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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Using a slush fund for overages
Hello, Long time Mvelopes user trying to convert. Theses forums are great and I have been able to find answers to almost all my questions. I do one that I cannot seem to find a good solution for:…
- Khaki Disk
- Khaki_Disk.5
- 7 hrs ago
- 6 replies
- 56
- Khaki Disk2 hrs ago
- Accounts & Transactions
Still can't import... day 9
YNAB still isn't working.
- Pink Moose
- Pink_Moose.4
- 6 days ago
- 6 replies
- 112
- WordTenor4 hrs ago
- Accounts & Transactions
Want to see more than one repeat scheduled transaction
I do believe this is a new question. I can not find it in the community support. In the account register I have the filter set to show all dates and to show both reconciled and scheduled.…
- Alarka Stargazer
- Khaki_Wizard.1
- 4 mths ago
- 3 replies
- 94
- 1
- Jeremy Harrod7 hrs ago
- Accounts & Transactions
- Answered
- Answered
Transferring money in savings accounts
I opened a 2nd savings account to get higher interest. My second savings account is linked and the money is there but it is also still showing up in the first savings account In YNAB.…
- Linda M
- Linda.1
- 20 hrs ago
- 1 reply
- 31
- Superbone20 hrs ago
- Accounts & Transactions
Transferring funds
I sometimes transfer funds between my accounts. However, I have trouble selecting the payee as transfer to certain accounts when I add a transactions. I can't seem to select the account which I…
- Magenta Panther
- Magenta_Panther.7
- 10 mths ago
- 9 replies
- 145
- NicoleYNAB Support21 hrs ago
- Accounts & Transactions
How to record an inflow that includes an expense
I've searched the Forum but can't find if this question has been covered before; it's possible I'm just not using the right keywords. Anyway, I record my salary direct deposit (let's say it's $1,…
- pepperpat
- pepperpat
- yesterday
- 8 replies
- 67
- dakinemaui21 hrs ago
- Accounts & Transactions
Amex not downloading
Hi - Is anyone else having trouble with Amex credit cards? I have not had a download since Feb 21st and one transaction from that date is missing. 5 transactions have cleared since then (up to Feb…
- Woolloomooloo
- Risk
- Lavender_Moose.2
- yesterday
- 1 reply
- 17
- NicoleYNAB Supportyesterday
- Accounts & Transactions
Can't match transactions
I'm trying to match transactions between a manual import and existing, reconciled transactions. At first, for the particular credit card in question, I did not have the account linked so was…
- Dustyn Roberts
- dustynrobots
- 1 yr ago
- 43 replies
- 1,167
- 4
- dakinemaui2 days ago
- Accounts & Transactions
"To be budgeted" and Accounts not equal
I am having trouble understanding the "To be budgeted" number. My TBB number is much higher than my accounts and I dont understand why. TBB: 11,634.13 Accounts: Checking: 8970.31 Savings: 4.…
- Orchid Violin
- Orchid_Violin.6
- 4 days ago
- 15 replies
- 108
- Ceeses2 days ago
- Accounts & Transactions
Manage Payee: "Exclusion List" feature
I've been using YNAB for the last month and while I found that this tool is a great one, there is one major thing bugging me: automatic renaming rules for generic named transaction when an account…
- Tan Piranha
- Tan_Piranha.7
- 3 days ago
- 1 reply
- 40
- MatthewYNAB Support2 days ago
- Accounts & Transactions
How to delete closed accounts?
I try to click delete and it doesn't do anything. I cleared the transactions associated with them. I unlinked, closed, transferred funds, reset the balance to 0, changed their names,…
- Ulnah
- Ahazath
- 1 yr ago
- 4 replies
- 365
- MatthewYNAB Support2 days ago
- Accounts & Transactions
All Accounts screen display is wacky
When I click on "All Accounts" the first column displayed is very wide & completely blank. It is also the only column displayed that I can't change the size of.…
- Sea Green Sun (ccf0a561a083)
- Sea_Green_Sun_ccf0a561a
- 4 days ago
- 4 replies
- 58
- Sea Green Sun (ccf0a561a083)3 days ago
- Accounts & Transactions
- Answered
- Answered
Capital One change prevents account linking
New to YNAB (day 1) and in a trial period. Tried to connect to capital one credit card and received a message that "Capital One has made a change that prevents you from being able to link your…
- Coral Wildebeest
- Coral_Wildebeest.10
- 3 days ago
- 2 replies
- 50
- FanessYNAB Support3 days ago
- Accounts & Transactions
Breaking out one budget into two
I've been using YNAB for a couple of years now and love it. Convinced my partner to join me a couple of months ago but made the mistake of including all her stuff in my budget,…
- Boat Budgeter
- Sail Away someday
- Gray_Yearling.9
- 3 days ago
- 2 replies
- 45
- Boat Budgeter3 days ago
- Accounts & Transactions
Kids savings showing up in Budget instead of Tracking
I started a new budget since we recently moved. I didn't just do a Fresh Start; I actually did a completely new one for new expenses, accounts, etc. So I am linking accounts,…
- mateosbaby
- Gold_Welder
- 5 days ago
- 2 replies
- 30
- mateosbaby5 days ago
- Accounts & Transactions
- Answered
- Answered
Feature Request - Credit Card Payment Transactions
Currently when you click "Record Payment" for a credit card the transaction amount is the Working Balance. Most credit cards will not allow you to make a payment for more than what has cleared when…
- Sky Blue Tugboat
- Sky_Blue_Tugboat.2
- 2 mths ago
- 34 replies
- 267
- 4
- dakinemaui5 days ago
- Accounts & Transactions
Importing exported transactions into a new budget - is this possible?
- Patrick
- Leprechaun
- Green_Koala.1
- 1 yr ago
- 23 replies
- 540
- 1
- Superbone5 days ago
- Accounts & Transactions
Checking / Savings set up a Tracking Account
so for our bank account, we have our checking and saving as budget accounts. My son also has a checking and savings under our account. is there a way i can also include those accounts but have them…
- Jason Click
- jasonclick
- 6 days ago
- 1 reply
- 40
- WordTenor6 days ago
- Accounts & Transactions
Still can't import
Hello - I still can't import from my credit union. This has been ongoing for several days now. My ticket hasn't been updated either. Is this going to be resolved anytime soon? If not,…
- Pink Moose
- Pink_Moose.4
- 7 days ago
- 1 reply
- 35
- MatthewYNAB Support6 days ago
- Accounts & Transactions
Transactions Disappeared
I noticed my balances (cleared and working) were unusually high, so I started checking transactions against my bank account. A bunch of transactions that I know I put into YNAB were no longer there.…
- slate_gray_leopard
- Slate_Gray_Leopard.6
- 7 days ago
- 11 replies
- 48
- MatthewYNAB Support6 days ago
- Accounts & Transactions
Feature request: fix mortgage account import
I have a mortgage account ( yourmortgageonline.com ) and when it imports my monthly payment, it shows the entire payment. This is pretty much useless. A mortgage payment contains principal and…
- Cadet Blue Sloth
- API Designer
- Cadet_Blue_Sloth
- 1 yr ago
- 9 replies
- 686
- Superbone6 days ago
- Accounts & Transactions
- Answered
- Answered
Not seeing new Venture card
Hi, First time poster here. I wanted to start by saying that I really love the product. Its a great tool that makes it easy to budget and keep track of spending. Its a huge blessing.…
- Tomato Sander
- Tomato_Sander.9
- 7 days ago
- 1 reply
- 21
- MatthewYNAB Support6 days ago
- Accounts & Transactions
- Answered
- Answered
Deleted a category, now I have uncategorized transactions.
I recently canceled a membership I have had for quite the past few months. I went to YNAB and deleted the category since it’s no longer required. Now every single transaction I ever made in the past…
- Gray Beat
- Gray_Beat.9
- 6 days ago
- 1 reply
- 33
- dakinemaui6 days ago
- Accounts & Transactions
CSV import with budget categories
Is it possible to import a CSV file (transaction data) with budget categories assigned to the outflows/inflows?
- Formal Dribble
- 😎👌
- Turquoise_Storm.3
- 1 yr ago
- 3 replies
- 350
- JoeDid6 days ago
- Accounts & Transactions
Linked credit card, starting balance, and previous transactions
I've been on YNAB for just a few days and have actually had fun wrapping my head around the YNAB philosophies and getting things set up. I set up a linked credit card account and the first time it…
- B Howe
- bdhowe
- 8 days ago
- 3 replies
- 38
- B Howe7 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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