Missing transactions from 5/23-6/7

Hi.  I fell off the ynab wagon at the end of May.  I'm back on, and I had to update my bank connection, which was easy.  I'm now trying to enter my budget amounts for June to get back on track.  However, ynab did not import any transactions from my bank from 5/23 - 6/7.  Does anyone know how to help?

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  • Hey Turquoise Boa ! Glad to have you back. 馃槃 Direct Import will bring in transactions within the last 15 days. You can download a file from your bank, and use File-Based Importing to fill in the rest! And reconcile when you're done. Let me know if you have any questions.

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  • If its more than 15 days, are we just out of luck?  All of our account balance are also off.  Do we have to go back and manually enter everything?

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    • Hi Steel Blue Saxophone !

      You can manually enter those transactions or give File-Based Importing a try! It's a lot easier than it may sound. :)

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      • dakinemaui
      • dakinemaui
      • 11 days ago
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      Steel Blue Saxophone I would just reconcile, make an adjustment transaction to get the YNAB account balance correct, and move on. No need to enter those past transaction (either manually or import).

      Obviously, if you want to put in the effort to enter them, you'll have them for later reference, but again, it's a question of whether they provide any real benefit.

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