What's the plan for supporting linking Venmo accounts? Just switched from Quicken and had that functionality. For people who make money through Venmo this really seems like a necessary feature.
Hi Slate Blue Flute !
We don't currently support Venmo, but we're finding that Venmo, PayPal and other similar accounts are actually much easier to manage without Direct Import. When you attempt to add a connection to a financial institution that isn't available, it sends the information to our import partner so that they know YNABers would like to see that option in the future. In the meantime, here are a couple of ways to make handling that Venmo account easier!
Do you keep a balance in your Venmo account? If not, I would recommend keeping Venmo out of your budget altogether.
In most cases, Venmo is acting as a payment processor, and the money is flowing from your bank account to the vendor you're paying, with Venmo being essentially a passthrough between them. The simplest way is to record purchases that you make via Venmo as regular, categorized outflows from your checking account.
If you keep a balance in Venmo and decide you do want to keep your Venmo account in your budget, you can set that up as a checking account type and then manually enter only the transactions that affect the Venmo balance—inflows and spending from the actual balance. You'd continue to enter any transactions that affected only the checking account into the checking account and not the Venmo account.
I hope that helps! Let us know if you have any other questions!