Forced update of tracking accounts

Can I force an update of investment accounts that I am tracking? How often will they update automatically?

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  • Cannot force the import. There's a delay from when YNAB checks the import provider and a delay from when the import provider checks the bank. I'd guess an average somewhere between 18 and 36 hours.

    There are often issues updating investment accounts because YNAB doesn't pull in the balance after the initial import. It only pulls in transactions, which are usually a net of $0. If you really want to know the up-to-the minute, just log into the bank's website. You can reconcile the YNAB account to that value if you like.

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  • They don't update automatically in my experience, at least, they don't have the correct balance because the interest isn't automatically included and my investment gains/losses aren't automatically included.

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  • Hello friends.  I am new to YNAB and I am experiencing an issue with my tracking accounts updating.  For example, I added my 401k as a tracking account.  The starting balance is 06/05/21.  I have had positive transactions positive transactions on my account on 06/14/21, 06/15/21 and 06/16/21 however in YNAB I still only see the starting balance.  There have not been any transactions uploaded to YNAB and it seems like it is not being refreshed like my expense accounts.  Any idea what's going on here?  🤔

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    • Mr. Christopher Hi, there! Welcome to YNAB!

      Because of the way data is reported for investment accounts, you're unlikely to see them update reliably through direct import in YNAB. A solid way to handle these Tracking Accounts is to update them using scheduled transactions for contributions and Reconciliation Balance Adjustments to update the balance regularly. 

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    • Dela Thank you for the quick response!  However I am a bit confused.  There are not any transactions showing in YNAB whatsoever besides the initial balance.  Is my account properly syncing?

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      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 2 mths ago
      • 2
      • Reported - view

      Mr. Christopher The bottom line is it's not worth using DI with investment accounts in YNAB. It just doesn't work. I just do a market changes adjustment once per month.

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    • Superbone I see.  That's a bummer.  Hopefully they have it in the works to fix it.  I used Mvelopes for 8 years and I only recently moved to YNAB.  I have been amazed at how much better YNAB is!  However, this seems like a pretty basic feature that YNAB should have working.  I did not have any trouble tracking linked investment accounts with Mvelopes.  Thanks for the heads up Superbone. 

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      • Superbone
      • YNAB convert since 2008
      • Superbone
      • 2 mths ago
      • Reported - view

      Mr. Christopher Yep, that sounds like one thing Mvelopes has over YNAB. That would be nice as I track my net worth in YNAB but I've adjusted to it quite well. It takes me all of 10 minutes tops once a month to update all my tracking accounts. However, the YNAB budgeting system is fantastic. You'll see many Mvelopes users have migrated to YNAB. In fact, there are a couple threads about it if you search for Mvelopes. YNAB has been life-changing for me. Happy budgeting!

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