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Budgeting

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

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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
- 22 hrs ago
- 2 replies
- 29
- FanessYNAB Support5 hrs ago
- Accounts & Transactions
Business Expenses?
Hi, I am trying to reconcile a couple things vis a vis getting reimbursed for business expenses. I have the money taken from my checking account to pay my credit card categorized as "Payee, "Payment:…
- staunderson
- Management Consultant
- staunderson
- 2 days ago
- 1 reply
- 20
- FanessYNAB Support6 hrs ago
- Accounts & Transactions
best way to handle a transaction with credit card and store credit?
here is what i am doing now: i have a credit card and a rebate check (treated as store credit) for, say, $50. i go to the store and buy $100 worth of groceries.…
- schmolli
- schmolli
- 2 days ago
- 5 replies
- 44
- 1
- HappyDance2 days ago
- Accounts & Transactions
How to manage child’s contribution towards a purchase?
when I elect to give my children money for whatever reason (chores, etc.) I typically account for it under a general slush category of “fun money” and don’t think about it again.…
- Lavender Mixer
- Lavender_Mixer
- 5 days ago
- 3 replies
- 38
- 1
- Lavender Mixer2 days ago
- Accounts & Transactions
- Answered
- Answered
How to categorise money movements between accounts?
I have linked a joint checking account and a joint savings account in YNAB. I also have a personal checking account not in YNAB, as the purpose is to have some cash there that I can use without my…
- Aquapanther
- Aquapanther
- 2 days ago
- 1 reply
- 31
- mamster2 days ago
- Accounts & Transactions
Existing Bank is not seeing new account
Hi, I am connected to a Bank (Trustone) and had 3 accounts linked to YNAB. I recently got a new account at the bank and the new account is not being recognized within YNAB.…
- Green Pilot
- Green_Pilot.2
- 6 mths ago
- 16 replies
- 582
- FanessYNAB Support3 days ago
- Accounts & Transactions
- Answered
- Answered
TBB incorrect after transaction category switch
I deleted a category that was used for 1 transaction in August of $43.96 and made a new category for it that would better fit it and for similar future transactions.…
- Coral Cobra
- Coral_Cobra.1
- 2 wk ago
- 3 replies
- 138
- FanessYNAB Support3 days ago
- Accounts & Transactions
Two Accounts?
Hello, I recently logged back into YNAB after a few years and was really ready to commit to this again and try so upon logging in I paid the $50.00 annual sub fee and started my budgeting.…
- Orange Song
- Orange_Song.2
- 6 days ago
- 3 replies
- 48
- FanessYNAB Support3 days ago
- Accounts & Transactions
How should you enter transfers from savings to checking in your budget?
I keep getting skewed numbers from my budget from adding transfers of money from one savings account to my checking. Anyone else have this problem or have solved it?
- Ivory Leopard
- Ivory_Leopard.1
- 3 days ago
- 3 replies
- 50
- mamster3 days ago
- Accounts & Transactions
- Answered
- Answered
Handling Cash Grocery Reimbursements
I buy coffee in a single credit card transaction for both myself and for co-workers, who then generally re-pay me in cash. How do I handle the cash reimbursement to a specific category when I am not…
- Blue Mask
- Blue_Mask.4
- 5 days ago
- 7 replies
- 58
- HappyDance4 days ago
- Accounts & Transactions
- Answered
- Answered
capital one requires authentication every time I log into YNAB
Hi there! I'm not sure why this occurring, but every day when I log into YNAB, my capital one credit card accounts require a new authentication (ie, sending a pin to my phone number or email.…
- Kassi Willingham
- sloaningham22618
- 1 mth ago
- 9 replies
- 155
- 2
- Chris Wagner4 days ago
- Accounts & Transactions
How do you manage one-time Payees?
We travel a lot personally and for business and realize we have a lot of Payees that are one-time Payees. Do you bother adding them in or do you name it after the trip & then in the Memo indicate the…
- Turquoise Crab
- Turquoise_Crab.1
- 5 days ago
- 5 replies
- 65
- paveln5 days ago
- Accounts & Transactions
Income not showing in TBB
I've been using ynab since January and have a pretty solid understanding of the system, but today I'm baffled. Today is my payday. At 11:59 last night, I had $0 in TBB this and all future months.…
- Heather is not Sea Green
- Sea_Green_Saxophone
- 9 days ago
- 7 replies
- 70
- 1
- Heather is not Sea Green7 days ago
- Accounts & Transactions
Future and Recurring Transactions and Budget
In the past, when I just used a spreadsheet I would take any annual or other non-monthly recurring costs and divide by 12. It seems I should do this in YNAB as well.…
- Slate Blue Captain
- Slate_Blue_Captain.2
- 9 days ago
- 2 replies
- 41
- Slate Blue Captain9 days ago
- Accounts & Transactions
- Answered
- Answered
Unexpected house repair
FYI - not sure if it matters, but I'm using YNAB classic So, I need a new roof. The expense goes way beyond what I budgeted so far for housing expense. So far,…
- MadPink
- Coral_Robot.1
- 2 wk ago
- 8 replies
- 915
- MadPink9 days ago
- Accounts & Transactions
- Answered
- Answered
Long Gap in Using YNAB - how to clear all transactions and start over but keep categories.
I lapsed in keeping YNAB up to date for many months. I'm trying again to use it and I re-connected my accounts and categorized and approved transactions for Sept and Oct.…
- Slate Blue Captain
- Slate_Blue_Captain.2
- 9 days ago
- 12 replies
- 81
- Slate Blue Captain9 days ago
- Accounts & Transactions
- Answered
- Answered
"Debit Card Debit" in transaction titles
My credit union transactions are coming through with "debit card Debit" at the beginning of every description. This makes it impossible to tell who the payee is when categorizing.…
- Sky Blue Pony
- Sky_Blue_Pony.3
- 10 days ago
- 5 replies
- 66
- JannelleYNAB Support9 days ago
- Accounts & Transactions
- Answered
- Answered
Auto-Categorize by Payee AND Account?
My wife and I have a shared budget, but separate categories for some things. For example, I have a restaurant category, and so does she. I have a gas category, and so does she.…
- Slate Gray Door
- Slate_Gray_Door.3
- 10 days ago
- 8 replies
- 65
- jenmas9 days ago
- Accounts & Transactions
To be Budgeted is more than my account balance
Newbie here using YNAB for 4 months with a confusing situation. I've searched in the forum for ideas but haven't really been able to solve why after reconciling all my accounts being tracked,…
- Mau Orozco
- mau
- 5 mths ago
- 14 replies
- 430
- FanessYNAB Support10 days ago
- Accounts & Transactions
- Answered
- Answered
Can I Un-reconcile an account?
I was happily reconciling my accounts today when a snafu occured. I don't know exactly how but am sure it's related to some transaction changes made along the way ie,…
- Tamara Naftal
- tnaftal
- 8 mths ago
- 7 replies
- 1091
- FanessYNAB Support11 days ago
- Accounts & Transactions
- Answered
- Answered
Multiple days with NO new transactions
I understand how it takes a few days for a transaction to finally settle with my bank before it will come to me on YNAB. That’s frustrating, but I will learn to live with it.…
- Jaime James
- kirstine41
- 12 days ago
- 1 reply
- 35
- FanessYNAB Support12 days ago
- Accounts & Transactions
misapplied Income
I misapplied my income into a category. When I moved the money to Income for October, it left a negative amount in the category. But I never intended that amount for that category.
- EmilyB
- EmilyB
- emilyb
- 13 days ago
- 3 replies
- 111
- EmilyB13 days ago
- Accounts & Transactions
- Answered
- Answered
Adding Capital One bank account more persistently
I've just started using YNAB and I really love what it does, but I've had a bit of a frustrating time with how it interfaces with my Capital One bank account.…
- Silver Lion
- Silver_Lion
- 4 mths ago
- 6 replies
- 266
- 2
- FanessYNAB Support13 days ago
- Accounts & Transactions
- Answered
- Answered
Change - Enter key no longer saves transaction in Edit mode
I finally found an explanation for this change in behavior in the July 24, 2018 release notes. Explanation is that it makes more sense to use the Enter key to move between fields.…
- mwooten777@me.com
- mwooten777_mecom
- 2 wk ago
- 1 reply
- 102
- FanessYNAB Support2 wk ago
- Accounts & Transactions
Transactions list in individual categories
I see where people have asked about this for the phone app but I'm not seeing anything about the web site. I can't figure out how to pull up transactions lists for individual categories.…
- Patti DeRyckere
- Blue_Unicorn.3
- 2 wk ago
- 2 replies
- 109
- Patti DeRyckere2 wk ago
- Accounts & Transactions

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