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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  • I've been having direct import errors for the past few days as well. Anyone else? 

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    • Hi Khaki Tape !

      Sorry for the trouble! I took a look on our end and I'm seeing an error that usually gets cleared up by our import partner automatically, but it can take 48 hours to do so (or 72 if it happens to fall on a weekend). If you're still seeing this error after another day or so, can you let me know? At that point, we'll dig in some more!

      In the meantime, have you tried our mobile apps or File-Based Importing to help keep up with your transactions? 

      File-Based Importing is less daunting than it sounds—promise! You can drag and drop a file containing your transactions right into YNAB!

      Let me know if you have any questions. :) 

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  • Faness

    Thanks for the quick reply! SoFi doesn't offer file export at this time so the import option isn't currently available. I have been using the app in the meantime, but right now, I definitely prefer automatic import. I know there are converts to manual, buuuuuuuuut...I'm not there, yet, haha.

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    • Khaki Tape Doh! That's a bummer that a file isn't an option. It looks like the error on your connection has changed. Can you try removing and re-adding the connection? And we'll go from there. 🙂

      It took me a bit to build up the habit too! Check out this article on A Daily Budget Routine for some helpful tips on workflow. 

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      • Khaki Tape
      • Khaki_Tape.8
      • 2 mths ago
      • 1
      • Reported - view

      Nicole Thanks, Nicole! Everything is working as expected now 😆

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  • Any update to the SoFi money connection not working? I had unlinked a few times with no success, then I removed the connection. I am not able to add the connection again because of the issue that’s going on. I do everything manually, but I miss my imports as my backup! 

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    • Hi Kaitlyn !

      Sorry for the trouble. We're still working on this issue with our import partner. They checked in with us last week and let us know they needed more time to get to the bottom of things. We're keeping an eye on this and we're hoping to have better news soon!

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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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