Ever just want to update YNAB so badly but have no transactions to categorize? Never fear: tidying up your payees is here! Learn how to combine multiples of the same payee, set up renaming rules for direct import, and make sure automatic categorization is working FOR you—not against you. This tutorial is not for the faint of heart—only the most zealous of YNABers will accept the challenge.
TIMESTAMPS:
0:00 Intro
1:32 Tip #1: Combine Duplicates
2:22 Tip #2: Condense Like-Payees
3:33 Tip #3: Automatic Categorization
5:39 Tip #4: Renaming Rules
7:33 Tip #5: Delete Payees
8:30 Tip #6: Fresh Start
9:23 Outro
9:59 Bloopers
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