Bank Sync FAQs


Does Undebt.it sync with my bank?

Created February 17, 2021 28,844 Views

Undebt.it does not directly sync with any banks or credit card companies. However, there are two alternatives that can accomplish this. If you are a YNAB user, you can use Undebt.it+ to sync with your YNAB account to keep your data current. The other option, which was released in September 2026, ...read more

Does Undebt.it sync with You Need a Budget?

Created February 17, 2021 27,293 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 25,919 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 connect my bank with SimpleFIN?

Created September 15, 2026 600 Views

Bank syncing is an Undebt.it+ feature. It runs through SimpleFIN, a small read only service that sits between your bank and Undebt.it, so Undebt.it never sees your bank login and can never move money. This article walks through the setup and the things that trip people up in the first day. What S...read more