United Kingdom

Sync Chase Bank transactions to YNAB

Chase Bank is available for automatic YNAB sync in United Kingdom through BudgetSyncer and GoCardless open banking. Authorize via your bank's PSD2 consent screen โ€” no CSV exports, no passwords stored by BudgetSyncer.

Institution details

Live data from GoCardless Bank Account Data for Chase Bank in United Kingdom.

Institution ID
CHASE_CHASGB2L
BIC
CHASGB2L
Transaction history
395 days
Access consent valid for
90 days
Reconfirmation access valid for
730 days
Countries
United Kingdom

YNAB Direct Import

YNAB Direct Import (Plaid) only covers select banks in United Kingdom โ€” many users still CSV-import from Chase Bank. BudgetSyncer uses open banking where Chase Bank is listed in GoCardless.

How to connect

  1. Create a free BudgetSyncer account and connect your YNAB plan with OAuth.
  2. Choose United Kingdom in the bank picker and select Chase Bank from the institution list.
  3. Authorize via your bank's secure PSD2 flow and map accounts to YNAB.
  4. Subscribe to enable scheduled sync โ€” transactions import several times per day.

FAQ

Can I sync Chase Bank to YNAB automatically?

Yes โ€” when Chase Bank is listed under United Kingdom in BudgetSyncer, you can authorize it through PSD2 open banking and map accounts to YNAB. Transactions import on a schedule without CSV exports.

Does YNAB Direct Import support Chase Bank?

YNAB Direct Import (Plaid) only covers select banks in United Kingdom โ€” many users still CSV-import from Chase Bank. BudgetSyncer uses open banking where Chase Bank is listed in GoCardless.

How much transaction history does Chase Bank provide?

GoCardless reports up to 395 days of transaction history for Chase Bank. Initial sync imports available history; ongoing syncs add new transactions several times per day.

Is BudgetSyncer official YNAB?

No. BudgetSyncer is an independent product that uses the YNAB API with your permission. YNAB and You Need A Budget are trademarks of YNAB; BudgetSyncer is not affiliated with, endorsed by, or sponsored by YNAB.

Chase Bank to YNAB โ€” Automatic Sync in United Kingdom | BudgetSyncer | BudgetSyncer