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Accounts & Transactions

The data your budget is built on.

  • Keeping your Budget Accurate
  • Making a Transfer
  • Manage Payment Processors (Like PayPal & Venmo) in YNAB
  • Offset Account Setup
  • Reconcile Help: Finding Your Cleared Balance
  • Running Balance
  • Scheduled Transactions
  • Searching Transactions
  • Split Transactions
  • Splitwise and YNAB
  • Tracking Investment Accounts
  • Troubleshooting Reconciliation Issues
  • Troubleshooting Your Budget
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Categories

  • Starting with YNAB
  • Budgeting
  • Accounts & Transactions
  • Linked Accounts & File-Based Import
  • Credit Cards & Debt
  • Reports & Tools
  • Settings & Subscription
  • The YNAB Method
  • YNAB Guides
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