Request A Bank

You can now request a bank directly, without contacting support. 

This allows us to keep track of requests in a much better way, and it also allows us to notify you when the bank is available.

We have also added the ability to signup for beta testing. This means that you can potentially work directly with TrueLayer to get the bank integration ready for prime time!

Move a bank account to another YNAB bank account

You can now edit which YNAB budget and account your bank accounts are linked to without deleting and recreating them. 

To do this, simply head over to your dashboard, select your bank, and then click on the YNAB budget and account name on any bank account that is syncing.

Once you move the bank account to a new YNAB budget and account, we will sync the previous 14 days of cleared transactions to that new YNAB budget and account.

Shorter Reconnection Flow

When you are required to reconnect your bank, you will now be sent via a shorter flow. You will not be sent to TrueLayer, and instead, you will be sent directly to your bank.

This is in beta, so please send us any feedback you have.

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