Budget categories missing from transaction register
WIfe and I have only been doing ynab for less than a week, so we're pretty green. My question is this: We made a payment to our credit card company from our checking account it shows up on our checking register (auto synced) but the budget drop down menu doesn't have our credit cards listed as an option to categorize them. The credit cards are listed in our budget. It's probably something super simple but what are we missing here??? TIA!!
You don't "categorize" a payment to a credit card: it's just a transfer of funds from one account to another. From the checking account register, select the credit card account in the Payee field when you make the payment.
The original charge posted to the credit card is where you enter the category. What did you buy with the charge you posted?
Charge to CC: $100. Category: Groceries
Payment to CC: $100. No category needed; it's already entered when you made the charge.