Link Your Bank Accounts | Getting Started with YNAB | Lesson 1.2


(upbeat music) – Hey guys, Kelly here. Now before we get into the specifics of adding accounts, let’s
go over a few things because there are a few different ways that you can do this. You can either add your accounts using our direct import feature, which allows YNAB to
pull in your information and spending transactions, or you can choose to add that information and transactions yourself. If you do set up a linked account, YNAB will pull in your
balance as of today, and that’s all you need
to do to get started. Then we’ll add any transactions once they’ve cleared your bank, which can take a day or two. But here’s the cool thing,
it’s not an either/or choice. You can link your accounts and still add those transactions yourself. When they’re imported,
they’ll match right up with the ones you entered, and you’ll know you haven’t missed any. Also it’s possible to add
and link your accounts directly from the web app or you can do it from your phone.

Leave a Reply

Leave a Reply

Your email address will not be published. Required fields are marked *