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Re: Scanning/Adding Receipts: Why? @iwaddo So it'd be wrong for you. Not for me.
- Beanorama
- beanorama
- 2 wk ago
- App Functions
- Reported - view
Re: Personal & Business Budget I have to +1 those who are encouraging business owners to keep their business accounting separate. If you haven't yet felt the need to keep your business budget separate for any reasons based on…
- Beanorama
- beanorama
- 2 mths ago
- 1
- Method & Budgeting
- Reported - view
Re: Scanning/Adding Receipts: Why? I've loved seeing people chime-in who also use YNAB for business budgeting. Nice to know I'm not completely weird. (Okay, not completely weird for that reason .…
- Beanorama
- beanorama
- 5 mths ago
- App Functions
- Reported - view
Re: How often does YNAB sync, and how can you tell if it happened or not? @Benjamin Ray I'd put that issue to support. Yes, when I first login, most accounts often say hours, sometimes dozens, and often "updated one day ago." A few minutes later (maybe an hour for US…
- Beanorama
- beanorama
- 6 mths ago
- Bank Importing
- Reported - view
Re: How often does YNAB sync, and how can you tell if it happened or not? @Benjamin Ray To update since my last, I am finding that YNAB will import after I login. It may take awhile, but it will. I'm not experiencing any restriction or limitation based on it having been…
- Beanorama
- beanorama
- 6 mths ago
- Bank Importing
- Reported - view
Re: Handling Reimbursements? @flame3912 I feel your pain. Same here. I do not like seeing those overspent accounts, but right now I'm not going to budget dollars to do a job that doesn't need doing for another 30-60 days.…
- Beanorama
- beanorama
- 6 mths ago
- Small Business
- Reported - view
Re: Scanning/Adding Receipts: Why? @Cornflower Blue Saxophone Got it. So maybe it'd have to be spectacular with the OCR data-capture and be *All That* before some folks would want to pay anything more for it.…
- Beanorama
- beanorama
- 7 mths ago
- App Functions
- Reported - view
Re: Scanning/Adding Receipts: Why? @Cornflower Blue Saxophone I would agree that OCR would be spectacular and marvelous. But I disagree that it's necessary. It is not for me. I won't suggest to YNAB that it's somehow useless to do…
- Beanorama
- beanorama
- 7 mths ago
- 1
- App Functions
- Reported - view
Re: How often does YNAB sync, and how can you tell if it happened or not? @Faness Ya it's working. Showing updates from 18-21 minutes ago. The strategy is an old one, kinda "Back to the Future." You young-uns wouldn't remember how we used to get to work and first thing…
- Beanorama
- beanorama
- 7 mths ago
- 4
- Bank Importing
- Reported - view
Re: How often does YNAB sync, and how can you tell if it happened or not? @Faness Thank you. This helps. Though I regularly close the tab I opened to access YNAB, I rarely have any need to logout and login again. I'm usually staying logged-in for weeks.…
- Beanorama
- beanorama
- 7 mths ago
- 1
- Bank Importing
- Reported - view
Re: How often does YNAB sync, and how can you tell if it happened or not? Thanks for the tips, everyone. Here's what I tried. I don't leave YNAB open, but I usually stay logged-in. So I opened YNAB; on the two active accounts, it showed last updates "a day ago.…
- Beanorama
- beanorama
- 7 mths ago
- 2
- Bank Importing
- Reported - view
Re: How often does YNAB sync, and how can you tell if it happened or not? @Faness That's good to know, yet that's not how I experience it. I can open YNAB in the morning and see my accounts haven't imported within the last 8 hours.…
- Beanorama
- beanorama
- 7 mths ago
- 1
- Bank Importing
- Reported - view
Re: Scanning/Adding Receipts: Why? @Beige Piccolo I did replace Quicken with YNAB. (I hadn't used any receipt-image capturing in Quicken, and am surprised to hear it had it; by the time I left Quicken,…
- Beanorama
- beanorama
- 7 mths ago
- 1
- App Functions
- Reported - view
Re: How to handle self employed business expenses (non reimbursable)? @Tan Yearling though I agree with the other posters suggesting that you'll want to have the books and budget separate at some point (and it will be easier to do it sooner),…
- Beanorama
- beanorama
- 8 mths ago
- 1
- Small Business
- Reported - view
Re: YNAB & Freshbooks @Slate Blue Sander Ooo, find a way to bring over the categorization I already did in Freshbooks and I'm an Alpha tester for you.
- Beanorama
- beanorama
- 8 mths ago
- Small Business
- Reported - view
Re: Scanning/Adding Receipts: Why? Yes, I know plenty of people who don't see the value of capturing receipts (either digital or paper) at the point of sale. Others wouldn't even think of reconciling their credit card statement. I do.…
- Beanorama
- beanorama
- 8 mths ago
- 1
- App Functions
- Reported - view
Re: How to handle self employed business expenses (non reimbursable)? @Digital Diva Thanks for getting back to the main point of the OP. Separate accounts and separate budgets for personal and business. Frankly, once setup, even for "small" businesses it's easier.…
- Beanorama
- beanorama
- 8 mths ago
- Small Business
- Reported - view
Re: YNAB & Freshbooks @Faness Thanks for the link. I'll check it out (unofficially)!
- Beanorama
- beanorama
- 8 mths ago
- 1
- Small Business
- Reported - view
Re: YNAB & Freshbooks @Slate Blue Sander Those are great ideas, after I first figure out how they'll need to interact together and can do it manually. (I'm keeping well in-mind what a mentor told me long ago:…
- Beanorama
- beanorama
- 8 mths ago
- Small Business
- Reported - view
Re: YNAB & Freshbooks Thanks, @Faness . Those articles were useful for me when I decided to give YNAB a go at this business, since I already had committed to doing my personal budgeting on it.…
- Beanorama
- beanorama
- 8 mths ago
- 1
- Small Business
- Reported - view
Re: How to handle self employed business expenses (non reimbursable)? There can be plenty of good reasons why not to have a separate business credit card. Using business expenses to rack up points can be a really good one;…
- Beanorama
- beanorama
- 8 mths ago
- 1
- Small Business
- Reported - view
YNAB & Freshbooks
Anyone else using Freshbooks along with YNAB? I'd be interested to hear your productive strategies on using them together. We've got a business that came with a legacy investment in Freshbooks.…
- Beanorama
- beanorama
- 8 mths ago
- 8 replies
- 151
- Small Business
Re: Scanning/Adding Receipts: Why? Personal or business, I keep my receipts. So having them digital would allow my bookkeeping to enter the 21st Century. After 30 years of chasing the promise of paperless office, I'm finally there,…
- Beanorama
- beanorama
- 8 mths ago
- App Functions
- Reported - view

Beanorama

beanorama

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