Reconciling your accounts in YNAB is easily one of the most confusing aspects of budgeting and something I get asked about constantly. Many of you have waited a long time for my YNAB reconciling tutorial and it’s finally here!

In this video, I talk about the importance of reconciling, how to do it for both manual and automatic entry, troubleshooting your accounts, and how often you should be reconciling. Make sure to pay special attention to the troubleshooting section where I go over the checklist I use when I can’t find the mistake between YNAB and my bank.

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Quick Jump Sections
0:40 – What reconciling is
0:53 – Why you should reconcile your accounts
1:37 – Cleared, Uncleared, and Working Balances
4:04 – What the cleared column means
5:05 – Reconciling Example: Manual Entry
7:50 – Reconciling Example: Automatic Import
11:20 – Troubleshooting when YNAB won’t match your bank
19:00 – How often you should reconcile your accounts

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Intro by: Ant Bandit https://youtube.com/antbandit

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PS: If you have an Amazon Alexa, I just launched a brand new daily flash briefing called 30 Second Money. It would mean the world to me if you checked it out in your Alexa app.
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