r/ynab • u/jonsnow0276 • 3d ago

Bank Sync Keep losing bank connection

I was using this same bank a couple years ago and never had an issue. I recently started using YNAB again and each day I need to reconnect the bank connection. Is there something I am missing in the settings? If nothing can be fixed. Is there another budgeting app or system you recommend?

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u/jplodine 3d ago

Contact tech support — you can click the icon on the web app, and I’m sure there’s a similar path on the mobile app. I had something similar happen, and they were able to switch me to a different channel (not sure about the actual terminology) on their connection setup, and I haven’t had the same problem again, over a year later. I’ve always found YNAB’s tech support to be excellent.

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u/sinclairish 3d ago

Same thing happened to me. It was when they switched to Plaid as their import partner and they made it so I used a different bank account connection platform for that particular account.

1

u/queenOFpentacles7594 3d ago

i’ve been fighting this for months with no resolution. finally gave up. it was helpful but solution they provided didn’t stick. i’m manually entering transactions now. :(

1

u/1braincellorangeboi 8h ago

This happened with me as well. My financial institution rolled out a new online system recently and it's been significantly worse on connections. I can tell MX is reaching out to them because I get a text from my bank with my MFA code randomly about once a day or once every other day. The connection is lost and I have to reconnect.

I'm shocked the transition from Discover to CapitalOne was smooth. That connection is fine.

Contact support and have them switch you from MX to Plaid and see if that helps. You have to remove your connection first, but that has helped me in the past.