Reconciling Amazon Transactions
In my experience Amazon transactions are tough in YNAB. I’d love others perspective but I’ve actually asked my wife to stop manually entering Amazon transactions into YNAB because 9 times out of 10 the initial amount displayed by Amazon as the order total doesn’t match the final amount that ends up being charged on our Amazon (dedicated card because of this issue) credit card. This is because Amazon charges the card at the point of shipment and often splits orders into multiple shipments resulting in final transaction amounts that don’t match the initial invoice total.
Reconciling and properly categorizing Amazon transactions is probably my least favorite part of using YNAB.
Unfortunately, Amazon doesn’t allow order/invoice search by transaction amount. So, my current approach is to have a browser window open with gmail and search “amazon $x.xx”. With $x.xx being the amount of the charge on my card (thank God for auto import). Then I click through on the order number and see what the item was.
In an ideal world there’d be some meta data in the credit card transaction that showed the actual amazon order ID and YNAB would use this to give me a link to the invoice on Amazon.
As it exists right now this is a tedious process that makes manual entry very unreliable. I end up avoiding this and only truly reconciling our dedicated Amazon card about once a month.
Considering Amazon is probably the most frequently used store by every YNAB user (and most people in the world) I wish there was a better process for this.