u/thefierycrash

The regional bank we’ve been with forever- and the account we’ve had in YNAB for 10 years now- is being acquired by one of the big banks. I’m trying to wrap my head around what this will mean for our budget and the decade of historical data we have. Our account number, bank log in, etc will all change.

Is there a way to seamlessly transition this in YNAB? Will it be like a brand new account? Will we lose all the past info when the old account is gone? I’ve only ever added extra savings and credit/loan accounts so I have no clue how it will work. Any help or insight is appreciated, I want to be prepared! Thanks!