Anyone been successful hooking up YNAB to fidelity...
# budgetingm
mysterious-tomato-10057
01/16/2024, 3:22 AMAnyone been successful hooking up YNAB to fidelity?
t
thousands-sunset-8939
01/16/2024, 2:10 PMI haven’t tried it recently but fidelity also wasn’t working with right capital yesterday so there may be a bug going on
m
mysterious-tomato-10057
01/16/2024, 4:53 PMSounds like an upstream issue
g
gorgeous-computer-9973
01/16/2024, 8:10 PMConnection to Fidelity is officially dead due to Fidelity recent policy changes.
https://support.ynab.com/en_us/direct-import-watchlist-institutions-a-guide-H1_owLFA5#fidelity:~:text=Back%20to%20T[…]Dto%2Ddate.,-For%20more%20help
m
mysterious-tomato-10057
01/16/2024, 8:10 PMOkay so we need to make an uproar to reverse it
mysterious-tomato-10057
01/16/2024, 8:11 PMAnyone have any contact details
mysterious-tomato-10057
01/16/2024, 8:11 PMThey have most of my money lol. I need to track that
g
gorgeous-computer-9973
01/16/2024, 8:13 PMI use a manual account in YNAB to represent my Fidelity account, since my intension is not really tracking my portfolios but rather tracking money going out of my checking account to fidelity.
m
mysterious-tomato-10057
01/16/2024, 8:14 PMpersonally this only affects me for right capital, ynab doesn't have my investments in it and i want to keep it that way
g
gorgeous-computer-9973
01/16/2024, 8:14 PMexactly
m
mysterious-tomato-10057
01/17/2024, 1:46 PMSo then you need to be worried about this for right capital!
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