Accounts & Transactions - Q&A - YNAB Support Forum

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Have a question about accounts or transactions? Ask it here. If you're having an issue with your financial institution connection, please submit the issue through our Bank Importing form on the forum home page.

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Capital One 360 accounts are missing from direct import
This has been working for about a year without issue, but as of a few days ago my capital one accounts have been failing to connect. I believe capital one was also having problems,…
- Khaki Filly
- Khaki_Filly
- 2 yrs ago
- 19 replies
- 1,221
- Green Lion3 hrs ago
- Accounts & Transactions
- Answered
- Answered
400 bad request - create transaction
hii i got this error when trying to create some transaction { "error": { "id": "400", "name": "bad_request", "detail": "either 'transaction' object or 'transactions' array must be supplied" } } but…
- Maroon Thunder
- Maroon_Thunder.12
- 13 hrs ago
- 4
- Accounts & Transactions
When someone pays you back by buying something for you
How can YNAB handle this scenario? I buy $25 groceries for a friend who will pay me back. When we go out to eat, they buy my meal, worth $15. Then they give me $10 cash.…
- Khaki Vacuum
- Khaki_Vacuum.5
- yesterday
- 8 replies
- 84
- Khaki Vacuum17 hrs ago
- Accounts & Transactions
Paycheck comes in and doesn't show full amount in TBB
I'm a little stumped. I start off and my TBB is zero. My Cleared balance is 8326, uncleared is $0 and so Working is $8326. In my checking account, I got paid $2566 and I had a bill for $109.34.…
- Marsha
- Getting ready to retire
- ratz
- 4 days ago
- 5 replies
- 68
- dakinemauiyesterday
- Accounts & Transactions
Stopped using for about 6 months. now not updated
Hello all, We stopped (fell behind) and wanted to catch back up. I logged it with little trouble, however my transactions are not updated since 5/2020. I don't show any new transactions to import.…
- Gold Mask
- Gold_Mask.9
- yesterday
- 2 replies
- 38
- FanessYNAB Supportyesterday
- Accounts & Transactions
Negative $ budget
Hello, In one category I had a $1000 balance carry over from the previous month. I then reallocated that $1K over to a different category. Now the first budget category has a budgeted amount of -$1K,…
- Mike Pascoe
- Sea_Green_Pony.6
- 2 days ago
- 3 replies
- 51
- 1
- Mike Pascoe2 days ago
- Accounts & Transactions
Deleting an obsolete category
Come October I'll be starting Medicare. For the last couple of years Ive been paying into ObamaCare, but now that category will be obsolete and I am fortunate enough to be starting a no…
- Molly McGuire
- Lemon
- 4 days ago
- 34 replies
- 119
- FanessYNAB Support3 days ago
- Accounts & Transactions
TBB vs Bank Balance
Here's an example: Let's say my YNAB budget indicates I have $1000 in my budget, which would jibe with the current bank balance. However, I also have $500 in TBB.…
- Molly McGuire
- Lemon
- 4 days ago
- 10 replies
- 90
- dakinemaui3 days ago
- Accounts & Transactions
Transferring funds
I sometimes transfer funds between my accounts. However, I have trouble selecting the payee as transfer to certain accounts when I add a transactions. I can't seem to select the account which I…
- Magenta Panther
- Magenta_Panther.7
- 1 yr ago
- 29 replies
- 356
- Superbone3 days ago
- Accounts & Transactions
Uncleared Balance
I'm trying to reconcile my YNAB to my bank statement (I've just been eyeballing it), and I'm hung up on the uncleared balance. My bank total matches my YNAB total,…
- Hot Pink Elk
- Hot_Pink_Elk.9
- 4 days ago
- 2 replies
- 42
- FanessYNAB Support3 days ago
- Accounts & Transactions
- Answered
- Answered
USAA.....Again, and again, and again. Good Grief.
I really need to make USAA a secondary bank or something (or just end my relationship with them completely). Connections have really sucked the last week or so, and it seems to be a wash, rinse,…
- Scythe
- scythe
- 11 days ago
- 4 replies
- 99
- 1
- Scythe4 days ago
- Accounts & Transactions
- NicoleYNAB Support
- nicole_ynab
- 10 days ago
- Reported - view
Hey @Scythe — Thanks for submitting the Bank Importing Issue form. Our team is working on this with the import partner! For anyone else that's seeing the same,…
Missing recently approved transactions
I just approved about 9 transactions and then they all disappeared. I tried logging out and back in... what do I need to do to get these transactions back? This has never occurred before. THanks
- Magenta Stallion
- Magenta_Stallion.3
- 1 yr ago
- 21 replies
- 266
- 1
- Forest Green Stallion6 days ago
- Accounts & Transactions
Show transactions in order of entering
Is it possible to order transactions by the time I entered them, such that they are in the same order as on my bank statement?
- Salmon Guitar
- Salmon_Guitar.3
- 8 days ago
- 25 replies
- 96
- 1
- B's Gambit6 days ago
- Accounts & Transactions
Added new account and....
Hello! New to YNAB, but I added my accounts and there’s approximately 11k in my checking. Well, now it wants me to budget the whole 11k for the month but my income is more like 2k.…
- Alice Blue Mainframe
- Alice_Blue_Mainframe.8
- 7 days ago
- 8 replies
- 87
- Periwinkle Flute6 days ago
- Accounts & Transactions
BECU not logging in
How do I get BECU to sync? I am switching banks and I rely on YNAB Syncing :)
- BBSACTOWN
- Slate_Gray_Packet
- 6 days ago
- 1 reply
- 22
- FanessYNAB Support6 days ago
- Accounts & Transactions
How to split a transfer from savings
I'm struggling with YNAB quite a bit (despite a lot of reading and watching of many videos on YNAB and elsewhere) and I'm usually very good at learning new programs.…
- Gold Elk
- Gold_Elk.9
- 6 days ago
- 4 replies
- 52
- Periwinkle Flute6 days ago
- Accounts & Transactions
Transaction in current month for next months bill
I just started using YNAB mid-September. So I made categories for the remaining bills this month, and set up the categories for the earlier bills (for October,…
- Beige Clarinet
- Beige_Clarinet.9
- 7 days ago
- 3 replies
- 49
- Beige Clarinet7 days ago
- Accounts & Transactions
Balances not correct for linked tracking accounts
I have a number of linked tracking accounts - 401k, 529c, and mutual funds. When I first linked them in YNAB, the balances were correct. However, over time the balances do not stay current,…
- Jerry
- Threepea
- 1 yr ago
- 44 replies
- 1,003
- 5
- dakinemaui8 days ago
- Accounts & Transactions
Linking issues with my fidelity account
I am fairly new to YNAB (abt 8 months deep) and love the system but I'm having problems linking my fidelity account. I have tried at least 10 times over the past 3 separate days.…
- Forest Green Jackal
- Forest_Green_Jackal.6
- 8 days ago
- 1 reply
- 15
- FanessYNAB Support8 days ago
- Accounts & Transactions
Credit card payments and savings transfers
Hello, I use my credit card to pay many automatic subscription bills and pay off the full balance each month. Also, because my income is variable each month,…
- Violet Commander
- Violet_Commander.10
- 11 days ago
- 2 replies
- 53
- NicoleYNAB Support10 days ago
- Accounts & Transactions
TFSA accounts (Canada)
Hi everyone! Quick background, I have just started using YNAB last month and I am still on the trial period. I am having trouble understanding what is happening within in my budget.…
- Lars Langtved
- Larsl
- 2 yrs ago
- 7 replies
- 419
- MXMOM11 days ago
- Accounts & Transactions
- Answered
- Answered
A real CapitalOne Fix?
Hey YNAB support, There are a ton of forum posts where you're trying to avoid taking responsibility for what's going on with CapitalOne. It's true -- they have made it nearly impossible to steal…
- Gold Router
- Gold_Router.9
- 13 days ago
- 6 replies
- 99
- Slate Blue Pilot (2903ac015cdb)12 days ago
- Accounts & Transactions
CashApp
I've been using my CashApp for risky overseas purchases and also have one for buisness purchases. Has anyone successfully attached one of these accounts to YNAB?
- Silver Ink
- Silver_Ink
- 4 mths ago
- 3 replies
- 124
- 1
- Forest Green Packet1 mth ago
- Accounts & Transactions
YNAB Savings Account
Hi, I have set up a TFSA account in YNAB and transferring money from my checking account. The transaction shows up as "category not needed" yet I also have set up a budget line item "TFSA" savings.…
- Slate Blue Lion
- Slate_Blue_Lion.10
- 2 wk ago
- 2 replies
- 46
- HappyDance13 days ago
- Accounts & Transactions
Personal Taxes for self employed individual
Hey YNABers! I am super new to the platform and need to know how to deal with big quarterly tax payments when they are deducted from my checking account?…
- Rick McLean
- Rick_mclean
- 2 wk ago
- 4 replies
- 43
- Rick McLean2 wk ago
- Accounts & Transactions

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Have a question about accounts or transactions? Ask it here. If you're having an issue with your financial institution connection, please submit the issue through our Bank Importing form on the forum home page.

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