Tracking Paid Item
Just curious on how everyone tracks paid items. For example, I have an item that is due on 1/25. I have submitted a payment to be done on 1/25, but am not sure how to reflect that in YNAB. I don't want to "Enter Now" since it won't come out until the 25th, but I would like to be able to use something in YNAB or the Toolkit to be able to show that I have actually scheduled a payment for that item.
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Hi, you can add a transaction into YNAB with a future date. You will see it at the top of the Account Screen but slightly greyed out and it won't affect your balance until the date that it is due!
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Right, but I want to be able to indicate that a payment for the item has been scheduled.
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zyonuf79 Oh gotcha - misunderstanding. Can't you use the Memo field for it? Like an emoji or specific text?
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zyonuf79
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GalleYNAB Yea, that might be the only way to do it, but I will have to make the note specific since the memo will be added to all the repeating transactions. Same issue with using the flags.
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zyonuf79 umm having it in your scheduled transaction list is the indication that it has been scheduled.
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jenmas Right, but I want to indicate that a payment is scheduled. The repeating transactions are just reminders that something needs to be paid....not that an actual payment is scheduled.
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zyonuf79 so if I have a payment due on the 9th of every month that has to be hand scheduled - which really is only my natural gas bill as electric, credit cards, Netflix, and mortgage are all autopay (I have about 35 total ongoing scheduled transactions) - in the memo field I would write Jan 9. That way when I look in the scheduler, I know that the Feb 9 payment hasn’t been scheduled because I would have changed it to Feb if I had scheduled the aFeb payment.
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Entering a future dated transaction will show in the category in the side bar on the right so you don't have to mark anything extra.
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I put the month in the memo when scheduled in the real world. When the recurrence advances to next month, the transaction month will not match the memo month, meaning it's not handled.
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I do an orange flag for any scheduled transaction that has been real-world scheduled and has a hard date. I have a green flag for stuff that will be coming due but is not scheduled yet with the recipient. Everything else is just a run-of-the mill grey scheduled transaction. I've been good about remembering to flip the flags when necessary, your mileage may vary :).
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Another method I have used is to have the scheduled transaction with an empty payment amount until I actually schedule a real dollar amount. Then when I look at scheduled transactions I can see what is really coming up as a hard deadline, rather than just a reminder.
