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For anyone reading the parent comment, you should avoid YNAB if you use an American Express card. YNAB uses Plaid and the overall integration from YNAB through
by kingnothing 3y ago
For anyone reading the parent comment, you should avoid YNAB if you use an American Express card. YNAB uses Plaid and the overall integration from YNAB through to Amex and back does not work.
- beachwood23 3y agoFWIW, I also have an Amex with YNAB and have not had any issues with it in the past year.
- Larrikin 3y agoI don't have AmEx, but I do have Discover which also had some issues a while back. I believe they don't exclusively use Plaid anymore. When my discover card wasn't working for a few months they rolled out a switch to use alternative verification and then Discover just worked. This was over a year ago. YNAB realizes that the account syncing is what makes the system work.
- qrush 3y agoI have found this to be the case with my Apple card - so once a month I export a .QFX from the Wallet app and import it into YNAB. This process is a bit laborious but I've never had to manually enter an account's transactions in several years of using the app.
- theturtletalks 3y agoApple Wallet transactions just got added to shortcuts on iOS. You should be able to create a shortcut that adds the expense to YNAB whenever the card is charged.
- iamjameshall 3y agoThank you for this tip! Apple Card has been the thing keeping me from commiting to YNAB full time so far
- nervousvarun 3y agoBelieve this is also the case for Fidelity (Plaid doesn't work w/ Fidelity)