Reconciliation to date on statement - not possible?
I used ynab4 and recently reupgraded to the app.
in ynab4 reconciliation, i used to be able to reconcile my account to a certain date. For example, my bank statement shows transactions thru the 20th of the month. I get their statement mailed a few days later. On the 24th, I reconcile account and I could set the reconciliation balance date back to the 20th. Same for my credit card statement.
In the app, unless I missed it, I see no way to backdate my reconciliation, which is a regression in functionality for those of us who still want to balance against a printed statement or pdf statement.
Have I missed something or can you reconcile accounts only to the current date? thanks.
I have no idea how to reconcile properly without this functionality. Can someone explain to me what to do if I'm forced to reconcile today's date but I still have pending transactions waiting on my account? I put $8 in ynab but the pending transaction for gasoline is often just $1 because its a credit check. This throws off my total balance and I have no way to fix this as far as I know. I'm still on a trial and wading through the mess to get it so my wife and I could share a budget was time consuming enough. This is going to be a deal breaker if there's not some way to handle this that I am not thinking of. It's hard enough to get my wife to use the software, much less with these kinds of complications.Reply
I would like a reconciliation date feature as well. My accounts are linked to my bank and are imported automatically. However, when I reconcile over the weekend some transactions don't get imported (since they're in pending status on my bank account). The following week, these records that were in pending status get imported (after I've reconciled my account), but these newly imported records are backdated. So I have to reconcile it again - and YNAB adds another reconciliation record again!!
I like the date feature since I reconcile it with my statement ending balance and date. All transactions should have cleared and imported to YNAB by the time it's the end of the statement date.Reply