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. 

Any suggestions?

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  • For context we are fortunate to be debt free (thanks to YNAB) and funded multiple months ahead allowing us to be a little sloppy with this one account. So please don’t tell me I should be reconciling this account daily in YNAB :). 

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      • dakinemaui
      • dakinemaui
      • 13 days ago
      • Reported - view

      JonDale Not in my experience, at least not completely. Those prices are for a single-item and won't work for combined things. 

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  • I just wish Amazon supported order search by transaction amount. 

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  • Waiting is undesirable for several reasons. When I order more than one item from Amazon, I sidestep the issue entirely by forcing a single CC outflow:

    https://support.youneedabudget.com/t/k9vcv8

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      • JonDale
      • JonDale
      • 13 days ago
      • Reported - view

      dakinemaui unfortunately, not all amazon purchases are in the same category. 

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      • JonDale
      • JonDale
      • 13 days ago
      • Reported - view

      dakinemaui actually, I see what you’re saying now. That would work but I don’t want the extra steps. 
       

      And I used one click purchasing and alexa all the time. So that approach won’t work.  

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  • One thing that helps me with my amazon purchases is looking at the invoice on each order.  On the right hand side, I click invoice. At the bottom of the invoice page is the credit card split. 

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      • JonDale
      • JonDale
      • 13 days ago
      • Reported - view

      Getting control Right, but there’s no way to search for that. We probably have 100+ transactions a month at amazon.  

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      • JonDale
      • JonDale
      • 13 days ago
      • Reported - view

      JonDale if that was searchable, then problem solved. My current strategy is any amazon charge under $50 goes in a generic household spending category in YNAB. 

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      • JonDale
      • JonDale
      • 13 days ago
      • Reported - view

      JonDale I’d like to be more granular, but it works for now. 

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    • Getting control That's exactly how I do it at work (I'm a bookkeeper for a preschool and they can order hundreds of items per month where most orders are split into multiple charges). I've never had a problem reconciling their purchases...

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  • JonDale said:
    We probably have 100+ transactions a month at amazon.

    Perhaps look at invoices when items arrive? That can be searched, and the invoice examined as others have mentioned.

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