gaqarticle.blogg.se - Ynab budgeting steps

Budget feeder does not set your balances. This is important and is something you do need to do manually.

Set the starting balance of each bank account within YNAB to what the balance was on the 1st of the month.

Go to your online banking, and find out what the balance for each account was on the 1st of the current month.

Create a bank account within YNAB for each of your bank accounts that you will be syncing.

You will need to create a bank account within YNAB for each of your actual Bank Accounts, Budget Feeder does not do this for you. Aside from that, going through and categorising all those past transactions is really tedious.īefore you perform your first sync, first create your bank accounts within YNAB.Ĭreate your Bank Accounts within YNAB and set the starting balances

You'll be setting spending goals, and working to achieve them. The spending decisions you made before now are going to be different to those you will make now that you're using a budget. This is in line with YNAB's philosophy of looking forward, and leaving the past in the past.

We recommend you only sync back to the beginning of the current month. When you first sync your transactions using Budget Feeder, you have the option to choose how far back to sync, up to 31 days. Only sync back to the beginning of the current month

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