FAQ Articles For You Need a Budget

How do I import YNAB transactions?

Created March 7, 2021 - 22,975 Views

You can import your reconciled YNAB transactions into Undebt.it. This option needs to be turned on for each debt account you would like to import. After the accounts are linked, go to the Debt Details page for the account and turn on the Import Transactions option. Make sure you don't have the Autop...read more

Does Undebt.it sync with You Need a Budget?

Created February 17, 2021 - 22,599 Views

Yes it does! You can sync your account balances automatically and optionally, you can import your payment transactions as well. Check out this blog post for directions and screenshots. There's some more information on the Syncing With YNAB page...read more

Account balances are not matching YNAB

Created November 16, 2022 - 18,371 Views

The most common cause of an account balance mismatch is that you are using multiple budgets (or an archived budget) in YNAB and have mapped the wrong one. Go through the mapping process again and verify you have the correct budget and account selected. It can also be a syncing issue. On the Debt De...read more

How do I unlink a YNAB account?

Created October 5, 2022 - 15,120 Views

To unlink a YNAB account, go to the Debt Details page for the account and scroll to the bottom. Click on the Unlink Account button. Repeat the process for each account you would like to unlink If you would like unlink all of the YNAB accounts, you can go to My Account > Reset/Delete Account and c...read more