Bank account balance updates
I signed up for YNAB about 7-8 weeks ago. At the time I set it all up, I linked my checking and savings accounts. I haven't logged in to YNAB for about 4 weeks and admittedly have let it slide so much that I need to start over. However, I am wondering why my balances are way off. Given that I linked these accounts, should they show my current balances? Doesn't this sync with my bank when I log in?
Hi Khaki Network !
Direct Import will only provide historical transactions from 15 days in the past, (sometimes a bit longer depending on the financial institution). Since it's been four weeks, direct import most likely didn't pull in all of the transactions since the last time you budgeted. If you need additional history, consider using our File-Based Importing option in the web app.
Let me know if you have any other questions, I'm happy to help! :)