Starting mid month

Hey all - Newbie here. I am just getting started and wanting to get Feb caught up. So based on what I have read, it seems as if I need to go back and manually enter everything from Feb 1 until now. Then after that stuff should come over automatically since I linked them. Is that right?

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  • It's recommended that you do NOT enter past transactions. Start from today with today's account balances. Make a plan for that money. The whole point of YNAB is to plan and guide future spending decisions.

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  • Agree with dakinemaui . The only past transactions you should enter would be those you have already made but have not yet cleared, so they a will not be accounted for in your starting balances.

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    • MsTJ
    • YNAB has given me back my future
    • Believer_in_YNAb
    • 4 mths ago
    • Reported - view

    I'm video learner.  Found these video courses very informative. You can access them from your budget. Click on the budget's name, upper left, and click on take a workshop.  Then click on Learn to Budget, and video courses.

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  • 4 mths agoLast active
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