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Re: YNAB not matching against some transactions entered by API To close out this topic, I discovered what the problem was. I had a rounding error in converting the amount from dollars to milUnits used by the API. So if the amount was $4.…
- dalewking
- dalewking
- 1 yr ago
- 1
- API & Integrations
- Reported - view
Re: YNAB not matching against some transactions entered by API My API code does not touch import_id. Here is my Kotlin code so you can see what fields are actually set on the SaveTransaction: SaveTransaction() .accountId(ynabFreedomVisa) .date(msgDate) .…
- dalewking
- dalewking
- 1 yr ago
- API & Integrations
- Reported - view
Re: YNAB not matching against some transactions entered by API Just did an import and it is still not matching McDonald's transactions. Since it is only certain transactions that don't match not sure I can give you reproducible steps.…
- dalewking
- dalewking
- 1 yr ago
- API & Integrations
- Reported - view
Re: YNAB not matching against some transactions entered by API A little more investigation, revealed this may be because somehow McDonald's payee somehow got switched to automatically categorize as groceries, so maybe it was because of the discrepancy in…
- dalewking
- dalewking
- 1 yr ago
- API & Integrations
- Reported - view
YNAB not matching against some transactions entered by API
Love the API. One of the things I have done is that I have a service I wrote that periodically scans my email account looking for certain emails and does things like enter taskss in my todo and I…
- dalewking
- dalewking
- 1 yr ago
- 8 replies
- 192
- API & Integrations
Re: Categories Hacking @Black Orchid I went a little more hog wild with Emojis on mine. Some of them tell stories (hopefully the Emojis get posted): Dining Out 🍔🍟🍕🍽 Groceries 🍎🍞🧀🍗 Gasoline 🚗⛽️ School Lunches 🏫🍽…
- dalewking
- dalewking
- 2 yrs ago
- Tips & Tricks
- Reported - view
Re: Categories Hacking @nolesrule said: I know the difference between budget accounts and tracking accounts. I've been at YNAB for several years. Superbone literally has ... I know you have been around for years.…
- dalewking
- dalewking
- 2 yrs ago
- 1
- Tips & Tricks
- Reported - view
Re: Categories Hacking @nolesrule said: Unlike Superbone I'm not comfortable having stocks in my budget Having tracking accounts for investments does not make them "in your budget" using the YNAB classic definition where…
- dalewking
- dalewking
- 2 yrs ago
- Tips & Tricks
- Reported - view
Re: Categories Hacking @Cadet Blue Nomad said: This is similar to having stocks as part of your budget. It's not really money until you sell the stocks and every month you have to deal with the ups/downs of the Market.…
- dalewking
- dalewking
- 2 yrs ago
- 1
- Tips & Tricks
- Reported - view
Re: Categories Hacking @Cadet Blue Nomad said: This is way too much work and way too subjective. You don't really know the value of your house until you sell it. Not sure how it is so much work.…
- dalewking
- dalewking
- 2 yrs ago
- Tips & Tricks
- Reported - view
Re: Categories Hacking @73driver said: I have asset categories. I have a category for each car that I own...Lets say "2002 BMW" This allows me to do a report that shows how much money I have spent on...…
- dalewking
- dalewking
- 2 yrs ago
- Tips & Tricks
- Reported - view
Re: Categories Hacking @Cadet Blue Nomad said: Car: I have one car and use that as a primary with subs for insurance, gas, maintenance, other (which can be car wash, fuzzy dice, etc).…
- dalewking
- dalewking
- 2 yrs ago
- 1
- Tips & Tricks
- Reported - view
Re: Categories Hacking @Pikayo @Pikayo said: I find it too abstract to keep to a single number for the whole month I wasn't talking about budgeting the whole month at a time.…
- dalewking
- dalewking
- 2 yrs ago
- 2
- Tips & Tricks
- Reported - view
Re: If you had $5000~ Month Ahead vs Beefed Up Sinking Funds @nolesrule said: I'm not going to have a category for landspeeder meteor damage or bail money because the odds of my needing money for those things is so small as to be unlikely.…
- dalewking
- dalewking
- 2 yrs ago
- Setting Up Your Budget
- Reported - view
Re: If you had $5000~ Month Ahead vs Beefed Up Sinking Funds @bevocat I hear what you are saying, but the fact that you have to do that tells me that you are doing things wrong. You gave those funds a job (e.g. to replace the dishwasher) but you are just…
- dalewking
- dalewking
- 2 yrs ago
- Setting Up Your Budget
- Reported - view
Re: Categories Hacking @Pikayo And I am not trying to talk you out of weeks. The important thing I was trying to convey is that you have a single Grocery category that transactions are recorded against which is separate…
- dalewking
- dalewking
- 2 yrs ago
- 1
- Tips & Tricks
- Reported - view
Re: If you had $5000~ Month Ahead vs Beefed Up Sinking Funds @bevocat I have no problem with any of those categories. My issue was the idea that those replace a general emergency fund instead of being on top of a general emergency fund.…
- dalewking
- dalewking
- 2 yrs ago
- Setting Up Your Budget
- Reported - view
Re: Categories Hacking @dalewking Was replying on my phone: @dalewking said: The important thing when getting paid twice a month ...or every 2 weeks @dalewking said: list the spreadsheet I meant LOSE the spreadsheet.
- dalewking
- dalewking
- 2 yrs ago
- 1
- Tips & Tricks
- Reported - view
Re: Categories Hacking @Pikayo I may still be misinterpreting you, but I would tell you how I would handle it. I would have a Grocery spending category. That is the category that trips to the store are recorded against.…
- dalewking
- dalewking
- 2 yrs ago
- Tips & Tricks
- Reported - view
Re: If you had $5000~ Month Ahead vs Beefed Up Sinking Funds @dakinemaui I think we are going to have to agree to disagree. First off, no qualms with car repair/maintenance. That should be there as a separate category,…
- dalewking
- dalewking
- 2 yrs ago
- Setting Up Your Budget
- Reported - view
Re: Categories Hacking @Eric Poulin said: dalewking Thanks for the feedback. I'm also paid every other week so I have to plan accordingly. Most of my confusing which caused me to create that post is around prioritizing…
- dalewking
- dalewking
- 2 yrs ago
- 1
- Tips & Tricks
- Reported - view
Re: If you had $5000~ Month Ahead vs Beefed Up Sinking Funds @jenmas said: I don't need a Bail My Brother Out of Jail Category (primarily because that's up to him and his wife) In my head, I was thinking more like your child or spouse or even yourself.…
- dalewking
- dalewking
- 2 yrs ago
- Setting Up Your Budget
- Reported - view
Re: If you had $5000~ Month Ahead vs Beefed Up Sinking Funds @WordTenor said: Um they had better interpret it that way because that’s exactly what we mean I think that is folly. You can never have enough such categories to cover every curveball life will…
- dalewking
- dalewking
- 2 yrs ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Create a button for target balance @Faness Also would like to point out that this whole discussion is ultimately pointing out the lack of this requested missing feature which I have been advocating for for many years back to the old…
- dalewking
- dalewking
- 2 yrs ago
- Setting Up Your Budget
- Reported - view
Re: Create a button for target balance @Fanness To be clear, Underfunded will do what you said for Monthly funding goals and Target Balance by Date goals, but does not touch Target Balance goals.…
- dalewking
- dalewking
- 2 yrs ago
- Setting Up Your Budget
- Reported - view

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