YNAB help

zcrat41

Hello people. I normally post questions like this on the YNAB support thread.


I was just doing an end of year check and somehow my budget doesn't add up to what is in my account. I'm actually 57.57 short in actual money of what my budget says I can spend.


I know this means along the line I'm wrong somewhere but I haven't got time to go back and work it all out. Is there a quick way I can fix this?

zcrat41

Sorry posted too soon, because if I just take the money out of my budget it'll show that I have 57.57 to budget which isn't right because I don't!

La_escocesa

I'd go to the last money inflow and adjust it - deducting the 57.57. HTH.

zcrat41

Thanks!! I knew there'd be an obvious answer somewhere!

zcrat41

Although if I do that will it not adjust not only the amount to budget but the amount in my current account too?

andyfromotley

reconcile yr account. Press finish reconciling and it will ask if you wish to create an adjustment transaction. Opt for yes.

I think this will resolve it.

getmore4less

Does that not defeat the object of tracking spending.

If the money is not there it has gone on something, if it was right last month it can't take much to find/remember where you lost the money.

andyfromotley

It does defeat it but in the early days i lost £10 odd. i spent hours looking for it with no joy. sometimes life is just too short!

Alternatively you have to get your bank statements out and find £57.57 of unrecorded spending. Its as simple as that as far as i can see. If the moneys not there you have spent it somewhere and its not recorded? My errors tend not to be omissions but miskeys of the amount spent ie entering £52.50 instead of £32.50.

Good luck i hope you track it down.

getmore4less

A tool is only as good as the data,
should be checked/balanced against the real world at least once a month(more often if thing have not been adding up) or you risk compounding the errors.