AJ Bell
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Sync AJ Bell to YNAB

BankSync may support connections to AJ Bell accounts through third-party open banking providers, then route the supported account data shown below to YNAB. Set up takes under 10 minutes and requires no code.

United KingdomBank SyncAvailable

How to sync AJ Bell to YNAB

Mapping AJ Bell fields into YNAB
map your columns once
1

Search for AJ Bell in BankSync

Sign up for BankSync and, if AJ Bell is available, link your account through a provider-hosted or bank-hosted authorization flow. BankSync does not store your online banking credentials.

2

Authorize YNAB

Authorise BankSync to write data to your YNAB workspace. Select the database, table, or sheet where the supported account data should land.

3

Configure field mappings

Map the supported AJ Bell fields supplied by the provider to columns in YNAB.

4

Set your sync schedule

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

What gets synced from AJ Bell to YNAB

Transactions

Sync available AJ Bell transaction history and provider-supplied fields such as dates, amounts, descriptions, merchants, and categories.

Balances

Sync current and available balances for supported AJ Bell accounts.

Loans

Sync supported loan balances and provider-supplied liability details from AJ Bell.

Account Details

Use provider-supplied account names, masked identifiers, and types to organise data in YNAB.

Custom Field Mappings

Map any AJ Bell field to any column in YNAB — fully configurable.

Sync Schedules

Choose hourly, daily, or weekly automatic syncs based on your plan, or run a manual sync at any time.

Ready to sync AJ Bell with YNAB?

Start your 14-day free trial. Connect your bank, configure your sync, and have data flowing into YNAB in minutes.

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BankSync is not affiliated with, endorsed by, or an official partner of AJ Bell or YNAB. All trademarks belong to their respective owners. Bank connections are established through regulated open banking providers.