Spring Green Wildcat I'd be happy to help you troubleshoot. Please shoot me an e-mail at [email protected].

Can we have a way to tell the app that we want update the rates in an specific recurrence? Let's say monthly or weekly?

Currently there's no option for that, but it's a good idea.  I'll put that on my list of features to add.

Or to have one transaction and the amount auto updates?

While technically possible, this would result in historical balances being wrong, which would throw off reports.

Forest Green Memory Currently the assumption is that you're doing your budgeting in your local currency, so yes if you need to budget for a foreign purchase you'll have to convert that over to your local currency first.  I usually just keep a rough idea of the exchange rate in my head (e.g. I use CA$1.35 CAD = US$1.00, but adjust that if there are big moves), since there's no point being exact because by the time you spend the money the rate will have changed anyway.

Another user has made the suggestion of being able to tag budget categories as being in a foreign currency and that the tool could auto-adjust them as the rate fluctuates, so that's on the roadmap of potential features to add.

Forest Green Memory When you purchase something on a foreign currency credit card, budget will be automatically moved to the CREDIT DIFFERENCE category just like it is for the credit card's debt category.  However, if you wish to make extra payments then I suppose you're right, you would probably need to budget toward that category (it's not a use case I had thought of or run into because I've never kept a balance on foreign credit cards).

Forest Green Memory That's correct.

Marcelo Binda No, I'm afraid that's not currently possible as the app automatically gets daily official exchange rates.  I'll add this to my list of features to add at some point, though.

Forest Green Memory It looks like you have found a use case that I hadn't anticipated.  I don't think it will be too hard to fix, but in the meantime here's a workaround that should help (at least, if I'm understanding your problem correctly):

When you create the transfer from from the USD bank account (budget) to the USD brokerage account (tracking), fca4ynab will create a debit adjustment transaction in the USD budget difference account with the payee as "Exchange Rate Adjustment <USD>" and the category set to your exchange rate adjustments category.  Edit that transaction and change the payee so it's a transfer to your USD tracking difference account, and set the category to your investments category.  The balance of the USD tracking difference account will initially be out of whack (due to a now superfluous adjustment transaction that's still there), but next time fca4ynab processes transactions it'll create a cancelling adjustment that brings everything back into line (or you can just delete the superfluous adjustment transaction, if you prefer).

Tan General Yes, that should work fine.  You'd tag the US bank account with `<USD>`, and create a virtual "difference" account tagged with `<USD DIFFERENCE>`.  When you withdraw to your local currency you use a split transaction with one split taking the USD amount out of the US account, and another split putting the converted local amount into your local "cash" account, and then a third split transferring the difference to the `<USD DIFFERENCE>` account.

Closing the circle here (since I communicated privately about it): the 500 error comes from YNAB's API, and turns out to be because it has an undocumented limitation that you can't create multiple transactions in a batch if the budget has more than 30,000 transactions.  So this problem was specific to this particular budget (budgets that large are rare -- but obviously should be supported).

I do plan to adjust fca4ynab so that it no longer relies on creating multiple transactions in a batch, but this is a bit more complicated that it sounds because of the way it keeps track of which transactions have been processed before.  In the meantime I've implemented a hacky workaround for this particular budget.