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.

 

Thanks!

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  • 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). 

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    • Faness Hi there, thanks for the feedback but the issue is that I cannot use direct (automatic) importing with my primary bank due to security issues.  I need to do it manually and don't see a way to do that on the mobile app.  I can do it no problem on the web version (i.e. on my laptop).  Is there a way or am I SOL on the mobile version?

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      • mamster
      • mamster
      • 2 yrs ago
      • 1
      • Reported - view

      Tony McConnon I believe you can only do manual import on the web version, not the mobile version.

      Like 1
    • mamster  thanks, I was afraid that was the case.  You guys shouldn’t make it that difficult to access the web version on mobile devices then.

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    • Tony McConnon Sorry for the trouble, mamster is correct. Currently, manual imports can only be done from the web app and the web app isn't suited for mobile browsers. Some users are able to use the "Request Desktop" option on mobile browsers, but the display and functionality are compromised. We're steadily working on improvements! You can let our development team know what you'd like to see going forward by submitting a Feature Request. :)

      Like 1
  • 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 :(

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    • We appreciate your feedback, Pink Python ! I understand how that can be tough, especially as more folks go mobile or tablet only. If you have a moment, would you mind submitting a Feature Request to let our product team know you'd like to see that option?

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  • 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!

    Like 1
  • 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.

    Like 1
    • Matthew thanks for the update. When can we expect more banks open for direct import? I live in NZ, and your rival here (PocketSmith) not only does direct import but is delivering the only features that YNAB had that they didn’t, and these were what were keeping me from switching. 
       

      I’ve  really enjoyed using YNAB and don’t want to lose my transaction history, but I don’t think I’m going to have much choice now! 
      it’s 2021- why don’t you have all the banks! Why is the US the priority?! (Actually, I probably know the answer... bigger market, more $$$ for YNAB?)

      Like 1
    • Coral Saxophone I don't have a date to announce yet—we're still working on the regulatory piece for UK and EU, so NZ is probably a ways off.

      The reason we only support the US and Canada right now is that YNAB started in and is based in the US, so we started with what we knew. Expanding imports into other areas is an enormous about of technical and compliance work.

      I'm curious to hear more about the new features PocketSmith has introduced!

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    • Matthew pocketsmith use Yodlee. The main issue with pocketsmith used to be inability to pool money across budget windows - but now you can set some categories to roll over and others to start fresh. You should check it out, it’s pretty cool ;) their reporting is epic too

      Like 1
      • Black cat
      • Blue_Stallion.6
      • 5 mths ago
      • Reported - view

      Matthew hmmm...is there a thread somewhere about importing on iPad? I stopped tracking my Apple Card because I turn off my laptop after work. 

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    • Black cat File-Based Import on iPad isn't something officially supported, so I'd recommend starting a thread about it—I bet someone here in the Forum can help.

      But importing isn't going to work well for Apple Card on any platform, because the transaction download is only updated once a month. That might help you fill in a missing transaction here and there, but it's too long to go between reconciliations for a card you're using often... and if you're not using it often, you probably don't need to bother importing transactions!

      Like 1
      • Black cat
      • Blue_Stallion.6
      • 4 mths ago
      • Reported - view

      Matthew Apple Card is the only instance that I need to import. It is my favorite card now because I get 2-3% literal cash back. Cash to Apple Pay a great feature because it will cover groceries every 5ish weeks unlike other cards. Plus no international conversation fees and I like to travel (when safe) . I can’t export until the 1st of the following month so it tends to hit next months spending because frankly... not manually entering them all :). I know it is an apple issue (they sure like proprietary). I heard from a rep at quicken that BoA wants everyone to use their budget tool so they are putting up road blocks.  

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    • Black cat That wasn't a criticism of the Apple Card itself! Just an acknowledgment that there are no good import solutions for it right now, and Apple doesn't seem to be budging on that.

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      • Black cat
      • Blue_Stallion.6
      • 4 mths ago
      • Reported - view

      Matthew I know it wasn't. They do a great job with UX and security but their proprietary nature drives me nuts!

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      • Annieland
      • I was told there would be no math.
      • Annieland
      • 4 mths ago
      • Reported - view

      Black cat It's so funny that with the 30 or so credit cards I have I still don't have the Apple Card.  And we buy Apple products constantly (and apparently accidentally, as a freaken surprise HomePod mini arrived yesterday that my Apple employee husband said was an "oops").  I just know it's gonna be a pain with my budget and probably barely used in the end, but I might reconsider it soon.

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