Portugal

Sync COFIDIS transactions to YNAB

COFIDIS is available for automatic YNAB sync in Portugal 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 COFIDIS in Portugal.

Institution ID
COFIDIS_CFFIPTP1
BIC
CFFIPTP1
Transaction history
90 days
Access consent valid for
180 days
Countries
Portugal

YNAB Direct Import

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

How to connect

  1. Create a free BudgetSyncer account and connect your YNAB plan with OAuth.
  2. Choose Portugal in the bank picker and select COFIDIS 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 COFIDIS to YNAB automatically?

Yes โ€” when COFIDIS is listed under Portugal 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 COFIDIS?

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

How much transaction history does COFIDIS provide?

GoCardless reports up to 90 days of transaction history for COFIDIS. 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.

COFIDIS to YNAB โ€” Automatic Sync in Portugal | BudgetSyncer | BudgetSyncer