Direct Import Connection Updates

👋🏻Need help with your linked accounts? Start with our general Direct Import troubleshooting article!

We partner with multiple data providers in order to offer the Direct Import feature in YNAB and, depending on your specific situation, one may provide a better import experience for your bank. We may be prompting you to update because things have changed with the data provider your connection is under, or YNAB Support has walked you through the process. Either way, you're reading this article because that process has already begun for you!

In This Article


How to Get Started

  1. Go ahead and reconcile your accounts by following these steps. You can do this from the web app or on the mobile app. Doing so will help reduce the possibility of duplicate transactions importing when you update your connections.
  2. Click or tap the Update button next to any account name

  3. If necessary, search for your institution in the list and enter your credentials. 
  4. Follow the prompts to re-link your account.
  5. If you have multiple accounts (i.e. checking, savings, credit) under the same login credentials, you’ll be able to link them quickly by selecting the existing connection from the Manage Connections window:

The Manage Connections window will show any current financial institution connections and allow you to select or remove them

If an account  doesn’t have an Update button, you'll want to create a new connection with this provider like this:

  • On Web: Click the pencil icon next to the account name.
    • Select Link Account.
    • Select Add New Connection in the next window. 
    • Follow the prompts to choose the financial institution in question
  • On a Mobile Device: From within the account register, tap the three dots icon in the top corner.
    • Tap Edit Account.
    • Tap Link Account.
    • Selecting Add New Connection in the next window. 
    • Follow the prompts to choose the appropriate financial institution.

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Payees

You may have to rename some of your payees the first time they import with the new provider. To change a payee renaming rule, all you need to do is edit the payee again – which creates a new rule. The next time you import a transaction with the same original payee, it will be renamed according to the new rule.

Once you edit a payee, though, YNAB will remember that and automatically rename it for you the next time that same payee imports! 

For even more control over payees, check out the Payee Management feature in the web app.

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Having Trouble After Updating?

Check out our troubleshooting article, but whatever you do, don't let it stop you from budgeting! Enter your transactions (in the mobile app when you're on-the-go) or try File-Based Import on the web app. It's as simple as dragging and dropping a file into YNAB.


Don't want to Update the account?

If you want the Update button/banner to go away, you have a few options! You can either unlink the account from the underlying connection, or you can just remove the underlying connection altogether! It's all up to you.

Unlink the account

If you don't want that account linked, you can unlink the account(s) which will remove the Update button/banner from the account(s):

  • To unlink an account on web; hover over the name of one of your accounts, and click the edit icon (a pencil) to the left of the name. Click Unlink Account.
  • To unlink an account on mobile; from within the account register itself, tap the More button (three dots icon) in the top right corner. Tap Edit Account and tap Unlink Account.

Remove the connection

If you no longer wish to use Direct Import for the account at all, you can remove the underlying connection, which will remove the Update button/banner from the account(s):

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