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Have a question about accounts or transactions? Ask it here. Or post a reply and share your knowledge.

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Manually sync accounts?
Is there a way to manually update/sync your accounts? Mine won't update and it's driving me crazy!
- Maroon Beat
- Maroon_Beat.3
- 12 hrs ago
- 3 replies
- 92
- FanessYNAB Support2 hrs ago
- Accounts & Transactions
Transfer between savings and checking accounts.
I manually transferred $2k from YNAB savings to YNAB checking. I don't sync with the bank. Doesn't ask me for a category. I see the monies going into my checking.…
- Bob Musumeci
- Tan_Cobra.1
- 5 hrs ago
- 1 reply
- 15
- WordTenor5 hrs ago
- Accounts & Transactions
SunTrust Connection
I am connecting to SunTrust Bank, and the credit card imports pending transactions. For example, a restaurant charge pre-tip, rather than waiting for the final amount, with tip.…
- Turquoise Lobster
- Turquoise_Lobster
- 7 mths ago
- 6 replies
- 311
- Slate Gray Lightning12 hrs ago
- Accounts & Transactions
- Answered
- Answered
Budget and Bank Accounts Don't Match
So I'm having an issue when I add my "Total Available" + my "To Be Budgeted" it is not matching up with the amount I have in my bank accounts. I have $23.00 more in my bank accounts than in my YNAB.…
- Beige Grizzly
- Beige_Grizzly.4
- 3 days ago
- 6 replies
- 114
- FanessYNAB Support15 hrs ago
- Accounts & Transactions
Adding comments or notes
I haven't learned yet how to add notes to entries in the budget. I would like to keep a record of the things I put into the monthly "set-aside" for future expenses like property taxes and house…
- Sky Blue Admiral
- Sky_Blue_Admiral.6
- 4 days ago
- 4 replies
- 46
- FanessYNAB Supportyesterday
- Accounts & Transactions
Savings Goal item recorded as CC payment?
Hello all, I created a transaction today and something weird happened: The transaction is on a credit card account with the category of Rainy Day Funds: Christmas.…
- TedStryker
- Pilot & Business Consultant (I can do both, right?)
- TedStryker
- 2 days ago
- 1 reply
- 29
- TedStryker2 days ago
- Accounts & Transactions
- Answered
- Answered
Confused about amount of money available?
I have become a faithful YNAB convert. I love the way that YNAB makes me assign money to jobs (unlike Quicken where I just watched it all trickle out of my account).…
- Slate Blue Clarinet
- Slate_Blue_Clarinet.1
- 2 days ago
- 19 replies
- 91
- 1
- Slate Blue Clarinet2 days ago
- Accounts & Transactions
So many duplicate transactions from Target all of a sudden
For the last month or so I keep getting duplicate transactions from Target specifically (not from other payees). When my imported transaction are updated,…
- Andrew Conkling
- andrewski
- 3 days ago
- 1 reply
- 15
- JannelleYNAB Support3 days ago
- Accounts & Transactions
Help! After 1 year of great budgeting, constant issues have snowballed into negative and positive future "to be budgeted" dollars. Stuck.
Hello - I think I really messed up my account. Any advice appreciated. Background - I fully pay off my CC every month and have been carefully budgeted with YNAB for over a year.…
- Ivory Barnacle
- Ivory_Barnacle
- 3 days ago
- 3 replies
- 65
- JannelleYNAB Support3 days ago
- Accounts & Transactions
- Answered
- Answered
Cannot setup Credit One Bank
We're having trouble connecting to this financial institution. Make sure you can sign into your institution's website , then try again. Sign in to institution website at https://www.creditonebank.…
- havra
- Spring_Green_Viper.1
- 9 mths ago
- 6 replies
- 2418
- JannelleYNAB Support4 days ago
- Accounts & Transactions
- Answered
- Answered
Constant duplicate transactions followed by [cancel transaction] on imports
I'm automatically importing from my bank account and every time I run an import I have dozens of duplicate transactions with other transactions marked with "[Cancel Transaction]" mixed in with…
- Aquamarine Thunder
- Aquamarine_Thunder.2
- 4 mths ago
- 7 replies
- 356
- 1
- JannelleYNAB Support4 days ago
- Accounts & Transactions
- Answered
- Answered
Transferred money from main checking to budget checking not showing up as To Be Budgeted
I use separate cards for my bill pays and my daily expenses. Both accounts are linked but when I transfer the money from my main checking to my budget checking,…
- Coral Gazelle
- Coral_Gazelle.6
- 6 days ago
- 3 replies
- 53
- nolesrule5 days ago
- Accounts & Transactions
Combine and Rename Payees is misbehaving
Quite often, when a transaction is downloaded from my bank, the name of the payee is given in some odd way that doesn't match previous versions of its name,…
- Navy Blue Leopard
- Navy_Blue_Leopard
- 6 days ago
- 3 replies
- 77
- FanessYNAB Support5 days ago
- Accounts & Transactions
How should I categorize a money transfer to my TD Ameritrade account
How should I categorize a transfer on money to my TD Ameritrade brokerage account? The money comes out of my account each month. Any tips?
- mimosa767
- Alice_Blue_Tape.1
- 2 mths ago
- 6 replies
- 93
- kuldaddy6 days ago
- Accounts & Transactions
Debt Payments
I am new, but becoming frustrated by the budget category; Debt Payments. When I added all of my accounts from Navy Federal, my mortgage and auto loan appeared.…
- J. Patrick Malone, PhD
- Evolutionary Neurobehavioral Geneticist
- Jpatrickmalone
- 11 mths ago
- 12 replies
- 1113
- WordTenor6 days ago
- Accounts & Transactions
- Answered
- Answered
How to view all transactions ready to import in web interface?
Hey everyone, in the mobile app, I can easily view all transactions that are waiting to be imported (from direct linked accounts). I thought on the web interface I would be able to just go to the…
- Powder Blue Piccolo
- Powder_Blue_Piccolo
- 7 days ago
- 1 reply
- 23
- FanessYNAB Support7 days ago
- Accounts & Transactions
Another Checking vs Savings transaction question
Hi all, I started a fresh new budget where I set up my saving as on-budget instead of off-budget like I've been doing for the past two years. I'm finally going to try the correct YNAB way!…
- Salmon Harp
- Salmon_Harp.2
- 7 days ago
- 2 replies
- 59
- Pikayo7 days ago
- Accounts & Transactions
Venmo transactions duplicate some bank account transactions
Some payments I make in Venmo are taken from my bank account balance, and others from my Venmo balance. The ones taken from my bank account balance show up both in my YNAB Venmo account and in my…
- BHamil
- Slate_Gray_Pegasus.1
- 7 days ago
- 2 replies
- 19
- BHamil7 days ago
- Accounts & Transactions
Change date to cleared?
Hi, I'm a happy Ynab user for a couple of years now, but I recently changed banks and need some help. I only have one bankaccount (shared with my partner) and a debetcard.…
- Cacti
- Cacti
- 8 days ago
- 3 replies
- 94
- FanessYNAB Support8 days ago
- Accounts & Transactions
YNAB -- Credit Card Transaction Problems......
I've been using YNAB for four months, and have radically transformed the way my family handles money, and eliminated CC dept. (Yippie!) Few days ago I had to make a purchase and put it on the CC,…
- Tan Koala
- Tan_Koala.1
- 8 days ago
- 3 replies
- 102
- Tan Koala8 days ago
- Accounts & Transactions
Feature Request - Account Balance after each transaction
In other accounting software - next to the transaction total, there is an account balance after that transaction. For instance, I might buy groceries for $100, and next to that transaction,…
- Salmon Thunder
- Salmon_Thunder.2
- 9 days ago
- 3 replies
- 52
- FanessYNAB Support9 days ago
- Accounts & Transactions
Unlinked and the re-linked CC - problems!!
Hi -so our cc wasn't syncing properly - followed the troubleshooting instructions and unlinked and then relinked but...when it re-linked it imported all kinds of old transactions - we'd done a fresh…
- Erin M
- Aquamarine_Ink
- 11 days ago
- 1 reply
- 64
- JannelleYNAB Support10 days ago
- Accounts & Transactions
Initial transaction download
Just starting with YNAB, and my December will be my first budget but when I download my transactions in November after setting up the budget and categories,…
- Cornflower Blue Major
- Cornflower_Blue_Major.3
- 12 days ago
- 3 replies
- 68
- JannelleYNAB Support10 days ago
- Accounts & Transactions
Categories
I’ve been using YNAB for years and love it but must admit I’ve never truly budgeted for my true expenses. The challenge I have is how to limit my categories but still budget for large in frequent…
- Johnny
- Investor
- Turquoise_Mainframe_ff1
- 1 yr ago
- 11 replies
- 1595
- Pink Cyborg10 days ago
- Accounts & Transactions
- Answered
- Answered
Moving money to personal accounts
If I have $200 that I want to move to a "summer vacation" account, how would I budget for this. I moved this money from my checking to this account, but when I go to my budgeting page,…
- Pink Sun
- Pink_Sun.1
- 11 days ago
- 2 replies
- 58
- nolesrule11 days ago
- Accounts & Transactions

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