Trouble with never being able to balance account with YNAB
I have attempted several times to balance the amount with YNAB and our checking account and it always gets off very quickly. It's frustrating that I can't use YNAB effectively and the accounts are always coming up with something different.
Does anyone else have this problem? Has anyone figured out a way to be able to balance it all? I for the life of me can't figure out where it goes wrong. It's numbers and should be very easy.
Hi Brian !
Superbone is right - frequent monitoring is a great preventative measure so that your numbers in YNAB stay in line with your bank account. If you check your account on Monday, and make sure things align, then come Friday, if things don't match up, you only have a few days worth of transactions to investigate.
If you're using direct import, there will be a delay between when you make your transactions and when they import. If your account is off because of those pending transactions, you can manually enter them or reconcile using only your cleared balance.
Take a look at our Help Doc on how to reconcile an account and let us know if you still have questions! :)