The whole budgeting can be done much easier without so much accounting. If your bank isn’t listed on the YNAB app, which is currently the case for many UK banks, you can enter your bank balance and details manually. Here's our privacy policy. Would be super helpful! Old me would be more worried about the money than the proper care for my kid. ... YNAB DOES have email support. Why YNAB keep telling us they can't implement this in the app themselves I don't fully understand, but for now I'm very happy with Sync for YNAB, and happy paying the fee to never have to manually note transactions, or keep importing them all myself. Support Forum. You can easily cancel before your card is charged at end of trial. Try it free for 30 days. This allows us to ensure that all of our support representatives are knowledgeable, responsive, and based here in the United States. Register for a FREE Trial of our desktop finance software or our online cloud finance application also available on Android and iOS. Settings. YNAB doesn't connect too your bank account, but you can download manually. They pretty much confirm that in their FAQ, where they say they'll put their "relevant partners" in front of you they think you'll like, and get a commission if you buy them. But here we are, nearly a year since launch, going strong. Supported Banks. The main feedback I got from that was that people did not want to learn how to host the application themselves. YNAB may, but has no obligation to, monitor use of the YNAB API to verify your compliance with the Terms or any other applicable law or legal requirement. Edit: I wanted to say thank you to everyone for the love and support. Hello everyone! Browse the forums, share a tip, give your feedback, ask a question, and search to find answers. Markus DKB should be here in the next few weeks. The YNAB community is here for you! Fully integrated with all banks. Hi, Has anyone successfully exported all their YNAB transactions (with links across accounts) to Quicken for Mac? Cyan Thunder Yup :) https://syncforynab.com/banks. I'm a developer so let me know if you'd like any help maintaining/running things! Over Money Dashboard, YNAB offers users a little more in the way of reassurance. Just went through updating my Capital One accounts for the Plaid transition, but now I can't import anything. Transaction. I like building things, but at the time of putting it up for sale, i didn't have much time to run it. £3.99/month after your trial. I was very happy to see we can sync our bank info using your website. I just signed up to SyncforYnab - very smooth experience, I am impressed. Which says to me that your data is being used to target marketing at you. Orange Ink Eventually, but right now they are only available from 1 data provider, and it does not make financial sense at the moment to pay for that provider just for 1 bank. I have used syncforynab.com for ages and its great. For details, please see our issue list labeled "Bug". This works really well, and hundreds of people are using it. Maybe consider it but more likely to bail out of YNAB. Cheers! Product management fail when a feature is developed off product by a third party and successfully sold. 3 Blue Harvest I moved to Yolt. You're okay with that, and I'm sure there's nothing untoward about Yolt (not sarcasm, I'm sure they're very respectable), I just don't really like their service compared to YNAB, and I def don't feel comfortable with my financial data being the product, even anonymised. Violet Sidewinder no plans at the moment unfortunately. That’s a sh*tty move that they’ve still never really justified. You can read about TrueLayer security here: https://truelayer.com/security/ We only receive an access token to TrueLayer. I don’t want to start paying additional vendors for additional key features as this is a great example of that. Crear! Self-explanatory. :). But I also agree it sucks that YNAB refuse to incorporate the service for us but will incorporate it for the USA. YNAB stopped supporting many of the Canadian banks about 18 months including BMO and it would be very useful for Canadian users of YNAB to have this solution. It will make things so much easier having everything automatically synced for us. You Need a Budget (YNAB) is a very competent personal finance package that is reasonably quick and easy to use with a raft of features that … In the beginning the budget was created. YNAB is an abbreviation for You Need A Budget. Cancel anytime. Follow YNAB to get support and lots of great ideas on budgeting, Here be dragons; this is a loong post. How pathetic YNAB is for not introducing it its just amazing. We have over 50 bank connections so far, and that is growing every single day. Not interested in what’s coming as YNAB is a product that doesn’t listen to the customers and/or fails to develop solutions. It’s a bit too much for 3.99, but well done. Scott Robertson What is limiting your ability to roll out to new banks? Yodlee is supported in over 15 countries around the world and works with the leading financial institutions in each of these markets. Bank Codeis probably not used for credit cards, but may be critical for bank accounts. It’s also very secure. My guess is it's because they're flying under the radar and that this isn't really allowed. But it costs $84 per year. Any chances for Spanish Banks? We currently support 84 banks in 10 countries, with more coming all the time. But yes your financial behaviour and what people spend on is invaluable data. Hopefully soon. There can be multiple options for each financial institution so be sure to choose the closest matching web address. It's true -- they have made it nearly impossible to steal…. No, we offer customer support via live chat, email, and online support articles. We are confident that this policy is the most effective way for us to meet your support needs. Although great job, I am a fan of solutions on one place, hence I am looking for a YNAB alternative. View common questions about the software and method—or post your own! Any concrete plans to extend this to German Banks such as DKB? Each connection can return as many bank accounts that are linked to that bank login though. 2 Make sure the web address you use to log into your online banking matches the web address you see in YNAB's financial institution search list. that allows UK customers to use the functions of the software. :). Want to view the official guide on your topic? Happy new year everyone! Credit monitors save you money by helping you improve your credit. No auto-bank-import for YNAB, Mint.com, or any other major finance site in the UK. Budget for every dollar with this detailed app from You Need a Budget. While I may be crying my eyes out from all the emotions I'm thankful that the day my wife got pregnant we got YNAB. Automatically push Monzo and Starling transactions to YNAB in realtime. If you get the point. It helped me a lot to organize my thoughts around how I'm using YNAB, and therefore I decided to keep it that way.…, Welcome to the Official* 2020 Debt Smackdown! And if it's free, you're the product. If I cost all the admin YNAB requires, then the product on my day rate costs a fortune (not that I’m rich but it adds up a lot). It's a little troubling that just over a month after launched the website you put it all up for sale on Transferslot, it doesn't fill me with confidence that the service will be around for very long. Browse the forums, share a tip, give your feedback, ask a question, and search to find answers. Different way of thinking and less features, but it is entirely free, great design, and does the job end of the day. Last year we saw about 310 of us brutally destroy about $3 million in debt. That's right, we're back for 2020. The YNAB community is a great place to meet other YNABers, share your challenges, and crowdsource tips and tricks. :) Most financial institutions do not clear transactions over the weekends,…, Hi, I've not been YNAB'ing for about 6 weeks (I was sick with COVID & other life scenarios) and I wasn't budgeting every paycheck. calls the “Four Rules of Cash Flow” to help you manage your cash Any possibility to use syncforynab.com with Canadian banks. If your bank is not listed below, please request it here. Save time Sync YNAB from your Australian Bank accounts automatically. I started an Open Source project a few years ago with the aim of syncing UK banking data to YNAB. The data it collects is only temporary, and again, it’s going to be encrypted each time it processes. This has made many people very angry and has widely been regarded as a bad move. Features. No access to your actual bank directly. Known Bugs. Accept Updates. 2. Sync for YNAB automatically syncs transactions from over 15 UK banks + CSVs of any format to YNAB. Scott Robertson Good to know, hope you can understand why I'd google the site while considering whether to use it! I thought it might prompt an interesting discussion and…, Hey YNAB support, There are a ton of forum posts where you're trying to avoid taking responsibility for what's going on with CapitalOne. Oh, this looks awesome! We launched over a month ago, and the response has been really good so far. I went in tonight and my balance is off.…, Basically the same issue I had in this thread: https://support.youneedabudget.com/t/35hy7nh/plaid-sucks-is-it-going-to-get-any-better Can someone change my provider back?…, Hey guys I was wondering how I would go about handling my credit card if i choose to use my reward points to pay off some of the owing. Around 150 Aussie banks supported. Salmon Colt Thanks! Blue Harvest and also I have not received any marketing material from Yolt, nor ads whatsoever. The fact you have to pay for it doesn’t mean it isn’t doing that. Record a transaction on the YNAB app, give a description of what it’s for, when it cleared and for how much. Would be happy to help you implement Bunq support! Look, you're the product in free services. Scott Robertson I wrote a Python app to connect Bunq (https://bunq.nl) with YNAB. We provide syncing from the following banks to YNAB: American Express, Barclaycard, Barclays, Bank of Scotland, The Co-operative Bank, first direct, Halifax, HSBC, Isle of Man Bank, Lloyds, Lloyds Business, M&S Bank, Metro Bank, MBNA, Monzo, N26, Nationwide, NatWest, RBS, Starling, Santander, Tesco Bank, TSB, Ulster Bank, and Virgin Money Credit Card. Personally I like YNAB4 but will be pushed to nYNAB if I update my Mac OS to Catalina and the lack of the single best feature outside of the US really gets my goat, to put it mildly. YNAB (You Need A Budget) helps manage your finances and gain control of your money. In November, I set up syncforynab.com, which is essentially a hosted version of that open source application, with a lot more bank coverage. I would implement every bank very quickly if that was the case. Introducing . Still have a question? YNAB will detect this and offer you import options. Blue Harvest everyone is using your data including YNAB, so don’t be naive. I was in two minds about cancelling YNAB after the free trial but syncforynab.com has changed my mind. Our personal finance software saves you money with its easy to use money management features, available for desktop, web and mobile. Keep your YNAB (You Need A Budget) account up to date and stop overspending your categories Since launching Bank Sync for YNAB three weeks … I have rejected many offers, because i wasn't confident they would do the right things for the customers. Welcome to our community! Santander & OpenBank. Fintech to YNAB. You Need A Budget review We put You Need A Budget through our intensive lab tests and rated how easy it is to get started, generate reports, access support and use its … We are just getting started with YNAB. I subscribed recently when I finally switched from YNAB4 to nYNAB, and Sync is amazing. On average, new users save $600 in the first two months, and more than $6,000 in the first year. You find a lot of YNAB features are great way to give you the perception of making a difference in your financials, but end of the day they are kinda useless or won’t make a difference in how much for instance you will save. Green Gazelle Hey 1) The default is 5 bank connections. This is then considered alongside your budget. My DH has found a workaround whereby we download a csv copy of our bank statement, make some adjustments and then import into YNAB - it picks up on the stuff that wasn't logged via the app. YNAB me is prepared for this - 6 month emergency fund and fully funded HSA. Most of them support online connections to your financial institutions. We are trying to save money so at the moment 30% of income goes into savings, 10% to charity and the we go through and allocate the rest! We pay our credit card in full each month so I was thinking…, This was one of my favourite threads on the old forum, and since there doesn't seem to be one here yet, I thought I'd create one :-), Some time back in another thread, the concept of equity vs equality came up with regard to how elective spending is budgeted between partners. Thorough, responsive and complete. Welcome to our community! YNAB offers bank synching, access to your real-time budgeting data from any device, reports, goal-setting, personal support...and peace of mind. I looked and it doesn't come close to YNAB for me. If you are interested, head over to syncforynab.com for a free 7 day trial. The downside of YNAB is that it only syncs directly with US and Canadian banks. If you had already switched YNAB to the corresponding account view, YNAB will understand that you want to import this file to this account. Does this work with Ulster Bank in the Republic of Ireland? Key Features: Bank Synching—Easi… We support 65 banks in the United Kingdom, Ireland, Spain, Italy and France. Ultimately, I'd rather pay for the product that does *exactly* what I want it to, but everyone's different! We'd recommend entering your transactions manually as you make them, because you can enter them faster than your bank can clear them, so your budget will be more accurate than relying on the automatic downloads. People simply connect their bank account, and we do the rest. ... Banks will not reimburse for any fraud or stolen funds that may result from this, or may use Mint as an excuse to not reimburse for charges or stolen funds that occur from other causes. Curious if anyone else if having the same issue. Hi Scott, It's great that you have bridged the gap between YNAB and many financial institutions. For now, UK users have to input all of their expenses manually. So, well done on that. Please note, while this list does also apply to the USA. And who has the time to digest and upload, then categories hundreds of transactions a month anyways, and that’s just the data upload side of it. Our Verdict. I'm glad to hear you were all able to update your accounts to Plaid! Thanks! Push your Monzo and Starling transactions into YNAB in realtime; Automatically populate the category based on previous transactions Also import historical transactions for many more banks. Sadly, most of these applications are developed with the US market in mind, and in some cases, applications have been further developed to allow additional currencies etc. What is the maximum number of banks that your application can connect to under one account / subscription? Having trouble and need help? YNAB makes use of that too. Since Tiller is free for 30 days, the best advice is simply to try and see if it works with your banks. You Need A Budget (YNAB) is a budgeting app that helps users control their spending and plan ahead for bills, holidays, insurance and the unexpected. These are the budgeting applications that are also functional for UK customers. Since the sheet is so huge now I wanted to share a top tip to quickly find your row - if you bookmark the link somewhere in your browser,…. Hello James – Tiller works with many institutions outside of the US. Powder Blue Colt I can assure you this is not the case. Apparently this is due to UK banks being more restrictive about 3rd party access, although some crappy featureless aggregator websites like Money Dashboard somehow sprang up. This should become native in the YNAB product. Banks vs. Credit Unions ... You Need a Budget, as its name implies, focuses on budgeting and helping you create a budget to follow throughout the month. Follow YNAB to get support and lots of great ideas on budgeting. I'd never heard of Yolt till now so cheers for the intro. Great service! Wow. We even require you to opt in before we use your anonymized data for internal research. They give a 34 day trial, then the software either costs $60 from YNAB directly, or £30 via Steam. I'll give it a try. These are banks based in the UK. I'll admit to having no idea what has gone into syncforynab, but what does Scott Robertson know about bank syncing that YNAB doesn't? You … You have a desktop software which you enter your transactions from your bank accounts into and compile a … I love it, the time it saves is well worth the price. ‎YNAB—Budget, Personal Finance, Expense Tracker YNAB will help you break the paycheck to paycheck cycle, get out of debt, and save more money. We provide syncing from the following banks to YNAB: American Express, Barclaycard, Barclays, Bank of Scotland, The Co-operative Bank, first direct, Halifax, HSBC, Isle of Man Bank, Lloyds, Lloyds Business, M&S Bank, Metro Bank, MBNA, Monzo, N26, Nationwide, NatWest, RBS, Starling, Santander, Tesco Bank, TSB, Ulster Bank, and Virgin Money Credit Card. Check YNAB's status page for current widespread issues—we may already be on the case! You can request your banks here: https://syncforynab.com/banks/request. Right.…, Hey Everyone! Import your transactions into YNAB automatically from banks such as Revolut, American Express, Nationwide, Natwest, Monzo, HSBC and many more. Powder Blue Colt Mmmkay this has run it's course, I'll just bow out now, cheers for your input, glad you found the right product for you! Blue Packet Not at all. They owe you one! However, keep in mind that YNAB is a solidly US-focused service, meaning it’s not really optimised for all UK banks. Unfortunately for UK users, Moneydance doesn't support the connection protocols used by UK banks, so you'll need to download your transaction … I'm a little worried about scurity with this but seems legit. Would you consider adding some Indian banks such as SBI (State Bank of India), Bank of Baroda etc? Thanks Scott. Hi Scott Robertson , any plans to integrate with Tandem? 1. 2) No plans for them at the moment sadly. List of Supported Banks. Save 10% by paying annually. Technical limitations are not the issue unfortunately. We do not sell user data, ever, period. Hey A lot of our customers tell me that they wish they knew about Sync for YNAB earlier, so I figured I would post it here for anyone who does not know about it already. You can increase this limit in your settings. Blue Harvest what Yolt is saying they get income from commissions. Powder Blue Colt Yeah, that's not the case though. Powder Blue Colt great if that does all you need it to! Scott Robertson I'm interested in OpenBank too, Sergio Santander is live https://syncforynab.com/banks, Scott Robertson Thanks! Powder Blue Colt Completely disagree with you on the value of this product personally. cool stuff! The YNAB API may periodically be updated with tools, utilities, improvements, or general updates. With support for over 2,500 banks and investments. However, support for non-US banks isn’t as widespread. Project a few years ago with the aim of syncing UK banking data to YNAB guide on your?... Currently support 84 banks in the first year customer support via live chat, email, and search to answers... This works really well, and we do not sell user data, ever, period has. To learn how to host the application themselves know if you 'd any... Financial institutions Bunq support integrate with Tandem new users save $ 600 in the first year return... N'T really allowed we offer customer support via live chat, email, online... 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Before your card is charged at end of trial before your card is charged at of!, hope you can easily cancel before your card is charged at of. It isn ’ t be naive than the proper care for my kid format.: //syncforynab.com/banks/request only receive an access token to TrueLayer what Yolt is saying they income... Good to know, hope you can request your banks free 7 day trial, then the software either $..., YNAB offers users a little worried about scurity with this but legit. I don ’ t mean it isn ’ t doing that SBI ( State of!