Accounts & Transactions - Q&A - YNAB Support Forum

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Have a question about accounts or transactions? Ask it here. If you're having an issue with your financial institution connection, please submit the issue through our Bank Importing form on the forum home page.

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Help-- my income showing up both as income, and a subcategory of expense
My wife and I recently started using YNAB and having difficulty configuring income in our transactions to reflect correctly in Reports. We are each self-employed with irregular cash inflows,…
- Ben Cook
- ben_cook
- 12 hrs ago
- 3 replies
- 27
- FanessYNAB Support11 hrs ago
- Accounts & Transactions
- Answered
- Answered
USAA account sync issues
Today I have had nothing but trouble. Can't log in despite using my correct info. Logging into USAA app and website works perfectly. For importing transaction with YNAB? Doesn't work at all today.…
- E Boik
- Boik
- 16 hrs ago
- 1 reply
- 16
- MatthewYNAB Support13 hrs ago
- Accounts & Transactions
Allocating HSA income directly to categories
I have an HSA account that I'd like to track in YNAB, and I was wondering whether there are any drawbacks to allocating the HSA's income directly to an HSA category instead of using "To be budgeted"…
- Michael Harrison
- michaelharrison
- 9 mths ago
- 19 replies
- 232
- Descriptor Noun17 hrs ago
- Accounts & Transactions
TCF bank trouble linking account
This might get locked but what I want to know is if other people are having the same issue with TCF accounts not linking up
- Spring Green Lightning
- Spring_Green_Lightning.6
- yesterday
- 1 reply
- 20
- MatthewYNAB Supportyesterday
- Accounts & Transactions
Why not import pending transactions?
Mint.com shows pending transactions almost immediately, however, after a few weeks of using YNAB, it takes several days before transactions are imported,…
- Victor Rodriguez
- Husband, Father, Software Engineer
- victropolis
- 1 mth ago
- 3 replies
- 132
- Move Light Sound Life2 days ago
- Accounts & Transactions
Budget Import Issues Need Resolved
Ok. I understand if some banks will allow you to import cleared items and some may not allow it without a user prompt. I get it! The issue I speak of is this. 1. Click Import 2.…
- bjswick33
- bjswick33
- 3 days ago
- 2 replies
- 43
- NicoleYNAB Support3 days ago
- Accounts & Transactions
Carrying a negative balance
Last month, I overspent on two budget categories with the knowledge that I would be able to budget more dollars to them this month and next to essentially pay them off.…
- Orchid Lobster
- Orchid_Lobster
- 1 yr ago
- 91 replies
- 4,107
- 3
- dakinemaui3 days ago
- Accounts & Transactions
- Answered
- Answered
On the left hand side where my accounts show, my checking says $420
and none of my recent transactions show as imported for the last several days. However, when I go to reconcile the account, the actual balance (not $420) appears and it asks me if this is the…
- Navy Blue Pegasus
- Navy_Blue_Pegasus.6
- 4 days ago
- 3 replies
- 46
- MatthewYNAB Support4 days ago
- Accounts & Transactions
Filter Reconciled & Scheduled
The filter is making me INSANE . I prefer to see all transactions so I first selected all accounts and show reconciled & scheduled thinking it would apply globally. Nope.…
- LivingSmarter
- LivingSmarter
- 7 days ago
- 5 replies
- 78
- FanessYNAB Support5 days ago
- Accounts & Transactions
- Answered
- Answered
How to handle a credit card payment from a non-YNAB account
I set up our budget yesterday. Added linked accounts for checking, savings, and credit card. Added all our categories and assigned every dollar accordingly, and all was well.…
- Tom Wright
- yankeestom
- 5 days ago
- 2 replies
- 24
- dakinemaui5 days ago
- Accounts & Transactions
Budgeted Credit Card Payment from Account Outside of YNAB
It's a long story (which involves divorce) but I have a credit card that is in my NEW budget but the last payment came from an old joint checking account that is NOT in my budget.…
- ukimagic209
- ukimagic209
- 5 days ago
- 4 replies
- 36
- ukimagic2095 days ago
- Accounts & Transactions
- Answered
- Answered
Can no longer clear a transaction while editing it
I really don't understand this change that has, I think, appeared recently and it's very irritating. You used to be able to mark a transaction as cleared while you were editing it - however, now,…
- Powder Blue Tiger
- Powder_Blue_Tiger.4
- 6 days ago
- 2 replies
- 33
- FanessYNAB Support6 days ago
- Accounts & Transactions
Missing recently approved transactions
I just approved about 9 transactions and then they all disappeared. I tried logging out and back in... what do I need to do to get these transactions back? This has never occurred before. THanks
- Magenta Stallion
- Magenta_Stallion.3
- 5 mths ago
- 14 replies
- 130
- FanessYNAB Support6 days ago
- Accounts & Transactions
Getting cash back from retailer
Two weeks in and flip flopping from excited to overwhelmed:). Still struggling with credit cards but that’s a different topic.....my question is how do I handle a trip to Kroger where I buy…
- Green Barnacle
- Green_Barnacle
- 1 yr ago
- 20 replies
- 1,211
- 1
- NicoleYNAB Support6 days ago
- Accounts & Transactions
- Answered
- Answered
4 accounts, one budget amount
as above, I have 4 different accounts but only one is my "working account" all the others are "transfer into accounts" but they all get added together as one total when i start to give every dollar…
- Magenta Wrench
- Magenta_Wrench.6
- 13 days ago
- 7 replies
- 145
- Magenta Wrench7 days ago
- Accounts & Transactions
- Answered
- Answered
My recently approved transactions from my linked checking account just up and disappeared !!!
- Jay King
- Gettin' paid
- Salmon_Sander.5
- 7 days ago
- 1 reply
- 42
- FanessYNAB Support7 days ago
- Accounts & Transactions
Transaction screen column sizing issues
The column widths on the account transactions screen are wacky, and while all the middle colums cannot be resized, the outer columns, which need the least space, are the largest and won't resize.…
- Navy Blue Foal
- Navy_Blue_Foal.5
- 8 days ago
- 11 replies
- 95
- 2
- Navy Blue Foal7 days ago
- Accounts & Transactions
Money moved from savings not showing in TBB
Hi! I've moved money from a saving account to my checking account. The checking account is in YNAB the savings is not. I've entered the money as though I was being reimbursed by a friend.…
- Jules0314
- Dir. of Operations and Memb Realtions by day Life Coach- evenings and weekends
- Slate_Gray_Orca
- 9 days ago
- 8 replies
- 106
- Jules03147 days ago
- Accounts & Transactions
To Be Budgeted Wrong
Hello, a few things I am ok at with YNAB, these include reconiling my bank accounts so the totals are correct. I like adding the immediate obligations.…
- Sky Blue Hail
- Sky_Blue_Hail.4
- 8 days ago
- 2 replies
- 76
- JollyBudgeteer7 days ago
- Accounts & Transactions
Tracking savings and savings rate?
Hello, my wife and I use YNAB to track our spending and to budget monthly expenses. We also use it to keep track of some savings goals. We're having a hard time managing our savings goals which is…
- Beige Wildebeest
- Beige_Wildebeest.7
- 9 days ago
- 40 replies
- 229
- Tan Wildebeest8 days ago
- Accounts & Transactions
Last Month Overspent Category-How to Fix
I forgot to enter a transaction from last month that was downloaded today from my credit card. Now the category is overspent for the month of November.…
- KnitPurlKnit
- kNITPURLKNIT
- 8 days ago
- 1 reply
- 54
- nolesrule8 days ago
- Accounts & Transactions
Merging categories
What's the easiest way to merge categories? YNAB's "help" notes has a section on "delete/merge categories", but it doesn't say anything about merging. This suggests to me that the only way to do it…
- Navy Blue Leopard
- Navy_Blue_Leopard
- 1 yr ago
- 9 replies
- 863
- FanessYNAB Support9 days ago
- Accounts & Transactions
- Answered
- Answered
Money in digital account (like iTunes account)
Hi! I’m just starting with YNAB. I have an interesting situation: I’ve got quite some money on my iTunes account, enough for my Apple subscriptions and App Store purchases over the next years.…
- Maroon Pegasus
- Maroon_Pegasus.2
- 2 mths ago
- 4 replies
- 92
- Sluggo10 days ago
- Accounts & Transactions
Transfers and Categories
Something I'm not understanding concerns the "graying out" of the category box when a transfer is involved. I have a few savings accounts and within those accounts I have "virtual" savings accounts…
- Todd Baker
- diablo
- 9 mths ago
- 3 replies
- 129
- Simon Touyet10 days ago
- Accounts & Transactions
Separate budget pages for each month.
I just started YNAB in mid-October and so far, so good. Now I have an almost completed month of November and as I scroll down to find the first of the month in my account,…
- Coral Violin
- Coral_Violin.6
- 11 days ago
- 1 reply
- 65
- WordTenor11 days ago
- Accounts & Transactions

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Have a question about accounts or transactions? Ask it here. If you're having an issue with your financial institution connection, please submit the issue through our Bank Importing form on the forum home page.

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