Coastal Credit Union Account Linking broken

Been stuck like this for 48 hours now. Confirmed with Coastal everything is clear on their end. Feel free to contact me for more information. System breaking bug for me. 

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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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  • Hi Tomato Horn !

     

    I see you reached out to [email protected] and already have the ball rolling on this, so I'll followup there!

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      • ShayD
      • theshay
      • 1 yr ago
      • 1
      • Reported - view

      Jannelle Sounds great, responded back, kind of hanging out waiting on this at the moment. Choosing between y'all and two other services testing them all out. any updates are welcomed.

      Like 1
    •  ShayD Thank you for your help on this one! Since this is now in the hands of our Direct Import partner, and being handled through email, I'm going to mark this thread as Answered. However, you can still respond here at any time if you'd like to continue discussion! :)

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  • Was this ever resolved? Just signed up for YNAB (previous YNAB 4 user) and Coastal isn't linking for me either.

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    • Hi MCB !

      Sorry for the trouble!

      Our Direct Import partner took a look into the issues with Coastal and ran into a bit of a roadblock.

      Currently, they aren't able to support one-time passcode security settings with this financial institution. 
      While they haven't given up and are still going to keep working on finding a test account to build this integration with, it could take some time!

      If you're really anxious to get this connection up and running, it’s possible our Direct Import partner would be able to fix the issue quicker if your account was set up with security questions/answers rather than the one-time passcode. This might not even be an option for your financial institution, and if it is, I completely understand if you'd prefer to keep your security settings as is—I just wanted to let you know about the option in case you're interested.

      If you'd rather not chance those settings, no worries! You can still use our Mobile Apps and/or File-Based Importing to stay on top of things. And our Direct Import partner will keep working to get the issue resolved!

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      • ShayD
      • theshay
      • 1 yr ago
      • Reported - view

      MCB what  Faness is saying isn't true at all. Your coastal account can't be switched to question answers instead of a one time passcode and I've told them that in the past AND Coastal has told them that as well. No resolution on this, and they have not gotten in touch with me to say they're working on it or not.  

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    • ShayD Thank you for letting me know! I mentioned this as a possibility because it's worked for some accounts in the past, but we know it's only a possibility because what works for one account won't always work for another.

      I took a look and Alicia contacted you for further information in regards to this issue back on July 18th, but I'm not seeing a response. Did you receive her message? Our Direct Import partner mentioned that they believe you have a one-time password set up on a different device, causing it to over-ride the security questions you selected. The email she sent you has a few more details.

      If you've received her email, or if I've missed your reply, please let me know!

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  • The reply was useless as like I said, Coastal does not have a one time code and the error is on your behalf. The ONLY way the account can be set up is by questions and answers and that's what it is. Coastal even told me that they reached out to your people directly and have not yet been able to make any improvement on the situation. Really want to use the software, but this is 100% a dealbreaker right now and doesn't seem a priority in getting resolved. 

    Faness

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    • ShayD Our Direct Import partner asked us to clarify the process of selecting the security prompts and I see you just responded, so thank you! We appreciate you being willing to work with us so our Direct Import partner can get this integration properly built. 

      MCB We completely understand! We're hoping our Direct Import partner can get this up and running properly soon! I'm going to include your information on the open ticket and I've sent you a quick email with a few details of what that means.

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  • Unfortunately this is a non starter for me too. The only reason I switched from YNAB 4 to the new version was for direct import. Until this is resolved, I will be going back to YNAB 4. I don’t see a point in paying a monthly fee to have to enter everything in manually when I already do that on the old version. 

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  • Just signed up with YNAB and I also can not link to my coastal account.  I've never had an issue linking with coastal from other apps.  Just linked from another budgetting app a few days ago.  Wanted to give YNAB a try.  Hopefully this will work before my free trial is over.  I wouldn't be able to justify paying for the service with this limitation.

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    • Hi Empty Pockets !

      I just sent you an email with a few details! Our Direct Import partner is working on building their integration with Coastal. It may take some time, but we'll let you know once we have any updates! :)

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      • Empty Pockets
      • Living like no one else...
      • Maroon_Wildcat.1
      • 1 yr ago
      • Reported - view

      Faness 

      Thanks for the response.  Is there an ETA on resolving this issue?  The days on my free trial are ticking away.  One of the reasons that I wanted to switch to YNAB was to get away from having to do manual imports. 

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      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • Reported - view

      Empty Pockets I hope you don’t mind if I jump in for Faness! 

       

      Our Direct Import partner is working with Coastal directly, so they hope to have a resolution soon! We have your email with [email protected] on the list to reach out to when we hear the good news! As a sign of good faith, I’ve added a couple weeks to your trial. 😊

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  • Jannelle could you add me to the email list as well?  I just started my YNAB trial a few days ago, and when I tried to link my coastal account it asked me a few Coastal security questions, but parts of the questions themselves were missing so I was unable to accurately answer them.  I now get the "maintenance" message like the original poster did. 

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    • Hi Magenta Colt !

      Sorry for the delay! I took a look and it's now waiting for you to answer those Coastal security questions again. When you have a moment, can you give them another try? If you're still missing parts of the question, let me know and we'll go from there!

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    • Faness Looks the questions are still incomplete. For example, the first "question" is "Corporation Names may contain slight misspellings." followed by a list of businesses to choose from. 

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    • Magenta Colt Does the URL you use to login line up with the option you're connecting to in YNAB? If not, go ahead and search by the URL to try another connection. Otherwise, please do send us an email at [email protected] so we can get to the root of this specific issue with our Direct Import partner!

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    • Veronica at YNAB Yes, the Coastal Credit Union site ( coastal24.com ) lined up correctly with what YNAB showed when trying to link. I could send an email to [email protected] , though one thing to note is that Coastal is overhauling their website on September 23rd so at this point it might as well wait until then in case something changes.

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  • I am in the same boat. I used the trial almost a year ago and it connected to coastal just fine. I bought the subscription yesterday and I am disappointed to find the connection no longer works. Is it worthwhile for me to submit to [email protected] or is the issue already being addressed?

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  • Rob Magenta Colt

    I'll reach out from [email protected] ! We can troubleshoot/be sure to get back to you when we hear anything from our Direct Import partner a bit more efficiently. 😊

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      • ShayD
      • theshay
      • 1 yr ago
      • Reported - view

      Rob  Magenta Colt don’t waste your time. They’ve burned my entire trial beating around the bush with no real answers. They aren’t going to fix this and you should look elsewhere. I did. 

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    • Hi ShayD !

      I just took a look and I'm no longer seeing your account in maintenance mode. When you have a moment, can you try reconnecting? I've added a bit more time to your trial so you can give it a try. Our Direct Import partner has reported making some progress, but I think they're still trying to fine tune things. :)

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  • Soon after my earlier posting my coastal account started direct importing with no problem.  Worked great for several weeks.  As of yesterday 9/23, it no longer works.  It will ask me the correct security questions, and I am get an error indicating "your login information wasn't recognized".

     

    Also, my bank apparently doesn't allow downloading CSV files anymore, they offer Quicken and Quickbooks.  

     

    This is starting to look dead in the water...

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    • Empty Pockets I just responded to your email - we're going to have our Direct Import partner take another look at things. In the meantime, that Quicken option should do the trick for File Based Importing! :)

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  • Any update on this? My boyfriend was all set to give YNAB a try, but ran into this problem where his main account is with Coastal Federal Credit Union and the integration was broke .

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    • Hi Gold Pilot !

      Is your boyfriend still having trouble with his Coastal Federal connection? If so, can you have him write in to [email protected]? We need his email address in order to take a look at his account connections and I didn't want to ask you to post that information here. :)

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  • Doesn't work for me. So this issue has been ongoing for a year? No progress?

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    • Hi Cornflower Blue Viper !

      Sorry for the trouble! I wish I had better news but after struggling with repairing the connection to Coastal Federal, our import partner let us know they're not currently able to support direct import for this financial institution. They're still working on a fix, but they've let us know this will be a long term issue. 

      I hope you'll give our other transaction entry options a try! If you have any questions, please don't hesitate to ask!

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    • Cornflower Blue Viper Faness Coastal import is also broken for me. It was working up until about a week ago.

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    • Turquoise Lightning I've been trying a couple times a week to get it linked and have had zero luck.

      I asked CFCU/CCU. This was their response:

      "Thank you for your message. We do not block the access to 3rd party budgeting sites. You should be able to link to any site you wish. If you are can not, we are unable to troubleshoot. Please let us know if you need further assistance."

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    • Hi Turquoise Lightning ! 

      This issue is, unfortunately, persistent. While some users were able to keep that connection for a bit longer than others, most are eventually hitting an error.

      It's going to be a difficult and time-intensive process to resolve the issue with Coastal, and while we’re optimistic the integration will be repaired eventually, we rarely (read: never) can estimate the timeline for a fix.

      We aren't giving up, but it's going to take some time to get this back up and running!

      Let me know if you have any questions at all! Again, we’re truly sorry for any and all budgeting disruptions this causes you.

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    • Cornflower Blue Viper Sorry for the trouble! Coastal made some changes to their platform, so we have to work with our import partners to rebuild the integration to work with their new requirements. It's not that they're blocking the connections, but the integration has to be updated before it will work again.

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  • So, just to add some data to this.  I am currently linked to coastal and it still works.  However about 2 months ago my coastal accounts began showing "delayed" and they do not pull daily.  They pull data about every 4-5 days.

     

    So, things are not working properly, but they are not completly broken either.  I posted a thread about my issues and it went nowhere...  My ynab renewal is coming up soon...

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    • Thanks for letting us know, Empty Pockets ! The delayed error is related to the ongoing issue with Coastal Credit Union. Each connection is unique, and can behave differently. We appreciate those details and I'll pass them along. Our partner will continue to work on restoring the connection to it's former glory, but it will take some time. I know direct import issues are frustrating, and we appreciate your patience!

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  • This was fixed a few days ago! But now it's broken again 😥

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    • Hi Kevin Collins ! It looks like your connection is running into a different error here, so I've sent you a quick email to see what can be done. 🙂

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    • Nicole Update: the connection appears fixed now, but YNAB isn't importing any new transactions. 

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    • Kevin Collins 

      Sorry for the delayed response here! I see you were able to send in examples and our import partner is on the trail of those missing transactions!

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  • I had the delayed status for months, it only connected once in a while. Now it is unavailable for going on 11 days. What is the issue with Coastal?  It has not connected for much longer than it has actually connected.

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    • Hi Slate Gray Octopus ! Our import partner isn't currently able to connect to Coastal Credit Union. The error has changed a bit, over time—but it looks like they've removed it from the list for now. The good news is they will continue to work on making a connection to your bank, so it may be available again in the future.

      If you haven't yet, I'd 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.

      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.

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    • Nicole  so we did importing over the weekend, and discovered in the process that another account with another bank has also not been connecting, and we were not even notified it wasn't connecting.  That account is more of a mess because sometimes it connects, but doesn't pull all transactions.  I am super-frustrated than now two of my four accounts are not working.

      What does that mean that Coastal was removed from the list?

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    • Hi Slate Gray Octopus !

      Sorry for the trouble! Can you let me know the other account that isn't importing? We'd be more than happy to take a closer look at things! We keep track of known direct import issues on our status page, but we can troubleshoot any issues you're having!

      Currently, our import partner isn't able to support a connection to Coastal Capital, so they've stopped offering it as an option as they continue to work on a solution. Once they've repaired the connection, it will be added back to the list of supported financial institutions.

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    • Faness It's Citibank.  I already had been advised by Eileen to remove the connection and reconnect.  That didn't work, so I sent her some transactions this evening.

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    • Slate Gray Octopus Thank you for letting me know! Eileen is wonderful - you're in great hands! :)

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  • For what it's worth, I use another personal finance software that is also having problems connecting to Coastal. 

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    • Hi Kevin Collins !

      Sorry you're having so much trouble with Coastal. We're working with our import partner on a fix, but they've let us know this will most likely be a long-term issue.

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    • Faness Any update on this issue? That other software I mentioned that couldn't connect with Coastal has it fixed now.

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    • Hey Kevin Collins ! Our import partner has been able to narrow things down, but it's not the best news.

      At this time, we're unable to support the CAPTCHA multi-factor authentication method used by Coastal. We're hoping our import partners can build support for this down the line, but we can't guarantee when (or if) that might happen.

      The good news is we do have some other transaction entry options for keeping your accounts up to date as efficiently as possible! I'd also recommend giving File-Based Importing a try (in the web app). It's a quick & easy alternative that allows you to drag and drop a file containing your transactions right into YNAB.

      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—I'm happy to help in any way I can.

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  • Can you provide more info on this CAPTCHA problem?  I was successfully using YNAB and importing from Coastal w/CAPTCHA for nearly a year before the import problems began to show up.

     

    So import *was* working with Coastal & CAPTCHA.

     

    Also, whats the plan for the future.  Nearly every institution out there is going to MFA.  Some financial institutions text you a code that you have to type in?   How is YNAB going to manage when that becomes the standard?

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    • Empty Pockets We work with three different import partners, so things vary a bit depending on the one you're connected with. Your accounts are not with the provider I mentioned previously.

      Across the board, connecting to Coastal is rough after the platform changes, and our various partners have let us know this is looking to be a longterm issue. We (and they) aren't giving up hope that it may be restored in the future.

      We currently support many financial institutions that use two-factor authentication. From my understanding, the trouble comes down to connections that rely on third-party authentication apps (such as Authy and Google Authenticator). Typically, another option is available—like SMS, or email.

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