r/ynab•
Nostalien

Credit card payment category? Stumped.

nYNAB

What would you guys do? I paid my Chase card via their app and YNAB set the category for this transaction as Transfer To: Chase, this is from my bank account.

Meanwhile, the Chase CC account has "Payment Thank You Mobile", but I can't find a category for transfer and it was too pay the credit card off. When I do select category, I can select "To be Budgeted", and all my other categories. I guess I don't know what to do.

Previous credit card payments worked fine and made sense to me.

Posted Sep 18, 2020, 8:34 PM UTC

22
Rossbolton87•
  1. transfers are under payee not category

  2. Recording the transfer in YNAB should create a transaction in both places, an outlfow from your checking, and inflow to your CC.

Is your "available for payment" overspent? Is YNAB showing the payment twice on the CC?

If yes you can delete the one that says "mobile payment thank you" and keep the one you entered as a transfer.

5
NostalienOP•

Thank you!

1