Payment to a tracking loan
so i've just setup my YNAB. when i was setting up linked accounts, i setup my mortgage. its under "tracking accounts". I made a payment from my checking to this account (through bill pay from my credit union). I have a new transaction that came in this morning for this mortgage account. the transaction that came in, under "payee" it says "payment". if i click in the field i see that i can choose "payments from: checking". Would that be the correct thing to choose to pull the money from checking and keep everything balanced? I haven't received the checking transaction for this yet but i assume if i do i can just confirm the matched transaction.
Yes, your existing transaction will need to be converted to a transfer, and then categorized.
You are better off manually entering account transfers and having them in the register prior to import, because the import process will import 2 separate transactions.. You can even set up a scheduled recurring transaction.