CHET education savings funds?
I am assuming these can not be linked or direct imported correct?
How best to track under YNAB??
Here’s the best way to keep an investment account balance up to date in YNAB:
- Set up the account as an unlinked Tracking account, if you haven't already (Tracking > Asset or Liability).
- Create a Scheduled Transaction to show your regular contributions or payments. (If your financial institution offers file exporting, you can also use our File-Based Importing feature in the web app.)
- Update the account balance like this as it changes, or as frequently as you’d like.
Let me know if you have any questions at all!
When you're good at minding your categories, you can have tens of thousands of dollars in a savings category but only $3 in "Dining out" and resist going out to dinner.
Man, I will never be that good. 😂 Thankfully, that's not my priority at this stage in my life. 🙂