How do I import transactions manually on my mobile apps
My main checking account doesn't work using direct imports anymore due to security issues. I have no issues direct importing using my laptop but would like to import using my IPad. Only way I've been able to do it is to force my IPad to load YNAB on Safari but I'd like to use the app.
Another question, how do I get the 'activity' column in the budget to show on my iphone version of the app, It shows on my IPad but not IPhone, I use the column to verify what payments I've made and have left to make.
Hi Tony !
Direct import should take place automatically in the mobile app. When you see a red dot on the Accounts tab at the bottom, you’ll know you have transactions ready to import - tap there and a banner should appear telling you how many transactions are ready to import and giving you the option to 'View' them.
Currently, there isn't a way to show the Activity column on a phone, due to the screen size. You can still view the activity for a month by tapping on that category, then tapping the Details button and selecting Activity for JAN (this will change depending on the month you're in).
I'm in the same situation as Tony. I was discouraged that my bank won't support automatic imports in the first place but this problem is really compounded by not being able to do a manual import on my phone. I don't even HAVE a home PC anymore as there are very few things that can't be done via mobile devices.
I wanted to back Tony's point that the dev team should prioritize this functionality. It's very easy for me to download exports from my bank on my phone but I can't get them into ynab. I still love ynab but this would be a nice quality of life improvement as i currently can only update my budget at work in front of my coworkers :(
I guess that most non US users will face this issue.
Your direct import function works mainly with US banks so we are forced to do file imports. Not that big of a deal most of the times as the process is mostly painless.
But then you have the problem when you can't access your pc. You literally can't import.
2yrs later and still nothing... Please add this feature!
RaptorX I've heard from some users that you can do File-Based Import on a iPad using split view, but I haven't tried it myself.
It's unlikely that we'll be supporting File-Based Import on mobile platforms in the near future. However, reconciliation for mobile is coming soon (as is Direct Import for the UK and EU, though not as soon). When you're away from your computer, I would recommend entering transactions as they happen, and soon you'll also be able to reconcile on mobile, so you can be confident that everything is correctly entered and up to date.
I have a checking account that doesn't support Direct or File-Based Import, and I agree that it's not ideal, but I've been keeping it up to date this way and it hasn't been a problem.