HSBC

Anyone else having the issue that HSBC doesn't update?  Might hasn't been updated for a month.  Why does YNAB struggle w/ this while Mint etc does not?   I love YNAB but I'm frustrated. 

31replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • Hi Silver Router !

    You're right, you aren't the only one having this issue with HSBC at the moment! Our Direct Import partner has been on the case for some time, and they’ve narrowed it down to some changes HSBC has made with their login process (an added birthday authentication prompt), so they are currently working with them directly in order to make the connection more stable. While we’re optimistic they’ll be able to repair the integration eventually, our Direct Import Partner isn’t able to offer us a timeline on a fix.

     

    We’ll post updates as we hear back from our Direct Import partner, so feel free to keep an eye on our Status Page. We'll also reach out via email when we hear anything more! 

    Reply Like
    • Jannelle hi, do you know has this been fixed yet? thanks! 

      Reply Like
    • Hi Navy Blue Orca !

      Our Direct Import partner is  working on it! I see that you wrote in via email, and received a response with more details.

      Let us know if you still have questions!

      Reply Like
    • Nicole at YNAB  Looks good! If you could let us know if it gets fixed that would be great, thank you! 

      Reply Like
    • Navy Blue Orca Absolutely! We'll reach out via email, when we have an update. 😀

      Reply Like
  • Same issue and have been waiting about a month for this. Since just about all my transactions are through my HSBC account, this is very frustrating. I was able to use the download transactions feature on the HSBC website as a workaround. The log in has only added birthday so this really can't be that difficult to add an extra field.

    Reply Like
    • Hi Powder Blue Octopus — Sorry you're having trouble! Our Direct Import partner is still working with HSBC to get things up and running.

      I'm going to reach out from help@ynab.com with a few questions for you, so we can take a look! We're on our holiday break, so most of the team is away spending time with their families. It may take a few days, but we’ll follow-up as soon as possible!

      Reply Like
  • Mint has the exact same issue. It seems those of us with HSBC are unable to use the major personal finance apps right now.

    Reply Like
  • Hello,

    I am a new user of YNAB, I am trying to add my HSBC account, however I cannot find anything. 

    HSBC does not support YNAB ? 

    Reply Like
    • Hi Orchid Drum !

      I'm sorry to be the bearer of bad news! Currently, our Direct Import partners aren't able to support direct import with HSBC. After HSBC made changes to their platform, it prevented connections through our Direct Import partners. They're still working on a fix, but they've let us know this will most likely be a long term issue.

      Reply Like
    • Faness Thank you very much Faness for this quick reply. 

      I will not be able to use my 33 days left on my trial... That's a shame. Would I be able to restart a trial version by any chance?

      I will come back to YNAB in about a month. Hopefully the situation will be solved.

      Reply Like
    • Orchid Drum Absolutely! If you delete your account, you'll automatically receive a new trial once you sign back up. If you don't want to delete your account, just send us an email once you're ready to start over and we can add some extra time! :)

      Reply Like
  • My HSBC accounts aren't able to sync - I keep getting an error that says "We were unable to retrieve the login form for this institution. This is usually temporary, so continue setting up the account and try connecting to your institution later" but it seems like it definitely is not temporary. Is there anything I can do?

    Reply Like
    • Steel Blue Boa no. If you look at the other replies on this topic, you’ll see that there’s an issue with the Direct Importing of data. HSBC changed some things and it mucked up all the syncing. They claim they are working on it but I think, yet again, HSBC has dropped the ball when it comes to technology.

      Reply Like
  • Remember you can download the transactions from HSBC and import into YNAB. Just click "View More" on your HSBC transaction list (after logging into the HSBC site) until it shows all your new transactions, then click Download. This creates a CSV file. Add column headings for Date, Payee, Memo, Outflow and Inflow and put the relevant data in each column. Ensure both the Outflow and Inflow figures are positive. Then in YNAB click on Import for the HSBC account and Import to File. It is extra work but you can get your transactions in. The other option is just to enter each transaction manually as YNAB used to recommend years ago.

    Reply Like
    • Powder Blue Octopus what’s the point of using a paid service if I’m just periodically downloading and manually dealing with spreadsheets and all that? I can just do that for free on my laptop. 

      Reply Like 1
    • Khaki Leopard Exactly! They need to fix this. I suspect the fix is not that difficult but getting it prioritized in the next release is the challenge. The only difference is the date of birth.

      Reply Like
    • Powder Blue Octopus Khaki Leopard Sorry for the trouble! Since this is a direct import issue, we have to wait for our Direct Import partner to rebuild their connection to HSBC. This won't take place in a release, as nothing in the YNAB app has to be updated, just the connection on our Direct Import partner's end. Hopefully, they'll be able to get this ironed out soon! :)

      Reply Like
  • I have a team banging out complex trading fixes daily so there is no way this issue with one field can take months to fix so it is clearly not a priority. Is there any way to bump it up the prioritization schedule with the Direct importer? I've stopped using INAB and I've been a user for years.

    Reply Like
    • Powder Blue Octopus I'm sorry for the trouble! HSBC changed their Multi-Factor Authentication protocols and our Direct Import partner hasn't been able to fix the issue. They're still working on it, but they've let us know this will be a long term issue. 

      Reply Like
    • Faness what is the name of that company? We should be able to contact them. There are multiple apps that HSBC customers can’t use right now because of this.

      Reply Like
    • Khaki Leopard Our Direct Import partners, who let us know this will be a longterm issue, are  MX and Quovo. :)

      Reply Like
  • Hello! I logged into my HSBC account today and was not asked for my birthdate, does that mean this is fixed? If  so, how do I link my HSBC account?

    Reply Like
    • Hi Coral Captain !

      We haven't received an official update on this issue just yet. When you have a moment, you can try adding HSBC to your budget again and we can take a look to see if you still hit an error. 

      Reply Like
    • Faness thanks! How do i do that? I have the account in unlinked mode, but if I try to link it HSBC does not appear on the list of institutions.

      Reply Like
      • Jannelle
      • jannelle_ynabsupport
      • 2 mths ago
      • Reported - view

      Coral Captain I'm going to reach out from help@ynab.com and get you some more information on this HSBC issue! It's a doozy, that's for sure!

      Reply Like
  • I also noted the data of birth had gone, but YNAB removed it from the Link Account screen so we can't add our accounts even if it was resolved. YNAB, can this be re-activated so we can at least test this out? I have Credit Cards in YNAB that also have this authentication. YNAB asks the questions and then it connects no problem so I can't see how this is HSBC specific. 

    If needed, I can talk to HSBC. I know the people that run the Internet Banking applications having worked there myself for many years.

    Reply Like
  • Any updates on this topic? When one account from a major bank doesn't work (if it is the bank you use) it kind of ruins the YNAB experience. Thanks

    Reply Like
    • Hi Aquamarine Tugboat !

      We've received quite a few reports from YNABers that HSBC  made some updates to their login process and when this happens, our Direct Import partner has to make some significant changes on their side to re-establish a connection and import transactions.

      The necessary changes are typically able to be made, but it depends on the complexity and will take some time to do so (unfortunately we don’t get a time estimate on these). At this point, they haven't been able to identify the fix, but they are actively working on it! We’ll post updates as we hear back from our Direct Import partner, so feel free to keep an eye on our Status Page.

      Let me know if you have any questions!

      Reply Like
    • Nicole I guess I don't understand how people can have been actively working on this bug for more than four months without identifying a fix yet. We're now in late April 2019. Has there really been no progress made since November 2018? It feels like nobody at either YNAB or your direct import partner is making this a priority at all, and it's making me wonder why I pay for this service.

      Reply Like
    • Hi Steel Blue Boa !

      We truly apologize for the inconvenience. This is a time intensive issue with HSBC as our Direct Import partner has to rebuild the integration for this financial institution. Usually, this can be completed within a few weeks, but this particular issue with multi factor authentication has proven exceptionally complex. They're still working on a fix, but they've let us know it will take some time.

      Reply Like
Like2 Follow
  • 2 Likes
  • 59 min agoLast active
  • 31Replies
  • 496Views
  • 13 Following