Running balance

So I can't see a running balance on any of my accounts. Am I missing a button somewhere? I've only been doing this YNAB thing for one day and I'm already way out of whack from my bank accounts... surely I could spot the problem if I could just find the running balance column.

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  • Hi MZB !

    When you add an account to your budget, the Starting Balance should have the current date and account balance. If you added the account one day ago, some of the transactions may have already been accounted for in your starting balance. If those transactions have been accounted for twice, that could cause the discrepancy you're seeing.

    We've added the Running Balance feature to the web app, and you can find more details here!

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  • Ok, so I've reconciled my account. I entered the balance and cleared everything, and they should match u at about $4k. So... why is it showing me that I have 8k? Where is that money coming from?

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      • mamster
      • mamster
      • 2 yrs ago
      • 2
      • Reported - view

      MZB Which accounts do you have on-budget, and what's the total balance?

      YNAB doesn't have a running balance column, but if you use Chrome (or Firefox, I think) you can install the Toolkit at get one. Google "Toolkit for YNAB".

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      • Ellen Waters
      • Making progress on my desired goals!
      • ellen_waters
      • 2 yrs ago
      • Reported - view

      mamster  Hi, today I downloaded the google toolkit for YNAB.  I see on the left side of my screen, Toolkit Reports (and various reports inside).  How do I install the running balance column, please?

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      • Ellen Waters
      • Making progress on my desired goals!
      • ellen_waters
      • 2 yrs ago
      • Reported - view

      Coral Projector  UPDATE:  Ah, I finally just saw the green square with the white plus sign at the top right hand side of screen; went in and made changes.  Way cool!!!

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