ynab isn’t considered a secure partner by discover , so you either won’t be able to sync or you will get kicked out often. I spend a good amount of time trying to figure out and finally the guys at Discover said that only quicken-software is considered safe and plaid isn’t part of it.
File Based Importing (you can drag and drop a file containing your transactions right into YNAB !). Here are screenshots showing you how to download a file from Discover —Step 1, Step 2, Step 3. Active entry using the mobile app. Scheduled transactions (for those regularly occurring transactions that you know about!), Hi Maroon Stallion ! Welcome to You Need A Budget ! At this time, Discover isn’t available to link. During the trial, I hope you’ll explore our other transaction entry options including File-Based Import. Discover recently made a change to their security settings to allow only certain financial software to connect.Our import partner is currently working with Discover in order to support.
Yeah, there are issues syncing Discover to YNAB right now. I started seeing issues on our cards and savings account on Wednesday or so. They have recognized it and looks like they are working on it. “September 12, 2019 9:49PM UTC [Investigating] We are investigating an elevated number of errors connecting to Discover Credit Cards accounts.
I am having an issue with the Payee field when importing transactions from my Discover Bank Checking account. I have attached a screenshot. Very transaction begins with Debit Purchase 1234 [email protected]#WALGR then the rest of the transaction description is cut off. Is there a way to have YNAB ignore the Debit Purchase 1234 [email protected]# bit, as changing each.
Our App Lineup | You Need A Budget, Credit Card Basics – YNAB Help – You Need A Budget, YNAB Status, Credit Card Basics – YNAB Help – You Need A Budget, For anyone using Discover Online Savings bank, do you notice an issue where your manual transfer from a different account and auto import is not matching by itself? The auto import comes in as an outflow incorrectly. I have reported this to YNAB support email as well, but wanted to see if anyone else noticed it.
In ynab , what’s the starting balance date for the Discover card? Any transactions that occurred before that date won’t import. You can either delete that entry in ynab or change it to say March 1st. Then any transactions between March 1st and now will be available to import.
We offer all college students YNAB free for 12-months (in addition to the free 34-day trial). If you’re interested, write into [email protected] with proof of enrollment—think student ID card, transcript or tuition statement (but anything that shows you are currently enrolled and includes your name, your school, and the date will do).
With YNAB , if you have your phone (and we know you do), then you have your budget. Your budget goes where you go—on all your devices, all the time. But before you get creeped out, think of the possibilities: the closer you are to your budget, the closer you are to your financial goals.
2/17/2021 · Check YNAB ‘s status page for current widespread issues—we may already be on the case! 2 … Discover Card is a better option than Discover Bank. To be sure you’ve got the right one, search our list by selecting Add Account > Linked, type in the name of your financial institution, and review all potential options. …
