Direct Import Expectations With TreasuryDirect and Schwab529?

I managed to set up our TreasuryDirect and Schwab 529 accounts successfully and they both imported the correct starting balances.  They are set up as tracking accounts.

What activity can I expect from the connection? Do any transactions sync or just balance changes or nothing (in other words, there is no benefit of direct connect)?

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  • See:

    https://support.youneedabudget.com/t/35hkk12/transactions-from-hsa-not-appearing

    Same thing applies. Forget DI with investment accounts in YNAB.

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  • Thanks......I wish they (YNAB) would not even make the option available if there is no way to import anything other than the opening balance.....

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

      llbean I agree with you. Don't provide the option if it doesn't work. I haven't tried forever. I wonder if they even warn you that it won't do anything for you. They could at least do that.

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