linked Credit Card # has changed...

What's the easiest way  change the cc# of a linked account?  I lost my card and was sent a new card with a new #.  Unlink the old and link the new?  I'm worried about losing transactions or creating a mess.  Any help appreciated.  Thanks so much!!!

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    • Melissa
    • Routinely questioning every assumption I have about my budget, my spending, and my savings habits.
    • todays_mel
    • 2 wk ago
    • 1
    • Reported - view

    Unless your actual credit account (the account at your financial institution that is basically loaning you money) was closed, there is no need to unlink and relink that account within YNAB.

    I believe your confusing our credit card #, the one that is listed on the actual physical card that you type in or swipe when you pay, with your credit account at your financial institution. Physical credit cards are reissued with new numbers all the time (because they expire, or get lost or stolen) and that doesn't have any affect on the actual financial account that issues you credit.

    You do not have to do anything within YNAB, again, unless you closed your credit (loan) account and reopened a new credit (loan) account.

    Like 1
    • When you're issued a new credit card, it should show up in your existing connection. But, to get it switched so it can start importing again, you may need to unlink from the original card and re-link to the new one. Here are the steps to do that:

      1. Hover over your credit card account in the left-hand sidebar.
      2. Select the edit icon and choose Unlink Account
      3. Hover over the account again, and choose Link Account
      4. Select your existing connection to this financial institution. If the new account is listed there, choosing it from the list will link it up with your existing budget account so it will start importing again.

      Let me know how it goes!

    • Matthew This was so easy.  Thank-you!

      Like 1
    • Powder Blue Panther Awesome, glad to hear it!

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