Are there any plans to get Rogers World Elite Mastercard up and running for importing transactions in YNAB?
Hi Turquoise Cornet !
Thanks for letting us know you didn't find your financial institution in the list. I hope you’ll take a moment to suggest it in the app, if you haven’t already! 😀
We share that information with our Direct Import partner, although we can't guarantee if/when a bank might be added. In the meantime, try File Based Import, which allows you to drag-and-drop a file of transactions from your bank into YNAB.
Let us know if you need any help with that!Reply
There is more to YNAB than direct import, but I'll have to add my subjective vote to include this institution.
I already have a working habit of manually entering all transactions when they happen so direct import not working is not a big deal. However, I also happen to take pleasure in waking up in the morning and seeing my previous day's transactions getting cleared with my bank - exact values, auto-matched, and all I do is 'approve'. The convenience is above and beyond compared to having to login to the bank's app, open account, search new transactions, try to match with ynab records... or download csv, open folder, click and drag, make sure it worked... but I digress, YNAB is great!
I've already submitted a suggestion via the app (if you're here looking for answers, please send a suggestion via the app. only way to get more eyes on this! and thanks :)Reply