[Community Question] How often do you reconcile your transactions?
[Community Question] How often do you reconcile your transactions?
Sorry for the delay! I meant to post yesterday.
Today’s Question: How often do you reconcile your transactions? Bonus question: Do you primarily rely on sync or do you manually input your transactions?
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Budget accounts, daily in the morning with a coffee. Takes less than 5 minutes
Loan accounts, weekly, no direct import so I have to log in and YNAB is, not perfect with non-mortgage, so I have to adjust the interest charged when reconciling
Tracking accounts, end of month. Takes a bit longer since I update a spreadsheet with them since they are mostly investment accounts.
Yeah I have a variable rate HELOC that I reconcile when I get my statement, so once a month. I’m impressed that you do a daily reconcile!
The automatic import, and the fact that a lot of my accounts are with the same bank, makes it really easy.