We are pleased to announce a new feature in the web app this month: you can now choose to receive an email notification whenever there is an outage or problem with one of your bank connections.

This may be due to credentials needing to be updated, a bank popup preventing transactions being retrieved or an unexpected outage.

To enable this feature simply log in to your account, go to the settings menu and click the switch next to "Email Notifications".

Travis

Today we are announcing the addition of multi-factor authentication to further secure your account with us.

Multi-factor authentication provides an additional layer of security so that even if your usual password is compromised, your account is still safe. When multi-factor authentication is enabled, a short-lived code is required to be entered to complete the sign-in process.

For those that are using "Sign in with Google", your account was already protected with multi-factor authentication if you have enabled it with Google.

To set up multi-factor authentication head to the settings page and click "enable" to get started. You will need an authenticator app such as Google Authenticator or Authy.

If you have any questions about getting started with multi-factor for your account please get in touch!

Travis

Happy new year to everyone - we hope you had a great Christmas and new years.

We've got two major features being released in the first half of this year - a set of user guides and a mobile app!

The new user guides will help you get up and running and give you guidance should you need any information on using the app. You can still always reach out to us in the support channels if you have any additional questions!

Travis

We've just updated the way users connect to their banks with our financial data partner Basiq!

Instead of using the Basiq embedded Connect UI users are now directed to a page hosted by Basiq to securely enter banking credentials. This has a number of benefits including verification by SMS message and prevents issues with third party cookies.

Existing users won't see any change until you need to connect a new bank or update your banking credentials.

Travis

Update: New connections to New Zealand banks are temporarily unavailable. This should be fixed later in 2021. A new post will be added once support is re-enabled.

We're pleased to announce that Bank of New Zealand (BNZ) support is back for our New Zealand Users!

Our financial data provider had dropped support at the end of last year but happily support has now been re-added.

BNZ is still in a beta release so please reach out and let us know if you encounter any issues.

Travis

Hi everyone! Just a quick update to let you know that you can now choose to use the bank transaction description for both the YNAB Payee and Memo.

Previously you could only choose one or the other, but now you can select any combination (including none if you want!).

To make any changes head to the Settings menu where there are two switches at the top of the menu. If you're happy with your current setup there's no need to make any changes - things will continue to work as normal.️

Please get in contact with us if you have any other improvements you would like to see! 😃

Travis

We're excited to announce that you can now sync to multiple budgets! There is no longer a separate "Budgets" menu, you now can choose an individual budget per bank account in the "Accounts" menu.

There are no limitations to how many budgets you can sync to and from which banks/accounts

Existing customers don't need to make any changes - accounts will continue to sync normally to YNAB. If you would like to sync to more budgets simply login and configure them in the "Accounts" menu.

Bye for now,

Travis

Hi everyone! Last week we rolled out a small feature that allows you to give each bank connection a nickname. To do this first navigate to the "Banks" page. For each bank connection there is an icon with three small vertical dots in the upper right hand corner. Click on this and select "Edit nickname". Now simply enter a nickname and click the tick when done! This should make managing multiple connections to the same bank much easier.

If you've got any feedback on this feature or would like to see anything else added please don't hesitate to get in touch and let us know.

Travis

Happy New Year from Bank Sync for YNAB! To kick off the year we've overhauled our website to give it a more modern look. Behind the scenes we have been improving the service to give better syncing performance. At the moment we are nearing completion of multiple budget support so if it's something you've been waiting for it won't be much longer now.

I hope you've had a great start to the year, I'll be back with more updates soon.

Travis

Another week another update! You can now choose to import cleared transactions up to 10 days prior to the day you link a bank account.

For new users the option is shown when setting up your account. For existing users there is a new option in the Settings menu should you wish to adjust it from the default.

This setting only takes effect for when you link a bank account. Already linked bank accounts are unaffected.

The next big feature being worked on now is multiple budgets support.

Bye for now!

Travis

We've just released some minor updates to give a better sign up experience and more feedback on when your syncs are occurring.

Now when you complete the sign up process there will be an immediate sync with your accounts. In addition, you can now manually force a sync up to once per hour.

On the home page of the app you can see more information about whether a sync is running and when the last sync was completed.

If you've got any feedback on these features be sure to let us know!

Travis

Hi there!

Since launching Bank Sync for YNAB three weeks ago we have been hard at work making improvements. A lot of these have been behind the scenes, but you may have noticed some improvements such as automatic matching of existing transactions.

Today we have made available an option to import bank transaction descriptions as the payee in YNAB. This will allow transactions to be auto-categorised, saving you even more time keeping your budget up to date. Existing users can enable this right now by selecting 'Use Transaction Description as Payee' in the settings menu. This is now the default option for new users.

So what's going to be improved next? Over the next few weeks we will be adding more features including:

• Multiple budgets support
• Manual sync on demand
• More information on when syncing is occurring

If there's any other features you want to see in Bank Sync for YNAB then don't hesitate to get in touch with us using the contact button on the website!

Bye for now,

Travis