I can't assign a payment to my CC. Pictures included.

Hi gang,

I use my CC for purchases. I tag the correct category each time I make a purchase so that the budgeted funds get linked to my CC as seen below.

 Now I just made a payment from my bank account to my CC company for a purchase made on my CC and it's asking for me to assign a category. This is exactly what I was expecting to happen...

 ...except that when I click on the category section, there's no option to select the CC. In fact, you can see that the Credit Card Payments row isn't even there! Darn. 

 

I hope I provided enough material for an answer, as this has me scratching my head. What am I doing wrong?

Love YNAB, by the way!

 

Babbles

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  • The Payee should be a Transfer or Payment (depending on which side of the transaction you're entering). No category.

    This reflects the fact the spending occurred earlier (when you swiped the card). Shifting money to the CC account is not spending since money hasn't left the budget.

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  • dakinemaui said:
    Shifting money to the CC account is not spending since money hasn't left the budget.

     This is what helped me fix the problem. I forgot that it was an Inflow to the credit card since, as you stated, money never left the budget because I had already budgeted for the items purchased. 

    It took a moment, but my brain arrived at the correct destination! ;-) Thank you for the reply. 

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