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Just started and I am STUCK.
So I am doing this manually and I have created my categories and budgeted the money. But now I have paid a few things and I can't enter them as paid. The transaction button doesn't allow me to see…
- Alice Blue Cornet
- Alice_Blue_Cornet.2
- 7 hrs ago
- 3 replies
- 34
- Alice Blue Cornet6 hrs ago
- Accounts & Transactions
- Answered
- Answered
Regular Payments
Hi, this is my first post, although I've been using YNAB for a few months now. My question is, is it possible to set up a regularly occuring scheduled transaction for once every 6 weeks?…
- Turquoise Horn
- Turquoise_Horn.2
- yesterday
- 4 replies
- 82
- Superboneyesterday
- Accounts & Transactions
Cleared Transactions - Confusing!
Every time I import transactions from my banking accounts to YNAB they import as already cleared--obviously they have cleared if they imported. However,…
- Navy Blue Mare
- Navy_Blue_Mare
- 6 days ago
- 12 replies
- 133
- Navy Blue Mareyesterday
- Accounts & Transactions
Prepaid Expenses
Hi, I just prepaid for classes with a credit card. The total was $1,000. I set up a separate 'Prepaid Expenses' account, as a cash account. However, I have several questions: 1.…
- Simon Lance
- Cadet_Blue_Disk.6
- 3 days ago
- 14 replies
- 119
- Simon Lance2 days ago
- Accounts & Transactions
Balancing PayPal AC with Checking AC?
I have my PayPal AC linked and my Current/Checking AC unlinked (I import OFX files) Payments from my current/checking account to PayPal are not showing as Transfers to my PayPal AC.…
- Tomato Drill
- Tomato_Drill.3
- 9 mths ago
- 12 replies
- 90
- 1
- FanessYNAB Support2 days ago
- Accounts & Transactions
- Answered
- Answered
Cash category train wreck
Everything is working fine with my YNAB system, overall -- it has really imposed order on my spending -- but my cash category somehow got messed up and I wonder how to get it on track.…
- Silver Lion
- Silver_Lion.6
- 5 days ago
- 8 replies
- 127
- monkeyhanger3 days ago
- Accounts & Transactions
Print Category Balances
I would like to be able to print a list of my categories and their current balances. I am not seeing a way to do that in reports. It's such a basic report, I feel like I am missing something.…
- kkay5
- kkay5
- 5 days ago
- 1 reply
- 37
- FanessYNAB Support4 days ago
- Accounts & Transactions
Bounced check/transfer and extra TBB
I had a situation where a scheduled payment to a credit card failed because there was not enough money in the checking account. The payment was then bounced.…
- Slate Blue Saxophone
- Slate_Blue_Saxophone.4
- 13 days ago
- 20 replies
- 111
- dakinemaui5 days 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
- 6 days ago
- 2 replies
- 46
- Alarka Stargazer6 days ago
- Accounts & Transactions
- Answered
- Answered
How to "reconcile" budget bigger than total of
Help! I had a messy month last month - many transactions, some new items, closing two accounts and opening a new one. My October budget now shows that I have budgeted $2,…
- Blue Sidewinder
- Blue_Sidewinder.3
- 7 days ago
- 5 replies
- 69
- Blue Sidewinder6 days ago
- Accounts & Transactions
- Answered
- Answered
Tracking payments from accounts outside of YNAB
Hello, I have a budgeting situation and I'm looking for some guidance. I have multiple accounts in YNAB, including checking, savings, PayPal, and credit cards.…
- Orange Vacuum
- Orange_Vacuum.8
- 8 days ago
- 6 replies
- 58
- Ceeses8 days ago
- Accounts & Transactions
I Haven't Migrated to New YNAB Yet
I'm planning to migrate to the New YNAB online from YNAB 4 but I've only been using YNAB for about 2 mos. and haven't yet gotten the accounts to reconcile.…
- Violet Tugboat
- Violet_Tugboat.3
- 9 days ago
- 3 replies
- 72
- Violet Tugboat8 days ago
- Accounts & Transactions
n00b question - reject vs delete transaction?
I've searched the help docs for a clear answer to this question but I don't feel as though I've found it. What is the difference between rejecting a transaction and deleting it?
- This Is JKB
- thisisjkb
- 1 yr ago
- 11 replies
- 999
- FanessYNAB Support8 days ago
- Accounts & Transactions
- Answered
- Answered
Deleting months?
I started my budget mid-2018. Can I delete all months [or transactions and info] prior to 1/1/19 so that my budget starts with the figures and info it had at the beginning of the year?
- Dallas Girl
- Dallas_girl
- 9 days ago
- 4 replies
- 56
- Dallas Girl9 days ago
- Accounts & Transactions
Split Transactions
How do you save split transactions as you are entering them? We enter all credit card charges for a given billing cycle as one split transaction. Granted I'm new and still pretty clunky moving…
- Ivory Horn
- Ivory_Horn.7
- 9 days ago
- 2 replies
- 59
- Ivory Horn9 days ago
- Accounts & Transactions
Transactions Suddenly Missing Info
Starting on October 2nd, all of my imported transactions only show the state and the amount (like ORUS $27.50) when previously the transaction would have said something like “Walmart OR $27.50”.…
- Navy Blue Drill
- Navy_Blue_Drill.7
- 12 days ago
- 4 replies
- 60
- FanessYNAB Support10 days ago
- Accounts & Transactions
Have to re-connect banks every single time?
Every day that I log in, I have an error syncing my account to my bank account and have to go through sending the code to my phone and entering it in and waiting.…
- Sea Green Cornet
- Sea_Green_Cornet.7
- 11 days ago
- 2 replies
- 27
- FanessYNAB Support10 days ago
- Accounts & Transactions
Assigning Reimbursement to Last Month
Hi All, I've read and watched all the things about reimbursements. The way I handle work reimbursements is that I have a separate category for them, allow them to go into the red,…
- Turquoise Hammerhead
- Turquoise_Hammerhead.6
- 11 days ago
- 3 replies
- 78
- Turquoise Hammerhead11 days ago
- Accounts & Transactions
Transfers in and out of YNAB
We have 3 kids in college. I don't want to link their accounts to YNAB for obvious reasons. We are loaning them the money for their education. This month we transferred in money from a non YNAB…
- Momofboysx3
- I'm going to master budgeting, even if it kills me!
- Steel_Blue_Mainframe.11
- 13 days ago
- 10 replies
- 111
- MXMOM11 days ago
- Accounts & Transactions
Reinstate deleted transaction?
I deleted a transaction - in order to reinstate it, do I have to unlink and relink my bank account? I had a separate section for credit card payments as the software suggests (happened when I linked…
- Aquamarine Beat
- Aquamarine_Beat.3
- 1 yr ago
- 49 replies
- 687
- FanessYNAB Support11 days ago
- Accounts & Transactions
Reoccurring Transactions
I'm new to the only YNAB, trying it out - coming from YNAB 4. I decided to start from scratch for multiple reasons. How do I tell YNAB that certain transactions (the phone bill, the internet bill,…
- cpshaye
- Steel_Blue_Hammerhead.9
- 12 days ago
- 2 replies
- 34
- cpshaye12 days ago
- Accounts & Transactions
YNAB classic desktop not showing last week's transactions
I am trying to do my weekly bank account / YNAB reconciling only to find that the desktop lacks any of our transactions since Sep 29 (it is now Oct 6).…
- Green Tape
- Green_Tape.7
- 12 days ago
- 1 reply
- 32
- jenmas12 days ago
- Accounts & Transactions
Cannot match transactions
I am selecting two transactions, a outflow from one account and an inflow to another account, that I want to match, and the match option is not enabled.
- Victor Rodriguez
- Husband, Father, Software Engineer
- victropolis
- 2 wk ago
- 6 replies
- 33
- WordTenor13 days ago
- Accounts & Transactions
Imported Inflow Transaction doesn't show up in TBB
In my checking, I imported and approved an inflow transaction in my checking account, but the amount doesn't show up in the "To be Budgeted" for the budget.…
- Blue Horse
- Blue_Horse.3
- 2 wk ago
- 2 replies
- 37
- satcook2 wk ago
- Accounts & Transactions
stumped on negative category balance moving to next month
I have a category for business expenses that will get reimbursed. I recently switched to "new" YNAB and this is the first month that has rolled over into the next month before getting reimbursed.…
- Orange Falcon
- Orange_Falcon
- 1 yr ago
- 11 replies
- 1,334
- Ceeses2 wk ago
- Accounts & Transactions
- Answered
- Answered

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