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Re: Capital One Credit Cards - This is completely unacceptable. CapitalOne is requiring a pin code each time to refresh the ledger - I'm curious why two YNAB support staff see differently? I *think* that's what the OP is referring to.…
- Lauren E
- Powder_Blue_Python
- yesterday
- Bank Importing
- Reported - view
Re: Capital One Credit Cards - This is completely unacceptable. I pull in CapOne through YNAB and Personal Capital - both have this issue. Which makes me think it's on Capital One's side? But you think otherwise...where else do you have these linked?
- Lauren E
- Powder_Blue_Python
- yesterday
- Bank Importing
- Reported - view
Re: How should I handle transactions that I don't care to track in YNAB? I just delete them, like they never happened. I resonate with your phrase "they were just in a holding account" - I have this instance many times and adding them in as regular accounts continually…
- Lauren E
- Powder_Blue_Python
- yesterday
- Tips & Tricks
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) Thank you everyone! I'm going to leave this open and will report back if the fix I just established works longer-term. Here is what I did: I've cancelled the scheduled transactions within YNAB and…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- 1
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @nolesrule Yes, this month is one such month (I get paid bi-weekly). I'm currently budgeting the amount needed to cover what is automatically taken out between paychecks.…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- 1
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @nolesrule Of course. But I don't want to have to adjust it each month. I will make the adjustment today, in any case.
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @jenmas I know. :) I'm just saying without looking at it, that I know one can be reconciled and not the other. My Bank of America, unfortunately, doesn't break out the total with pending and without,…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @jenmas Yes it gets confusing. And I'm not sure how to use the quoting feature here so it's partially my fault too. Ironically, I own forums for a side business I run and I can easily navigate those,…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @nolesrule Available shows 10K. Account shows 9K. I only make 4 deposits each month so they should mostly reconcile/there shouldn't be much of a timing issue.…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @jenmas LOL, I don't know - all I do know is I'm off exactly $1000 which equals $250x4. I guess I just need to leave it at that, because I can't figure out the disconnect.…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @jenmas This is exactly what I do. The issue is that I'm not spending/saving out of one account...like you, I have many. The money is automatically transferred from bank to bank in real life…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @HappyDance Thanks - I need to digest this a bit. Appreciate it!
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @WordTenor One minor nuance - I 100% understand that I use YNAB as my one source of truth. But these funds ARE indeed moving to another account (higher interest earned).…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @HappyDance Thank you very much. I also think it's best to start this single account fresh and just clear it all out. I've read that article many time and do understand it.…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @jenmas Thanks. I've only been doing YNAB for a few months but realize many of you have been doing this forever. "Account" is just a generic term I was using because it IS an account to normal…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @jenmas these are not 2 budgeted lines. My main account shows more than my "available" line. I'd have to, in essence, transfer it in. Which doesn't make much sense.…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @jenmas I'm not sure where to move it from? It's all too confusing, which is why I initially kept everything separate but then everyone yelled at me. :)
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) @jenmas I know, I just didn't want to focus on the whole "rounding up" right now until I figure this out.
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) I get that in theory - but the account ledger is off exactly the amount I've been transferring over. 10K vs 9K with one month of transfers ($250x4). So something isn't working right here (either how…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
Re: How do I resolve this (budgeted cat + auto transfer) I don't carry credit card debt and I have several other accounts where this theory can apply to - I just posted one example. I understand assigning all the money to the one category to start (more…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- Accounts & Transactions
- Reported - view
How do I resolve this (budgeted cat + auto transfer)
When I first started YNAB, I had some accounts kept off-the-record (I don't use them, they are just holding tanks for escrow). I made a budgeted category so that I made sure to put the money aside -…
- Lauren E
- Powder_Blue_Python
- 2 days ago
- 38 replies
- 81
- Accounts & Transactions
Re: To Link Accounts or Not to Link I link them all, with no shame! However, my age of money is not within 2-3 days (that it can sometimes take to completely show up), so it's not a big deal to me if things are slightly out of sync by…
- Lauren E
- Powder_Blue_Python
- 1 mth ago
- Tips & Tricks
- Reported - view
Re: Moving $ out of a Budget to to Great Unknown (Untracked acct) @WordTenor i went through everything last night and ended up setting everything back to how it was. It might not be "ideal" in that I took this particular savings account off budget now...…
- Lauren E
- Powder_Blue_Python
- 1 mth ago
- Managing Debt
- Reported - view
Re: Best way to (re)start mid-month using linked accounts? @Move Light Sound Life Yes, how I had it working was each week I have two $XXX transfers automatically sent from my checking to two different not-in-YNAB savings accounts.…
- Lauren E
- Powder_Blue_Python
- 1 mth ago
- Tips & Tricks
- Reported - view
Re: Best way to (re)start mid-month using linked accounts? @WordTenor Makes sense. Yesterday, I "righted the ship" on my side by fixing it all. I went to the bank and did a withdrawal from checking and added it into savings.…
- Lauren E
- Powder_Blue_Python
- 1 mth ago
- Tips & Tricks
- Reported - view

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