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Reconcile issues
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Hi everyone! Sorry if this ends up being kinda long.

So, the past year or so has been chaotic and hectic for my family and our budget keeping was terrible. We are getting back in the saddle and I am looking through bank transactions and going about trying to reconcile (it's been a good 6 months for some of the accounts). However, we hit a snag.

I live with my mother and brother and the last time reconciling was done, it was my brother and mother doing it. My brother can be kinda of spacey and my mother has macular degeneration so she can't see numbers that well. Long and short of it is that 1,000 dollars was accidentally excluded from the reconcile.

Here's how: my mother bought a language course for $997, and when it was put into YNAB, there was nothing added to the "outflow section." So, the purchase was included but there was no dollar amount. We don't want to just do a "create adjustment and finish" because that skews the raw numbers. Is there a way I can cancel the previous reconciliation to just do a massive overhaul one? Or, is it better to zero out that purchase and just leave it as a memo and go from there? Any other recommendations I am happy to hear out because this is confusing!

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Posted
2 years ago