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Handling Payment category when closing CC
I recently closed a few credit cards that I paid off (yay!), and I closed the accounts in YNAB as well, but the Payment category persists. What is the best way to deal with this?…
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 9 days ago
- 2 replies
- 48
- Credit Cards
Re: Off budget mortgage account doesn't account for interest in payments I think it depends who your lender is for how well it works and if interest is accounted for. My mortgage never worked right, I recall it pulling interest but I think it did it twice.…
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 1 mth ago
- Accounts & Transactions
- Reported - view
Re: Negative Bank Balance with Budget Money Available? @Herman I've honestly never used the reconcile feature to do that... I thought that was only meant for fixing discrepancies. I've got everything sitting pretty at Cleared.…
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 2 mths ago
- Accounts & Transactions
- Reported - view
Re: Negative Bank Balance with Budget Money Available? @Herman oh, yes, that's what I meant. Did I misread OP? I always considered reconciling to be using the reconcile feature and adding an artificial transaction. I check for accuracy every few days.
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 2 mths ago
- Accounts & Transactions
- Reported - view
Re: Negative Bank Balance with Budget Money Available? @Tomar012 If you are reconciling that often, you're doing something wrong. You are missing too many transactions. If reconciling is how you track your spending,…
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 2 mths ago
- Accounts & Transactions
- Reported - view
Re: Reconcile Not Matching Budget @dakinemaui Yep that's my 2nd go-through. 9 times out of 10 I look for a certain dollar value and find the problem transaction in roughly 3 seconds. If that doesn't work,…
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 2 mths ago
- Accounts & Transactions
- Reported - view
Re: Reconcile Not Matching Budget Pro-Tip: Take the difference in balance and look for transactions in YNAB or your bank statement that match that value. If I'm off by $23.47, then there's usually a single $23.…
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 2 mths ago
- Accounts & Transactions
- Reported - view
Re: How to Designate CC Payments Made from Savings Categories Don't make 2 transactions for CC payments, do them as a transfer between accounts (Payee reads "Transfer To/From"). It doesn't matter whether it's from checking or savings or what have you.…
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 2 mths ago
- 3
- Accounts & Transactions
- Reported - view
Re: Credit card balance skewed by account credit It's yellow because you have a scheduled payment with $1000 going into a category that only has $995 in it. Those $5 are not accounted for. If you get a statement credit of $5 but you are still…
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 2 mths ago
- Credit Cards
- Reported - view
Re: ACCOUNT BALANCE UPDATE @Tan Projector Also, if the transaction comes through with a different total (you typed $20.43 instead of $20.34) and they aren't automatically matched,…
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 2 mths ago
- 1
- App Functions
- Reported - view
Re: Accounting for mortgages I track my mortgage, but instead of doing a split transaction like you suggested, I transfer the full amount into my mortgage tracking account, transaction categorized as simply Mortgage,…
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 2 mths ago
- 2
- Method & Budgeting
- Reported - view
Re: How should I handle a credit card payment where one half of the transaction occurred before the budget start date? I had this EXACT same thing happen - I started YNAB while a CC payment was processing and so only 1 side of it imported. I did what you did in option 1 - manually adjusted my starting balance on the…
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 4 mths ago
- Accounts & Transactions
- Reported - view
Re: Hide Savings from To Be Budgeted Make a budget category called Savings and assign the money there.
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 5 mths ago
- Method & Budgeting
- Reported - view
Re: How to transfer from a bank account to my "wallet"? Add an on-budget unlinked bank account called "Cash" and do a transfer from your bank account into Cash. It won't need a category
- Aquamarine Rhythm
- Aquamarine_Rhythm.4
- 5 mths ago
- 4
- Accounts & Transactions
- Reported - view

Aquamarine Rhythm

Aquamarine_Rhythm.4

Portland, OR

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