Holvi
YNAB logo
Beam

Connect Holvi to YNAB

Automatically sync your bank transactions and balances to your YNAB budget accounts.

Regulated PSD2 — read-onlySimple per-connection pricing

Features

From

Holvi

  • Secure bank connection with automatic transaction syncing
  • Might not support pending transactions
  • Might not support credit card accounts

To

YNAB

  • Keep your budget up to date with automatic bank sync
  • Map any transaction field to YNAB-specific fields
  • Transform transactions with transfer link rules
  • Enrich transactions with clean merchant names, logos, and more (Pro)

Setup

How it works

Step 01

Connect securely

Log in through Holvi's own PSD2 flow. Synci never sees or stores your credentials.

Step 02

Pick accounts

Choose which Holvi accounts you want to sync.

Step 03

Link to YNAB

Point those accounts at your YNAB budget accounts.

Step 04

Sync automatically

Transactions and balances flow from Holvi to YNAB from that point on.

FAQ

Frequently asked questions

How often does Holvi sync to YNAB?
Synci polls Holvi for new data every 30 to 360 minutes, depending on your plan. Some banks may not support high-frequency sync (30 min). When new transactions or balance changes are found, they are transferred to YNAB within seconds.
Does Holvi support pending transactions?
Holvi may not expose pending transactions through PSD2. Booked transactions are always supported, and are typically available within a day of being processed by the bank.
Are Holvi credit card accounts supported?
Holvi may not expose credit card accounts through PSD2. If yours does, you'll see them listed when you connect.
Is my Holvi login shared with Synci?
No. Synci connects to Holvi through regulated PSD2 APIs, which means authentication happens on Holvi's own login flow. Your bank login credentials are never shared with or stored by Synci.
Which provider does Synci use to connect to Holvi?
Synci currently connects to Holvi through GoCardless, a regulated PSD2 data provider. Providers handle the technical connection to the bank — your login credentials stay between you and Holvi.

We are not affiliated, associated, or in any way officially connected with YNAB or any of its subsidiaries or affiliates. The official YNAB website can be found at https://www.ynab.com. The names YNAB and You Need A Budget, as well as related names, tradenames, marks, trademarks, emblems, and images are registered trademarks of YNAB.