Entering transactions

I’ve set goals for all my categories. I’ve budgeted. Now I need to start putting in the transactions and I have an iPad and I can’t quite figure it out -thank you

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  • Are you using the iPad YNAB app or using the browser on the iPad?

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  • Blue Hail @At the bottom of the screen you will see a transactions button, tap that and it will open a pop up to enter the transaction.  Sorry, I don’t know how to resize photos for this

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  • In the middle of the bottom of the screen is a circle with a plus sign in the middle. That’s “add transaction.” 

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  • I see that. I used that.

    column 1Budgeted. Column 2 Activity. Column 3 available. 
    So I set a goal for my tithe($1000). I put $1000 in for the budgeted column. Once I pay the thousand dollar bill, how does it come out of my checking balance? I don’t use the link account, I use unlinked. I’m not sure what goes in to the activity column. I put $1000 in for the budgeted column. Once I pay the thousand dollar bill, how does it come out of my checking? I don’t use the link account, I use unlinked. I’m not sure what goes into the activity column?

    sorry if this is confusing 

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      • jenmas
      • jenmas
      • 6 mths ago
      • Reported - view

      Blue Hail transactions are recorded in your account register regardless of whether you manually input, use direct import, or file based import. The information in your account register feeds the activity column of your budget page. 

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    • Hi Blue Hail !

      Take a look at our Help Doc on Entering Transactions - there's a gif there that shows how to enter a transaction. When entering a transaction, you'll enter an amount, select which account the transaction took place in and choose a category. Once you enter that $1,000 Tithe transaction your budget category will be updated to reflect that spending.

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  • YNAB app

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  • You do not need to be linked. When you spend the $1000 and record the transaction YNAB will show  -$1000.00 in the activity column. When you record the transaction you will be prompted to identify where the money is to be pulled from checking, savings, or whatever you have set up within the accounts.

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