Chase Bank: Were Having Trouble Connecting. Please Wait a Little While and Try Again.

Troubleshooting Linked Accounts

Dealing with import issues tin can be nerve-racking, to say the least. Earlier choosing your ain import adventure beneath, cheque YNAB's status folio for electric current widespread problems—we may already be on the case!

I can't connect.

• My credentials aren't working.
• I take to reconnect every 24-hour interval.
• My connection is blocked.
• I'm not receiving my passcodes.
• My financial establishment updated their website.
• I can't connect my investment/loan account.
• My financial institution isn't listed.
• My financial institution supports OAuth.

I tin't import transactions.

• Transactions stopped importing.
• Transactions have never imported.
• Some transactions are missing.
• Transactions are delayed.
• Investment/loan transactions aren't importing.
• I got a replacement credit menu.

My transactions are wrong.

• Transactions are importing more than in one case.
• The starting balance is incorrect.
• Transaction amounts are reversed.
• Payees are incorrect.
• Transactions are importing into the wrong account.
• Transaction amounts are incorrect.
• Awaiting transactions aren't showing.

My accounts are wrong.

• I don't see whatever accounts.
• I'm missing an account.
• I have multiple versions of the aforementioned account.

I still need help.

• Send u.s.a. a message!

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My credentials aren't working.

Your spouse, neighbour, and 2d cousin have all stood past every bit you've always so s-l-o-w-l-y entered your password again...and again. We know you (and your entire extended family) know your credentials are correct, but alas—butterfingers aren't e'er the culprit.

Steps to Take

1

First, is this an investment or loan business relationship? If so, skip correct on over to Investment/loan transactions aren't importing!

ii

Make sure the web address y'all apply to log into your online banking matches the web address you encounter in YNAB's financial establishment search list. In that location tin can be multiple options for each financial establishment and then be sure to choose the closest matching web accost.

3

If yous're using a password manager or copy/pasting, endeavor typing your login credentials in manually. Both can sneakily add extra spaces to your username or countersign.

four

If you're using any type of content/ad blocker, ensure Google reCAPTCHA is whitelisted. Similarly, if you're using whatever sort of privacy extension, trying adding YNAB as a trusted site. If this fabricated your eyes cross, don't worry—you're probably not using either. 😉

5

Check that you're using the same capitalization and spaces as your online banking when entering your username/password in YNAB.

half-dozen

Right now, our import partners are unable to support passwords that incorporate an ampersand "&", pipe "|", tilde "~", or bending bracket "< or >". If you update your password to remove those characters, you lot should exist able to connect.

7

Remove the connection and re-link the account(s). This frequently gets confused with the Unlink button. Don't worry, you won't need to remove the business relationship—just the connexion—and you won't lose any of your data!

All the same having problem?

If you've tried all that and yous're still getting a message nigh your credentials being invalid, transport us a message with the following:

• Name of your financial institution
• Blazon of account you'd like to connect (checking, credit menu, investment, loan, etc.)
• Web address for your fiscal institution'due south homepage
• Web address of the actual login page (if it differs from higher up)
• A screenshot of your online banking business relationship summary folio—with the web address of that page showing in the browser and any of import personal information blocked out. (Instructions for Mac or PC)

Back to Elevation

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I have to reconnect every day.

If you're beingness asked to answer your security questions or enter a i-time passcode over and over, it's not considering yous're starring in the Groundhog Day remake. The adept news is it besides doesn't mean your connection is broken—information technology merely wants proof upon proof y'all're you and not a bad actor.

Security Questions

When establishing a new connection to a financial institution, you lot may be prompted to answer your security questions frequently until all answers are stored. These prompts should end once you've answered all of your security questions.

One-Time Passcode (OTP)

Some financial institutions require you lot authorize oft due to how our integration works with their site security. This can change (i.east. appear and disappear from seemingly nowhere) as institutions make site and security updates.

Nosotros tin can't alter this requirement, but fortunately, you lot don't need to qualify the connection every time information technology asks—simply become through the prompts when you're set to import new transactions.

*Some financial institutions require entering your credentials too as security questions or OTP.

Dorsum to Elevation

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My connection is blocked.

If your connection is blocked, this typically means there's an alert or message to acknowledge on your online banking account. This tin be annihilation from small notifications (Hullo! Nosotros miss y'all.) to paperless billing requests (Similar trees? U.s., too!).

Steps to Take

1

Log into your financial institution and see if there are any actions yous tin accept. Bank check everything from initial notifications to unread letters! Many banks testify alerts on either the web version of their online banking orthe mobile app, and so it'southward generally best to check both places—from a figurer and your mobile device.

2

Head back over to YNAB and endeavour connecting over again!

Still having trouble?

If your connection is still blocked, send u.s. a message with the post-obit:

• Name of your financial institution
• Type of account you'd like to connect (checking, credit card, investment, loan, etc.)
• Did y'all log into your online banking site from a computer to wait for and acknowledge whatsoever alerts?
• A screenshot of your online banking account summary page—with the web accost of that page showing in the browser and any important personal information blocked out. (Instructions for Mac or PC)

Back to Superlative

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I'thou not receiving my passcodes.

When your connectedness asks for a code you never receive, it tin feel like a bad joke. Then bad, in fact, that it may be equally simple as updating your contact information. Jokes on you, code-sender. 😏

Steps to Take

1

First, is this an investment or loan business relationship? If and then, skip right on over to Investment/loan transactions aren't importing!

2

Log into your financial establishment'due south website and make sure all of your contact data is filled in and upward-to-appointment.

iii

Attempt to connect in YNAB once more and make sure the contact information we present matches what'southward on the institution'south website.

four

Attempt removing and re-adding the connection (non the account!) in YNAB.

five

Effort each option (call, text, carrier pigeon 🐦) to see if you have meliorate luck with one over the other.

6

Are yous using a third-party authentication app (such as Authy or Google Authenticator) with your financial institution? Nosotros're unable to support these so yous'd need to switch hallmark methods to connect.

Nevertheless having problem?

If you're still non receiving passcodes, ship us a bulletin with the post-obit:

• Name of your fiscal institution
• Type of business relationship you'd like to connect (checking, credit menu, investment, loan, etc.)
• Spider web address of your financial establishment's homepage
• Engagement and time (including timezone) of your last attempt

Back to Summit

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My financial institution updated their website.

Finally—your financial institution has a flashy new website you can brag to your friends nigh. Your connection in YNAB, though? Not so hot. We all honey a good makeover, but this means some respective changes need to be made on our finish, too.

If you're having problem connecting or importing transactions later your financial institution modified their web accost, updated their website, or changed their security requirements, send us a message with the following:

• Name of your financial establishment
• Spider web address of your financial institution's homepage
• Web address of the actual login page (if information technology differs from in a higher place)
• A description of the updates made and the result yous're having

Back to Pinnacle

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I can't connect my investment/loan account.

Skip correct on over to Investment/loan transactions aren't importing!

Dorsum to Top

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My financial institution isn't listed.

Not every financial institution is available for Direct Import. (Sorry Under-Your-Mattress Credit Union devotees!) Nosotros also don't support institutions outside of the US, Canada, the United kingdom, and select EU countries. Still, we hope you lot'll take a moment to suggest the one you're looking for right in the app.

When we're ready to expand our back up to more fiscal institutions, we'll know right where to look.

But...

Don't stop there!

We offer other transaction entry options to aid you keep your budget updated as much as possible!

Dorsum to Height

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My financial institution supports OAuth.

Users of Straight Import, rejoice! Some fiscal institutions support OAuth, which is a manner for yous to login to your bank directly instead of through our providers. You'll know your bank supports OAuth because you'll be redirected straight to your bank to login, and once you follow all the prompts yous'll be brought back to YNAB. More connectedness stability and enhanced security? What could be better!

If you run into any issues with an OAuth connection, all the troubleshooting steps listed on this folio apply, so give those a shot and send u.s.a. a message if you're yet having trouble.

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Transactions stopped importing.

Your account was chugging along simply fine and you were assigning and approving transactions similar a champ when suddenly...it all came to a screeching halt.

Financial institutions are only like all of u.s.a.—they like to kick their anxiety up on weekends and holidays. In some cases it could take up to three days for a transaction to import, but if it's been longer than that it'south time to dig in.

Steps to Accept

ane

Try removing the connexion. This oft gets confused with the Unlink push button. Don't worry, you lot won't need to remove the account—just the connection—and you won't lose whatsoever of your data! While adding the connection dorsum, be sure to:

• Link your accounts back upwardly to the connection.
• Look for duplicate accounts and try linking to each one.
• Wait several minutes for the newly linked account to trigger an import.

Still having trouble?

If transactions even so aren't importing, send u.s. a message with the following:

• Name of the financial establishment
• Type of account (checking, credit card, investment, loan, etc.)
• Nickname of the account in YNAB
• Date of the last transaction that imported
• Appointment, payee, and amount of a few transactions that haven't imported, but cleared your online banking account iii+ days ago

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Transactions take never imported.

New transactions typically become available to import inside 24 hours of existence cleared by your fiscal establishment. When yous're eager to upkeep (as we all are!) this can feel like an eternity. ⏱

Weekends, holidays, and timing can all contribute to a wait time for transactions, and then in some cases it could take up to three days for a transaction to import. If information technology'due south been longer than that, information technology's time to dig in.

Steps to Accept

1

Commencement, is this an investment or loan account? If so, skip right on over to Investment/loan transactions aren't importing!

2

Be sure you're logged in under the main account holder's credentials. If you're unsure, you lot can remove the connection and create information technology over again.

3

Look for a checkmark to the right of the account proper noun. If you don't meet one, link your business relationship with the connexion. Just hover over the name of the account, and click the Edit icon to the left of the name. And then click Link Account in the window that appears.

4

Note the engagement of your starting remainder. Transactions that fall prior to this volition not import. If you'd like them to, you can edit the appointment of your starting residual, but be sure to adjust the remainder itself, as well.

Notwithstanding having trouble?

If transactions even so aren't importing, ship us a message with the following:

• Name of the financial institution
• Type of account (checking, credit menu, investment, loan, etc.)
• Nickname of the account in YNAB
• Engagement, payee, and amount of a few transactions that oasis't imported, but cleared your online cyberbanking account iii+ days ago

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Some transactions are missing.

If nearly transactions are importing, merely you're missing a specific time-frame (or some random transactions), there are a few different reasons this can happen. Before you put those missing transactions on a milk carton, there are a few things to consider.

Steps to Accept

1

Consider your login action. In most cases, YNAB is able to pull in the missing transactions in order to fill the gap, but if information technology'due south been a while since yous last logged into YNAB and there happened to be an fault on the connection during that fourth dimension that went unresolved, we can only guarantee that it will pull in transactions from the previous 31 days. If you lot think this is your situation, delight use our other transaction entry options to add together those.

2

Notation the date of your last reconciled transaction. YNAB will non import transactions dated three or more days prior to this date. If the transactions you're missing are older than that, you'll need to add them past paw.

3

Note the appointment of the starting balance in the account. Transactions that fall prior to this will not import automatically. If yous'd like them to, you tin can edit the appointment of your starting rest. Be sure to adjust the balance itself, too!

Still having trouble?

If transactions are consistently missing from future imports, send the states a message with the following:

• Name of the financial institution
• Blazon of account (checking, credit card, investment, loan, etc.)
• Nickname of the account in YNAB
• Date, amount, and payee of a few recent missing transactions

Back to Meridian

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Transactions are delayed.

Delays are never fun—particularly for us budgeting enthusiasts! 🤓 But there are a few variables that tin crusade transactions to accept a piffling longer to show.

• Weekends/Holidays: Most financial institutions aren't fully operational on non-business days. If a transaction isn't cleared before the end of the business day on Friday, it typically won't import until the kickoff of the next week.
• Release time: Your financial institution may hold a transaction as "awaiting" for a day or ii, fifty-fifty if the transaction is shown in your account online. They're typically bachelor to import within 24 hours from the time they clear.
• Timing of import: There's no universal standard between financial institutions for when transactions will post. This means transactions may not accept been bachelor to us when nosotros last checked.
• Loading fourth dimension: When you first access YNAB, it tin take upward to v minutes for new transactions to show next to 'Import.'

Delays of upwards to three days are not unusual, just if y'all observe you're consistently waiting longer than this for cleared transactions to import, information technology may mean there's an upshot with our integration (or your financial institution may exist on a unique release schedule).

Steps to Accept

The next fourth dimension y'all're waiting on cleared transactions to import:

1

Sign in to YNAB and wait three to five minutes. We know that can feel like an eternity, only it can accept a little fourth dimension to spin all the spinning wheels.

2

Don't unlink the account or remove the connection.

iii

When an account has transactions bachelor to import, you'll see a notification dot next to the business relationship name. If you don't see a dot side by side to the account, try refreshing your browser.

Still having problem?

If it'south been more than than iii days and transactions still aren't available to import, send u.s.a. a bulletin with the following:

• Name of the financial institution
• Type of account (checking, credit card, investment, loan, etc.)
• Nickname of the account in YNAB
• Engagement, amount, and payee of a few transactions that haven't imported, but cleared more than than 3 days ago

Dorsum to Superlative

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Investment/loan transactions aren't importing.

Perchance you've just finished setting up your beginning IRA later reading through YNAB'southward Invest Like A Pro course. Or you're working towards paying off the loan on that 1982 DMC Delorean. You add together the business relationship to your budget, link it up to a connection, merely then...radio silence.

The data for investment and loan accounts is handled differently than regular spending/saving accounts, so it's expected for them to import incorrectly or non be able to connect at all.

The best way to manage these accounts in your upkeep is every bit unlinked Loan or Tracking accounts. This way they don't affect your daily budget, merely you can notwithstanding keep an centre on your net worth. 📈

Steps to Accept

i

Set up the account as an unlinked Loan account or Tracking business relationship, if you haven't already.

ii

Create a Scheduled Transaction to bear witness regular contributions or payments.

3

Go on the account accurate by updating the remainder regularly. Acquire more than about recording payments and updating the rest for unlinked Loan accounts here, or how to manage unlinked Tracking accounts here.

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I got a new credit card.

Sometimes your credit card is replaced, for amend (upgrade me, please!) or worse (no cheers, fraud!). Nosotros hope it was for the meliorate, but either style, it may accept up to 48 hours for information technology to prove under the connection. If it doesn't evidence up afterward 48 hours, see I'thousand missing an account.

One time your account shows upwardly, you'll need to unlink from the original card and re-link to the new one to bring in your transactions.

Steps to Take

1

Hover over your credit card account in the left-hand sidebar.

2

Select the edit icon and choose Unlink Business relationship.

iii

Hover over the account again, and choose Link Business relationship.

four

Select your existing connection to this fiscal institution.

5

Look for the new menu (you may need to scroll!) and select it. This volition link it up with your existing business relationship and go it importing again.

Notwithstanding having trouble?

Meet I'1000 missing an account, Transactions stopped importing, or send united states a bulletin.

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Transactions are importing more than than in one case.

Duplicates can occur for a number of reasons but it typically means something virtually the transactions changed—like the date, payee ("QPC Abolish Transaction", anyone? 🧐), memo, amount, formatting, etc. They're a bit of a sticky wicket and so information technology's difficult to detect and eliminate them entirely, try every bit nosotros might!

Pro Tip!

YNAB will not import transactions dated more than three days prior to your terminal reconciled transaction. This means frequent reconciliation of your accounts doesn't just assist you catch duplicates before they wreak too much havoc on your balances; it as well helpsprevent duplicates from affecting your existing transaction history.

Steps to Take

ane

To remove duplicates from your register, select the transactions you don't demand using the checkboxes to the left (or the pinnacle checkbox to select them all at in one case) and choose Edit > Reject.

2

In one case they're removed, reconcile your accounts to be certain your rest is spot on.

3

Afterwards that, try removing and re-adding the connection. This may put your connections on a dissimilar data source which could resolve the event going forward.

Yet having trouble?

While duplicate transactions may import occasionally, if every transaction is duplicated with each new import, send u.s. a bulletin with the following:

• Name of the fiscal institution
• Blazon of account (checking, credit bill of fare, investment, loan, etc.)
• Nickname of the account in YNAB
• A screenshot of how those transactions look in YNAB. (Instructions for Mac or PC)
• A screenshot of how they look in your bodily online banking business relationship with any important personal information blocked out. (Instructions for Mac or PC)
• If you've noticed they were still "pending" with your fiscal institution

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The starting balance is wrong.

On your mark! Get set!...wait, that's not correct. Starting balances show upwardly incorrectly every now and then but, fortunately, they're easy to ready and aren't an indication whatsoever bug moving forward. 🎉

Steps to Take

Later on linking your account, you lot can edit the starting balance correct in the account register.

Withal having trouble?

If you lot're still experiencing issues as yous move forwards, send us a message with the following:

• Name of the financial institution
• Type of account (checking, credit card, investment, loan, etc.)
• Nickname of the account in YNAB
• A description and/or screenshot of the issue. (Instructions for Mac or PC)

Dorsum to Top

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Transaction amounts are reversed.

If inflows and outflows are importing incorrectly, you may begin to recall your employer is charging y'all to work for them, or your grocery store is paying you to shop there. 🤔

(If these transactions are from a loan or investment account, the data from these accounts is handled differently than regular spend accounts, then it'due south expected for them to import incorrectly or not at all.)

When transaction amounts are reversed for regular spending/saving accounts, in that location are 2 possible causes; the financial institution is formatting their information unexpectedly or in that location's an integration outcome.

Steps to Have

1

First, let's get your account cleaned up. If you haven't already, get ahead and switch the amounts manually and reconcile to exist sure your balance is spot on.

2

If there are a lot of transactions, reversing them one by one may be tedious. For that, nosotros recommend deleting the transactions and using File-Based Importing instead. You lot tin swap the inflow/outflow columns with one click!

3

Now, to narrow down the cause of these reversed amounts, download a file from your financial institution (QFX or CSV), if you haven't already, and open it up. Or, if you'd prefer, you tin can send it to us for inspection. 🔎

4

If y'all meet negative symbols "-" in front of your inflows and/or no negative symbol in front of your outflows this means there is an issue with the data. Please reach out to your financial institution directly to permit them know. This volition help ensure the issue gets resolved at the root!

Still having trouble?

If the financial institution's data is being formatted correctly, send us a message with the following:

• Name of the financial establishment
• Type of account (checking, credit bill of fare, investment, loan, etc.)
• Nickname of the business relationship in YNAB
• A screenshot of how those transactions wait in YNAB. (Instructions for Mac or PC)
• A screenshot of how they wait in your bodily online cyberbanking account with whatsoever of import personal data blocked out. (Instructions for Mac or PC)
• QFX or CSV file downloaded from your financial institution

Dorsum to Top

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Payees are incorrect.

Nosotros try our best to evangelize accurate payees, but in that location are a few unique scenarios where they can become awry. You may find helpful information is removed, too much information is included, or perhaps the payee is entirely incorrect—oh my! 😰

Steps to Have

To narrow downwardly what could be going on, head to Manage Payees and see if y'all demand to combine, rename, or edit a payee rule. You tin can also edit the payee right in your register.

Notwithstanding having problem?

If payee renaming isn't the culprit and you're consistently seeing incorrect payees, send usa a message with the following so we can narrow it down even further:

• Name of the financial institution
• Type of business relationship (checking, credit carte, investment, loan, etc.)
• Nickname of the account in YNAB
• A screenshot of how your financial establishment displays the payee. (Instructions for Mac or PC)
• What you were expecting the payee to import as
• What yous see after "Imported As..." when you hover over the payee (in the spider web version of YNAB)



• What y'all see when you click on the payee and expand Banking concern Import Details (in the web version of YNAB)



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Transactions are importing into the wrong account.

Confused because your daily treat-yo-cocky cappuccino purchases that should be in your checking account are importing into your hardware store credit card? When this happens, there are two possible causes—the account is linked incorrectly or there's an integration issue.

Steps to Take

1

Starting time, let'south become your transactions where they belong. If y'all've already imported transactions into the incorrect business relationship, you can move them from one to the other past selecting them, going to the Edit menu at the top of the annals, and choosing Move to Account. That way you don't have to delete and re-enter them!



2

At present, allow's exist certain your accounts are linked correctly. You can verify this by hovering over the name of your account in the left sidebar, clicking the edit icon, and confirming the account it's linked with.



iii

If information technology's not right, choose Unlink Account and relink it to the correct account.

All the same having trouble?

If your accounts are linked correctly, simply importing into the wrong account, send us a message with the following:

• Name of the financial institution
• Type of business relationship (checking, credit card, investment, loan, etc.)
• Nickname of the business relationship where the transactions vest
• Nickname of the account where they appeared incorrectly
• Appointment, payee, and corporeality of at least one transaction that imported incorrectly

Dorsum to Meridian

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Transaction amounts are wrong.

Transactions can import with the wrong corporeality for a variety of reasons—all of which take us scratching our heads. In nearly cases, it'southward a one-time matter and yous tin can become squared away by editing the amount correct in the account register.

If new transactions are continuing to import with the incorrect amounts, transport us a message with the following:

• Name of the fiscal institution
• Type of account (checking, credit card, investment, loan, etc.)
• Nickname of the business relationship in YNAB
• A screenshot of how those transactions look in YNAB. (Instructions for Mac or PC)
• A screenshot of how they look in your actual online cyberbanking business relationship with any important personal information blocked out. (Instructions for Mac or PC)

Dorsum to Height

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Pending transactions aren't showing.

Every financial institution handles pending transactions differently, so as much as nosotros'd love to pinky promise pending transactions will testify in your business relationship annals flawlessly, they may not! Some banks just don't back up pending transactions, and that's the virtually common reason why they're missing.

However, we'd still love to investigate the cause of those missing pending transactions. Then, if there are currently transactions pending at your depository financial institution but they aren't showing in your register, send united states of america a message with the following:

• Proper name of the financial institution
• Type of business relationship (checking, credit card, investment, loan, etc.)
• Nickname of the business relationship in YNAB
• A screenshot of those awaiting transactions in your online banking account with any important personal information blocked out. (Instructions for Mac or PC)

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I don't see whatever accounts.

A connectedness without any accounts is like a budget without any categories. Not. Helpful. If y'all're successfully connected to your fiscal institution merely still not seeing any accounts, here are the next steps to take.

Steps to Take

1

Ostend you lot're choosing the correct connection option. Some financial institutions take multiple portals depending on the business relationship blazon. For instance, if y'all're adding a credit card, Detect Card is a better choice than Notice Banking company. To be certain you've got the correct ane, search our list by selecting Add Account > Linked, type in the name of your fiscal institution, and review all potential options.

two

Correct selection, only notwithstanding no accounts? Refresh the connection past removing and re-adding it.

3

Give information technology a little fourth dimension. ⏲ Accounts may take effectually 24-48 hours to appear after adding your connection back.

Still having trouble?

If your accounts don't appear after 48 hours, send united states of america a message with the following:

• Proper name of financial institution
• Spider web accost you use to login directly with this institution
• Type of accounts you lot expect to see (checking, investment, etc.)
• A screenshot of your online banking account summary page—with the web address of that page showing in the browser and any important personal information blocked out. (Instructions for Mac or PC)

Dorsum to Pinnacle

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I'm missing an account.

We know you're excited—yous've opened a shiny new account, eagerly opened your budget and...information technology's nowhere to be seen. 😔

If information technology'south been 48 hours since this account appeared on your financial institution's website (yous know 'cause you're on meridian of this stuff!), but information technology'due south still not in YNAB, here are the steps to take:

Steps to Take

1

Financial institutions may take multiple portals depending on the account type you're looking for. For example, if you're adding a credit card, Find Carte is a meliorate option than Observe Bank.

To exist sure you've got the right 1, search our list by selecting Add Business relationship > Linked, type in the name of your financial institution, and review all potential options.

2

If y'all've confirmed yous've got the right selection, attempt linking the account again in an Incognito/Private window. Instructions for Safari, Chrome, Firefox, Edge.

3

Refresh the connexion past removing and re-calculation it. (Don't worry—you won't lose whatsoever transaction data!)

4

Give it a niggling more fourth dimension. ⏲ We've seen accounts take more than 48 hours to appear, but it shouldn't take any longer than 72 hours.

Yet having trouble?

If information technology's been 48 hours since you've removed and re-added the connection and you withal don't see the account, send us a message with the following:

• Proper name of your financial institution
• Proper noun of the missing account, exactly as your financial institution lists it
• Type of account (checking, credit card, investment, loan, etc.)
• Last four digits of the business relationship number
• A screenshot of your online banking business relationship summary page—with the spider web accost of that page showing in the browser and any important personal information blocked out. (Instructions for Mac or PC)

Dorsum to Elevation

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I have multiple versions of the same business relationship.

Equally fun equally it would be to have all the dollars from those duplicate accounts, it'due south wiser to proceed things based on some semblance of reality, right? 😉Duplicate accounts can pop up when a financial establishment makes whatever sort of alter to your account data—leaving one-time versions of accounts "expressionless-ended" even though they're still visible on the backend.

Steps to Take

1

While linking the account, you may run into multiple versions of the same i. Choose the 1 thatmost closely aligns with your current balance.

ii

If this is the commencement time you're linking the business relationship and the starting balance is incorrect, you can edit information technology right in the account register.

Transactions should import usually moving forward!

Still having trouble?

If y'all're still having trouble, send us a bulletin with the post-obit:

• Name of your financial institution
• A screenshot of your online banking account summary page—with the spider web accost of that page showing in the browser and whatever important personal information blocked out. (Instructions for Mac or PC)
• Or, see Transactions stopped importing.

Back to Superlative

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Transport a Message

If you've tried the troubleshooting steps provided, and your connexion still isn't working, it's time to transport usa a message. Depending on where you're reading this commodity, you have some options:

• If you have a gray "ten" in the upper right corner, that'due south your path toSend a Message—which will even give you an option to chat with us if nosotros're available!
• If yous're in this doc directly, use the blue question marking in the corner to reach out!
• And y'all can e'er email us at [email protected]

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Source: https://docs.youneedabudget.com/article/142-troubleshooting

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