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Re: Balances not correct for linked tracking accounts @Nicole please, please, please schedule some time with a technical product manager and review the idea in this thread with them. Even better if an actual engineer is present.…
- Gold Router
- Gold_Router.9
- 7 mths ago
- 1
- Using YNAB
- Reported - view
Re: Balances not correct for linked tracking accounts This is not a limitation of direct import; it is a bug. This has been here for 2 years and routinely gets feedback that the inaccurate loan and investment balances are both confusing and frustrating…
- Gold Router
- Gold_Router.9
- 7 mths ago
- 2
- Using YNAB
- Reported - view
Re: I just set up Open Banking with my accounting software in 45 seconds @Matthew said: However, having had it both ways: using YNAB with and without Direct Import is a very small difference. This may be your personal opinion (and clearly that of your company),…
- Gold Router
- Gold_Router.9
- 10 mths ago
- Using YNAB
- Reported - view
Re: A real CapitalOne Fix? Hi @Faness , No, I hadn't seen the CPOs note. I appreciate the link. I would like to follow on to one of the things he mentioned (which relates directly to one of my suggestions):…
- Gold Router
- Gold_Router.9
- 1 yr ago
- 1
- Using YNAB
- Reported - view
Re: A real CapitalOne Fix? @Faness Thanks for pasting the same response used elsewhere. As expected, it was totally non-responsive to my two main points: 1) Don't advertise (and therefore promise) a feature you can't deliver,…
- Gold Router
- Gold_Router.9
- 1 yr ago
- 1
- Using YNAB
- Reported - view
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
- 1 yr ago
- 14 replies
- 1,702
- 16
- Using YNAB
Re: I just set up Open Banking with my accounting software in 45 seconds I totally agree with that. I put up with the other shortcomings because it's a working zero-sum budgeting app. But if another app came along with true zero-sum capabilities who also took direct…
- Gold Router
- Gold_Router.9
- 1 yr ago
- 1
- Using YNAB
- Reported - view
Re: I just set up Open Banking with my accounting software in 45 seconds @Richard Holland Everyone is going to use the tool differently. The vast majority of my dollars go to things like my mortgage that do not ever change or similar fixed or mostly fixed,…
- Gold Router
- Gold_Router.9
- 1 yr ago
- 1
- Using YNAB
- Reported - view
Re: I just set up Open Banking with my accounting software in 45 seconds What I would like to see is YNAB represent its user base, embrace the Open Banking standard, and put pressure on US banks to adopt it. But YNAB is not a forward-looking company,…
- Gold Router
- Gold_Router.9
- 1 yr ago
- Using YNAB
- Reported - view
Re: Balances not correct for linked tracking accounts And forget investments for a second -- loans don't work right either. Most of your users are trying to manage their debts, and we are relying on the liabilities to have an accurate view of our…
- Gold Router
- Gold_Router.9
- 1 yr ago
- 3
- Using YNAB
- Reported - view
Re: Balances not correct for linked tracking accounts @Nicole I don't think it varies by import partner. We are suggesting you ignore 100% of the transactions they present to you on tracking accounts. Complete and total disregard of transactions that…
- Gold Router
- Gold_Router.9
- 1 yr ago
- 2
- Using YNAB
- Reported - view
Re: Balances not correct for linked tracking accounts @That Mike Guy I've said this repeatedly and had an extended conversation with support advocating for it. They just don't care. They do not understand that the whole purpose of software is to…
- Gold Router
- Gold_Router.9
- 1 yr ago
- 1
- Using YNAB
- Reported - view
Re: Balances not correct for linked tracking accounts @That Mike Guy Exactly. It would be better to not link the accounts at all. But they are "tracking" accounts that are linked to track. And it can't event track the balance.…
- Gold Router
- Gold_Router.9
- 1 yr ago
- 1
- Using YNAB
- Reported - view
Re: Balances not correct for linked tracking accounts @dakinemaui I don't deny it can be fixed by manually adjusting it -- but why should I have to do several calculations across 12 brokerage and 4 loan accounts every month when computers could be…
- Gold Router
- Gold_Router.9
- 1 yr ago
- 1
- Using YNAB
- Reported - view
Re: Balances not correct for linked tracking accounts I truly fail to see the point of a "Tracking" account being "Linked" if its value isn't tracked. I think the whole point of linking a tracking account is to have its value be shown -- it's not a…
- Gold Router
- Gold_Router.9
- 1 yr ago
- 2
- Using YNAB
- Reported - view

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