Direct Import: Linked Account Statuses
Run into an error while trying to connect your financial institution that made you go hmm? We got you! Below are a few you could see from time to time and what they mean for your connection.
You can think of this as the busy signal of statuses. We're calling the financial institution and they're letting us know they're a little busy at the moment — our call will have to wait. This is typically a temporary status. And don't worry — we'll keep calling them back and bear the elevator music on your behalf. 😓
If you're seeing this error, please avoid removing the connection while our Direct Import keeps trying. And if you've been seeing this status for more than 48 hours, and there's no widespread incident on our Status Page — feel free to email [email protected] with the name of your financial institution and the URL for their log in page.
Just like any well-oiled machine, sometimes it needs... well... oiling. Our Direct Import partner shuts down traffic while they (or the financial institution) perform maintenance and updates on their end. As soon as their mission is complete, they'll reinstate all connections and get you up and running again!
If you're seeing this error, please avoid removing the connection while our Direct Import does their thing. And if you've been seeing this status for more than 48 hours, and there's no widespread incident on our Status Page — feel free to email [email protected] with the name of your financial institution and the URL for their log in page.
Not our favorite status, per se, but a reality nonetheless. There will be instances where a financial institution is simply unavailable — no busy signal, no call waiting. No nothin'. They've blocked our call and asked us to lose their number. Does this mean you'll never be able to connect again? Nope, it doesn't! It just means the timeline is somewhat indefinite.
If you've run into this status, don't sweat it! We all know that I've-called-a-million-times-why-aren't-you-picking-up feeling. It's frustrating. For security reasons, though, our Direct Import partner puts a restriction on the number of failed attempts allowed in close succession. You'll be blocked from trying any connections until 4 hours has passed. If you see this error, move forward with adding the account by selecting "Continue", and try connecting later. 🙂
If you still can't connect the next time 'round, and you've already confirmed:
- Your credentials are spot on.
- The URL matches your financial institution's login page to a T.
- There's no widespread incident on our Status Page.
Feel free to email [email protected] with the name of your financial institution and the URL for their log in page. We'll look into it for you!
This answers the burning question we all have — has anyone checked for my transactions lately? 🤔
What you see here represents the last time we looked for any cleared (a.k.a. posted to some!) transactions on your online bank statement.To avoid being that ‘are we there yet?’ road trip passenger we all know and love (🙋), we try our very best not to abuse this privilege. Instead of asking over and over again, we check for newly cleared transactions each morning during a daily refresh. We also check again when you log in to YNAB, but only if it has been more than 8 hours since your last import.