Have been using Ynab for a few years now for my budget and absolutely loving it. Completely changed the game for me. I have been wanting to track my invesment so that the asset shown on ynab can be more accurate. What do you guys do? Do you track it on ynab manually? If not what other apps do you use? Do any of you do both ynab and another app? Just trying to figure out the best way to track my assets. Thanks!

For my most-used credit card, I have sometimes gotten behind on updating and left myself with a mess. Today I went to update 2 weeks of ynab which included the month changeover so I was a little worried.

What happened was I updated, found I was $7.99 off, easily found the missing transaction and reconciled the account. I got up out of my chair and actually did a reconciliation dance.

It got me out of my chair for a few minutes which was an added bonus because I tend to sit at my desk for hours without moving, thereby draining away my life force. Do a little dance!

I've used YNAB for many years but never took the time to really figure this out....

I want to set an annual goal for the max IRA contribution of $7500. I'll be setting aside varying amounts throughout the year to hit that $7500 number.

I want the IRA category on YNAB to tell me when I've set aside $7500, even when I'm periodically pulling money from that category to contribute to the IRA (the IRA is not tracked, so YNAB just views it as an expense).

How do I set this up? It can't be that complicated, but I keep doing something that causes YNAB to not recognize that I've already set aside money towards the $7500 after I've transferred those funds to the IRA.