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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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Categorizing Inflows
Is there a practical difference between categorizing an inflow as TBB vs directly to a category?
- Orchid Lobster
- Orchid_Lobster.4
- yesterday
- 5 replies
- 75
- dakinemaui8 hrs ago
- Accounts & Transactions
- Answered
- Answered
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
- 4 replies
- 3615
- FanessYNAB Supportyesterday
- Accounts & Transactions
- Answered
- Answered
Brand new to ynab
I've connected all my accounts, which gave me a starting balance and I was able to complete my budget. However, the only transactions showing are those that I've entered manually.…
- Rita W.
- ritapavlovna
- 3 days ago
- 9 replies
- 100
- Rita W.2 days ago
- Accounts & Transactions
Allocating HSA income directly to categories
I have an HSA account that I'd like to track in YNAB, and I was wondering whether there are any drawbacks to allocating the HSA's income directly to an HSA category instead of using "To be budgeted"…
- Michael Harrison
- michaelharrison
- 3 days ago
- 7 replies
- 44
- dakinemaui3 days ago
- Accounts & Transactions
Connecting to Popular Bank Business?
I want to connect my Popular Bank business account but I have to give a company ID and user ID and password, and those options don’t come up. Help!
- Magenta Boa
- Magenta_Boa.5
- 5 days ago
- 3 replies
- 18
- FanessYNAB Support3 days ago
- Accounts & Transactions
More money "available" than I have in my account
I've spent more money than budgeted for this month and don't have a lot in my account right now, but still YNAB shows that more money than I have in my account is "available" in my categories.…
- Coral Falcon
- Coral_Falcon.4
- 5 days ago
- 4 replies
- 92
- dakinemaui4 days ago
- Accounts & Transactions
Getting transactions from last week?
Made a fresh start today and had to re-connect the first account I tried to work with. I went to import transactions and was hoping to start from 1/1/19 but it won't get any transactions before…
- Cynthia Eliason
- Tomato_Harp.3
- 1 mth ago
- 5 replies
- 80
- FanessYNAB Support4 days ago
- Accounts & Transactions
Credit Card Budget showing false Positive $ available?
As shown, I input my gas spending on my card and its coming up as a positive amount on the budget screen.. Am I missing something? There is no money budgeted for this in prior months and don't see…
- WeakenedSoul
- WeakenedSoul
- 7 days ago
- 5 replies
- 68
- FanessYNAB Support5 days ago
- Accounts & Transactions
- Answered
- Answered
Manual adjustments messing things up?
I'm using YNAB 4.3.857. For some frustrating reason I couldn't figure out, I had a credit on my credit card account, so my YNAB balances and real balances weren't matching up.…
- Adam E
- EISBREAD
- 6 days ago
- 6 replies
- 42
- nolesrule6 days ago
- Accounts & Transactions
Credit card transactions
Is it normal that CC transactions not show as activity in the right hand summary? Do they not show up until you make CC payment? Seems weird....
- MTRing
- MTRing
- 12 days ago
- 8 replies
- 141
- 1
- satcook6 days ago
- Accounts & Transactions
YNAB incorrect math
This is very concerning. I started a brand new budget at the beginning of 2019, after one month I'm finishing all the reconciliations. I have a CC I occasionally use (balance + 6 transactions) and…
- Silver Packet
- Silver_Packet.5
- 12 days ago
- 21 replies
- 323
- Bruce7 days ago
- Accounts & Transactions
Automatic Budgeting
I get paid once every two weeks. Sometimes that amount changes so I don't want that to be a repeated transaction. However, once the transaction is imported that I have been paid,…
- Gray Piccolo
- Gray_Piccolo.4
- 2 wk ago
- 38 replies
- 485
- Ben K.7 days ago
- Accounts & Transactions
Unbudgeted Credit Spending is Messing Me Up
I'm having problem with un-budgeted credit card spending from December that is messing me up in Jan/Feb. $522 shows up in orange with an exclamation point in December in my FLA VACATION budget line…
- Ruth G
- Aquamarine_Trombone.4
- 10 days ago
- 8 replies
- 114
- Ruth G7 days ago
- Accounts & Transactions
Carrying a negative balance
Last month, I overspent on two budget categories with the knowledge that I would be able to budget more dollars to them this month and next to essentially pay them off.…
- Orchid Lobster
- Orchid_Lobster
- 8 mths ago
- 23 replies
- 2524
- Maroon Trombone8 days ago
- Accounts & Transactions
- Answered
- Answered
Credit Card transactions
Background On a whim I decided to try YNAB (previously used an excel sheet to track spending). My general thought process would be that budgeting would take less time if I imported or linked…
- Spring Green Wizard
- Spring_Green_Wizard.4
- 9 days ago
- 3 replies
- 75
- FanessYNAB Support8 days ago
- Accounts & Transactions
How to Remove Savings $ from To Be Budgeted
Hello, I have researched the forums, support, youtube, etc and I can't figure out how to manage my savings transactions. I understand assigning jobs for your savings money, but once I have done that,…
- Tomato Mermaid
- Tomato_Mermaid
- 1 yr ago
- 15 replies
- 6021
- 1
- bevocat9 days ago
- Accounts & Transactions
- Answered
- Answered
Wrong account reflecting transfer?
I recently made a payment from a savings account to a credit card. The payment shows as coming out of a different bank account in YNAB, though. There's no record of the payment coming out of the…
- LilBee
- Tomato_Harp.4
- 9 days ago
- 6 replies
- 57
- LilBee9 days ago
- Accounts & Transactions
Help with how to do this transaction?
So I have set up an emergency savings category group and added an emergency savings category to it. I have also added an "emergency fund" account, which is the account where any funds allocated for…
- TheFutureIsBright
- Forest_Green_Cornet.2
- 10 days ago
- 11 replies
- 93
- TheFutureIsBright9 days ago
- Accounts & Transactions
Transfers showing as outflow AND inflow
I make several monthly transfers from my checking account to 529s, Roth IRAs, mutual fund accounts, and brokerage accounts. Every one of these transfers is showing up in the recipient account as…
- Muggy
- mama_tilney
- 10 days ago
- 5 replies
- 56
- FanessYNAB Support9 days ago
- Accounts & Transactions
Categories
I’ve been using YNAB for years and love it but must admit I’ve never truly budgeted for my true expenses. The challenge I have is how to limit my categories but still budget for large in frequent…
- Johnny
- Investor
- Turquoise_Mainframe_ff1
- 1 yr ago
- 13 replies
- 1903
- bevocat9 days ago
- Accounts & Transactions
- Answered
- Answered
how to spent the entire budget of a category with one mouseclick?
Hi, I'm new in the ynabworld, and one of my questions is: how to spent the entire budget of a category with one mouseclick? That would be much easier than every Fixed cost report as a transaction…
- Forest Green Wrench
- Forest_Green_Wrench.4
- 10 days ago
- 2 replies
- 55
- Nicole at YNABmoderator10 days ago
- Accounts & Transactions
Negative Budgeted Balance
Good Day, Following an advice I have received here I have created a category called "Income for Next Month", without having goal to it. On January 30st, I had budgeted $585.…
- Eric Poulin
- ericpoulin
- 2 wk ago
- 33 replies
- 466
- 1
- Eric Poulin10 days ago
- Accounts & Transactions
- Answered
- Answered
How do I fix this? Checking and credit card issue
Forgive me if this is a simple fix. I have had everything perfect and am a little afraid of messing the balances and cleared transactions up. Here's what's going on:…
- rnjenren1
- rnjenren1
- 10 days ago
- 2 replies
- 40
- rnjenren110 days ago
- Accounts & Transactions
- Answered
- Answered
How to handle cash/PayPal money
Hello all, I'm in my second YNAB month and still trying to wrap my head around some things - would appreciate your input on my predicament below (I have done some searches on the forum but the…
- Bnabound
- Who lives, who dies, who tells your story
- bnabound
- 12 days ago
- 5 replies
- 158
- Bnabound10 days ago
- Accounts & Transactions
- Answered
- Answered
Upcoming transactions don't seem to be cumulative
Our city bills its taxes at six particular months during the year (i.e. there are six months -- March, April, May, July, August, September -- we pay taxes, and six we don't).…
- Navy Blue Leopard
- Navy_Blue_Leopard
- 11 days ago
- 2 replies
- 44
- Navy Blue Leopard11 days ago
- Accounts & Transactions

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