Couple of questions about importing
I’ve been having a problem with my Capital One 360 account connecting. I think I remember a pop up message while using YNAB about a week ago referencing it but just wanted to see if there was a timetable on it being resolved. Along that same line, if I manually enter transactions while it isn’t importing, will I have to go back and delete them once it’s restored so there won’t be duplicate transactions?
Another quick question is about what banks you can import from? Is that something YNAB handles from their end or is it something the bank has to allow? I do the majority of monthly bill paying from a small local bank account that I have that isn’t able to import. Just wondering if it’s something I need to talk to them about. Thanks.
We're closing out Bank Importing threads in the forum to make sure these issues are better resolved.
Replies in this thread have been turned off, but if you’re having trouble with your bank, please fill out this form and our Direct Import team will help you get things back up and running! :)
I don't know if YNAB would be happy to hear me say this but I have pretty much given up on the auto-import. However, I have found that just downloading transactions from Capital One (choose QFX type) and dragging and dropping into ynab is incredibly quick and will work EVERY.SINGLE.TIME. For me, the auto-import has been so sporadic that I was spending too much time diddling with it. Just my 2¢.
It is my understanding YNAB works with most US banks and not all, and some international ones. It works with my small US credit union. And I don't use it very much. Transactions are manually entered shortly after they happen, then I check in with the bank every few days and update/reconcile while I'm there. The auto imports happen normally after I have cleared and reconciled the transactions. Guess it helps as a double check. For me, it's not that helpful. I understand there are some who depend on it and have you given the program a try without auto-import? Just my 2 cents.
Hey there, Magenta Yearling ! Check out our status page for an update on Capital One 360.
You can continue to manually enter (or use File Based Importing) to log your transactions. YNAB will match imported transactions with transactions already entered in your account. Then you'll be asked to approve those matches.
We're collecting requests to share with our Direct Import partner, so let us know your bank (include the full name and URL) by reaching out at [email protected]. :-)