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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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...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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...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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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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...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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...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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...Budget Reality When your accounts reflect reality, your budget is truthful and can be used to effectively guide your spending. Adding accounts that don’t meet the criteria set above breaks that...
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...accounts can be included in your Net Worth report, they are not included in the Spending or Income v Expense reports. That’s because income/expenses in tracking accounts don’t impact your...
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...using our Reconcile feature. Your accounts can be Budget Accounts or Tracking Accounts (see the entries below for more info!) Activity Column: The Activity column is the sum of all transactions...
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