I transferred $300 from a credit account A to a checking account B (categorized as a transfer) (EDIT: TBB did not change!), then I transferred $300 from a savings account C to the same credit account A (categorized as a transfer). Now YNAB shows me -$300 over budget on a credit card payment even though I didn't spend a single dollar yet. If I Budget $300 in the Credit card, that is fixed, but now my "To Be Budgeted" is -$300.
Basically, these two transactions that should have been budget neutral made $300 disappear from my budget. Any ideas about the best way to fix?
The first transfer would have added $300 to your TBB. What did you do with those funds?
The second transfer would have been overspending while making a credit card payment because of the lack of funds reserved to make the $300, since you didn't budget what had gone into TBB back to the credit card.
Edit to add: Fixing this will only correct the budget screen. The overspending amount will still show on the credit card account register even after being fixed because it was a transfer and not a categorized purchase.
Magenta Cup I agree with the other folks that the $300 should have showed up in To be Budgeted, unless you were overbudgeted in a future month.
I bet I can figure out what's going on here.
If you’re up for it, go ahead and enable Support Access for your account. Once you’ve done that, let me know—and mention whether you’d like to continue the discussion here or via email instead.
I have done some experiments, and every time I try and recreate the problem it works as described by everybody above. Maybe I just misunderstood what happened because it all occurred as a messy combination of imported transactions that I didn't expect to have happened with the transition from February to March.
anyway I'm going to enable support and see if they can find out that that actually is what happened.