YNAB You Need A Budget

[TF2]

I use the import functions to get transactions and then do my work on them. Here are a few things that would help...

Importing Checks CSV:

I use CSV because my bank divides the Payee info between the Payee and Memo fields and importing using CSV is the only way I have to put the Payee info back together. (There is no way in YNAB to combine the two or I would use the preferred imports…) When I do CSV, YNAB does not have a way for me to import the Check Number. So I use the Memo field for this. It would be very useful to be able to import the Check number from my banks CSV file into the Check Column.


Importing a Duplicate Transaction:

When importing it is easy to accidently import some of the same transactions a second time. Unless one of the entries is a manual check entry, YNAB does not identify an imported transaction as a duplicate of an existing one and just puts it in again. It would be nice if it could check the date, amount, and payee to see if this is a likely match to an existing item.


Auto categorizing:

The auto categorizing function which uses names to remember the previously used category would work much better if I could have it auto categorize based on string function such as Contains. I’d like to be able to tell YNAB to look for the string "Wachovia" and assign it to the mortgage category. Some imported Payees include the check numbers and other information in the payee name (e.g., "1234 Wachovia") which I don't want to loose by using a renaming function.