Interactive Brokers

To connect Interactive Brokers to Sync Investments for YNAB, you need to grant access to your account's balance.

Follow these steps:

1. Log in to your Interactive Brokers account;

2. Go to Settings;

3. Under Account Reporting, enable Flex Web Service and generate a new token valid for 1 year. Take note of the Token;

4. Go to Performance & Reports -> Flex Queries;

5. Create a new Flex Query with the following parameters:

- Query Name: Sync Investments for YNAB;
- Select Net Asset Value (NAV) in Base and select Select All;
- Period: Last N Calendar Days;
- Number of Days: 7.

6. Click Continue then Create;

7. Click the i icon and take note of the Query ID.

8. Use the Token from step 3 and the Query ID from step 7.