Ally CashBack Rewards Card Direct Import

I track my bank accounts for Ally Bank in YNAB, but I just got their credit card. Is there any way to add direct download for this? I'm not finding a way to link it at this time. Thanks.

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  • We're closing out Bank Importing threads in the forum to make sure these issues are better resolved. Replies in this thread have been turned off, but if you’re having trouble with your bank, please fill out this form and our Direct Import team will help you get things back up and running! 

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  • Hi Mike Doherty !

    When a new account gets added to an existing connection, things can sometimes get a little stuck. To get everything showing up properly, just remove and re-add the connection. It’s different than disconnecting the connection (or deleting the account - which we don’t advise!), and it seems to do the trick!

    Here's how to remove the connection:

    1. Select your budget name in the top left-hand corner and choose Manage Connections from the drop-down menu.
    2. Then Remove the connection(s) to this financial institution, confirm removal and select Done.

    Then you’ll reconnect your account(s) to a fresh connection:

    3. Hover over the existing account(in the left sidebar) and click on the edit icon. 
    4. Select Connect to Bank > Add a Connection. Search for the financial institution, and follow the prompts.

    All of your accounts, including the new one, should now be listed. :)

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  • Hello and thanks for your reply. I understand what you are asking me to do, and I've tried that both now and in the past. The issue I am having is that my credit card isn't showing up as an option even after doing that. Are credit cards from Ally even supported via Direct Import with YNAB? Thanks.

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    • Mike Doherty Yes, your credit card account should be supported like your other accounts. Do you log in using the same website and login credentials for your credit card as you do your other accounts? If so, then they should all be listed together. If not, you may have to use a different institution listing in YNAB to connect.

      If you log in using the same website and login credentials, let me know and I'll have our Direct Import partner investigate! :)

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  • Hi Mike Doherty

     

    I'm sorry for the back and forth here! The Ally CashBack CC has a special handling, correct? As in, you're brought through into another website in order to see the online banking for it? 

    After months of wrestling with the platform that handles the Ally CashBack CC, our Direct Import partner learned that they are currently blocking access from third-party data providers, which means our Direct Import partner is unable to support the connection at this time. It's possible they will be able to re-establish integration in the future (we hope they will!), but we aren't able to guarantee if or when that might happen.

    I know this isn’t the news you were hoping for. It's certainly not news we enjoy sharing, either. We know what a big deciding factor Direct Import plays when it comes to subscribing (or continuing to subscribe) and very much dislike letting you down.

    If you haven’t already, I do hope you'll give File-Based Importing in the web app a try! This allows you to get transactions entered in bulk in one of two ways:

    1. The handy dandy drag and drop method. 

    2. Selecting “All Accounts” and hitting Import from there.

    And entering transactions is easier and faster if you use Upcoming Transactions for reoccurring expenses (rent and utility bills) and Mobile Apps for recording spending on-the-go (gas and groceries).

     

    Let me know if you have any questions. I'm happy to help however I can!

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    • Jannelle I would be interested in a message if this is ever fixed. Thanks!

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      • Jannelle
      • jannelle_ynabsupport
      • 1 yr ago
      • Reported - view

      Spencer Hart Of course! I just reached out from help@ynab.com , to make sure you're on the list. 😊

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    • Jannelle Me as well!

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    • Hi Orchid Dragon !

      I just sent you an email! :)

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      • Andrew
      • ajwoodco
      • 1 yr ago
      • Reported - view

      Faness I'd like to be added to this email list too!

      Thank you!

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    • Andrew It looks like you're connected through a different Direct Import partner. I sent you a quick email so we can get you switched over! :)

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    • Faness Can I get an email too when this is fixed?

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      • Jannelle
      • jannelle_ynabsupport
      • 11 mths ago
      • Reported - view

      Purple Trumpet Sure thing! I just reached out from help@ynab.com to get the ball rolling on a couple things. 😊

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    • Jannelle I'd like to be added to this email alert as well!

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    • Felix Family I've sent you an email so we can keep track and reach out once there's been a resolution! :)

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    • Jannelle Please let me know if this gets fixed!

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    • Hi Kate Lastrapes !

      I sent you a quick email so we can follow up once this is resolved! :)

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  • Ally has a separate URL for their credit card log in-- yes you can access it via your regular bank log in, but there is a seperate page for viewing JUST your credit card.  Is it possible to update the direct import to use that URL for log in?  

    ally.ccservicing.com

     

    Being able to import my CC transactions would be a game changer for YNAB.

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    • Hi Erica Brown !

      Our Direct Import partner is working on it! :)

      Since the Ally credit card is accessed through another site, they have to build a separate connection for just the credit card account. They haven't given us a date for when this will be available, but they're in the process of building it and we're hoping to see it soon!

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      • Dartasien
      • Dartasien
      • 8 mths ago
      • Reported - view

      Faness Has there been any work done on this?

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    • Hi Silver Hail (aaf9075a4256) !

      I took a look at your account and I sent you a quick email to go over possible alternatives! :)

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  • Sorry to be another inquirer, but is there any update on if/when they'll have this developed? 

    Thanks!

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    • Hi Magenta Packet ! No worries at all. We're always happy to help and take a look at where things are! I reached out via email, with some details on a possible alternative. 😄

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    • Nicole Please let me know as well if this gets solved

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    • Kate Lastrapes Email sent! :)

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    • Faness Hi, can I be added to the list to be informed when this get's resolved? Thanks!

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    • Hi redclifford5000 ! It looks like you're currently connected to Ally, and have transactions ready to import. Are you seeing those on your end?

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    • Nicole I am connected to my Ally Checking and Savings accounts, but cannot connect my Ally Credit Card.

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    • Hi redclifford5000 !

      I sent you an email to see if we can't get that option up and running for you! :)

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  • Ally has recently separated their accounts so that you can ONLY log in to the credit cards through ally.ccservicing.com and the redirect from the banking accounts no longer works. Will direct import now be supported? 

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    • Hi Steel Blue Harp ! I'm so glad that you reached out. 🙂 Let's see if we can get you back up & running! I sent you an email with an alternative. Keep an eye on your inbox!

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    • Nicole  Hey Nicole, could you forward that email to me as well 😊 

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    • Hi Kate Lastrapes !

      I took a look and I'm currently seeing a successful connection to the Ally Cashback Credit Card. Are you having trouble importing transactions?

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  • I cannot get my Ally cash back visa to connect. Is there a procedure I missed in this thread?

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    • Hi Intertius !

      I sent you a quick email with possible options! :)

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  • I would appreciate guidance on setting up an Ally Credit Card linked account.

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    • Hey Maroon Grizzly ! I sent you an email, so we can go through the options. Let me know if you have any questions!
       

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