If your connection is blocked, this typically means there's an alert
or message to acknowledge on your online banking account. This can be
anything from small notifications (Hi! We miss you.) to paperless
billing requests (Like trees? Us, too!).
Steps to Take
- Log into your financial institution and see if there areany actions you can take. Check everything from initial notifications to unread messages! Many financial institutions only show alerts on thewebversion of their online banking, so it’s generally best to check from a computer instead of a mobile device.
- Head back over to YNAB and try connecting again!
Still having trouble?
If your connection is still blocked, send us a message with the following:
- Name of your financial institution
- Type of account you'd like to connect (checking, credit card, investment, loan, etc.)
- Did you log into your online banking site from a computer to look for and acknowledge any alerts?
- A screenshot of your online banking account summary page—with the web address of that page showing in the browser and any important personal information blocked out. (Instructions for Mac or PC)