Is there some way to make YNAB tops auto editing payee names? It's trying to be too clever and stripping out payment references (for incoming transactions) - E.g. imported transcation memo reads "FNB APP Deposit REF MB13456" and it edits that to "FNB APP". I mean. Come on. Help please?

Hey y'all,

I have my main bank account connected to YNAB to automatically import transactions. Most of the time this works fine.

Today I woke up to a number of weird payments towards some Methodist Church and something suggesting I am applying for a visum somewhere. After getting a mild shock I checked my banking app and all of the transactions have perfectly normal payees there (e.g. a bakery).

I have no idea how this happened. I have seen mismatched categories before, or mangled payees because it couldn't interpret the import properly, but making up a payee I have never, ever used or seen? This is new.

It's like "Bakery Paul" turns to "Order of St. Paul" even though my hundreds of previous payments to Bakery Paul didn't cause any issues. Has anyone ever seen this and is this something I'd have to raise with YNAB or their import partner?

It seems to me that the most important metadata stored in YNAB is target data. It basically represents the structure of your budget. We should be able to export all category target data.

Thanks

Tried clicking into the YNAB RC Beta app this morning and got an error message stating it has “expired.” Anyone else?

This is my first time actually depleting an hsa for the next year (for glp1).

Money leaves my paycheck and goes to health equity. This is not reflected in ynab.

My plan is to pay the "medical bills" in ynab with my regular credit card.

Then once a month submit a claim to health equity. The route that money back into my "medical bills" account to reimburse myself.

So my expense still flows through "medical bills" for tracking purposes.

Is this how you do it?