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Does anyone have a recurring issue in YNAB where c...
# budgeting
g
Does anyone have a recurring issue in YNAB where certain specific transactions are regularly mis-categorized because the same "Payee" belongs in different categories depending on other factors? I have this issue in a few areas, and I wrote a script to highlight those rows on YNAB so I can pay special attention to them. I'm just wondering if this is the type of thing that would help other people too or not
m
I manually approve all transactions and if a category is wrong I just switch it.
g
me too, but sometimes they're easy to overlook because it looks correct
m
An automated way to better create rules for auto categorizing would definitely be nice to have.
g
That's for sure. I didn't create a way to actually change it, but I created a way to highlight them very obviously
d
Pretty sure you can "Manage Payees" in desktop to turn off the auto categorization for a payee
g
oh yeah? Maybe I should have asked here first 😂
Oh man! look at that
I just spent hours vibe-coding this beautiful script though đŸ˜ĸ
m
if you have hours to vibe code, frum finance would appreciate your time
g
I have hours to vibe code a few minutes at a time in between working at my actual job 😉
Is that helpful?
m
that is what I am doing... BH you can see i have tons of PRs each day
the AI is writing code, i just review it
g
Maybe I should rejoin. I was on the GH and channel, but I left because I didn't have time to look at it
m
well you definitely need to look at it to be able to guide the LLM well
g
This is a cause I would love to be a contributor to
m
❤ī¸
g
right, I'm saying maybe it's worth re-evaluating if I should rejoin and find time here and there to look at it
m
i'd appreciate it certainly
g
wanna re-add me to the repo?
m
g
@mysterious-tomato-10057 too many required fields that I can't answer
m
☚ī¸
c
I don't use a budgeting tool like YNAB but I do it manually and I used to have a similar issue. My solution was to 1. stop being so particular about everything being in exactly the correct category. I primarily go to Costco for groceries. Sometimes I also get home goods or a random purchase and those get filed under groceries as well. At the end of the day as long as I stay under budget is all that matters 2. Combining certain categories that have blurred lines together. One example is groceries and home goods. It's sometimes hard to tell which category something belongs in (diapers?) so to me that tells me to combine them together.
g
I'm talking more about having half a dozen stores that will be "Groceries" if on Card A, or "Business expense" if on Card B
m
I would not link a card that is used for business expenses
should not be part of YNAB IMO
g
Its not exclusively
m
it should be
g
it's a small enough business right now that it's not that seperate
it's not a legal entity yet either
m
it's worth it, just keep things separate from the begining, whether or not its a legal entity
i've made this mistake enough times
g
a seperate card you mean?
m
when i eventually need to go back a few years and do books my bookkeeper is pissed
actually, nvm, my wife's businesses i keep in our ynab, so i guess i'm a contradiction, do what you want lol
😂 1
g
My wife cooks meals privately for a few people. She was looking to expand it, but now she has a decent paying job with many hours, so we're keeping it at this scale for now
m
👍
ynab makes it easy, keep all income and expesnses in that business category, and give maiser whenever you move money out of the business category to another category
👍 1
and then at the end of the year i just send the accountant the ynab export for that category
g
On a seperate note, I realized that I do need that script after all, because I don't want to stop auto categorizing those half a dozen stores, I just want it to jump off the screen if the categories and account dont match like they should
😌 1
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