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The Jesse Mecham Show

A Report on Manual Entry

The Jesse Mecham Show

YNAB

Kids & Family, Education

4.71.1K Ratings

🗓️ 17 June 2019

⏱️ 5 minutes

🧾️ Download transcript

Summary

A follow up to episode to 365 on manually entering transactions.


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Transcript

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0:00.0

Hello, Wienabbers. My name is Jesse Meekum and this is podcast

0:06.9

number 380 for Wienab, where we teach you four rules to help you stop living

0:10.8

paycheck to paycheck, get out of debt and save more money.

0:15.0

Today I want to report ever so briefly on my manual only experiment with our budget

0:20.9

back in episode 365, episodes ago meaning 15 weeks ago I

0:26.8

reported that I had begun a new budget always fun it really is I'm not being sarcastic, and that I was not going to connect my

0:36.1

budget at all to the banks, nor would I manually import downloaded files from the banks into Winesap which you can do as well.

0:45.0

It works actually quite quite smoothly.

0:48.6

It's a little feature that people don't realize is there and it's pretty awesome. But I'm not doing that. I am

0:54.6

manually entering every single transaction. That means the only way to do it

0:59.4

where I don't feel like I'm going to fall in my face is to do it every morning.

1:03.4

So every morning when I pull out things, which is the best to do app, and I've started a fight because

1:09.4

everyone has their favorite to do app and then there's things that is the best. So I use things

1:15.4

I've been using since 2009 I think beautiful design. They do they do great

1:20.4

design work over there and I pull it up and it says update budget. It's a

1:25.1

recurring to do it literally pops up every single day and I have to check it off

1:28.8

every single day. Update budget means that I load up app.united budget dot com I load up plus Fargo and I load up citybank and

1:37.0

uh... those are my two

1:40.4

my checking account my credit card

1:42.2

and uh... the checking account gets very little activity so that usually doesn't even need to be updated if it does it takes a few seconds

1:49.5

Then I go to the credit card and unfortunately that one has more transactions in it but I

1:56.1

here's here's my here's my method I will record every transaction that I see even the pending transactions.

...

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