[nYNAB] New User Question - Reconcile adding transaction vs. auto import.
I just started using nYNAB and doing a budget and I'm a little confused. If I check out at the grocery store and pay $100 I open my app and add the transaction. A few days later once the transaction clears it imports to my account and says, "Kroger, Groceries, -$100" but do I need to go back and delete my first transaction that I manually added, will Ynab recognize its the same transaction on the same day or how does that work? Is it better to wait until the auto import to add the transaction?
Posted Feb 4, 2016, 11:20 PM UTC
13
If the date is close and the values are the same, it should match up.
It is better to enter transactions as they happen so your category balances are accurate. If you wait, then you might forgot about a transaction and end up overspending.
Do you know if it'll ask me if they're the same transaction?
It won't ask no. The current matching system is very basic compared to YNAB 4. If it doesn't match then you have to delete a transaction.