Credit card payment gives balance to budget.
I did my budget, gave every dollar a job, so budget balance was 0. I then transferred 1000.00 from checking to a credit card. (YNAB said I could have transferred 3,000 based on what I had budgeted/spent but I only transferred 1,000) After this my To Be Budgeted shows at $1,000. I know this isn't correct, as I am simply moving money I have already spent/budgeted for, but undoing the transaction brought my budget back to 0, and re-entering it gave me a 1,000 positive balance again. I know this isn't right, and don't recall it being an issue in the past. Whats gone wrong? Is it me, or something else?
Hi Anthea !
Hmm, that sounds strange indeed! Did you make that CC Payment like this?:
- Click on the credit card account in the account list to view your Register.
- Click Record Payment.
- Select the date, the account the payment is coming from, enter a memo if you’d like, and (if needed) change the amount. By default, the inflow field is populated with the amount you have set aside for the Payment (I'm assuming you changed this $3000 to $1000?).
- Click Save
If so, do you mind sending in some screenshots of what you're seeing after you enter in that CC Payment? Since it might be info that you don't want posted publicly, write in to [email protected] and we can help you out there!
oops. Trouble here with my Checking and Credit card accounts. In review of the comment made by Anthea (7 mo ago) I feel like my issues are similar. I budget all my income to 0. All my transactions on my Visa are accounted for on my budget. However when I make a payment (always as a transfer and never knew about the "record payment button" my budget account is thrown into a negative red. I am not able to get my Visa account reconciled. Visa transactions are direct import. I started a new budget in January 2019 because I thought this would fix my problem. Unfortunately I never figured out what my initial problem was. So on and on I go. Apparently I have not changed to the correct method so problem continues.