FirstBank (Colorado) transaction importing issues

Hi,

For over a year I've had no issues with this bank importing to YNAB, but the past 2 weeks have been very problematic, and YNAB is throwing an error. I try to login using my credentials (which I have triple verified), and still no luck. Tried both Android and PC versions. This is my main bank, and automatic import is the reason I'm paying $50/year, so I'd like to get this figured out soon. Suggestions? 

Thanks,

Will

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  • Hi Tan Pony ! I see you already got a response to your email earlier, but wanted to follow up here too. 馃榾

    You aren't the only one experiencing this issue with First Bank Colorado! We've reported the issue to our Direct Import partner, so they can look into it and see what's going on. You'll get an email when we hear something!

    In the meantime, you can give File Based Importing a try, to keep your accounts up to date. Let me know how it goes!

    Reply Like
  • I use this bank too and I'm in the same boat! I did report it. Hopefully it gets fixed soon!

    Reply Like 1
  • Is FirstBank Colorado importing working for anyone yet? 

    Reply Like
    • Melissa We've heard reports of two successful connections today! :)

      When you have a moment, try resetting that connection. 

      To start, you鈥檒l remove the connection to this financial institution:

      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 close the window.

      Then you鈥檒l 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 Link Account > Add New Connection. Search for the financial institution, and follow the prompts.

      Give that a try and let me know how it goes! 

      Reply Like
      • Melissa
      • Melle_c
      • 5 mths ago
      • 1
      • Reported - view

      Faness Hi! So this morning I tried on both the app and on the laptop versions to remove and add/re-link my Firstbank account, which still did not work on either app/laptop. Then, on the laptop version just now I clicked that "Import" link and it reconnected and worked!  So in case anyone is still having issues, try clicking the "Import" link (click on the Firstbank account and it will have the link that says "Import" with what looks like a cloud with a down arrow).  I think this is how I got it to work the last time it broke too.

      Reply Like 1
    • Melissa Thank you for sharing!! :)

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  • I've tried that a few times, and that didn't work for me; I've not been able to connect to my bank for several weeks now.

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    • Hi Blue Violin !

      I'm seeing an error we'll need our Direct Import partner to iron out, so I've asked them to investigate and sent you a quick email with a few more details! :)

      Reply Like
    • Faness Hello!  I seem to be experiencing issues connecting to 1st Bank (Colorado) again, I have not been able to connect for about two weeks.

      Reply Like
    • Hi Blue Violin !

      We've heard reports from other YNABers with a similar issue with FirstBank Colorado. I've reached out from help@ynab.com with more information!

      Reply Like
      • Melissa
      • Melle_c
      • 3 mths ago
      • Reported - view

      Blue Violin Me too!  For a couple of weeks now I have not been able to do a successful import for First Bank of Colorado.  

      Reply Like
    • Hi Melissa ! 

      I sent you an email to see if we can get things back up and running! :)

      Reply Like
  • I'm new to YNAB. Can't set up FirstBank accounts. All my other accounts set up without a problem. Any help/update on how to connect FirstBank accounts would be appreciated. Thanks. 

    Reply Like
    • Hi Cam Mochan !

      I took a look but I'm now seeing a successful connection to FirstBank, but no accounts are linked. When you have a moment, hover over the name of your account on the left hand side of your budget and click on the edit icon that appears. Select Link Account, then choose FirstBank from the list and select the account you'd like to link.

      That should get you up and running! :)

      Reply Like
      • Cam Mochan
      • New User
      • cam_mochan
      • 5 mths ago
      • 1
      • Reported - view

      Faness  I will try now and let you know what happens... Thanks for replying.

      Reply Like 1
      • Cam Mochan
      • New User
      • cam_mochan
      • 5 mths ago
      • 1
      • Reported - view

      Faness  It looks like it is working now. Thanks for the help!

      Reply Like 1
    • Cam Mochan Yay! Happy to hear it! :)

      Reply Like
  • Just had an issue with this myself, YNAB ended up locking my account and I had to contact the bank to unlock it. I just tried again with the same result.

    Reply Like
      • Jannelle
      • jannelle_ynabsupport
      • 5 mths ago
      • 1
      • Reported - view

      Benklop Oh no! I'm going to reach out from help@ynab.com so I can get the ball rolling and have our Direct Import partner take a look!

      Reply Like 1
      • Benklop
      • benklop
      • 5 mths ago
      • Reported - view

      Jannelle I sent you some more info via email - suffice it to say, I reset and verified all credential info was correct, and logged in myself just before entering that same info into YNAB, and it still locked me out :( I have not yet contacted my back to unlock for a 3rd time, mostly because I'm afraid YNAB will just try to log in again and lock me out yet again.

      Reply Like
  • Faness  Hello again ,

    It does't look like my FirstBank accounts have updated since 1/3. I noticed when I tried to add a new FirstBank account and that didn't work either. Says "Temporarily unavailable, no action needed, we'll keep trying." Same thing it was saying when I first loaded accounts last week. Can you please look into this and let me know what's going on and how this is supposed to work. Thanks.

    Reply Like
    • Hi again, Cam Mochan ! :)

      I took another look but now I'm seeing two First Bank connections. One is successful, and it currently says there are transactions available for import in the Checking account, but the other First Bank connection is running into a password error.

      Here are some things you can try that should help resolve this issue:

      鈥 Check to make sure the URL you use to log into your online banking account matches the URL you see in YNAB.
      鈥 Double check to make sure you're entering the correct credentials. If you鈥檙e using a password manager, try entering your login credentials in manually.
      鈥 Log into your financial institution's online banking account, then immediately try reconnecting the account in YNAB.

      If you're still running into trouble, just let me know! :)

      Reply Like
  • Thanks for reply  Faness . There is a second FirstBank login, that is correct. It has different accounts associated with it than the one already set up. I assume if there is a different username and password, this will work. If not, please let me know. If it won't work we may not be able to use YNAB for our budgeting.

    As for the password issue, it is because of the security questions. When YNAB is trying to log into the account it is somehow locking up the account because of the security questions. When this occurs, I need to contact the bank and have them unlock the account and set the security questions again. This happened three times while I was setting up the first FirstBank login. It showed an error on the connection inside YNAB, I called the bank to unlock the security questions the reset them up, added the account back into YNAB then it tried again. I don't think it actually worked until the first time we connected in this forum.

    Yesterday when I was in YNAB, the original FirstBank accounts hadn't updated since 1/3 so they weren't auto-updating like it seems they are designed to do. I am glad to see they have updated.

    I have unlocked the new account at the bank, removed it from YNAB and tried to add it back just now. I got the same message saying the account is temporarily unavailable. One thing I noticed this time is the YNAB setup only asked for 2 security questions and the account actually has 3. Perhaps the issue is that the third security question is being asked for during communication with the bank and YNAB doesn't have the answer. It is "******" if you can somehome add it on your end.

    Thanks again for your help. Please let me know what I should do. Thanks.

    Reply Like
    • Cam Mochan I hope you don't mind, but I edited out your security question answer.  We aren't able to use that information, so I thought it better not to have it floating around. :)

      You're exactly right - if you have two separate logins, adding them as separate connections should allow you to use direct import with both. I did a bit more digging, and a few other FirstBank users are running into the same issue with the password error. Our Direct Import partner is investigating, so I've added you to the list and sent you an email with more details.

      Hopefully, they'll have that connection back up and running soon!

      Reply Like
  • Faness sounds good. Thanks for follow up. Will I get what I need from the email moving forward or is this string still the main source? Appreciate the help.

    Reply Like
      • Jannelle
      • jannelle_ynabsupport
      • 5 mths ago
      • Reported - view

      Cam Mochan One of us will followup via email! 馃挍

      Reply Like
  • Mine's fixed FINALLY! Glad this got fixed. 1st-world crisis averted! Thanks YNAB!  馃憤

    Reply Like 1
  • It looks like it's a lot of banks having import issues with YNAB. Hopefully this gets fixed. I used to manually write in all my transactions, but importing is a nice feature to have. 

    Reply Like
  • Faness , good morning.

    I just tried to log directly in to the FirstBank account that is not working. It said I was locked out. After calling the bank they informed me that it was locked out again because of the security questions, not the password. I have given all of the security questions to YNAB. From earlier communications, I have not removed the account and tried to set it up again as new. I have left the account in YNAB. It is saying "This connection needs your attention." 

    All I've gotten is the message above from  Jannelle yesterday saying someone would follow up. Can someone let me know when and if I should remove the account and try to add again or leave it. Would be nice to get this last account set up so I can start using YNAB. 

    Thanks. 

    Reply Like
    • Cam Mochan Don't remove that account just yet. Our Direct Import partner is still investigating this issue but we've seen some progress made! A user wrote in and let us know that when they called FirstBank to have their security questions reset, the FirstBank representative was able to turn on a security option that allows for third party access to the account. Our Direct Import partner hasn't confirmed this just yet, but would you mind giving FirstBank a call to see if they can turn on this feature for you?

      If they can't, we'll just wait for an official word from our Direct Import partner, but it doesn't hurt to check! :)

      Reply Like
      • Cam Mochan
      • New User
      • cam_mochan
      • 5 mths ago
      • Reported - view

      Faness good morning. I contacted FirstBank and they said they could turn on 鈥淥FX Service鈥 which they did. They explained that OFX service is the alternative to quickbooks and quicken access and is designed to be used with other platforms like MS Money and YNAB.com. Both of the FirstBank login IDs set up in my YNAB account has been set to OFX Service. Let me know if this works. Thanks!

      Reply Like
    • Hi Cam Mochan !

      Thank you for calling FirstBank and turning on the OFX Service. The Direct Import partner says things are looking good!

      Let's have you enter your credentials for that second FirstBank connection one more time (by hitting Import(!) at the top of the account on the website or tapping the banner at the top of the account in the mobile app).

      Let me know how it goes!

      Reply Like
  • Hi  Faness Jannelle and  Nicole at YNAB ,

    The FirstBank downloads are downloading. It appears that intermittently purchases are downloading as INFLOWS and deposits are downloading as OUTFLOWS. From a quick google search it seems like this has happened in the past with other banks. Has anyone else reported this issue with FirstBank downloads recently?

    Reply Like
    • Cam Mochan I sent you a quick email to get a few more details! When you have a moment, check the file from FirstBank (or send it to us and we can check). We'll need to see if FirstBank is marking those transactions incorrectly or if this is something happening on our Direct Import partner's end.

      Reply Like
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