Direct Import

It's easy to make sure you have all your transactions in YNAB. This keeps you and your budget up to date.

As a part of setting up a new account, just follow the prompts to connect your bank. (Incidentally, if you don't want to import your transactions directly, you can uncheck a box on that first set up screen.)

Once you have your connection established, YNAB will import your most recent balance. And that's it. New transactions will typically start flowing in less than 12 hours after you make them. When you see a number next to the Import button in the app, you know you have transactions to import!

Having trouble with your Direct Import account? Check our  Troubleshooting Steps!

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