TD Canada Trust EasyWeb

Hi there. Started a trial a few days ago and cannot linked most of my financial accounts, particularily my main account with TD Canada Trust EasyWeb. I can log into EasyWeb itself using the same credentials, no issue.

I am also unable to link my Equitable Bank account, and my PayPal account. The only bank account I have been able to link is one with Tangerine bank that I just opened and have not used yet.

I'm excited to start using YNAB, but that would require being able to link my accounts first :(

I have been trying  on Google Chrome, Firefox, Linux & OSX, Android App, for the past 5 days.

Any ideas?

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  • I will jump on the bandwagon! Nicole at YNAB Sign me up! All of my accounts are with TD. While i have been using the manual way, it sure would be nice to have it happen automatically!

    Thanks so much!

    Like 1
    • Eaglegrl You're already there! 😄 We took care of that when you wrote in via email last month. When we have news, we'll reach out!

      Like
      • CDN knitter
      • Lavender_Chef.6
      • 8 mths ago
      • 2
      • Reported - view

      Nicole at YNAB Huzzah!! Thanks so much.

      Like 2
  • And another - my wife is with TD Canada Trust and I can't even find them in the "Connect to a Financial Institution". What do we need to do to connect her?

    Like 1
      • IanTS
      • Iants
      • 7 mths ago
      • 1
      • Reported - view

      Sorry - paging Nicole at YNAB

      Like 1
    • IanTS I can jump in for Nicole here! Right now, that's expected--since the issue is long-term, we've hidden TD from the available list. But, I just sent you an email with some more details. 

      Like
    • Chrissy I'm on the same boat can u send me the email as well, in trial as well

      Like 1
    • Steel Blue Robot Email sent! :)

      Like
  • Hi, I like the app. But I'm having the same issue with TD Canada Trust... It worked once, like 2 weeks ago. And now I can't connect to this account and also I've never been able to connect to my BMO (Bank of Montreal). My trial will end in a few days. Can you please put me on that list to get another trial period.

    Thanks

    Like 1
    • Hi Hubert Salomon ! I'm glad that you're enjoying YNAB so far, despite these troubles.

      Our Direct Import partner has been working through some connection issues with TD Canada Trust, and since the issue is long-term, we've hidden TD Canada Trust from the list. Were you connecting to a different financial institution?

      I've gone ahead and reached out via email, so we can reach out when we have news—and also went over our options for the trial as well. Let me know if I can help with anything else!

      Like
  • Similar issue to other in the thread - Got excited and activated the trial only to realize I can't even find TD Canada Trust on the list. This is my wife's primary bank so without being able to conveniently add this, YNAB doesn't really work for us - Is there a work around for this yet?

    Like 1
    • Hi Aahmed !

      Sorry for the trouble! Our Direct Import partner isn't able to support TD Canada Trust at the moment, so they've removed it from the import list.

      I sent you quick email, so that we can follow up once we have any updates. When you have a moment, take a look at our other transaction entry options. Those should help stay on top of things even with direct import down.

      Let me know if you have any questions at all! Again, we’re truly sorry for any and all budgeting disruptions this causes you. 

      Like
  • Same story here.  Signed up for my trial, went to import my accounts...and it was not even an option.  Came across this thread, and now upon seeing

    Faness said:
    TD Canada Trust at the moment, so they've removed it from the import list

     I suppose the future looks pretty bleak for TD customers and YNAB.  If after 6+ months of trying to resolve the issue, they finally just decided to drop it entirely.  Unfortunate, but absolutely a deal breaker for me.

    Like 2
    • Matt We definitely didn't give up trying to resolve it! It is taking some time, but our Direct Import partner and TD Bank have been in communication and are working on how to resolve this. It is a time consuming process but it's one that is being worked on. 

      Like
  • Can I be added to the list too?

    Like 1
    • Hi Slate Blue Screwdiver !

      I sent you an email so we can follow up once this has been resolved! :)

      Like
  • Could I also be added to the list? 

    Like 1
    • Hi Cyan Welder ! Absolutely. I've sent you an email, so we can reach out when it has been resolved!

      Like
  • Hi - can you add me to the list as well?  Also with Td

    Like 1
    • Hi Orange Rhythm !

      Email sent! We'll follow up once we have any updates. :)

      Like
  • Hi, I'm in the same boat, can't really use the free trial until YNAB is able to connect to TD, I'd like to be on the this list too, please.

    Like 1
    • Hi Khaki Rain !

      Email sent! We'll reach out once things are back up and running! :)

      Like
  • Hi, 

     

    Please also add me to the email update list. 

    Like 1
    • Salmon Viper Done! When we have news, we'll reach out. 😀

      Like
  • Please add me to the email update list.

    Like 1
    • Hi Random !

      I sent you a quick email so we can have you added! :)

      Like
  • Hi, Can you please add me. I just join up to the free trail today. 

    Like 1
    • Hi kjw !

      I just sent you an email so we can reach out to you once TD is back up and running! :)

      Like
  • Hi, I’m scrolling to the top of this thread and seeing that this issue started over a year ago. Is there a positive outcome in the foreseeable future for the integration with both TD Canada or BMO? The budgeting really only works efficient and effectively with the link between our budget and banking transaction working, and to me, it looks like there is no solution to this problem in sight. 

    Like 2
      • Gold Cobra
      • Gold_Cobra.6
      • 6 mths ago
      • 1
      • Reported - view

      hi.  Just thought I would quickly comment on this thread.  I decided to give YNAB a shot by manually entering my transactions each day and I can honestly tell you I’m actually preferring it.  Initially I really wanted the automatic connection with TD to be fixed, but I can’t believe how much more effective it is and how much more awareness I have around my spending when I’m forced to enter it into the app and acknowledge the spending. For those of you waiting for the link to be fixed, i highly encourage you to try and track manually for a few weeks - it’s a game changer. 

      Like 1
    • Orchid Drum I truly apologize for the inconvenience! Our Direct Import partner is trying to fix these connections, but it's been a long and slow-moving process. They informed us they have made some progress, but still aren't able to pinpoint a date when these connections will be back up and running.

      Gold Cobra We love hearing you're enjoying manual entry! We intended for direct import to work as a safety net, to help with reconciling and double-checking your entries. It's great to hear that trying manual has changed your preference and level of awareness! :)

      Like
  • *sigh*

    Same here.

    I am a YNAB user for the last 4-5 years on the "legacy app" and resisting to change towards the web based app and the annual fee. Just started my free trial period SPECIFICALLY because I've got tired of manually adjusting everything and wanted a seamless integration - and because I do love the app and it's consolidation approach.

    But, hell... if the REASON I'M MIGRATING is not working in my bank of choosing, what options do I have?

    Skip the new interface and prevent YNAB from earning some of my budget dollar by sticking to the legacy software OR giving my dollar to competition and losing a customer probably forever, as switching budgets would be a pain in the ass once setup.

    I know that the support person (or alter ego) has nothing to to with this, but please make this VERY CLEAR to the product team and marketing that, for a paid product with the proposition to help you "effortlessly do something", taking this long to fix an issue like this one is a MAJOR screw up.

    Since I've got a 34 day trail and now, dear YNAB marketing and product managers, you have 34 days to fix this before losing a long term loyal customer. Mint will send it's regards in the next market share report if in 34 days this is not fixed. (unfortunately)

    And please add me to the "update list".

    Like 1
    • XISBURGER 

      We’re truly sorry for any and all budgeting disruptions this causes you. I know Direct Import issues like the ones you've been experiencing are incredibly frustrating. T

      To be completely upfront, data aggregation is imperfect. It's an unfortunate truth, but it's a truth nonetheless. It's expected that there will be bumps in the road, and while we do everything we possibly can to fix them as quickly as possible, it's just not something we have the power to eliminate (and trust me, we really wish we did).

      Banks frequently make changes to their security settings, websites, or data files - and these are all things our Direct Import partner needs to manually fix. We do expect the majority of connections to work without issue the majority of the time, but occasional hiccups are expected from time to time. Our Direct Import partner doesn't want to give up on repairing this connection, so despite the amount of time it has taken they continue to work towards a solution.

      We believe very deeply that YNAB is worth the cost without Direct Import, though. If this one feature causes more trouble than it's worth, you can absolutely use YNAB—and get the full benefit—without it. There are many other ways to get your transactions, including entry on your mobile device and File Based Importing

      If those options are not satisfactory to you, I understand that as well. Given the imperfect nature of transaction aggregation, it might mean that YNAB just isn't the best option for you. While we'd be sad to see you go, we'd understand if that's the route you choose.

      I'll send you an email so we can follow up once this issue is resolved, but we can't guarantee this issue will be resolved in the coming month.

      Like
      • CDN knitter
      • Lavender_Chef.6
      • 6 mths ago
      • 1
      • Reported - view

      XISBURGER I will say, it is dead simple to download the transactions from TD (download as microsoft money file) and drag them into the account screen in ynab...presto it imports and matches everything. 

      Like 1
      • XISBURGER
      • xisburger
      • 6 mths ago
      • 2
      • Reported - view

      CDN knitter I know. Export all, upload in a sec and voilá! I own the legacy app version of YNAB and it only works like this. The ONLY reason for me to move to the new browseb based version, and put 80 bucks a YEAR on it, was this feature. If this is not working, why bother?

      I'll just stick with my old trusty and ONE TIME PAYMENT version of YNAB and that's it.

      Like 2
  • Spotted this in the news last week. wonder if this will aid or hinder the linking process.
    https://www.cbc.ca/news/business/canada-big-banks-launch-verified-me-network-data-identify-theft-1.5118471

    Like 1
  • Glad to see that there is a whole lot of us waiting for this feature to work. Please add me to the list of people to be notified when it is finally working. 

    Like 1
    • Hi Gold Lion !

      We wish there weren't so many people affected here, but our Direct Import partner is working on it! I sent you an email so we can follow up once things are back on track. :)

      Like
  • Please add me to the e-mail list too - thanks

    Like 1
    • Hi Silver Cartridge !

      I sent you a quick email to have you added to the list! :)

      Like
  • Hi Please add me to the list to be notified as well. 

    Like 1
    • Hi Spring Green Battery ! Done. I've sent you an email with more details, and have added you to the list. 😄

      Like
      • Ivory Pony
      • Ivory_Pony.1
      • 5 mths ago
      • 1
      • Reported - view

      Nicole please add me to the list as well as I only bank with TD Canada Trust. Can I restart my free trial when this is fixed please? Thanks.

      Like 1
    • Hi Ivory Pony !

      I've added you to our list. Once this is back up and running we'd be more than happy to restart your trial! :)

      Like
      • Blue Mask
      • Blue_Mask.7
      • 5 mths ago
      • 1
      • Reported - view

      Nicole Please add me to the email list for this issue as well. Thanks.

      Like 1
    • Blue Mask You've been added! 😄

      Like
  • Wish I had read this thread before signing up for the YNAB free trail. Considering how long TD hasn't been supported, I'm beginning to doubt it ever will. It's a pity, as I finally decided to bite the bullet and subscribe. There's no way I spending money on a service that can't beat what Mint does - and for free, I might add.

    Like 2
    • Hi Coral Harp !

      Sorry for the trouble! This has been the longest standing direct import issue to date and we can't say for certain when it will be resolved. However, we'd be more than happy to restart your trial once TD is available again! :)

      Like
  • HEADS UP ALL!
    I was reminded of this over on the FB YNAB fan group. Went and found the info on the TD website. Bolded text is mine. Buyer beware!

    "Customers have been enquiring about the ability to provide TD account information to third party aggregators so that customers can view account information from multiple financial organizations in one location. 

    While TD does not endorse the use of Account Aggregation Services due to the risk to your personal information, TD does not block its customers from using certain Account Aggregation Services.

    You should be aware that when you disclose your TD user names and passwords to any other party, including third party aggregators or password managers, TD will not be responsible for losses resulting from your disclosure of this information or the use of Account Aggregation of Password Manager services.

    Prior to sharing any account information and passwords with third party aggregators, please review Your TD Online and Mobile Security Guarantee and the customer agreements you have with us to understand risks and liabilities."

    https://www.td.com/.../smart.../smart-online-usage.jsp

    Like 1
    • Hi CDN knitter !

      Thank you for posting this reminder! You're absolutely right - using direct import voids security protocols for some financial institutions. We use direct import partners for data aggregation because they have experience with keeping your banking information safe.

      Our security policy contains links to the security protocols of each of our direct import partners, in case you'd like to read up on those.

      If you have any questions about that, please don't hesitate to ask! Security is one of our top priorities! :)

      Like 1
  • Nicole I would like to be added to the list also, please. TD is my main bank atm.

    Like 1
    • Hi Petio Petrov !

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

      Like
  • Nicole Faness

    Hello. May I please be added to this list as well? I bank with Scotiabank but my husband is with TD. I started the free trial today hoping he can also add his account but we just realized that TD doesn't work with YNAB. We'll probably use a different app in the meantime but our first choices were YNAB or Every dollar but we can't use either :(. 

     

    Could you please put my free trial on hold  and notify me

    Hello. May I please be added to this list as well? I bank with Scotiabank but my husband is with TD. I started the free trial today hoping he can also add his account but we just realized that TD doesn't work with YNAB. We'll probably use a different app in the meantime but our first choices were YNAB or Every dollar but we can't use either :(. 

    Could you please put my free trial on hold  and notify me when TD has been added to YNAB?

    when TD has been added to YNAB?

    Like 1
    • Hi Gray Wrench ! We don't have the option to pause your trial, but we'd be happy to restart it when you're ready! I've added you to the list—and reached out via email, with a little more information. Let me know if you have any questions! 😀

      Like
  • I bank with TD and would like to be added to that list as well

    Like 1
    • Hi Coral Guitar ! I sent you a quick email with more information, so we can reach out when this is fixed.

      Like
      • YNAB- Aaron
      • Spring_Green_Zebra.1
      • 5 mths ago
      • 2
      • Reported - view

      Nicole Nicole I think I've been on this thread for 6 months or so is it safe to say you aren't going to be supporting TD? 

      Like 2
    • Hi YNAB- Aaron! This has been the longest standing direct import issue we've had to date and we can't say for certain when it will be resolved.  We're not giving up and remain hopeful! Our import partner will continue trying to fix the connection, but it's been a long and slow-moving process.

      Like
  • I would also like to be added to the list!

    Like 1
    • Hi Maroon Piano ! I sent you a quick email to have you added! :)

      Like
  • hi there, super bummed to sign up for my trial and then find out TD Canada Trust won't allow me to link as its where I do all my banking. Please add me to this list as well. I would like to be able to try my trial again once the connection has been established. thank you.

    Like 1
    • Hi AM !

      We'd be more than happy to reset your trial once things are up and running! I sent you a quick email to have you added to our list! :)

      Like
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