# Manage Your Bank Connections in YNAB

> Learn how to access the Manage Bank Connections window and take advantage of its information and features.



Source: https://support.ynab.com/en_us/manage-bank-connections-SySQ5lTxbx

Last updated: 2026-08-04T22:28:06.856Z

Learn how to access the Manage Bank Connections window and take advantage of its information and features.

Experiencing a connection issue? Start with [resetting your connection](https://support.ynab.com/en_us/primary-troubleshooting-for-linked-accounts-and-imported-transactions-r1kZc67_xe).

#### In This Article

[How to Access the Manage Bank Connections Window](#access)

[Information and Features in the Manage Bank Connections Window](#features)

[Accounts Missing When Linking or Re-Linking](#missing-accounts)

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## How to Access the Manage Bank Connections Window

![Various views of the Manage Bank Connections window on iOS highlighting the Add a New Bank Connection button](https://cdn.bfldr.com/NIEXAZS5/at/7pt6fpjknjk3hr95fxs7p9/Manage-Bank-Connection-iOS-Help-Article.png)

### iOS

1.  Tap any tab.
    
2.  Tap the three dots icon at the top.
    
3.  Tap _Settings & Privacy_.
    
4.  Tap _Manage Bank Connections_ (you may need to scroll down).
    

### Android

1.  Tap the _Home_ tab.
    
2.  Tap the three dots icon at the top.
    
3.  Tap _Settings & Privacy_.
    
4.  Tap _Manage Bank Connections_ (you may need to scroll down).
    

### Web

1.  Click the name of your budget (located at the top of the left sidebar).
    
2.  Click _Manage Bank Connections_.
    

#### Prompted Resets

Within the Manage Bank Connections window, we'll sometimes prompt you to reset a bank connection. This may happen after you've attempted to repair or reauthorize a bank connection but we detect a likely error on our backend systems. It's nothing to worry about, just tap _Reset_. 

If you follow this prompt, reset the bank connection, and still experience issues, [tell the chatbot you need a human or send us an email for additional support](https://support.ynab.com/en_us/how-to-get-help-SygqcvtC5).

[Back to Top](#backtotop)

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## Information and Features in the Manage Bank Connections Window

The Manage Bank Connections window is the control room for your Direct Import experience in YNAB. It provides the following information and allows you to take the following actions:

**The main screen**

![The main screen of the Manage Bank Connections window ](https://cdn.bfldr.com/NIEXAZS5/at/6zjhnv9xmp9k8w2hwnknkf/Main-Screen-iOS-Help-Article.png?auto=webp&format=png)

*   A list of all your bank connections
    
*   A unique, six-character Connection ID code for each of your bank connections
    
*   The number of accounts for each of your bank connections
    
*   The option to add a new bank connection
    

**After tapping a bank connection**

![The view of the Manage Bank Connections window after tapping a bank connection](https://cdn.bfldr.com/NIEXAZS5/at/sfcnqqhpxphvs4xpstmf5tx5/Tapping-Bank-Connection-iOS-Help-Article.png?auto=webp&format=png)

*   A [status banner](https://support.ynab.com/en_us/linked-account-statuses-an-overview-HJdL52Qyo) if your linked bank connection is experiencing an error
    
*   An editable nickname for the bank connection
    
*   A timestamp for the last time your bank connection was synced (if account is linked)
    
*   The name and balance of the account(s), along with its linked status in your plan (linked or not linked)
    
*   The bank name and unique, six-character Connection ID code
    
*   The import provider used for the bank connection
    
*   An option to reset your bank connection if you're experiencing issues ([our primary troubleshooting step](https://support.ynab.com/en_us/primary-troubleshooting-for-linked-accounts-and-imported-transactions-r1kZc67_xe))
    
*   An option to remove the bank connection
    

**After tapping an account**

![The view of the Manage Bank Connections window after tapping an account](https://cdn.bfldr.com/NIEXAZS5/at/jk675h8xm8h37kgcmmhq96hg/Tapping-Account-iOS-Help-Article.png?auto=webp&format=png)

*   The account name (editable)
    
*   The import provider used for the account
    
*   The name of the account as provided by the import provider
    
*   The balance of the account
    
*   If already linked:
    
    *   The option to unlink the account
        
*   If not linked:
    
    *   The option to link to an existing account
        
    *   The option to add as a new account
        

[Back to Top](#backtotop)

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## Accounts Missing When Linking or Re-Linking

If you don't see the account you're expecting when linking or re-linking a bank connection, try the following:

*   Log in to your bank's website directly and confirm the missing account is visible and enabled for online access.
    
*   Unhide any accounts you've marked as hidden or archived on your bank's site.
    
*   If it's a joint account, confirm it appears in your own online banking profile, not just your co-owner's.
    
*   Some account types — including certain business, prepaid, or investment products — aren't supported by our import providers and won't be available to link.
    

**Please note:** If you see an "under maintenance" message or no accounts appear at all, this usually resolves on its own once your bank finishes its update. Try again after some time.

[Back to Top](#backtotop)⁠

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## Help Us Help You!

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