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Accounts & Transactions

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Category Balance Acts Funky
I am retrying NYNAB. I have a strange issue causing me confusion. Please see screenshots, highlighted line is the one I'm talking about. In April, the category "Cindy Owes Me" is yellow -$411.…
- boodles8
- boodles8
- 2 days ago
- 9 replies
- 58
- FanessYNAB Support10 hrs ago
- Accounts & Transactions
I need to use the overdraft on my checking account. How Do I Budget Now?
Hi, I currently have positive balances on all my checking account but one of them has an overdraft of $1000 added today in anticipation of medical bills not covered my my insurance and not budgeted…
- Lavender Drum
- Lavender_Drum.2
- 3 days ago
- 1 reply
- 16
- FanessYNAB Supportyesterday
- Accounts & Transactions
Capital One 360 Checking Account Transactions not importing
This has been working for months and just suddenly new transactions are not showing up in YNAB. I have tried disconnecting and reconnecting the account .…
- Austin Cormier
- Blue_Falcon.1
- 9 days ago
- 10 replies
- 45
- FanessYNAB Supportyesterday
- Accounts & Transactions
- Answered
- Answered
Changing Payee to Transfer for Multiple Items
I am doing some restructuring of my accounts and one of the things I've done is added a new account for my line of credit and I'm recategorizing all my inflows to that new on-budget account.…
- Ramsey
- rodeoramsey
- 2 mths ago
- 3 replies
- 152
- nolesrule3 days ago
- Accounts & Transactions
- Answered
- Answered
Credit card import not going to payments
Hello. When I import a transaction into my credit card account, I assign the amount to a budgeted category. That amount is deducted from the budgeted amount for that category and added to the payment…
- Fernando
- Maroon_Wrench
- 4 days ago
- 6 replies
- 33
- JannelleYNAB Support3 days ago
- Accounts & Transactions
- Answered
- Answered
Maintaining cushion in checking account
I am just getting started with YNAB and am not sure I've got it down conceptually yet. I typically like to keep a balance of about $3,000 in my checking account just to be sure I don't accidentally…
- Forest Green Keyboard
- Forest_Green_Keyboard.2
- 5 days ago
- 12 replies
- 117
- JannelleYNAB Support3 days ago
- Accounts & Transactions
- Answered
- Answered
Student loan payment comes out as one, gets applied to two accounts
When I added my Nelnet account, YNAB imported my student loans as two accounts. My payment comes out of my checking account as one transaction; when imported from my Nelnet account it appears as two…
- Wendy
- gwenasaurus
- 8 days ago
- 2 replies
- 15
- FanessYNAB Support5 days ago
- Accounts & Transactions
- Answered
- Answered
Moving money between accounts
This is a two pronged question I did not know how to research, so I created a new posting. We have several in budget accounts, included our household acct., a savings acct. and my business acct.…
- owenot
- owenot
- 7 days ago
- 8 replies
- 54
- FanessYNAB Support5 days ago
- Accounts & Transactions
- Answered
- Answered
Report to find out what we've put into debt
I'm trying to figure out how much money we've put towards our credit card debt. The debt is spread over 5 accounts, 2 of which we are still using, and the payments are coming from 2 accounts.…
- Silver Robot
- Silver_Robot
- 7 days ago
- 3 replies
- 33
- FanessYNAB Support6 days ago
- Accounts & Transactions
- Answered
- Answered
Moving accounts to new category
I want to move all of paid-off accounts to a new category called "Paid Off" is there anyway I can do that?
- Maroon Colt
- Maroon_Colt.2
- 7 days ago
- 5 replies
- 62
- FanessYNAB Support6 days ago
- Accounts & Transactions
- Answered
- Answered
Capital One Credit Card
I have a capital one credit card that I am trying to connect for direct import. I connected my capital one account but my credit card is not listed as an account, just my savings and checking.…
- Ashleymcdee
- Ashleymcdee
- 3 mths ago
- 13 replies
- 391
- Tan Disk6 days ago
- Accounts & Transactions
- Answered
- Answered
Getting an accunt to be "Off Budget"
I want to enter my savings account but I don't want it to affect my budget. I used to be able to enter an account as "Off Budget." Is there still a way to do that?
- Pink Sound
- Pink_Sound
- 7 days ago
- 5 replies
- 29
- FanessYNAB Support7 days ago
- Accounts & Transactions
- Answered
- Answered
Turning future transactions into goals (feature request?)
It seems to me that there is a close relationship between future transactions and goals: in almost all cases, your goal should be to be able to afford them.…
- Pieter Nagel
- pieter_nagel
- 9 days ago
- 6 replies
- 40
- 1
- FanessYNAB Support7 days ago
- Accounts & Transactions
- Answered
- Answered
Reconciliation to date on statement - not possible?
I used ynab4 and recently reupgraded to the app. in ynab4 reconciliation, i used to be able to reconcile my account to a certain date. For example, my bank statement shows transactions thru the 20th…
- JBCampo
- jbcampo
- 2 mths ago
- 23 replies
- 319
- 2
- Aquamarine Viper7 days ago
- Accounts & Transactions
- Answered
- Answered
Currency Exchange planned?
Hello fellow YNABers, I really love that YNAB supports Swiss Francs. But as you may know, Switzerland, where i live, is a really small country. Therefore, I often buy stuff abroad in the EU (Euro,…
- Orchid Beat
- On my way back to a Linux Geek
- Orchid_Beat_b30dcd93535
- 5 mths ago
- 15 replies
- 605
- 6
- Cornflower Blue Tape (dd59d94b3343)2 mths ago
- Accounts & Transactions
- Answered
- Answered
Best Practices for Salary "Inflow" as TBB or a "Split Transaction" for Taxes?
Greetings Comrades, So, I am going back and forth wondering what the best practice is for categorizing my paycheck that I need to set a portion aside for taxes.…
- canman
- canman
- 8 days ago
- 2 replies
- 29
- nolesrule8 days ago
- Accounts & Transactions
- Answered
- Answered
Trouble linking my account. The following message is displayed: "There are multiple accounts available. Review the one you'd like to use:"
I'm trying to link my bank account to YNAB to get started and the following message keeps showing once I've entered my bank login credentials: "There are multiple accounts available.…
- Forest Green Projector
- Forest_Green_Projector
- 3 mths ago
- 28 replies
- 351
- Zoomzoom8 days ago
- Accounts & Transactions
- Answered
- Answered
Capital One 360 accounts are missing from direct import
This has been working for about a year without issue, but as of a few days ago my capital one accounts have been failing to connect. I believe capital one was also having problems,…
- Khaki Filly
- Khaki_Filly
- 12 days ago
- 5 replies
- 52
- JannelleYNAB Support9 days ago
- Accounts & Transactions
- Answered
- Answered
"There are multiple accounts available. Review the one you'd like to use:" is the message but no accounts are displayed.
I'm trying to link my Fidelity 401k account to YNAB and the following message keeps showing once I've entered my bank login credentials: "There are multiple accounts available.…
- Fernando
- Maroon_Wrench
- 11 days ago
- 3 replies
- 21
- JannelleYNAB Support9 days ago
- Accounts & Transactions
- Answered
- Answered
Discrepancy within YNAB. Maddening.
Hello. Very irritated atm. My cleared, working, and uncleared balances in my Amex account in YNAB don't match what is clearly visible to me in my transactions.…
- Cyan Sloth
- Cyan_Sloth
- 13 days ago
- 3 replies
- 83
- JannelleYNAB Support9 days ago
- Accounts & Transactions
- Answered
- Answered
Deleting an Investment Account
I put my Fidelity account in YNAB and decided I don't want to track it anymore in YNAB. I don't need to see all of the transactions. When I try to delete the account,…
- John Herman
- Bassman
- 10 days ago
- 2 replies
- 28
- Dazed10 days ago
- Accounts & Transactions
- Answered
- Answered
Main account disappeared
I've been using YNAB4 for years and never had a problem. I have one budget with 2 accounts, my personal checking account and my savings, and a second budget for my small home business.…
- anniemac12
- anniemac12
- 13 days ago
- 4 replies
- 39
- JannelleYNAB Support10 days ago
- Accounts & Transactions
- Answered
- Answered
Budget categories missing from transaction register
WIfe and I have only been doing ynab for less than a week, so we're pretty green. My question is this: We made a payment to our credit card company from our checking account it shows up on our…
- Tomato Koala
- Tomato_Koala
- 11 days ago
- 4 replies
- 25
- Tomato Koala11 days ago
- Accounts & Transactions
- Answered
- Answered
Adding NFCU Account
Hi. Has anyone faced any difficulty in adding their Navy Federal Credit Union account into YNAB? Whenever I attempt to connect the account, it says "We're having trouble connecting to this financial…
- Andrew D
- andrewd
- 2 wk ago
- 2 replies
- 28
- Andrew D13 days ago
- Accounts & Transactions
- Answered
- Answered
Payment to HELOC Confusion
So I'm back trying to use YNAB for the 3rd time... my first run with YNAB was pretty good but the spouse and I fell off the wagon... 2nd time was the new version, got frustrated and quit... 3rd time..…
- Will Dobbins
- Alice_Blue_Drill
- 2 wk ago
- 8 replies
- 67
- FanessYNAB Support13 days ago
- Accounts & Transactions
- Answered
- Answered

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