Cloud Sync Troubleshooting | YNAB

Support

Cloud Sync Troubleshooting

Cloud Sync is not working for me. Help!

First, make sure that Cloud Sync is working on your desktop computer:

YNAB’s "Cloud Sync" has nothing to do with the Apple Inc. product named "iCloud".  YNAB’s Cloud Sync uses the free file syncing service Dropbox.

  1. Make sure you have a working Internet connection on every computer using YNAB.
  2. Open your budget in YNAB 4 on your desktop and verify that cloud sync is turned on by going to File->Budget Properties. Make sure that it says “Yes, Cloud Sync this Budget”.
  3. Make sure Dropbox is installed, is running and has finished syncing (green check mark over the Dropbox icon in the menu bar [Mac] or system tray [Windows]).
    You can learn more about Dropbox here and install it from here if you need it.

Mac View


Windows View

4. Make sure Dropbox isn't full or paused. You can check this by clicking the Dropbox icon, then the gear in the corner of the window that appears.

5. Make sure you have the same budget open on each device. By default, YNAB names your budget “MyBudget”.  “My Budget” is not the same as “MyBudget (1)”.

To be sure:

  • Go to File > Budget Properties.
  • Rename your budget to “My real budget” and click “Save Changes”
  • For the rest of these steps, you’ll be opening a budget called “My Real budget”

6. Open the budget you want to cloud sync at least once from each computer.

If you use different Dropbox accounts on your desktop computers, you must open YNAB on each of your desktops before YNAB can see your budget on your mobile devices.

Second,  make sure Cloud Sync is working on your mobile device.


Please Note:  Cloud Sync can’t be used with the iPhone 3G or the 8GB version of the 3rd generation iPod touch.

  1. Make sure you have a working Internet connection on your mobile device, either by using Wi - Fi or a cellular data connection.
  2. Make sure you’re running the latest version of the YNAB app by going to the App Store on your device and checking for updates.
  3. Make sure you are linked to the correct Dropbox account.

99.9% of the time, CloudSync doesn't work because you are not linked to the same Dropbox account that the desktop is using.

Learn how to check which Dropbox account you’re linked to.

The Dropbox app does not need to be installed on your phone.  However, some Android users have reported that installing the Dropbox app on the phone helped when they were having syncing issues.

Why am I seeing different category balances on the phone and desktop? Numbers are way off and it doesn't seem to be in sync.

Make sure you have the exact same budget open on both devices. If you're not sure then you can re-register your mobile device by following the instructions below.

On the Desktop:

  1. Open up your budget and wait for 30 seconds or so to make sure that it gets updated with any changes from Dropbox.
  2. Go to 'File→Save a version' in the menu.
  3. Now go to 'File→Load another version' and load the version you just saved.
  4. Please wait for all of the changes to be fully uploaded to the Dropbox servers (it may take a while - look for the checkmark in the Dropbox icon to let you know that it's completely uploaded).
  5. Re-register the budget on your mobile devices (steps below).

On the iPhone app:

  1. Tap the menu bars (top left)
  2. Tap the name of the budget then choose it again from the list to reload it

On the Android app (v. 2.1.7 or earlier):

  1. Tap the gear icon (settings) in the top right corner of the main screen
  2. Tap "Sync Method (Cloud)" in the 'Workflow' section
  3. Tap the green Cloud Sync button
  4. Choose the budget you'd like to load from the list

On the Android app (v. 3.0.8 or later):

  1. Tap the menu icon (three vertical dots, top-right)
  2. Tap "Open Budget"
  3. Tap the name of the budget you'd like to sync

Hopefully these steps resolved any issue you were having! If they didn't, contact us.

I'm having issues with my Mobile device that aren't related to syncing.