How do I change tracking account to a budget account?

When I added my money market account I chose investment account as the type but I realized afterward I want to use it as a budget account. I've searched all the support documents but couldn't find this situation anywhere. Can you please help me sort this out? Thanks a lot. Janis

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  • You can't. What you can do is create a new on budget account. Then go to the tracking account, select all transactions then hit edit then move them to the on budget account and then close the tracking account.

    Reply Like 3
  • jenmas is absolutely correct!

    Right now you can't change an account type - but you can create a new account and move over the history. Here's the step-by-step on how to do that:

    1. Create a new account to replace the current one by clicking on Add Account > Enter Name & Type > Skip. Do this first! You'll have to give it a slightly different name. Enter a $0 starting balance for now.

    2. Go to the original account, select all of the transactions, and move them to the new account using the Edit menu. *For credit card accounts, you may also want to copy over any notes or goals you had in the corresponding Credit Card payment category.

    3. Refresh your browser.

    4. Delete the original account.

    5. Now, you can edit the name of the new account and/or set up Direct Import if you'd like.

    That should do it for you!

    Reply Like 3
      • canman
      • canman
      • 9 mths ago
      • Reported - view

      Faness Question on this. Once the history is brought over from the tracking account to the newly created budget account, do the transferred transactions maintain their category as "Category not needed" or does it ask you to assign categories to those transactions (which seems like it would be a nightmare)? Thanks for your help!

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      • WordTenor
      • Your lieutenant, when there's reckoning to be reckoned.
      • WordTenor
      • 9 mths ago
      • 1
      • Reported - view

      canman Yes, everything has to be categorized if you want to keep the history. However, you can always just begin using a new on-budget account from today forward. 

      Reply Like 1
    • canman Great question! WordTenor is right and that nightmare does have to be dealt with, if you want to keep the history. That means checking and possibly adjusting your category balances to make sure there's enough to cover those transfers. Sorry that wasn't clear!

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    • Faness would this work to update loans as well? I have a car loan that I’m working on paying off- would it make more sense to do this, or just manually update the balance?  (Newbie here, so sorry if this question is answered elsewhere)  

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    • Hi Purple Welder !

      No need to apologize! All questions are welcomed questions here! :)

      When you say to update your loan, do you mean moving it to an on budget account? How do you currently have that auto loan set up and how are you handling it in your budget?

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    • Faness i have it set up as a tracking account (that was the default option) and i have a budget category for the payments. Should it be set up differently? 

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    • Purple Welder That's perfectly fine! Having that account off-budget (Tracking account) just means you need a category to budget and categorize the payments towards. It sounds like you have things set up just fine! :)

      Reply Like 1
  • Thank you both very much.  Happy New Year!

    Reply Like 1
  • So glad i checked the forum before deleting and re-adding.  This worked SUPER! :-)

    Thanks! 

    Reply Like 1
    • Alice Blue Sidewinder Glad to hear it (and welcome to the Forum)! :)

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  • If I create a new budget account in order to change a tracking account to an on-budget account, and I move all of the past transactions, how does that affect past budgeting months? Sometimes I look back at past months within Budgets, so will my past budgets all change when I change my tracking account to an on budget account?

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    • Hi everyday_runner !

      Yes, moving that account on budget will affect your budget. Those transactions will now need categories and once categorized they'll retroactively affect your category balances.

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  • Has this been fixed for the Online version? In the Online version you can't choose what type of account to create. When you create and link an account it just goes into Budget or Tracking. How can I move the account above or below the line?

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    • Hi Green Network !

      When adding a linked account, after connecting, there will be a question asking what type of account you're adding. If you click on the drop down menu, there are five options under Budget (Checking, Savings, Cash, Credit Card and Line of Credit) and two under Tracking (Asset and Liability). The option you choose here determines whether the account shows as a Budget or Tracking account. Once you've created the account, the only way to move it is by following the steps listed above to change the account type. :)

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  • I have this same issue right now, but like a dummy, I searched the forum after I made a budget account to replace a tracking account. I did it backwards from the way it was recommended - I closed and deleted the tracking account before moving each transaction to the new budget account, and now I have a giant uncategorized amount in the new budget account.  Does anyone know a quick way to fix this? 

    This should teach me to always search the forum first!! 

    Reply Like
    • Hi pepperpat !

      Sorry for the trouble! I wish you had found the forum under better circumstances! 

      By any chance, are the transactions from that Tracking account related? You can select multiple transactions and categorize them all at once, to make it a faster process. Each transaction will need a category to get rid of the Uncategorized notification or you could re-create the account and move the transactions back, then handle them from there. :)

      Reply Like 1
      • pepperpat
      • pepperpat
      • 2 mths ago
      • 1
      • Reported - view

      Faness Hi Faness, thanks for your reply! I ended up fixing my issue although I forgot how I did it. 😂 I've saved this forum entry in case I need to do something similar in the future. 

      Reply Like 1
    • pepperpat It's never bad to prepare for the future, but I hope you won't need this thread again! ;)

      Reply Like
  • Hello Everyone- I found that snapping a picture of the transactions in my old account before I did anything would have been helpful to me. But the other issue I ran into is rebudgeting dollars that were previously budgeted in the old account and having to move those dollars to a new account because YNAB knew about them. This was the biggest issue for me, so I put everything back. I will simply $0 out the account and stop using it. I'm pretty comfortable with the balances and don't wont to throw anything off. 

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