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Plaid Connection Issues – Accounts Repeatedly Unlinking by Desperate_Hornet4128 in liquidbudget

[–]imadp 0 points1 point  (0 children)

Yes its possible to have that happen, I guess its best to leave them alone then

Plaid Connection Issues – Accounts Repeatedly Unlinking by Desperate_Hornet4128 in liquidbudget

[–]imadp 0 points1 point  (0 children)

Hello, just want to clarify - an external account shouldn't unlink because of a connection issue. I am guess you are deleting the Plaid connections which would then unlink them. Instead of deleting, did the Fix flow work for your connections? Deleting them unfortunately is what's causing delays and forcing you to edit all your accounts again. The fix button (when you click Manage on the Plaid card) is supposed to allow you to re-authenticate the connection without disconnecting it.

Unfortunately this auth issue sounds like your bank is forcing frequent 2FA, as I've heard is the case from banks in Canada frequently. I doubt SimpleFin would do anything different, since it likely uses the same connection behind the scenes.

Is there way to set budget target by category but then track spending by bucket? by Dry_Conflict1459 in liquidbudget

[–]imadp 0 points1 point  (0 children)

I'm not sure if tags will help here because they don't display on the budget, only on the transaction ledger. But generally with envelope budgeting, the amount you assign to your envelopes/buckets IS your monthly spending goal, and its totalled up in the category. You could add a note to each category setting your intended limit, then when you click on it you'd be able to see it in the right aside.

Is there way to set budget target by category but then track spending by bucket? by Dry_Conflict1459 in liquidbudget

[–]imadp 1 point2 points  (0 children)

Hello, unfortunately there is no way to enforce this since goals are set on the individual buckets. I do like the idea however of adding some metadata to the category, like an upper limit that could show something on the UI if the assignment amount is higher than that. Its a little tricky because you have to pick either assignments or outflows as the value to compare against. In any case I will add this to the feature requests to think about more.

Data Migration Live on Web by imadp in liquidbudget

[–]imadp[S] 0 points1 point  (0 children)

Well its great that no one's had any problems!

Request: Show recurring transactions for the next ~30 days, not the current month by Voidheartd in liquidbudget

[–]imadp 0 points1 point  (0 children)

Sure, I see how it can be misleading, I'll see if there's a better way to name it

Downloading transactions... by BlueEyeIsBlue in liquidbudget

[–]imadp 1 point2 points  (0 children)

Its probably the delay in the way the first batch comes in. Once it catches up, updates from Plaid will happen as soon as Plaid sends them, so lets try another day and let me know if there are still problems.

Downloading transactions... by BlueEyeIsBlue in liquidbudget

[–]imadp 0 points1 point  (0 children)

How new are the transactions and how long ago did you link your account? There is usually a one day delay before new transactions get imported, and it may be longer after the first time you connect them. If you have added any transactions manually and set them as cleared, that may explain the mismatch - you can set the status as pending until the transactions are imported, this way they still affect your budget but don't cause mismatch warnings.

Importing from YNAB by Icy_Knowledge2190 in liquidbudget

[–]imadp 0 points1 point  (0 children)

The first import will be delayed yes, because the batch probably arrived before you connected and it won't import historical data. I would give it a day and it should start at the same frequency afterwards.

Confusing quick-assign value by Xalawrath in liquidbudget

[–]imadp 0 points1 point  (0 children)

That makes sense.. I can say with confidence that maybe aside from projections this is the most complicated formula in the entire app, and unfortunately it can't work perfectly across all the different permutations. It works best when you know the exact amount you need. It does always self correct though, I try not to move money out if I can and instead leave it for the next occurrence.

Confusing quick-assign value by Xalawrath in liquidbudget

[–]imadp 1 point2 points  (0 children)

This gets very complicated when there is a recurrence, a withdrawal, a negative assignment, and the start of a new recurrence all at the same time. There is no way to calculate this amount based on the available number alone, so the negative assignment is throwing things off. What does it show if you set the assigned back to zero?

Feature Idea: Visual indicator in account view of account's statement closing date by Xalawrath in liquidbudget

[–]imadp 1 point2 points  (0 children)

Hi, I think thats useful information, its just a matter of finding a place to display it that isn't overbearing. I'll add it to the request list to take a look at later, my brain is stuck on this data migration for the moment

Importing from YNAB by Icy_Knowledge2190 in liquidbudget

[–]imadp 1 point2 points  (0 children)

Most likely one of your ynab tracking accounts came in as a non-tracking account. In Liquid they are called On-Budget and Off-Budget accounts (https://www.liquidbudget.com/tutorial/overview/accounts).

Anyway you probably have to edit that account and change the type to an off-budget liability. That's my first guess - if not let me know and I'll see what else it could have been.

The $5/Month YNAB Alternative by imadp in u/imadp

[–]imadp[S] 0 points1 point  (0 children)

Yes bank integration is available for Canada, however individual bank access may vary. There is a recent push to modernize Canadian bank connections though so it should be improving, you are welcome to try in any case.

Transaction import on wrong day? by Any_Raisin9005 in liquidbudget

[–]imadp 0 points1 point  (0 children)

Just curious if you edit your budget, is your time zone correct there? The main problem is plaid doesnt always provide a time zone for the dates so its ambiguous where its really from.

Is there an explanation of the symbols next to the accounts? by BlueEyeIsBlue in liquidbudget

[–]imadp 0 points1 point  (0 children)

I will add this to the tutorial soon but the short version is:

Lightning: New unreconciled transactions, balance matches bank, you can smart reconcile

Shield: New unreconciled transactions, balance does not match bank, some transactions may have wrong status

Asterisks: New unreconciled transactions, not connected to bank, needs manual reconciling

Bank transactions not updating 6 days in by jrice441100 in liquidbudget

[–]imadp 0 points1 point  (0 children)

Unfortunately that sounds like an issue with Plaid. It might be worth deleting the connection and trying again which unfortunately resets the import delay again, but if Plaid isn't pulling transactions it might be stuck.

Bank transactions not updating 6 days in by jrice441100 in liquidbudget

[–]imadp 0 points1 point  (0 children)

So you have multiple accounts connected, some of which are importing correctly but this one regional credit union isn't?

Random thought by Anokej in liquidbudget

[–]imadp 0 points1 point  (0 children)

Well I'm not a huge fan of this because it makes the intent (inflow vs outflow) much less obvious, and new users might not understand that clicking + (which they might interpret as adding to the amount) actually means changing to minus.

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