I received CashBack on two credit cards this month. Huge victory, right?
Anyway, I must not have logged the transaction correctly, because I entered it as a credit and placed the value in to be budgeted. To be budgeted remained at zero and now the values in my budget and the account are off by the amount of the CashBack (which was credited to the account instead of receiving actual cash)
Personal victory - thirty days age of money since I started in February. (my age of money then was three!)
does anyone know how to accomplish what @orchid_flute.2 did? I had cashback built up in Discover so I used $6.15 in cashback money to lower the amount of cash that would get pulled out of my account to pay the total that i wanted. I paid a total of $336.15 with $330 from my checking and 6.15 from my discover cashback. I entered each transaction separately into YNAB. The $330 was a normal payment and fine. The $6.15 was entered as to be budgeted. The balance on my Discover card was lowered by the full $336.15 AND my available money to use to pay my Discover Card on the budget was also increased by $6.15.
I'm still fairly new to YNAB as May is only my 2nd month. I did the same process in April and was able to do what Orchid Flute describes above so I'm so confused on why YNAB did it differently this month when I did the exact same steps?
Cornflower Blue Mask said:
my available money to use to pay my Discover Card on the budget was also increased by $6.15.
The Payment category should have the same value, but it is $6 higher *relative to the account balance*. (Technically, the account balance just moved closer to $0.)
Regardless of appearances, if the current Available amount is more than needed (i.e., more than the account balance), click on the Available amount to access the Move Money Tool. It sounds like all your transactions were entered correctly.