YNAB

501 readers

1 users here now

Welcome to YNAB! This community is dedicated to the discussion on the popular budget software You Need A Budget. We welcome any posts here regarding YNAB. Feel free to post your questions, budget strategies & advice.

founded 1 year ago

MODERATORS

iamlyth

[Community Question] How often do you reconcile your transactions? (self.ynab)

submitted 1 year ago by iamlyth to c/ynab

8 comments fedilink hide all child comments

Sorry for the delay! I meant to post yesterday.

Today’s Question: How often do you reconcile your transactions? Bonus question: Do you primarily rely on sync or do you manually input your transactions?

you are viewing a single comment's thread
view the rest of the comments

[–] [email protected] 2 points 1 year ago (1 children)

I usually do it every handful of days. I typically manually input all transactions I do in person and rely on sync to catch automatic charges. Matching transactions clears them so reconciliation is usually a breeze. It's only gotten a bit cumbersome with one account in particular which has broken sync.

[–] iamlyth 1 points 1 year ago (1 children)

Do you ever do recurring YNAB charges for automatic charges?

[–] [email protected] 1 points 1 year ago

No, it really hadn't occurred to me. But, thinking about it, I'd rather look for a missing transaction than potentially one that's off by cents 😅

Also, some transactions are every 30 days rather than on the same day every month so it can get complicated.