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...recording payments and updating the balance for unlinked Loan accounts. For how to manage unlinked Tracking accounts, see our Tracking Investment Accounts article.  Back to Top I got a new...
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...recording payments and updating the balance for unlinked Loan accounts. For how to manage unlinked Tracking accounts, see our Tracking Investment Accounts article. Also, see Investment/loan transactions aren’t importing. Back...
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...have any information that might help out a fellow YNABer.  Didn’t find what you’re looking for here? We’ve got more options! Check out Troubleshooting Linked Accounts (by Issue) for more...
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...allows you to hide or show accounts on their summary page. If you’re missing any accounts in YNAB, make sure it is showing on this summary page before connecting. For...
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...Add Account button, and then tap Unlinked or Linked. How to Add an Unlinked Loan Account From the Accounts tab, tap the Add Accounts button.  Tap Unlinked.  Select the account...
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...Loan and the interest rate. Because of this, Loan accounts aren’t a good fit or offset mortgages, and we recommend setting these up as Tracking accounts instead. Back to Top...
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...payment, and add a Memo if you’d like! Import a Loan Payment Loan accounts cannot import transactions, but if your budget accounts are linked, you may notice your loan payment...
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...in YNAB. If it’s been awhile or you’re new to reconciling, review Getting Started with Reconciling Accounts first. Let’s walk through the process! Are you on mobile? You can do...
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When you add an account in YNAB, you’ll notice that there are three types of accounts to choose from: Budget Accounts, Loan Accounts, and Tracking Accounts. It’s important that they...
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...your accounts are shared accounts. Scenario #2: None of your accounts are shared accounts. You each have separate accounts. Scenario #3: Some of your accounts are shared accounts, and you...
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