YNAB4 Migrator with an easy one :-)

Back when I started with YNAB4 and I was figuring out how to get my CC balances to balance, I made several reconciliation balance adjustments. Apparently they followed me into nYNAB. And that orange bar across the top bugs the heck out of me.  What category would I put it in now?

 

I would also like to get rid of the "tracking" category for old accounts that I'm not tracking anymore. Is there anyway to do that?

 

Thank you!

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  • I use a catch-all administrative category for all these little things that don't go anywhere else: reconciliation adjustments, lost money, currency exchange fees, bank fees, fines, customs.  I named it Loony Fund, and I also run my claimable expenses and reimbursements through the same category. I keep around $100 in the category, so there is always enough to handle the little stuff.

    Since you migrated your history over, that suggests to me that your closed accounts cannot be deleted without affecting your budget.  If the closed accounts have zero transactions or transfers over the entire history of your budget, you can safely delete them. If there is any transfer from an on-budget account and you delete it, you will end up a budgetary mess.

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      • Blue Camera
      • Family budgeter extraordinaire
      • Blue_Camera.1
      • 2 yrs ago
      • Reported - view

      Michele -Thank you! But why wasn't I seeing these in YNAB4 and I am now? They were in a category called "reconciliation balance adjustments" generated by the program when I admitted defeat.  But now they look like an entry I made 3 years ago that I didn't categorize?

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      • HappyDance
      • YNABing consistently since 2014
      • HappyDance
      • 2 yrs ago
      • Reported - view

      Blue Camera 

        I had a couple of orphan transactions and transfers show up when I transitioned too, mostly zero-sum splits for some reason.  And I did a few trials, so they would show up every time.  But they were just fine in YNAB4.  I'm not techie enough to even hazard a guess why.

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  • If you have a lot of cleanup to do such as account deletions it may be better to just do a fresh start. 

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  • Hi Blue Camera !

    If you create a balance adjustment in the new YNAB it's automatically categorized as Inflow: To Be Budgeted. You can do the same to those transactions, so they won't affect any of your categories, or you can create a category specifically for them like mentioned above. If you create a category for them, you'll need to budget for any adjustments in the category you create to cover the "spending".

    I hope that helps! :)

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  • Blue Camera

    It's been a few days, so I'm going to mark this as answered. If you still have questions, just mention me in a comment and I'll get back to you! :)

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  • 2 yrs agoLast active
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