YNAB - Do you use multiple import partners?

An individual stated that they were told that YNAB uses multiple import partners.

If true, what do I have to do to request that Plaid NOT be my importer?

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  • Hi Scythe ! My apologies if you're seeing this multiple times. I've sent you an @ in a thread with these details already, but wanted to address it here too! 

    While Plaid is our primary import partner moving forward, we will also continue to work with MX. You can reach out via the Bank Importing form and our team is happy to walk through which option is best for you. That applies to anyone!

    There are two wide-spread issues impacting YNABers after the update on our status page, and while not resolved yet—we're seeing progress.

    Plaid is an industry leader in this wild west of data-aggregation, and we're really excited to see what the future brings. Our CPO recently addressed some related questions in the Upcoming Changes to Direct Import thread. I hope you'll check out it!

  • With the recent migration to Plaid, direct import issues have been a popular topic, but we aren’t able to troubleshoot Bank Importing issues in the forum.

    For any folks having trouble, please fill out this form and our Direct Import team will help you get things back up and running!

    Replies in this thread have been turned off, but you can still chime in on the other Plaid threads that are open if you’d like to discuss things with your fellow YNABers. 😄

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