Solved: YNAB Login Problems (Simple Steps)

Direct import not working as expected? We can help get you linking and syncing again. Search our tips and resources by the issue you're running into. It's not clear to me why ynab or plaid can't automate the unlink, disconnect, connect, link steps for you, though. My bank suddenly stopped working this.

Once a week, login to your bank and get your account balance. Click the reconcile button in ynab and plug that balance in when prompted. Mark the transactions that have cleared your. There is no point looking at the numbers on the budget screen until your accounts are up to date and accurate. Contact ynab if you havent already. I was having a ton of issues with sofi and plaid but once they switched me from plaid to mx (their secondary connection service), ive had no further. This article walks through what to do if you run into buggy behavior in ynab. These steps will either solve your issue or give you a way to report to us! I was told to do these steps and it made no difference: (for instructions, see chrome, firefox, safari, internet explorer. ) log back into ynab. Hover over the account name. Here are some common reasons people struggle with ynab and how to steer clear of these pitfalls. Shifting mindset from reactive to proactive. One of the biggest adjustments.

Hover over the account name. Here are some common reasons people struggle with ynab and how to steer clear of these pitfalls. Shifting mindset from reactive to proactive. One of the biggest adjustments.