Missing Starting Balance

Hi -  new to nYNAB.  I have all my transactions in the credit card but for some reason I can't locate how to change the Starting Balance.  It is no longer in my ledger for the credit card and I checked the date filters and still can't find it. Help please.  where else can I look?

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  • Why do you need to change the starting balance? 

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  • It's possible you deleted it.  If that's the case, and if your current balance is incorrect, simply do an account reconciliation to get to the correct current balance.

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  • Hi StartingOver !

    Thanks for letting us know that you checked your filters. That's always a good place to start!
     

    Here are the steps to re-add your Starting Balance:

    1. In the upper right hand corner of your account, click "reconcile account." When the numbers don't match your bank's current record, click continue, then "Create Adjustment & Finish".
    2. YNAB will enter this newly adjusted balance as a transaction. Click on it and change the date to be the day before your first transaction in that account. (If your first transaction is dated 01/05/19, you'd want to change the date of the balance adjustment to 01/04/19.) You may also need to adjust the amount to reflect the balance of your bank account on that same day.
    3. Rename the Payee to "Starting Balance" and click save.
    Like 1
      • Pink Cobra
      • Pink_Cobra.2
      • 1 yr ago
      • 1
      • Reported - view

      Nicole at YNAB Hi, I was looking for help with this, too. I made these changes; however, now I see a payment amount that is lower than I was I currently owe. Is this a mistake?

      Like 1
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 1 yr ago
      • Reported - view

      Pink Cobra You have to budget money to reserve it to make a payment on any purchases you made prior to starting YNAB.

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  • This worked, except that it asked me for a category. When I put a category in ("Starting Balance"), it asked me to fund it in my budget.

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    • Hi Powder Blue Pilot !

      The category for your Starting Balance should be "Inflow: To Be Budgeted", since it was manually entered. 

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  • use import

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  • When the original Starting Balance imported it said "No Category Needed".  Is there a way to change this category to the starting balance that was manually added as per above directions?  Otherwise, if it is listed as an Inflow, it throws off the entire Funds for the budget.

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    • Cornflower Blue Sander For a Starting Balance, whether the category appears as "no category needed" or Inflow: To be Budgeted, the result is exactly the same: the money appears in To be Budgeted, but it's not treated as income on your reports.

      In order for the transaction to be considered a Starting Balance by YNAB, however, the Payee has to be "Starting Balance", capitalized exactly like that, with no extra spaces.

      Does that help? Happy to troubleshoot if it doesn't seem to be working the way you expect.

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  • I have followed these steps a dozen times and it is repeatedly not working.  The screenshots tell all. This account is for the rent our renters pay to us for a property we own.  The mortgage for the property ($766) comes out monthly and we collect $1,100.  Soap box:  once you throw in maintenance, repairs, taxes etc., we profit very little on this home.  It was bought as a future home for an aging family member.

    So, I went back to square one.  See the attached bank account. JPEG "YNAB" shows the record before I do anything.  It shows the working balance of $1463.93 when it's really $1499.20.  See JPEG attached "YNAB 2".  So, I click reconcile, type in $1100.59  (the balance on 03/01/2020 before the Citiziens' One mortgage came out), back date the date to 03/01/2020 and make the Payee "Starting Balance."  Strangely, it does say "(1 matching payee is hidden).  Not sure what that means.  

    Doesn't work.  See YNAB 4.  It just shows my working balance of 1100.59 (even more inaccurate then the initial $1463.93) and a YNAB adjusted amount of -364.34 bringing my balance to -364.34 on 03/01/2020 before the mortgage and just snowballing from there.  

    What I'm trying to do is to get YNAB to reconcile the balance in the past vs just overriding it and setting it to be correct now.  I want to see how the math is laying out because I'm tired of having to manually reconcile balances, currently.  

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    • Aquamarine Pony I did notice some of the charges were off by a couple of dollars but even after changing them it shows my working blaance as $1,477.98.  Still off by around $21

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      • Ceeses
      • Ceeses
      • 4 mths ago
      • 1
      • Reported - view

      FamilyCircusMaster In YNAB 1.jpg and YNAB 4.jpg, why is the starting balance on 03/01 an outflow? Was the account negative on that date? It doesn't show on YNAB 2.jpg but it seems unlikely it was negative then.

      Like 1
  • One of my checking accounts has a negative balance. It's not a credit card account, just a regular account with on overdraft authorization on it, that went negative just this month. YNAB automatically categorize this "Starting Balance" as an "inflow:to be budgeted", but it's none of that. It's just an checking account with a negative balance What would the community recommend in this case? Thanks! 

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      • dakinemaui
      • dakinemaui
      • 1 mth ago
      • 1
      • Reported - view

      Dan Replied in your dedicated/new thread.

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      • Dan
      • acidbahia
      • 1 mth ago
      • 1
      • Reported - view

      dakinemaui Thank you

      Like 1
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