# I'm having trouble with my investment or loan account

> Provides the information you need about investment and loan connections in YNAB

Source: https://support.ynab.com/en_us/im-having-trouble-with-my-investment-or-loan-account-SJAyeIpwll

Last updated: 2026-09-14T23:32:34.907Z

The data for investment and loan accounts (including CMAs, HSAs, and crypto accounts) is handled differently than regular spending or saving accounts; transactions will likely import incorrectly, or you may not be able to connect to the account at all.

The best way to manage these accounts in YNAB is as unlinked loan or tracking accounts. This way, incorrect transactions won't import but you can still keep an eye on your net worth. 📈 

Learn more about [Loan Accounts](https://support.ynab.com/en_us/loan-accounts-in-ynab-a-guide-HkNSkPHJi) and [Investment Accounts](https://support.ynab.com/en_us/tracking-investment-accounts-a-guide-r1Bzjxd05).

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⤴️ [Troubleshooting Linked Accounts](https://support.ynab.com/troubleshooting-linked-accounts-BJ9Mv9b1s)  
⬅️ [I can't connect to my bank](https://support.ynab.com/en_us/i-cant-connect-to-my-bank-S1zEJ8TPge)  
➡️ [I have to reconnect to my bank every day](https://support.ynab.com/en_us/i-have-to-reconnect-to-my-bank-every-day-H13P18pvel)