Uncategorized

I logged in and found a CC payment I made listed as uncategorized. WHen I click on it to categorize it, then I click on category my credit cards do not come up, all the other categorys do though. Why dont my CC come up so I can put it under the proper card?

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  • You need to change the payee to a transfer and then no category will be required. 

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    • Abby
    • Toolkit for YNAB Designer & Developer
    • abbydawn
    • 2 yrs ago
    • 1
    • Reported - view

    Here's the support article on handling imported credit card payments: https://docs.youneedabudget.com/article/117-credit-card-payments#imported-payments

    Like satcook said, it should be recorded as a transfer between your checking account and your credit card, which will mean a category shouldn't be required.

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      • lj8576
      • Steel_Blue_Mermaid.5
      • 2 yrs ago
      • Reported - view

      Ben Thank you for the link. I am still confused but hopefully it will come as I go. Thanks

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  • Hi Steel Blue Mermaid !

    For payments to a credit card, it's important to choose the right Payee. Notice there's no category—instead it has a "Payment" payee. It will be an outflow in your checking account and an inflow in your credit card account.  Whether you imported it or entered it yourself, here's how a credit card payment should look:

    If you have any questions about importing payments—or any type of transfer—we have answers. I hope that helps! Let me know if you still have questions. I’m happy to help!

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