Getting started....dumb question
Hello! I began with YNAB in late (very late) December 2018. Got my accounts set up with their opening balances and YNAB began importing transactions. While I set my budget up for December I really had no intention of actually following a budget for that month since it was nearly over. The plan was to start "fresh" in January and move forward from there. So my question is...can I simply go into the Accounts page and delete all the December transactions? Having them there throws off the calculations for the budget in January and again I really don't care about December at all. I also can't seem to get YNAB to show me a January budget report. It only lets me look at December (other date options are grayed out) even though the January budget is already set up. Or can I just delete the December budget completely? I hate having all these uncategorized (about a dozen or so) transactions for December. Does question make sense? Thanks!
Your start date must include the current balance of all on budget accounts and any tracking accounts you want to include.
I would simply start over. Import all transactions from January 1 and input accounts with the start balance on January 1.
Reports will show up when money is earned or spent NOT when money is budgeted (moved in to categories).Reply
After reading the book, I posted links on another thread that parallel the book sections: https://support.youneedabudget.com/t/k9wcwn/ynab-book
I'd recommend going over that content as soon as possible. I started in Dec 2018 and wish I had read the book first, or something close. The book took me two evenings after dinner to read, and the links are more condensed than the book content.Reply