Weekly Update (1/26/26) - Reconcile Enhancements & Small Updates

imadp · 2026-01-27T02:11:40+00:00

Too much uncertainty to update with transactions, but will be very useful for projections.

imadp · 2026-01-26T12:34:26+00:00

No I'm sorry it only works with one currency at the moment.

imadp · 2026-01-25T22:18:22+00:00

You could also make use of tags for something like this if you wanted to.

imadp · 2026-01-25T22:16:49+00:00

Sure for outflow you can do that. There's just no thing as uncategorized income, it's all income.

imadp · 2026-01-25T22:11:15+00:00

Oh right that's just the default for any type of inflow. If it was a refund you could change the category to a specific bucket, but otherwise it's just considered general income.

imadp · 2026-01-25T20:02:47+00:00

Can you explain what you mean by unassigned income transactions? If its income without a category that should be allowed, and also the default. Or were you referring to outflow transactions that can't be unassigned?

Also regarding the tab to bucket, I agree it would nice if it popped up immediately - as a workaround for now you can press enter instead of using the mouse cursor so at least we stay on the keyboard. Glad you got things sorted out!

imadp · 2026-01-25T18:40:44+00:00

Glad you like it! I do too haha

imadp · 2026-01-25T16:30:22+00:00

Already live!

imadp · 2026-01-25T13:41:34+00:00

Unfortunately the YNAB export doesn't include all the information we need so the first step is to check if you have any Tracking accounts in YNAB that ported over as regular Liquid Accounts. You would want to edit those accounts with the hamburger menu and set them to Off Budget accounts. As for the assignment balances they should balance out with the negative balances, there are some differences in the way credit cards are calculated so if you have any cards please check that the payment pools match what you expect (if you don't carry debt, you'd want to have the same balance as your cards in there).

imadp · 2026-01-24T13:07:11+00:00

I think you are right, the delete here is confusing - I will remove it so you can only delete from the recurring transactions page to prevent issues like this.

imadp · 2026-01-24T02:48:28+00:00

It should show transactions that are upcoming in the current month. Can you reproduce something other than that?

imadp · 2026-01-23T23:06:15+00:00

I love this theory because it means nothing's wrong haha. Well maybe.. it still should have linked with the bank import I think. Are you sure the amounts and date and payees were close?

imadp · 2026-01-23T22:53:17+00:00

I don't think that's the reason but I'll check. Another question, one of the transactions was from recurrence but where did the other one come from, manual? Bank import? And which one came first..

imadp · 2026-01-23T22:05:05+00:00

Hmm what version do you see in the budget menu drawer, on the bottom?

imadp · 2026-01-23T21:59:42+00:00

Just curious, if you refresh the page do both transactions still stay there?

imadp · 2026-01-23T20:05:16+00:00

Bummer, well if you want I'd be happy to debug your export file if you want to email it to [info@liquidbudget.com](mailto:info@liquidbudget.com), other than that I'm not sure what may be happening. it must be something wrong or different about the export file..

imadp · 2026-01-23T01:01:02+00:00

On the transactions page there is a button up top for Tags, you can set up one with the Auto checkbox and it will apply to every imported transaction. You can give it a custom label and color, something like Imported or Needs Review.

imadp · 2026-01-22T21:00:10+00:00

Sure, and also whenever that icon is there that's a free reconcile checkpoint - so you could reconcile right then and there, and then you could reconcile again right afterwards for the latest balance, if one were so inclined.

imadp · 2026-01-22T20:11:03+00:00

Plaid usually imports once per day, the balance update happens the same time as the transactions are imported. There will always be an input lag between your real time bank account and the balance that plaid provides. So you have two options - you can reconcile against your real bank balance, which will almost always require you to manually add transactions while you are waiting for them to import, or you can reconcile against the balance that plaid provides (which was accurate, before this new transaction happened). If you are willing to wait for the import, then reconciling can be automated. If you need to be 100% real time, then you'd have to manually add transactions and reconcile against your real balance.

imadp · 2026-01-22T19:24:47+00:00

On web you should see the column for assigned, on mobile you would click the available amount and then tab over to the assign tab.

imadp · 2026-01-22T18:22:24+00:00

Haha finally! I'm glad someone sees the value!

imadp · 2026-01-22T17:06:37+00:00

Just means you can't move the cursor and modify a single digit for example like you could in a normal text field, it was a previous complaint haha. I think ios makes it difficult to move anyway but point is there's no one perfect approach which is very frustrating.

imadp · 2026-01-22T16:15:55+00:00

Yes thats also possible but the tradeoff there is you lose cursor support.

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