PNC

Brokerage

Synci Icon

YNAB

Budgeting app

Connect PNC to YNAB

Automatically sync your portfolio balances and trades to your YNAB budget accounts.

Secure read-only connection

Features

Everything, end to end.

From

PNC

  • Secure read-only connection with automatic portfolio syncing
  • Account balances, holdings, and positions
  • Trade history, dividends, and corporate actions

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)

I love YNAB, but Synci has made it actually usable for me. Also great support!

Obeq

Reddit

Gift from God: Just want to say thank you for a seamless experience together with YNAB.

emiliusap

Reddit

Discovered Synci via a Reddit ad. Finally a helpful ad! Works great! Thank you for the good service.

Qllervo

Reddit

Thank you so much for Synci! Not being able to automate my budget for 3 months definitely made me realise just how valuable YNAB is to me, and I'm incredibly glad and relieved that I found a service that makes everything work again.

Jonna

Email

Easy YNAB sync with good support: Works well, and is easy to set up. Quick and friendly support.

Kristoffer

Trustpilot

I just signed up. Been a manual entry YNAB user for many years. This is great!

JanBrogger

Reddit

[Synci] works flawlessly so far and I have not encountered any problems. Highly recommended!

Amazing-Wasabi-2145

Reddit

Setup

How it works

Step 01

Connect securely

Log in through PNC's own authentication flow. Synci never sees or stores your credentials.

Step 02

Pick accounts

Choose which PNC accounts you want to sync.

Step 03

Link to YNAB

Point those accounts at your YNAB budget accounts.

Step 04

Sync automatically

Balances, holdings, and trades flow from PNC to YNAB from that point on.

Pricing

Pay per connection.

Pick the plan that matches how often you want fresh data and how far back you need to look. All plans include a 14-day free trial.

Basic

Our entry pay-per-connection plan. Perfect for people with simple needs.

connections

2.00/month

23.99 billed yearly

Start a free trial

14 days free, cancel anytime.

Includes:

  • Unlimited accounts
  • Unlimited destinations
  • 2 rules per connection
  • Bank sync every 6 hours
  • 60-day data retention
  • Not included:Priority support

AI assistants:

  • 60 days of history for your AI assistant
  • Not included:Merchant identification
  • Not included:Transaction categorization

Pro

Depth for your AI assistants and budgeting tools: enrichment, up to two years of history & fast sync.

connections

4.33/month

51.99 billed yearly

Start a free trial

14 days free, cancel anytime.

Includes:

  • Unlimited accounts
  • Unlimited destinations
  • Unlimited rules
  • Bank sync every 2 hours
  • 730-day data retention
  • Priority support

AI assistants:

  • Up to 2 years of history for your AI assistant
  • Merchant identification
  • Transaction categorization

Business

Unlimited pay-as-you-go plan tailored to developers and businesses.

100+

connections

Custom

Usage-based pricing

Contact us

Bespoke agreement.

Includes:

  • Unlimited accounts
  • Unlimited destinations
  • Unlimited rules
  • Bank sync every 2 hours
  • 730-day data retention
  • Priority support

AI assistants:

  • Up to 2 years of history for your AI assistant
  • Merchant identification
  • Transaction categorization

FAQ

Common questions

Synci polls PNC for new data every hour to every 6 hours, depending on your plan. When new balances, holdings, or trades are found, they are transferred to YNAB within seconds.

Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which PNC accounts sync, and rules can transform data before it reaches YNAB.

No. Synci connects to PNC through a secure data provider, which means authentication happens on PNC's own login flow. Your login credentials are never shared with or stored by Synci.

Synci currently connects to PNC through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and PNC.

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.