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  #1  
July 29th, 2016, 10:32 AM
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YNAB Bank of America

Hi I would like to have the information about YNAB as well as the services that can be used through YNAB for Bank of America?
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  #2  
July 29th, 2016, 02:17 PM
Super Moderator
 
Join Date: Mar 2013
Re: YNAB Bank of America

YNAB at long last discharged another adaptation of programming that backings downloading exchanges from banks and charge cards.

It's practically supernatural how quick and simple it is to accommodate. When it works it is consistent

The executioner highlight is slaughtering you. It doesn't make a difference if 93% of Chase records or 94% of Bank of America records (great numbers, right?) are associated effectively.

YNAB are building an apparatus that will make it less demanding to safely get certifications from intrigued and willing clients, empowering us to get to the base of issues, and work better with various banks' frameworks.

In spite of the fact that you can import authentic exchanges into YNAB that you have put away in other individual account programs

Types of files can one import

Quicken Financial Exchange (QFX)

Open Financial Exchange (OFX)

Quicken Interchange Format (QIF)

Comma Separated Values (CSV)

Will YNAB catch duplicate transactions?

Yes! At the point when YNAB imports a QFX, OFX, or QIF document, it will get copies and not re-import beforehand foreign exchanges.

YNAB takes a gander at your exchanges to check whether they're as of now set up then matches them up for you to look at and support. YNAB searches for:

The sums need to coordinate.

In the event that the check number matches, the dates must be inside 60 days.

In the event that the check number doesn't coordinate, the dates must be inside 10 days.

On the off chance that there are different exchanges that fit the above criteria, the exchanges that are nearer in date are taken. In the event that there are different exchanges that are around the same time, the payees are contrasted with see which ones are more comparable. (Be that as it may, this is rarer).

Two exchanges being transported in won't coordinate against each other amid the import procedure (so on the off chance that you have two exchanges for $20 at the same date/place, they will be entered independently).

There are some extra checks YNAB does to avoid copies, however the above spreads the regular cases.


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