How often is the expense report being updated

I am new to YNAB. And I am already in love with it. But I have a question concerning the expense report. When I look at the report I can see that my income has been updated. But based on the expense part of it I have $0 in expenses which is not true as I have multiple cleared expenses recorded. Is this something that is only updated once a month? is there a way for me to force the update

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  • Have all your expenses been on credit card??  If so I don’t think the expense is recorded until you pay the card. 

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  • Can you tell me more about the payee named transfer??

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  • all off my transactions are taken off my checking account. I don't have my credit cards linked to YNAB. Each transaction is a transaction coming from my checking account to my credit card

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  •  I am sure there is something that I am not doing correctly ;-) 

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      • satcook
      • satcook
      • 8 days ago
      • Reported - view

      drea I think it might be that negative balance adjustment throwing things off right now. Can you subtract that amount from your starting balance transaction and delete the balance adjustment transaction 

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      • drea
      • Cadet_Blue_Lightning.9
      • 8 days ago
      • Reported - view

      satcook does it matter that I didn't enter it as a balance transaction? all of my entries are done as "real transactions" . this is how it shows up in one of my spending categories.  

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  • this might be easier to see

     

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    • drea Okay I think I have a clue? And it's twofold.

       

      What I noticed is that all of the cleared transactions are listed as "transfers" and the uncleared ones are the only ones that are not.

      Pending transactions don't show up in my income/expense report, and neither do transfers, whether to other accounts or to pay on a credit card. Where are the accounts that you're transferring money to for the meal kit, the down payment, the car, etc.? Why are those expenses recorded as transfers to specific accounts and not transactions coming out of a specific category?

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    • slightlysmall I'm guessing here, so @drea please correct if I'm wrong: those transactions look like transfers to off-budget savings accounts. So they're actual expenses from the YNAB budget, but the dollars are likely not leaving drea's posession.

      My uncleared transactions show up in the income v. expense report, so it's not a cleared/uncleared issue. I suspect you're correct about the pending transactions, but since I don't do direct import because the pending transactions annoyed me, I can't confirm.

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    • Vibrant
    • No more counting dollars, we'll be counting stars
    • vibrant
    • 8 days ago
    • Reported - view

    The income/expense report updates in real time and pulls from your account registers. Any category that has activity in it on the budget page should show up in the report - so, for you, Grocery, Meal Kit, Subscription, etc. 

    My first guess is that you may have a filter applied. On the report screen, make sure you have "All categories" and "all accounts" selected.

     

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      • drea
      • Cadet_Blue_Lightning.9
      • 8 days ago
      • Reported - view

      Vibrant I thought I have it set up correctly. But maybe this is because I am still on my free trial and have not paid of the real subscription at this point?

         

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      • Vibrant
      • No more counting dollars, we'll be counting stars
      • vibrant
      • 8 days ago
      • 1
      • Reported - view

      drea okay, that looks weird. I would reach out to support ([email protected] or click the question mark icon in the bottom right corner of your budget) and ask them to look at your budget. They are super helpful and will be able to get you straightened out!

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    • drea Yes, this does look odd! If you haven't already, you can try the steps outlined here. If those don't do the trick, this form will connect you with our bugs team directly! Thanks so much! 

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  • I had the exact same problem when I created a brand new budget within the new android app. I logged all my expenses in current account, but nothing showed in the report. I then created a new budget on the web app, entered all expenses and report is correct. So maybe it's an app problem.

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    • Steel Blue Piranha Was the web app showing all those expenses you'd logged in the android app? I find I often need to make sure to sync my phone app before switching to the web app (which, if was open, also needs a new sync) for it to show my expenses. It took me a while to catch on to that being a thing.

      If the expenses from the phone app didn't make it to the web app, they wouldn't show up in the spending report, either.

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      • Vibrant
      • No more counting dollars, we'll be counting stars
      • vibrant
      • 5 days ago
      • Reported - view

      The budget screenshot on the original post shows activity for the month in a few categories, so at least those categories should be showing up in the report.

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      • drea
      • Cadet_Blue_Lightning.9
      • 5 days ago
      • Reported - view

      Vibrant I did some transfer from Checking to saving accounts but some true payments from checking to whoever requested my money ;-). I guess I might try to start over. 

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    • drea did you also create your new budget from the phone app? I have just created a new test budget from within app & the reports are only recording income and not expenses.

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    • Steel Blue Piranha That sounds very much like a bug. Rachel linked to the bug report system, above.

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