No, we are an independent company. However, we have collaborated with YNAB and have approval to use their API. You can find our site listed on their “Works With YNAB” page.

Yes! You can choose to sync any bank account to any YNAB budget.

Yes, our platform supports multi-factor authentication (MFA) for both username/password accounts and Sign in with Google accounts. We strongly recommend that all users enable MFA to enhance the security of their accounts.

You can cancel at any time by opening the settings page from the menu on the right sidebar, and clicking on the “Close” button next to “Close Account”.

Q: What happens after I complete my account setup?

A: After you complete your account setup, an initial sync is automatically run to import your transactions.

Q: When are transactions synced?

A: Following the initial sync, transactions are periodically synced between 5am and 6pm.

Q: Can I manually force a sync?

A: Yes, you can manually force a sync from the Settings menu. However, please note that you can only do this once per hour, and automated syncs count towards this hourly limit.

Q: What kind of transactions are imported?

A: Only cleared transactions are imported during the sync process.

Transactions are typically shown within one business day. However, this is dependent the specific bank. Transactions that are marked as pending by your bank are not shown. Once the transaction is no longer pending it will be shown in your budget.

Transactions are synced multiple times during the day between 5am - 9pm AEDT.

Your data is always encrypted during transmission and storage. Your bank account credentials are never sent to our servers; instead, they are managed by our third-party data provider, Basiq. This approach is similar to the one YNAB uses for the banks they support.

Please see the list of supported banks here.

Pending transactions can change or be removed, which might disrupt your budget. Support for displaying pending transactions is planned to be added in a future update.