HELOC as (new) Loan Account

Has anyone successfully used the new Loan Accounts feature on a HELOC? I'm finding that for standard mortgage & auto loans, the Loan Accounts are working great. But for my HELOC, it is not calculating the payment details properly, i.e., the interest (estimated by YNAB) isn't correct, thereby throwing off my balance by a few dollars.

I'm not a fan of the "YNAB Estimated" interest being not editable. I'm considering moving my HELOCs back to standard tracking, but I do like the additional data that the Loan Accounts provide.  

Ideas? Thoughts?

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  • The interest on HELOCs is different than other loan accounts, so a tracking account is the way to go for that one. But I'd encourage you to sent over a feature request for expanded handling! 

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  • Roger that. HELOCs moving back to tracking. Thanks for the reply ... and on a Saturday!

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