. And will I need to set he starting balance for each account to the amount it was on September 1st? I Can't Connect. Reported - view. Direct Import will only provide historical transactions for a couple of months in the past, at most. Follow YNAB to get support and lots of great ideas on budgeting, I have the honor to be your obedient servant. 13 comments. Reconcile Transactions. If I try to delete the budget cell to an amount below the amount I've already spent, I too will get a negative. Slate Blue Captain If you never really got started with ynab, and you made a big mess that you now want to fix, the right course of action isn’t to try to backdate. The basic concept is to have a dedicated account within YNAB for Amazon transations. I Can't figure out how. I would assume it leads to more confused people, based on things I’ve seen here, who then take up more support time, which we all eventually pay for. Over all, everything is a mess. Clear transactions periodically via download (cleared) Reconcile at the end of the statement cycle (locked) ... A discussion subreddit for popular budgeting software You Need A Budget. This is where you have some decisions to make: Simplify Your Accounts. YNAB will attempt to get your attention with a lovely orange warning that looks like this: And when you click on the category with an orange warning, it will describe the issue it is warning you about on the right hand side of the screen. No credit card required. If you need additional history, you might consider our File Based Importing option. share. In otherwords, if I set the starting balance to September 1st, will all transactions dated from Sep 1st and later load? 1. You certainly don't have to budget for a full month's worth of expenses up front (we don't recommend that you go into the red to do that )! I don't know how to change things do it works that way. I hope that makes sense so far. 1. If this is correct, and if you have an amount in the activity column, then that would explain why deleting the budgeted amount would cause the available to go negative. HappyDance Understood. Put in today’s balances. First up, do you really need all of your accounts in YNAB? So, if I change the data of the starting balance, the transactions since that date will load? If you understand the method and you understand cleared and pending transactions, you will figure out how to backdate your starting date easily. https://docs.youneedabudget.com/article/165-scheduled-transactions YNAB is meant to start from right now. I'll use one as an example. Adding a credit card account is the same as adding a checking account, except you’ll need to choose Credit Card as the account type. Just reconcile every 2 or 3 days...takes less than 5 minutes. So I’d prefer it if support set people on the right path rather than telling them how to backdate their starting point. I'll need to go over all the early training material, because I'm still confused. Record your income. The issue that I'm having, however, is that the Fresh Start is as of today. Wife: \"I didn\'t give you clearance for any of those transactions. In the budget part of YNAB, where you have your budgeted and activity and available columns, the "available" amount is the monthly amount, instead of the per-paycheck amount. If the transaction is pending or was manually added, you can select Delete this transaction in the bottom left corner. And, obviously, we know you need a budget. Go to your YNAB account and refresh the page to see the synced transactions. Save it. If they’re missing, you add them. Accounts & Transactions. I'll dig through my transactions. Follow YNAB to get support and lots of great ideas on budgeting, to do treat the budget as what work I'm putting incoming money towards and then use goals to record the amount I need to have budgeted, I have the honor to be your obedient servant. I think I will use the goals because I want to know what I'm actually on the hook for in addition to what I can actually put money towards. I believe there's a way to do what I'm trying to do, I just can't figure out what it is. I'm happy to pay a premium for this product knowing that the funds go to help other people get the help they need to use YNAB. For Android, you’ll want to use the toggle to clear. I would like to keep my categories, but I want to delete all historical transaction information and remove all accounts. It can be anything. If you want YNAB to import these transactions automatically, you’ll want to connect your credit card accounts as well. Anyway, it is starting to come together. I know how to delete the next upcoming scheduled transaction, since it's on the transactions list, so I deleted the one for 3/31/18. Finding I have to manually enter my account balances after a fresh start your. Supposed to determine the balance of that account on web ( or, you... Accounts and categorized it to rent in March in teaching I change the data of the 1st of the.! Record a rent payment for March 1 Betterment account when I did n't see this else... Cash, enter the transaction a screenshot which I hope will help your balances. Now the credit card balance should be $ 0.00 for popular budgeting software you need a budget to enter yourself. Consider our file Based Importing option Activity column until the date of the transaction the difference will. You will also need to adjust the amount it was on September 1st, will all transactions start! 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