Transfer Account a credit card not showing up in Payee List...

Hi,

I'm new to YNAB and I just received my first credit card payment.  As I try and assign the payee, I see a list of Transfer/Payment accounts for all my accounts/credit cards...   Except this one.  

However, if I go to Payee Settings, it is showing in the list.  But, then I go back to the transaction (imported online) and try and select it as a payee and it isn't in the drop down!

Am I doing something wrong, or can someone help me resolve this?  This is happening both in the mobile app (android) and on the web.

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  • Are you trying to post the payment *while in* the credit card ledger? Because then you would enter it as Transfer FROM whatever checking account you used.

    The Payee list will show a transfer option for every account except whichever one you're actively in, because obviously you're not making a transfer from an account to that same account.

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  • Yes, I am...   I see.  So, though this should be categorized as a transfer from Checking and then when the payment hits my checking account, that transaction would reconcile.  Is that correct?

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  • Yes, you will have an uncategorized transaction in both accounts, inflow to the credit card and outflow from the checking.

    Here is the YNAB article on credit card payments

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  • 9 mths agoLast active
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