
    • 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.

      Reply Like 1
  • 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.

    Reply Like 1
    • 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!

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

    Reply Like
  • 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.

    Reply Like
  • 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.

    Reply Like 1
    • 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! :)

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

    Reply Like 2
  • 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. 

    Reply Like
    • 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. :)

      Reply Like
    • 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.

      Reply Like 1
      • mamster
      • mamster
      • 5 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!

      Reply Like
    • 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! 

      Reply Like
      • Ryan
      • ryan
      • 5 mths ago
      • 1
      • 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!

      Reply Like 1
      • mamster
      • mamster
      • 5 mths ago
      • 2
      • 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 2
      • Jannelle
      • jannelle_ynabsupport
      • 5 mths ago
      • Reported - view

      mamster Thank you! I can indeed pass it along! 

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

    Reply Like 1
  • 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. 

    Reply Like 1
  • Any updates on this? I can't connect to my Sofi money account either.

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

      Gray Keyboard It's now working for me. Try contacting support!

      Reply Like
    • mamster did you contact YNAB customer support, or SoFi customer support? I just checked my bank connection, and it's still not showing my SoFi money account.

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

      Navy Blue Rhythm YNAB customer support.

      Reply Like
    • Navy Blue Rhythm I sent you a quick email with a possible solution! :)

      Reply Like
  • I've worked with support and it still doesn't work for me. I've pretty much just given up on this ever working. 😞

    Reply Like
    • Katie Patterson I just sent you a quick email to see if we can't get things up and running! :)

      Reply Like
    • Faness can you please email me as well. I deleted the sofi link and tried to readd - when it tries to sync it tells me it couldn’t connect but my phone does get a text for the 2FA

      Reply Like
    • Hot Pink Cheetah Message sent! :)

      Reply Like
      • Kaitlyn
      • Cornflower_Blue_Wrench.14
      • 2 mths ago
      • Reported - view

      Faness So, SoFi Money does sync with ynab? It is on the list. I am able to enter in my login info and I get the text message, but then it says we're having trouble connecting, try logging into your financial institution. I removed the connection and re-added it. I would love to get my SoFi Money account synced with ynab. Is there something special that we need to do or is it just new and doesn't work yet? 

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

      Kaitlyn  yes, SoFi syncs great with Ynab. If you are struggling, contact YNAB support. They can help out.

       

      I personally  have my money account and multiple SoFi invest accounts linked with no issues.

      Reply Like
    • Ryan Why do we need to contact support? Why doesn’t it just work like all the other accounts?

      Reply Like
      • Kaitlyn
      • Cornflower_Blue_Wrench.14
      • 2 mths ago
      • Reported - view

      Ryan do you have SoFi money? I know that is newer than the invest. Wondering if it makes a difference? 

      Reply Like
      • Ryan
      • ryan
      • 2 mths ago
      • 1
      • Reported - view

      Kaitlyn yes. I have a money account, as well as multiple invest accounts.  They all come in just fine.

      Reply Like 1
      • Ryan
      • ryan
      • 2 mths ago
      • 1
      • Reported - view

      Khaki Unicorn (324af65c3529) I only suggested that if it didn’t work. Originally, I had to work with support to get it to go with the direct import partner.  Maybe they can switch you to the new one if that hasn’t happened for your account yet.

      Reply Like 1
    • Khaki Unicorn (324af65c3529) Since SoFi Money is a newer product from SoFi, some of our Direct Import partners aren't able to support it. For some users, switching to a new Direct Import partner is an option, if their other accounts are supported there. Otherwise, we can work with their existing provider to see what options are available. If you have any questions about that or are having trouble connecting, just let me know! 

      Reply Like
    • YNAB support was able to finally get it working for me by switching me over to the "new" direct import partner. It still didn't work right off the bat, but a day or two after switching they were able to do some magic and now it works.

      Reply Like
  • Hi all! Please do let us know if you are still having any trouble with SoFi Money and we can email you options specific to your situation. 

    Reply Like
    • Chrissy Thanks; I would like to try getting mine to work.

      Reply Like
    • Khaki Unicorn (324af65c3529) Just sent you an email with some information!👍

      Reply Like
  • I haven't been able to get my SoFi money account to sync, can you help?

    Reply Like 1
    • Maroon Cello Just sent you an email with some info as well! 👍

      Reply Like
  • I'm unable to sync my SoFi money account Chrissy 🙂

    Reply Like
    • blacksh33p Email sent!

      Reply Like 1
  • Me too Chrissy :)

    Reply Like
    • Gold Trombone I hope you don't mind me stepping in for Chrissy here! Just sent you an email. 😀

      Reply Like
  • Hi Chrissy would you please send me an email about connecting sofi checking to my YNAB account also?

    Reply Like
    • Purple Ink It looks like you connected with April from our support team, but if you need some extra help, just let me know and I'll dig in!

      Reply Like
  • I opened a SoFi Money account a week ago. It was importing fine, but today and yesterday I woke up to two-factor authentication tokens. YNAB seems to have pinged it (both around 5:35 AM EST) and is no longer connected to sync. Is this a known issue?

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

      Carey I seem to have a similar with with SoFi Money not only with YNAB but from other providers.  I suspect it has to do with the TFA that SoFi is using and how they tokenize with the direct import providers.  It seems to be about once a month in my experience; depending on the platform (YNAB, Mint, Personal Capital etc...)

      Reply Like
    • Hi Carey !

      I took a look, but I'm seeing a successful connection to SoFi. Were you able to get things back up and running? Was the issue with the token entry like Ryan mentioned above?

      If you're still having trouble, just let me know and we can take a closer look at things! :)

      Reply Like
      • Carey
      • Carey
      • 2 mths ago
      • Reported - view

      Faness what's happening is every morning around 5:40 I am getting a two-factor token from SoFi.  When I check YNAB after that the SoFi account has disconnected and requests the two-factor authentication. 

       

      It looked OK yesterday because I had already fixed it, but it's happening daily! Is this an issue on YNAB's side or SoFi's?

      Reply Like
    • Carey Thanks for those details!

      Certain financial institutions require you to re-authorize your account frequently, due to how our Direct Import partner's integration works with their site security. Our partner has spent quite a bit of time investigating the issue for us, and I'm afraid there's nothing they can do to get around the frequent re-authorizations. They may start to subside after you've used the connection for a time, but it’s something we’re unable to predict.

      I know it can be a frustrating experience though, and I'm sorry that's the case. The good news is, while it's not so great for the import experience, it's great in terms of security! And you don't need to re-authorize the connection every time it asks—just go through the prompt when you're ready to import new transactions.

      Reply Like
  • I am having issues with linking my Sofi account

    Reply Like
    • Hi Gold Yeti ! Thanks for letting us know! I've let our Direct Import partner know, and reached out via email with a little more information. 😀 Let me know if you have any questions!

      Reply Like
  • +1 on an issue with SoFi money.  1-3 times a day, I am reauthenticating my two-factor.  

    Reply Like
    • Hi emc111 !

      Sorry for the inconvenience! At the moment, having to reauthenticate that account frequently is expected behavior. This is great for security, but we understand it isn't the best experience for direct import as a whole. We're hopeful this will improve going forward but, for now, you can limit reauthenticating the account to just when you need to import transactions instead of multiple times a day.

      Reply Like
Like6 Follow
  • 6 Likes
  • 1 mth agoLast active
  • 57Replies
  • 702Views
  • 25 Following