When you link bank accounts, can you force it to sync and also is this program smart enough to figure out auto transactions that were manually put in earlier?
Given the great positive responses from my last post, I’m taking the plunge on trying out YNAB. So far, I like it a lot and it feels more intuitive than quicken Simplifi.
I did want to try out bank linking option. So my question is regarding transactions.
I’m trying to stay on top of everything as closely as possible. So I don’t know if there’s a specific time of day where it syncs with banks and syncs the transactions.
Right now, my workflow has been immediately after a transaction is made in person or online. I manually create a transaction get the dollar amount exact and the name as close to what I think will show up on my bank transactions but leave it Pending.
Now because of my ocd I like having my purchases immediately put into YNAB. However there might something I miss here and there so I’d like to stick with the syncing if it works.
So far in the past few days I’ve noticed that transactions I’ve manually logged and left pending cleared themselves after they actually cleared. Now either I’m crazy and imaging it or YNAB was smart enough to figure out which transaction I was going for???
What are you guys doing what’s your workflow?