Any easier way to import and categorize transactions on platforms like Venmo, Paypal, Amazon, Square, etc?
Take Amazon as an example. My credit card shows 10-20 separate transactions per month labeled "Amazon.com" with zero context on what I bought. I would LOVE to be able to have some breadcrumb of a hint come through on what the charge was for so I could correctly categorize it without opening up Amazon transaction history and reconstructing it from there. I have a similar desire for paypal and venmo. They are black boxes to YNAB. Any way to improve import and categorization for these black-box platforms?
Every time I make an Amazon purchase I record it in YNAB with a brief memo of what it's for. It can get a little hairy when I have to do a split transactions from multiple marketplace sellers, but it's doable. There's no way it's going to import exactly what you bought. Best practice would be manually entering it when you make the purchase, as you're the one with the info and making the decisionReply
Thanks Annieland! That would work, but I'm looking for something a bit more 'hands off and auto-magic'. I like to look at YNAB only about 1x per month or less and tend to not want to manage purchases on a daily basis like your method would require. Add to the fact that my wife and I both share YNAB and we each have our own AMZN/Venmo/Paypal accounts and each YNAB categorization session becomes an involved forensic investigation which means we put off doing it.....Reply