Connect Schwab to YNAB
Automatically sync your portfolio balances and trades to your YNAB budget accounts.
Features
From
Schwab
- 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)
Setup
How it works
Connect securely
Log in through Schwab's own authentication flow. Synci never sees or stores your credentials.
Pick accounts
Choose which Schwab accounts you want to sync.
Link to YNAB
Point those accounts at your YNAB budget accounts.
Sync automatically
Balances, holdings, and trades flow from Schwab to YNAB from that point on.
FAQ
Frequently asked questions
- How often does Schwab sync to YNAB?
- Synci polls Schwab for new data every 30 to 360 minutes, depending on your plan. When new balances, holdings, or trades are found, they are transferred to YNAB within seconds.
- What gets synced from Schwab to YNAB?
- Account balances, holdings, and historical trades — including dividends and corporate actions where available. You control which Schwab accounts sync, and rules can transform data before it reaches YNAB.
- Is my Schwab login shared with Synci?
- No. Synci connects to Schwab through a secure data provider, which means authentication happens on Schwab's own login flow. Your login credentials are never shared with or stored by Synci.
- Which provider does Synci use to connect to Schwab?
- Synci currently connects to Schwab through SnapTrade, a secure data provider. Providers handle the technical connection to the brokerage — your login credentials stay between you and Schwab.
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.