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Re: QFX transaction import; skipped, but missing I deleted the 7 transactions I just imported and now I want to import them again, but of course, I get the message that says they've been skipped. Is there a way to override this?
- Cyan Guitar
- Cyan_Guitar
- 2 yrs ago
- Using YNAB
- Reported - view
Re: How To for 1) Business Payroll Deductions 2) GST 3) SquareUp @2dogs2cats Thanks for your candidness. As I was thinking of my question throughout the day today, I was beginning to come to the same conclusion, so I open up a trial of Quickbooks and saw that it…
- Cyan Guitar
- Cyan_Guitar
- 2 yrs ago
- Small Business
- Reported - view
How To for 1) Business Payroll Deductions 2) GST 3) SquareUp
Can someone please take me through the steps for setting up and editing transactions for business? 1) Here in Canada, we have to pay premiums on top of the wages (CPP and EI) to the government.…
- Cyan Guitar
- Cyan_Guitar
- 2 yrs ago
- 3 replies
- 954
- 1
- Small Business
Re: Calculator for split transactions I would very much like to have the auto-distribute
- Cyan Guitar
- Cyan_Guitar
- 2 yrs ago
- Using YNAB
- Reported - view
Re: Calculator for split transactions Ditto to everything here... especially the why not when it's as easy as an out of the box coding? Too much holiday time for the coders? :D
- Cyan Guitar
- Cyan_Guitar
- 2 yrs ago
- Using YNAB
- Reported - view
Re: Income Confusion Ok... got it... I think... but in the window where I create a new Inflow Item I have a checkbox where I can select an option: Automatically categorize payee If enabled,…
- Cyan Guitar
- Cyan_Guitar
- 2 yrs ago
- Using YNAB
- Reported - view
Re: Credit card payment categorization @Faness Ok... I get the idea of transferring money from one account to another, but what do you mean by "it will automatically deduct that amount from your Credit Card Payment Category?…
- Cyan Guitar
- Cyan_Guitar
- 2 yrs ago
- Credit Cards & Debt
- Reported - view
Re: How to see what is in To Be Budgeted? @NotMyName Ok, got it. But for my first question: what is the actual procedure I perform that changes the label from "to be budgeted" to "budgeted?" I'm so green at this,…
- Cyan Guitar
- Cyan_Guitar
- 2 yrs ago
- Using YNAB
- Reported - view
Re: Need to print reports @Janelle Ahhhh! Yes! I've got it! Thank you
- Cyan Guitar
- Cyan_Guitar
- 3 yrs ago
- 1
- Using YNAB
- Reported - view
Re: How to see what is in To Be Budgeted? How do I get "Inflow: To be Budgeted" to be something like "Inflow: Budgeted" I have never seen a label like that yet and haven't seen any instruction on what to do to get that to happen.…
- Cyan Guitar
- Cyan_Guitar
- 3 yrs ago
- Using YNAB
- Reported - view
Re: Need to print reports @Janelle No, there is no zip file. Just a csv file. See attached. The file called "accountactivity (5)" is the file downloaded from my bank
Attachment
- Cyan Guitar
- Cyan_Guitar
- 3 yrs ago
- Using YNAB
- Reported - view
Re: Need to print reports @Janelle I've done this many times, and have done it just now again and all I see are the total amounts for each category listed down the left column and for each of the months across the top row.…
- Cyan Guitar
- Cyan_Guitar
- 3 yrs ago
- Using YNAB
- Reported - view
Re: Bank Account is Way Off...Reconcile or Start Over? @Andrey C YES YES YES!!!! This is precisely why a "Running Balance" is necessary. Just LOOK at all this typing and time and explaining. Why can't Reconcile be simple and "just work?…
- Cyan Guitar
- Cyan_Guitar
- 3 yrs ago
- 2
- Using YNAB
- Reported - view
Re: Need to print reports @Cyan Guitar I also did a manual clearing of all transactions: I selected all the transactions and then clicked on "edit" and then chose "Mark as uncleared" I then printed out my bank's downloaded…
- Cyan Guitar
- Cyan_Guitar
- 3 yrs ago
- Using YNAB
- Reported - view
Re: Need to print reports @Tomato Ink (b81bd051fc5e) I imported from my bank's download. I categorized 435 transactions, right from the first transaction of this new bank account.…
- Cyan Guitar
- Cyan_Guitar
- 3 yrs ago
- Using YNAB
- Reported - view
Re: Need to print reports NO PRINTING??? ARE YOU SERIOUS??? I'm wanting to find out where my ACTUAL bank account is different than what it shows here. YNAB's recommendation is to make a balance adjustment and move on.…
- Cyan Guitar
- Cyan_Guitar
- 3 yrs ago
- Using YNAB
- Reported - view
Re: Entering income @Cyan Guitar 3. Is there ever a time when it WON'T say it's "to be budgeted?" Let's say I do get it budgeted, will that label changed to "budgeted?" I don't like the idea of something being left "to…
- Cyan Guitar
- Cyan_Guitar
- 3 yrs ago
- Setting Up Your Budget
- Reported - view
Re: Entering income @Cyan Guitar In the old version of the software, I had it set up Income and Expenses and I can't see that here anywhere and whatever the reasoning there is for it not to be this way anymore,…
- Cyan Guitar
- Cyan_Guitar
- 3 yrs ago
- Setting Up Your Budget
- Reported - view
Re: Entering income 1. If I make a category called "inflow" is that the same as a category I would call "income?" It seems to me that the design of the software assumes that budget categories are only for outflows…
- Cyan Guitar
- Cyan_Guitar
- 3 yrs ago
- Setting Up Your Budget
- Reported - view

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