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Have a question about accounts or transactions? Ask it here. Or post a reply and share your knowledge.

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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
- 7 mths ago
- 25 replies
- 658
- 3
- FanessYNAB Support2 hrs ago
- Accounts & Transactions
Affiliate Link YNAB
Hi there, I've sent 3 emails over the course of 4 months in order to get approved to get my affiliate link. No referral link that's linked to my account,…
- Aquamarine Router
- Aquamarine_Router.7
- 22 hrs ago
- 2 replies
- 38
- FanessYNAB Support5 hrs ago
- Accounts & Transactions
Why is my amount to be budgeted too high?
My amt to be budgeted is $1000 higher than what my bank account says. If I click on the bank reconciliation button, the number there is $300 LESS than my bank account.…
- Green Mixer
- Green_Mixer.3
- 9 mths ago
- 5 replies
- 681
- Cornflower Blue5 hrs ago
- Accounts & Transactions
How to setup a new personal loan for paying off credit cards
I just took out a loan to consolidate my credit card debt with a much better interest rate. How do I set this up in YNAB? The bank will be depositing the loan amount (minus the origination fee) into…
- Steel Blue Rhythm
- Steel_Blue_Rhythm.6
- yesterday
- 2 replies
- 36
- Steel Blue Rhythmyesterday
- Accounts & Transactions
- Answered
- Answered
How to refresh "linked" accounts?
Its Wednesday morning. I still do not see transactions which have cleared from Monday to approve them. Is there a way to tell YNAB to "go get the transactions?" Thanks!
- Cyan Wizard
- Cyan_Wizard.6
- 4 days ago
- 9 replies
- 72
- NicoleYNAB Supportyesterday
- Accounts & Transactions
Change an account from On Budget to Tracking
I looked through several pages but couldn't find anything similar so I hope someone can help. I opened four accounts this year for investments and have been adding small-ish amounts.…
- QC
- HaplessFinanceProfessional
- Queenofcoin
- 5 days ago
- 5 replies
- 78
- dakinemauiyesterday
- Accounts & Transactions
Now I'm totally confused regarding credit card payment
Still new so trying to "get this." I have a credit card with a balance of $110.37: I paid my credit card and this shows up as a transaction in my "transactions".…
- Cyan Wizard
- Cyan_Wizard.6
- 3 wk ago
- 10 replies
- 173
- dakinemaui4 days ago
- Accounts & Transactions
Signed up for a trial, but my bank doesn't login.
I have a local bank, Pedestal Bank, that is on the list of banks, but it will not allow me to sign on. When I go to the site, it wants me to verify over the phone...…
- Jrd Brn
- jrdbrn
- 5 days ago
- 2 replies
- 28
- FanessYNAB Support5 days ago
- Accounts & Transactions
Checkboxes
What are the checkboxes for in the account registers? I seem to be able to do anything what I want without checking them. Can I make them go away?
- Flower Power
- Hot_Pink_Mill.4
- 6 days ago
- 8 replies
- 120
- Flower Power5 days ago
- Accounts & Transactions
Transactions not importing
My recent transactions are not showing up in my accounts - it says that they were updated "a minute ago" yet the most recent transaction is from 4 days ago.…
- Khaki Lion
- Khaki_Lion.2
- 1 yr ago
- 22 replies
- 1,606
- 2
- NicoleYNAB Support5 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
- 1 yr ago
- 17 replies
- 1,614
- 10
- DB1 yr ago
- Accounts & Transactions
- Answered
- Answered
My bank accounts all reconcile precisely. But the number showing on the left next to each account's name, does not match
I've been using YNAB for 3 years successfully. All my bank accounts (I have 2, my wife has one) reconcile precisely. But the number showing on the left of the Windows app next to each account name…
- Gold Filly
- Gold_Filly.5
- 9 days ago
- 2 replies
- 45
- Gold Filly9 days ago
- Accounts & Transactions
Account I Do Not Want in YNAB...
Hi, Need some help. I've been using YNAB and linked my CC and checking accounts. I have a savings account (with a good amount of money in it) that is funded when I receive bonuses.…
- Purple Hammerhead
- Purple_Hammerhead.2
- 10 days ago
- 8 replies
- 97
- WordTenor9 days ago
- Accounts & Transactions
FEATURE REQUESTS!
1) please add grocery/to-do's checklist in ynab + options to add prices for each grocery item + grocery list notifications Benefits: users only need to open their notifications from the lock screen…
- A Cass
- Alice_Blue_Python.4
- 11 days ago
- 47
- Accounts & Transactions
Issue with cleared deposit not showing up in to be budgeted
I had a large deposit which cleared the bank and is cleared in the budget account in ynab, but which never made it into the "to be budgeted" pot in my august budget,…
- daveandlou
- daveandlou
- 10 days ago
- 5 replies
- 36
- 1
- Superbone10 days ago
- Accounts & Transactions
Unexpected timing
I started using Ynab in July and I did not budget for rent this month because I had already paid it. I budgeted the appropriate amount for August. Normally my apartment doesn't charge my account…
- Aramis
- Powder_Blue_Lion.5
- 12 days ago
- 5 replies
- 100
- Tif_Ann11 days ago
- Accounts & Transactions
Copy & Paste Transactions
I enter all of my transactions manually. I sometimes have almost identical or completely identical transactions e.g. I may go to the pub and end up buying 2 or 3 rounds of drinks,…
- Falco Lombardi
- Green_Piranha.6
- 11 days ago
- 6 replies
- 62
- FanessYNAB Support11 days ago
- Accounts & Transactions
PERMANENTLY deleting accounts
I'm not meaning "closing accounts" - I want to remove them from the Closed Account list. Is this possible?
- Helen1958
- All At Sea!
- Maroon_Admiral
- 1 yr ago
- 9 replies
- 3,989
- FanessYNAB Support11 days ago
- Accounts & Transactions
- Answered
- Answered
Did my Outflow just Inflow?
So, this has thrown me for a loop. Last weekend I updated my budget and my "Do Be Budgeted" was zero. This morning, over coffee, I was updating transactions on my Visa. One item is an Amazon.…
- Formidable
- Gray_Keyboard.7
- 12 days ago
- 4 replies
- 82
- FanessYNAB Support11 days ago
- Accounts & Transactions
Overbudgeting
My Budget category says -$239.98 in red but the only thing I can find is -$79.33 in yellow for Household Supplies. I just started over May 9th. I start over a lot because i just don't understand my…
- Powder Blue Inspector
- Powder_Blue_Inspector.1
- 1 yr ago
- 9 replies
- 366
- FanessYNAB Support11 days ago
- Accounts & Transactions
- Answered
- Answered
My budget is showing more than I actual have available.
Hi, I have been using the latest version YNAB for a week or so now but I am familiar with how it works. today I have encountered a problem and I can't work out how this has happened.…
- Asoe209
- Beige_Chef.5
- 2 wk ago
- 15 replies
- 228
- Asoe20911 days ago
- Accounts & Transactions
Is YNAB using Citibank access API?
https://www.programmableweb.com/api/citibank-accounts citibank has an API for aggregators to securely access account information without needing our bank passwords.…
- Violet Cobra
- Violet_Cobra
- 4 mths ago
- 3 replies
- 43
- Violet Cobra12 days ago
- Accounts & Transactions
double budgeted/activity for the month
last month, I took out a loan to pay an unexpected medical bill, and added it as a tracking account. I made one payment against it, before the surgery, from my checking account;…
- Navy Blue Mask
- Navy_Blue_Mask.6
- 13 days ago
- 3 replies
- 55
- Navy Blue Mask13 days ago
- Accounts & Transactions
Reimbursements.......Again
Not sure why I have so many issues with reimbursements. What's the best way to handle a reimbursement that's paid in the month after the expense was paid for?…
- KnitPurlKnit
- kNITPURLKNIT
- 2 wk ago
- 2 replies
- 78
- MXMOM2 wk ago
- Accounts & Transactions
Bills and Scheduled Transactions
I am new and just trying to get things set up. I am working on adding all of my recurring bills as repeating transactions. However, some of these bills, such as electricity and my phone bill vary,…
- Beckela18
- beckela18
- 11 mths ago
- 14 replies
- 1,010
- ynaber26132 wk ago
- Accounts & Transactions
- Answered
- Answered

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