Bank of the west confirmation?

I don't seem able to link my Bank of the West account. It signs=in partially, but then I get a dialog to send a confirmation code. No matter what I choose, it never arrives.

When using the BotW website it requires this, but sends out the confirmation.

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  • Hi MrNickGreene !

    At the moment, it looks like it’s waiting for you to answer your security questions again. If you haven’t added an account with this financial institution yet, let’s have you try answering those like this:

    1. Select the name of your budget in the upper left-hand corner.

    2. Choose Manage Connections.

    3. Select the failed connection with them and try again.

    Or if you’ve already added an account to your budget, you can simply click the “Import(!)" button at the top of your account register, and answer your authentication questions (if there are any to answer) from there.

    If it still won’t connect, let me know and we'll go from there! :)

    Reply Like
  • I haven't linked the account yet, so there is no budget for it yet.
    The "security question" it's waiting for is the sms verification code.
    I never get a sms though.
    I tried verificiation code through email.
    No email.

    I've gotten this prompt through the actual Bank of the West website, and successfully got the confirmation sms. So I think it's an issue with how YNAB hooks up with the bank.

    Reply Like
    • Hi MrNickGreene !

      Thanks for letting us know! I've reach out via email from help@ynab.com, so we can gather a little more information and get this reported to the Direct Import partner.

      Reply Like
  • Mine is doing exactly the same. Works fine through Banktivity.

    Reply Like
    • Hi Slate Blue Trombone !

      I see that you wrote in via email about that Bank of the West connection. One of our Direct Import Experts will take a look and follow up with you shortly!

      Reply Like
  • I am also not receiving the verification code from BotW. Have tried the SMS and email methods with no success. 

    Reply Like
    • Hi TUR7L3 !

      Thanks for writing in via email. It looks like one of our Direct Import Experts is taking a closer look!

      Reply Like
      • TUR7L3
      • TUR7L3
      • 6 mths ago
      • Reported - view

      Nicole at YNAB Are there any updates on this issue? I would love to use this service, but am unable to until i can link my BotW account. I'd like to have some time to use the free trial before paying for the premium. 

      I confirmed with my bank that my contact information is up-to-date. I have tried all 3 methods of contact with no success so far.

      Thank you

      Reply Like
    • Hi TUR7L3 !

      We've heard reports of similar issues with Bank of the West from other YNAB users. Our Direct Import partner is currently investigating the cause and we should hear back soon! Laura will reach out via email, when we do. 😀

      Reply Like
      • TUR7L3
      • TUR7L3
      • 6 mths ago
      • Reported - view

      Nicole at YNAB Any updates regarding this issue? When it is resolved, is there a way to reset the free trial duration? Thanks

      Reply Like
    • TUR7L3 No update just yet. We'd be more than happy to reset your trial once we have this ironed out! :)

      Reply Like
  • Hi!  I'm having the same issue with SMS verification never making it to me...

     

    Any help would be greatly appreciated!

    Reply Like
    • Hi Powder Blue Yearling !

      If it asks for a code (via email/text/call) that never comes, here are a few things to check:

      1. Log into your financial institution's website and make sure all of your contact information is filled in and up-to-date.

      2. Attempt to connect in YNAB again and make sure the contact information shown matches what's on your financial institution's website.

      3. Try each option (call, text, email) to see if you have better luck with one over the other. 

      Can you click that "Import" button at the top of your account register, answer your authentication questions, and let me know how it goes? 

      If all that checks out and you still didn’t receive your code, let me know and I’ll have our Direct Import partner take a look!

      Reply Like
  • Bank of the West has updated the login sequence. You now have to agree to a consent form before the request of the OTP is sent.

    Reply Like
    • Tan Packet Linking Bank of the West with YNAB still doesn't work.

      Reply Like
    • MrNickGreene Sorry for the trouble! Our Direct Import partner is still working on getting this issue ironed out.

      Reply Like
  • Any update on this? Mine is doing the exact same - I never get the confirmation code.

    Reply Like
      • TUR7L3
      • TUR7L3
      • 5 mths ago
      • 1
      • Reported - view

      Orange Python I know that myself as well as other users are working with YNAB's direct import partners to get this resolved. 

      Reply Like 1
    • Hi Orange Python ! Not yet. Sorry for the trouble! Our Direct Import partner is working hard to get this resolved. When we have news, we'll post an update!

      Reply Like
  • I haven't e-mailed in to support, but I'd like to just add my name on the list of users trying to connect with Bank of the West. No luck with SMS, E-mail, or Phone. Looking forward to a fix so I can start using this highly praised service!

    Reply Like
    • Dr. Rab Sorry for the trouble! Our Direct Import partner is working on rebuilding their integration with Bank of the West. We think we're getting closer, but it could take a bit more time to have this ironed out.

      Reply Like
  • I'm having the same issue as others connecting to Bank of the West (not receiving text/email/voice confirmation code).  Just adding my name to the list, hoping to hear of a fix soon.

    Reply Like
    • Alex MH I just sent you an email (sorry we missed you until now!) so that you'll get notified when this is running again. 

      Reply Like
  • It's been 2 months gang. 
    I've lost faith this is actually on any developers radar.
    There is no way that if even 1 person was working on this for half that time it wouldn't be fixed.
    I'm sure the support staff care. But they aren't the ones who have to do the fixing.

    Reply Like
    • Hey  MrNickGreene

      This is taking longer than we hoped, too! We work with a third party direct import partner, and it's definitely on their radar. For some issues, like this one, our direct import partner needs to work directly with a user to test their fix for their integration. In this case,  our Direct Import partner has been working with a number of users directly to review how the build needed to happen, test the build, re-look at the work, re-test, etc. Unfortunately, even with ongoing time and work they still haven't gotten it 100% fixed--though we're checking in with them each week and they are actively working with some BotW users each week as well. 

       

      If you have any questions about that or want any more details, please do let me know! 

      Reply Like
  • I tried the import today, and it worked for me.
    It got to the sms verification. I chose the sms option. It spun, and then connected.
    Still never got the sms, so maybe this was just a fluke and it will break whenever the sms is required again.

    Reply Like
    • MrNickGreene Thanks for letting us know that connection is up and running! Our Direct Import partner has been hard at work, to rebuild that connection. We haven't heard anything official yet, but it looks like things are moving in the right direction. Let us know if you have any further trouble there!

      Reply Like
  • I was able to import my transactions after resetting my username and password with BotW, but now, again, it won't use my username and PW in YNAB and I'm afraid trying it too many times will lock it out again.   It does not give any request for security questions or mentions sending a code.

    Reply Like
    • Navy Blue Nomad Sorry for the trouble! I sent you an email with a few more details so we can follow up there! :)

      Reply Like
  • Yeah, sure enough, BotW isn't working again. Worked for a day or 2 until it needed to authenticate again.
    Super annoying that YNAB just keeps trying until my account gets locked, and I have to call BotW to unlock it.

    Reply Like
    • MrNickGreene I'm sorry Bank of the West is still giving you trouble! Our Direct Import partner is still woking on getting this up and running again. As they work on fixing the connection, it may be spotty until they're done. Hopefully we'll have an update from them soon!

      Reply Like
  • I'm having the same problem.  I started a paid subscription 2 months ago and have not yet been able to get this to work with Bank of the West (although I can log into BOW's website with no issues).  It's caused my BOW account to be locked.  Can we get more detail on what the issue is? 

    Reply Like
    • Hi Khaki Commander !

      Sorry for the trouble! Bank of the West made an update to their Multi Factor Authentication procedures a while back and it's been a bit tricky for our Direct Import partner to update the integration to work smoothly with their changes. As of yesterday, May 13th, they were able to make a bit of headway in their investigation. They're still investigating, but we're hoping it won't be too much longer before we start seeing improvements with this connection.

      Reply Like
  • hi! any updates on this work?  I want to subscribe to YNAB but can't do it until this issue is corrected.  

    Reply Like
    • Hi Alice Blue Camera !

      Our import partner let us know they've made some adjustments to the connection yesterday, June 3rd. It looks like there is more work to be done, and we hope to have better news soon!

      Reply Like
    • Nicole Hi Nicole.  Do you have any updates on this?  I really do want to subscribe and won't spend the money until the issue is corrected.  thanks for any info you can give me. 

      Reply Like
    • Hi Alice Blue Camera ! Thanks for checking in! 

      Our import partner isn't currently able to connect to Bank of the West, so they've made it unavailable. The good news is they will continue to work on restoring the connection, so it may be again in the future!

      If you haven't tried it yet, I recommend giving File-Based Importing a try (in the web app). It's a super quick and easy alternative that allows you to drag and drop a file containing your transactions right into YNAB. It looks like your trial has expired, so if you'd like to give that a try—just let me know. I'd be happy to restart that for you!

      I know this isn't the news you were hoping to hear (it’s certainly not news we like sharing!), so please let me know if you have any questions at all.

      Reply Like
    • Nicole hi Nicole. Thanks for your response and thanks for the offer of extending the free trial so I can try file-based importing. Please do that and I’ll see how it goes. 

      Reply Like 1
    • Alice Blue Camera Glad to hear it! I've sent you an email, to get the ball rolling. One of my colleagues will follow up, once they've reset the trial. 😄Let us know if we can do anything to help you along the way! 

      Reply Like
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