The idea behind the Paid in Full Credit Card Assist setting is straightforward. It adds a button in the Inspector Pane that, when clicked, automatically enters the difference between the balance due on your credit card and the Available for Payment “envelope.”
In effect, the Toolkit is calculating the difference between your credit card’s current account balance and how much you have allocated to pay to your credit card. Then, if you click the “Rectify Difference” button, that number is automatically budgeted to the credit card payment category.
This setting is not capable of any sort of subtlety. It does not and cannot differentiate between a Paid-in-Full card (statement balance) and a $0 balance (account balance).
default Credit Card inspector display
Toolkit Credit Card inspector display adds a “Rectify Difference” button
clicking on the “Rectify” assist button automatically fills in the difference
stumbled onto this site, while looking for an answer to my YNAB dilemma. Watched the whole hour plus of your toolkit for ynab.
Why doesn’t YNAB use your youtube videos for official instructions. Very detailed, and well laid out?
Unfortunately I could not find the solution I was looking for. I am still using Version 4, since I did not like the “newer” versions.
In Budget mode, (on my laptop) it used to show 3 months side by side. Just recently, I must have clicked on something by mistake, and the BUDGET window now only shows 2 months. How to revers to the THREE MONTHS side by side?
BTW: I just subscribed to your site.
Thank You,
Sincerely Yours,
Ron Z.
Hi Ron, I appreciate your comments on my YouTube videos. The Toolkit tutorials are sadly out of date but I’m glad you liked them.
It has been some time since I spent any time in YNAB4 but I believe that if you adjust the width of your account column and maximize the size of your window, YNAB will automatically adjust from 2 to 3 columns. I hope that helps. If it doesn’t, write back and we’ll explore further.