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Re: Reconciliation: Can't Find My Mistake!
Hi and thank you. Yep, that was the last thing I did, which brought me to the $104.66.
Debtectomy
All Debt Hurts US
debtectomy
1 mth ago
Using YNAB
Reported - view
Reconciliation: Can't Find My Mistake!
So I've spent the last two weekends investigating a reconciliation error in my checking account. I did find numerous errors (a few transactions entered TWICE, and a few transactions missing,…
Debtectomy
All Debt Hurts US
debtectomy
1 mth ago
5
replies
71
Using YNAB
Re: Matching Split Transactions
What, no way to edit my post? Well, I should clarify that this was one single charge, and it appears that way in my online bank register.
Debtectomy
All Debt Hurts US
debtectomy
3 mths ago
Tips & Tricks
Reported - view
Matching Split Transactions
Hello! I'm trying to match a split transaction and the "match" option in the dropdown just stays light grey (not selectable). I would think that if a bank total arrives and matches a split total for…
Debtectomy
All Debt Hurts US
debtectomy
3 mths ago
2
replies
37
Tips & Tricks
Re: When to Reconcile?
@Debtectomy Fixed...it was simple to do with mass-edit.
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
1
Using YNAB
Reported - view
Re: When to Reconcile?
@dakinemaui Thanks, I'll go fix. It will probably make things work better for me!
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
1
Using YNAB
Reported - view
Re: When to Reconcile?
@dakinemaui Yeah, I was able to reconcile my main checking account today with the online balance and the "current activity" log. Old dog, new trick (for me!). 🐕
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
3
Using YNAB
Reported - view
Re: When to Reconcile?
@dakinemaui yep, "INFLOW". Is that also where my salary should be coming from? If so, I'll go make corrections.
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
Using YNAB
Reported - view
Re: When to Reconcile?
Thank you all for your help here! I started out with a reconciliation question and ended up getting something completely unrelated FIXED. Yay! 😎
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
4
Using YNAB
Reported - view
Re: When to Reconcile?
Thank you. I think I can go fix everything now. And I'm feeling a bit braver about connecting my other accounts and actually using them within YNAB. Yay!
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
1
Using YNAB
Reported - view
Re: When to Reconcile?
@WordTenor No, the rest of it is clean. My pay is split into 2. A fixed amount goes into my brokerage account for savings/investment, with the remaining variable amount going into my checking…
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
2
Using YNAB
Reported - view
Re: When to Reconcile?
@Debtectomy So now that I know the correct way to create an initial balance for my checking account, how would I do it for a credit card account? One of my cards had some charges on it for some…
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
Using YNAB
Reported - view
Re: When to Reconcile?
@Periwinkle Flute Got it, thanks! And yes, I did have to delete the old padlocked entry and create a new one. So now it says "Starting Balance", along with "Inflow: To be Budgeted" and yep,…
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
Using YNAB
Reported - view
Re: When to Reconcile?
@Debtectomy And what should the category be?
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
Using YNAB
Reported - view
Re: When to Reconcile?
@Navy Blue Pegasus Thank you. But when I try to change the row in the register, it doesn't seem to "keep" the setting of "never". I wonder, do I need to create a new "unpadlocked" row and delete the…
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
Using YNAB
Reported - view
Re: When to Reconcile?
@Debtectomy It looks like that budget item had a goal "Needed for Spending Monthly" selected. Just now, I deleted the goal, but it didn't seem to change anything.…
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
Using YNAB
Reported - view
Re: When to Reconcile?
@WordTenor I think I have a small mess here. I created an Income TBB item to seed my checking account with the current balance as of September 17th or so (when I started all this).…
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
Using YNAB
Reported - view
Re: When to Reconcile?
@Debtectomy I should also add that Quicken has direct-connect on all of my accounts, whereas YNAB still needs manual downloads for several of my accounts.
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
Using YNAB
Reported - view
Re: When to Reconcile?
@Ceeses - "Why do you use a bank statement instead of online information? Why do you only clear using the statement instead of when your bank has cleared the transaction on the online portal?…
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
Using YNAB
Reported - view
Re: When to Reconcile?
@satcook Thanks!
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
Using YNAB
Reported - view
Re: When to Reconcile?
@Tomato Tamale Thanks! My bank does the same thing, so I suppose I could reconcile at any time, as long as it has been long enough for something to show up in "pending".…
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
Using YNAB
Reported - view
Re: When to Reconcile?
@WordTenor "You're right to hate reconciliation adjustment transactions. You should not do them. If your account is off, find out why it is and fix it.…
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
1
Using YNAB
Reported - view
When to Reconcile?
So, my various accounts all close on different days of the month. Credit cards on the 10th and 23rd, Checking anywhere from the 21st to the 24th, and my investment accounts on different days too.…
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
59
replies
368
1
Using YNAB
Re: The Official 2020 Debt Smackdown
I love this effort! I completed my own debtectomy back in February and March this year, just as Covid was hitting us. "Aftermath" (finding odd-remainders (interest and fees) of dollars and cents…
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
5
Join A Challenge
Reported - view
Re: Tip or Trick Needed: Paying a December Bill Early Puts November Category into the Red
@dakinemaui Yep, I was able to do that. Showing running balance also helps as a visual confirmation, although I understand why it's not shown as a default.…
Debtectomy
All Debt Hurts US
debtectomy
4 mths ago
1
Tips & Tricks
Reported - view
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Debtectomy
debtectomy
All Debt Hurts US
Southeast US
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