Withheld funds

I  have an investment property and my property manager collects and distributes the funds. Last month they withheld some money $5 so I was paid that this month, but it has upset my budget. How do you handle this?



Rental Income $100

Expenses $95

Withheld monies $5

Paid to me $0


Rental Income $100

Expenses $20

Withheld repaid $5

Paid to me $85

In YNAB I created a new category,  Withheld and put in an expense of $5 for June. Now my budget is out for June. But I got this back in July. YNAB does not seem to cater for this or am I going about this all wrong?

I could have changed my Income for June to $95 and $105 for July but that would make YNAB different to my statements and if I forgot about it, I would not check that it was paid back.

How should I handle this in YNAB?

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  • 2 yrs agoLast active
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