The transaction isn't cleared yet (the green C is not clicked). When you reconcile that's when you'll clear transactions. That will help with finding the error! I'm actually back to using a Google Spreadsheet to determine my budget because I can't see how to determine my spending for the month of October so far. If your bank isn't supported, you'd rather not link them, or the connection is currently down, don't worry — we got you. Over all, everything is a mess. You might call it magic. 2. So I’d prefer it if support set people on the right path rather than telling them how to backdate their starting point. What you won’t see, however, is all of your old transaction and budget data, ‘cuz it’s time to start fresh. I'm afraid I can't be specific enough with my terminology because I'm just getting started and don't know it all yet. You will hide the category moving forward. Choose the transaction you’d like to hide or delete and select EDIT DETAILS. Also, my employment ended as of the 1st of October, so now is a good time to start with a fresh budget. If the transaction is pending or was manually added, you can select Delete this transaction in the bottom left corner. So, since we are all on the same page—let’s do this! If you stay on top of Steps #1 and #2, it’s seriously easy to do. If there isn't another recurrence of the transaction on your screen, then you successfully deleted the pesky thing. Record your income. One option is to link your accountin YNAB with your real-world account—which will allow you to import transactions once they clear. I don't know how to change things do it works that way. Start your free trial today! Right now I have $1000 left to budget from my checking account. Any bank or credit card payments to Amazon can then be set as transfers to this Amazon account. If they match, you clear them. Instead the difference amount will be changed to 0 and the memo will be set to . When prompted, choose Unlinked , select Cash as the account type, and give it a nickname, such as Wallet, Piggy Bank, or Cash, if you're feeling particularly creative. Like 1. It's different than what you are thinking when you think of a budget, and that can be hard to handle at first. After connecting an account, if you decide to import past transactions (since the first of the month, for example) you can change the date of the starting balance transaction. I get that it's for when the transaction has actually been posted (especially for credit cards, posted as opposed to pending) but what have you found works best for you? Reconciliation is an important part of budgeting. Thanks very much for all your help and patience! 2. In a Fresh Start, your accounts are being re-connected and the Starting Balance doesn't import. A Brief History of You Need A Budget (YNAB) ... You will be able to change the title, hide the category, and delete the category. Best Answer. Even if it isn't, it feels like this is always an unnecessary hassle. share. Or, you could re-reconcile a… They didn’t need no fancy bank imports. This suggestion is more from a technical standpoint when it comes to direct import (the starting balance being the "stopping point") or if a user wants to fill in missing history. In short, you compare the transactions in your bank account statement to the transactions that you’ve recorded in YNAB. 1 year YNAB user here. Cleared: Transactions that your bank knows about and have finished processing are cleared and are marked with a green C at the right-hand side of the transaction line.Your bank likely calls these transactions cleared or processed.If you import transactions, many of them will be cleared in YNAB automatically. That's right. Create a new transaction and choose the payee you wish to delete (make sure you have no transactions saved under this payee name). Add your checking account whether you choose to link your account to your bank or add it unlinked.IMPORTANT! So, I'd like to just delete that scheduled transaction to stop all the confusing (to me) changes like that. On average, new users save $600 in the first two months, and more than $6,000 in the first year. YNAB is meant to start from right now. WordTenor Faness is off for the next couple days, but I'd love to help explain! I don't want any more payments scheduled, ongoing. This is straight up madness as far as I’m concerned and I’m unhappy about this advice being given by support. Cleared transactions make up the Cleared Balance at the top of your register. I want to budget only what I already have, though. There are two ways to import transactions. So I have to constantly change my budget amount. You can do it just like the Pilgrims did. IMPORTANT! And you don't even necessarily need the goals--they are just there to help you do the part of "what work I'm putting incoming money towards." As soon as they are posted? I absolutely love YNAB but I know a lot of people struggle with the program in the beginning. Even if it isn't, it … It can be anything. The basic concept is to have a dedicated account within YNAB for Amazon transations. The next one coming up is on my transactions list, but it's greyed out since it doesn't need to be on added as a transaction until 3/31/18. I was going to do a fresh start but it said my scheduled transactions would be retained, and that's what I'm trying to get rid of... Help? Isn't the point of linking accounts to help minimize data entry? Add an account on web (or mobile ). No credit card required. Reported - view. Did you enter a future expense with a current date? (choose something most similar) Occasionally some funds would appear in To be Budgeted. WordTenor Yeah, makes sense now. I set up a scheduled transaction for my rent. I have two scheduled transactions. Also, it would be more helpful if I could also bring in transactions from the prior month to better understand what I should be expecting for this month. Having support people actively explain how to do something that is going to cause most new users trouble is alarming to me. Users will have your back on explaining how to backdate--it really is an "unofficial" workaround, just like the toolkit, making a credit card a checking account, and matching categories to accounts. What you do when you’re paid is more important than the date itself. 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. Mark them uncleared. Can you explain more what you did and what the budget is showing? It's going to take some determination and persistence from you to keep it up. 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