Dropbox Troubleshooting | YNAB


Dropbox Troubleshooting

Please follow the steps below to determine which Dropbox account your desktop is linked to as well as whether or not that account has access to your YNAB mobile app.

On your computer:

  1. Right-click on the Dropbox icon in your system tray at the bottom of the screen (menu bar at the top on a Mac).
  2. Click the gear icon in the corner of the window that appears and select ‘preferences’ in the menu there.
  3. Click the ‘Account’ tab in the window that appears to see what Dropbox account your computer is linked to.

Once you’ve done the above, log into the Dropbox account that you determined is linked to your computer.  Once you’re logged in, click the ‘My Apps’ tab in that window to see if YNAB is listed there.  If the app is listed then it’s likely that your mobile app is linked to that account as well. To make sure go to the mobile app for the next steps.

On the iOS mobile app:

  1. Tap the menu bars (upper left corner)
  2. Tap the budget name
  3. If you don’t see any budgets (or the one you expect to see) then it may be that you’re linked to the wrong Dropbox account.
  4. Tap the gear icon (Settings)
  5. Tap the 'Enable Cloudsync' switch under the 'Sync' section whether it's enabled already or not to toggle it off then on again
  6. On the next screen look carefully to see what Dropbox account the app is linked to at the bottom of the screen
  7. If you need to change it tap 'Use a different account' to sign into the other account using the correct Dropbox signin credentials for that other account

On the Android mobile app:

  1. Tap the menu icon (three vertical dots) in the upper right corner of the main screen of the app
  2. Select 'Open Budget' to see the list of budgets available to sync
  3. If you don’t see any budgets (or the one you expect to see) then it may be that you’re linked to the wrong Dropbox account.
  4. If that’s the case then you’ll need to log into your other Dropbox account and continue on with the steps below.

If you didn’t find any budgets on the Android app via the steps above (or the right budget), log into your other Dropbox account here.  Once you’re logged in click the ‘My Apps’ tab in that window to see if YNAB is listed there.  If it is then click the X to the right of the app name in the list to unlink it from that Dropbox account.

Restart the app on the phone and it should ask you to re-link your Dropbox account. This time, use the Dropbox account you are using on the desktop where YNAB is installed.

Important things to know about Dropbox

  • If you already have and love another file hosting service, you don't need to switch to Dropbox for all of your other files. You can keep using your other service while just using Dropbox with YNAB.
  • When you save your budget to your local Dropbox folders they are then copied up to the Dropbox computers in the cloud where they'll be downloaded to all of your other locations that have access to your Dropbox account.
  • Your budget in your Dropbox folder will remain on your computer even while offline and get synchronized automatically when you hook up to the Internet again.
  • If you've been offline, wait for Dropbox to catch up before opening your budget. Watch for the green checkmark on the Dropbox icon to be sure that it is complete. If you start YNAB and encounter an error about loading, please wait a little longer then try again as it will fix it in most cases.
  • Dropbox can be set to automatically upload your photographs for you which can quickly fill up your allotted space. This can affect syncing if there isn't enough room available.
  • If you already have a "YNAB" folder on your computer and accept an invitation to another "YNAB" folder then you'll see the one you joined listed as "YNAB (1)" on your computer. This is done by Dropbox to keep things from tripping up. Your budgets will still work just fine on all computers but you may need to be sure that you've opened up the budget you were expecting to see from the right folder. Go to 'File>Open' in YNAB 4 to open each one in turn to be sure.