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You Need A Budget users, I have a problem

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  • You Need A Budget users, I have a problem

    Hi again everyone, I have taken your advice and got You Need A Budget.

    I created all my accounts in the account section. Now I am downloading files from the bank. Here is the problem.

    When I download a file of transactions, it imports correctly into YNAB, and I categorize and approve each transaction, and all the transactions are in the respective account. However, when I go to my list of accounts, it is showing ALL the transactions for all the accounts. Not just the account.

    Here is an example:

    Accounts:

    Checking.................balance x
    Credit Card A............balance y
    Credit Card B............balance z

    Now I download transactions, when I look into the checking account it says this:

    Payee A........... x amount
    Payee B............y amount

    And I look into Credit Card A account it says this:

    Payee C.............x amount
    Payee D.............y amount

    So far so good.

    But now when I go back to my main account list, it looks like this:

    Checking.............balance x
    Payee A...............x amount
    Payee B................y amount
    Credit Card A.........balance y
    Payee C...............x amount
    Payee D...............y amount
    Credit Card B.........z balance

    and so on... as if EACH TRANSACTION is a whole new account. This isn't right, is it? To be listing all the transactions in the "Account" listing?

  • #2
    I found out that this is right. The All Accounts is meant to show all transactions, not just a summary. This is very strange, but I see why they do it.

    It's different though, like having the registers of all your accounts all bundled together.

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