Manage Connections on Mobile

You can use the Manage Connections feature to set up new Direct Import connections or link a new account under an existing connection. It's also a place to help troubleshoot pesky connection issues or removing connections that are no longer needed. 

How to Remove a Connection

  1. From the Budget tab, tap the More button (three dots icon) at the top left of the budget screen. 
  2. Tap Settings.
  3. Tap Manage Connections (you may need to scroll down). 
  4. On the right-hand side of the connection you want to remove, tap Remove.
  5. Tap Remove again to confirm. 
  6. Tap the X in the upper right-hand corner to close the Manage Connections window.
  7. 😌 Don't worry—removing a connection will not impact your transaction history in your account registers, and it doesn't require you to delete any accounts. It will disconnect all accounts you have connected to that financial institution, but getting those reconnected is easy peasy!

  8. Once you've removed the connection, it's time to create a fresh one and link your accounts up to it! We strongly recommend reconciling your accounts before adding a new connection. It's possible to receive different data than what came through the previous connection type, and since this data looks brand new to YNAB, duplicate transactions from the past 31 days may import.

How to Relink the Existing Accounts (Adding a New Connection)

  1. From the Accounts tab, tap the account you'd like to reconnect. 
  2. Tap the More button (three dots icon) in the top right corner. 
  3. Select Edit Account
  4. Tap Link Account
  5. On the Link Account screen, you'll be prompted to choose from your existing connections (if applicable) — or tap Add New Connection— and follow the prompts. 
  6. If you have other accounts associated with this connection, link those up, too!
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