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YNAB
Trust level
Listed
Unverified
Listed
Domain
Report
Live
Sourced from public information. Not yet verified by the company.
YNAB is SOC 2 compliant. YNAB also holds PCI DSS.
About
We’re on a mission to build a better blueprint for spending and saving. https://www.ynab.com/
Compliance & infrastructure
Hosting
AWS
Data handled
Customer personally identifiable informationEmployee personally identifiable informationCredit card informationPersonal health information
Documents
3Subprocessors
7- HHeroku · Cloud provider
- CCrunchy Bridge · Production Database
- FForethought AI · Chatbot Automation
- SSnowflake · Data storage and processing
- AAWS
- RRecurly · Finance and payments
- KKustomer · Customer supportUS
Compliance leadership
The person who leads YNAB's SOC 2 isn't listed yet. Claim this profile to add it.
Penetration test
Unknown. YNAB's penetration test vendor isn't listed yet.
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This listing is partial
6/11 details · 55%SOC2C shows the verified essentials. 5 details are not yet provided by the company. Trust centers list more, so we invite the owner to fill the gaps here.
- Auditorraises trustAdd the CPA firm that issued your SOC 2 so buyers can verify who signed it.
- Report dateraises trustAdd your most recent report period so buyers see how current your SOC 2 is.
- Renewal dateAdd your renewal window so buyers know your coverage is active.
- Other certificationsList your other frameworks (ISO 27001, HIPAA, PCI DSS) the way your trust center does.
- Security controlsConfirm key controls (encryption, MFA/SSO, annual pen test, BCP/DR) buyers screen for.
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Frequently asked
Is YNAB SOC 2 compliant?
YNAB is SOC 2 compliant. On SOC2C this listing is Listed.
Is YNAB PCI DSS compliant?
According to YNAB's public trust center, YNAB is PCI DSS compliant. On SOC2C this listing is Listed.
Can I use YNAB's SOC 2 for a vendor risk assessment?
Yes. YNAB's SOC 2 status, frameworks, auditor, and renewal timing are on SOC2C for vendor risk and security reviews. Request the underlying report through SOC2C to complete your third-party risk file.
Is YNAB penetration tested?
Yes — YNAB undergoes third-party penetration testing as part of its security program. The pentest vendor is listed on its SOC2C profile.
Does YNAB have a penetration test report?
YNAB publishes a penetration test summary on its trust center. You can request access to it through SOC2C.
Is YNAB secure?
Security isn't a single yes/no, but YNAB is SOC 2 compliant, and undergoes third-party penetration testing. SOC2C verifies its compliance posture and shows how strongly each fact is proven.
Does YNAB have a bug bounty or vulnerability disclosure program?
YNAB hasn't listed a bug bounty or vulnerability disclosure program on SOC2C. Many companies accept security reports at security@ynab.com or via a /security page (YNAB lists a security contact).
Who are YNAB's subprocessors?
YNAB lists 7 subprocessors on its trust center, including Heroku, Crunchy Bridge, Forethought AI, Snowflake, AWS. Buyers use this for fourth-party risk review.
Where does YNAB host or store data?
YNAB hosts on AWS, and handles Customer personally identifiable information, Employee personally identifiable information, Credit card information, Personal health information. Data residency details are on its trust center.
Where is YNAB's trust center or security page?
YNAB's trust center is at https://trust.ynab.com. Its verified SOC 2 status, frameworks, and documents are summarized on its SOC2C profile.
Do you support MFA for customers?
Yes we do. Using two-step verification adds an additional layer of protection and security to your YNAB account. Follow the steps in this article to enable, disable, or troubleshoot two-step verification: https://support.ynab.com/en_us/how-to-protect-your-account-with-two-step-verification-rkKHuLlRc
Do you encrypt data at res and in transit?
Persistent data at rest is stored using industry-standard AES-256 encryption algorithms. Data in transit between end-users and YNAB's cloud environment is encrypted using HTTPS over TLS 1.3
Want to report a potential security issue?
We work hard to keep YNAB secure, and make every effort to keep on top of the latest threats by working with security researchers and companies. If you think we've made a security mistake or have a vulnerability, please tell us right away. If you're the first to alert us and it leads to us making a change, we'll pay you a reward. https://bugcrowd.com/engagements/ynab
Where are your servers located?
Our infrastructure is built on Heroku hosted in AWS region us-east-2
Can I request my data to be deleted?
Of course. Email privacy@ynab.com to begin the process.
Do you formally test your applications?
We sure do! We conduct annual penetration tests on our iOS, Android and Web App to ensure that they are securely configured.
