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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
- 2 wk 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…
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- All Debt Hurts US
- debtectomy
- 2 wk ago
- 2 replies
- 28
- Tips & Tricks
Re: When to Reconcile? @Debtectomy Fixed...it was simple to do with mass-edit.
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- All Debt Hurts US
- debtectomy
- 1 mth 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!
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- All Debt Hurts US
- debtectomy
- 1 mth ago
- 1
- Using YNAB
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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!). 🐕
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- All Debt Hurts US
- debtectomy
- 1 mth ago
- 3
- Using YNAB
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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
- 1 mth 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
- 1 mth 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
- 1 mth 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
- 1 mth 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
- 1 mth 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
- 1 mth ago
- Using YNAB
- Reported - view
Re: When to Reconcile? @Debtectomy And what should the category be?
- Debtectomy
- All Debt Hurts US
- debtectomy
- 1 mth 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…
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- All Debt Hurts US
- debtectomy
- 1 mth 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.…
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- All Debt Hurts US
- debtectomy
- 1 mth 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
- 1 mth 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
- 1 mth 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
- 1 mth ago
- Using YNAB
- Reported - view
Re: When to Reconcile? @satcook Thanks!
- Debtectomy
- All Debt Hurts US
- debtectomy
- 1 mth 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".…
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- All Debt Hurts US
- debtectomy
- 1 mth 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.…
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- All Debt Hurts US
- debtectomy
- 1 mth 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
- 1 mth ago
- 59 replies
- 335
- 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…
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- All Debt Hurts US
- debtectomy
- 1 mth ago
- 5
- Join A Challenge
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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.…
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- All Debt Hurts US
- debtectomy
- 1 mth ago
- 1
- Tips & Tricks
- Reported - view
Re: Tip or Trick Needed: Paying a December Bill Early Puts November Category into the Red @dakinemaui Okay, can I do the same thing by right-clicking on a November item in the account and selecting "Make Repeating" from the dropdown?
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- All Debt Hurts US
- debtectomy
- 1 mth ago
- 1
- Tips & Tricks
- Reported - view
Re: Tip or Trick Needed: Paying a December Bill Early Puts November Category into the Red @dakinemaui Thanks, I'm already doing that. Oh, wait...you mean in the "account" and not in the budget? Looking...
- Debtectomy
- All Debt Hurts US
- debtectomy
- 1 mth ago
- Tips & Tricks
- Reported - view

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