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Release Notes
A steady stream of YNAB improvements for your reading pleasure. ** For Release Notes pre-dating January 2019, grab your study specs, put the kettle on, and settle in over here.…
- Janelle
- ynab_janelle
- 7 mths ago
- 89 replies
- 8,022
- 8
- FanessYNAB Supportyesterday
- App Functions
YNAB not displaying properly
I have used Toolkit for YNAB and now it has completely messed up how YNAB is displayed. I understand that Toolkit is completely separate from YNAB but I am asking for assistance.…
- FirIslander
- Maroon_Mill
- 22 hrs ago
- 5 replies
- 46
- FirIslander49 min ago
- App Functions
Cloning an existing budget
Is there anyway to clone an existing budget into a new one? There are times when I would like to simulate scenarios or play around with things. It would be nice to be able to do so without the worry…
- Jason
- jsims
- 2 yrs ago
- 92 replies
- 5,665
- 17
- Slate Blue Koala8 hrs ago
- App Functions
- Answered
- Answered
Online Bill Pay
In Quicken I can pay bills directly online from the app. Can YNAB do that?
- Brent Holm
- Gray_Motherboard
- 2 yrs ago
- 14 replies
- 1,606
- PhysicsGal15 hrs ago
- App Functions
- Answered
- Answered
Glitch?
It seems that YNAB has a bug or glitch? My credit card account is linked. I categorized one transaction as groceries (and I had fund for it), it said I overbudgeted. This happened twice.…
- Orange Trumpet
- Orange_Trumpet.8
- yesterday
- 3 replies
- 67
- 1
- NicoleYNAB Support17 hrs ago
- App Functions
Lets Talk YNAB Roadmap...
Its probably not fair to say I have ever really been an overly 'happy' YNAB customer. The product is good enough, and works for me, so satisfied enough form that point of view.…
- Forest Green Stallion
- Forest_Green_Stallion.4
- 3 mths ago
- 50 replies
- 1,174
- 11
- Khaki Cyborgyesterday
- App Functions
ACCOUNT BALANCE UPDATE
I logged into our acct today and my bank acct balance is not updated and the charges on the credit card I don't show are coming through the transaction side. Can someone help me with this. I am new!
- Tan Projector
- Tan_Projector.5
- yesterday
- 4 replies
- 36
- Aquamarine Rhythmyesterday
- App Functions
Running Balance
Is there a way to show the running balance in the iOS app?
- MGHP
- Blue_Hail.13
- 2 days ago
- 2 replies
- 21
- MGHPyesterday
- App Functions
Dealing with overspent after month rolls over.
Hi all! My son in law got laid off with no notice a couple of weeks ago and unfortunately their housing was provided with the job so they were homeless also.…
- Orange Mask
- Orange_Mask.5
- 2 days ago
- 2 replies
- 58
- Forest Green Transistor2 days ago
- App Functions
Inspector with option is gone??
I noticed that I can not change the with of the inspector field (the far right of the accounts page. ) Was that option removed from the tool kit? Tim
- tgpratt
- Overworked CFO of the family
- Salmon_Filly.4
- 4 days ago
- 2 replies
- 52
- FanessYNAB Support4 days ago
- App Functions
Move credit card payment to a new group
How do you move a category from the “Credit Card Payments” group to a new group? I am using the mobile version; While in the Budget module, I select Edit,…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 4 days ago
- 2 replies
- 37
- dakinemaui4 days ago
- App Functions
All changes since 4 months ago are gone from YNAB. Why?
I have an annual subscription that won't expire until 2021. Why did all the changes for the past 4 months disappeared from my YNAB - new accounts, transactions etc.…
- Slate Blue Lion
- Slate_Blue_Lion.10
- 6 days ago
- 3 replies
- 54
- Slate Blue Lion6 days ago
- App Functions
Rename Catergory heading, ie Credit card payments
Set up my budjet template and set up 3 of my credit cards under one heading. I want to remane it and split it into each card.
- Brenda T.
- Khaki_Violin.5
- 6 days ago
- 2 replies
- 50
- WordTenor6 days ago
- App Functions
Reconciliation in Mobile App
I would love to be able to reconcile my accounts in the mobile app. For context, I use the mobile app primarily. I like to reconcile my accounts at the end of the month - specifically my investment…
- Meek
- Software Engineer
- meek
- 2 yrs ago
- 106 replies
- 8,828
- 27
- Ken Adams7 days ago
- App Functions
- Answered
- Answered
Windfall!
I've been a YNABer for almost a year now, and feel like I've figured most things out. However, I was today year's old when I realized that credit card refunds do not go back to To Be Budgeted or to…
- I Love Horses
- Forest_Green_General.5
- 7 days ago
- 2 replies
- 84
- 2
- dakinemaui7 days ago
- App Functions
Monthly Recurring Transactions Don't Reduce "Available After Upcoming" After Next Instance
I have a recurring transaction for Mortgage for $1,200 every month on the 1st. I just started my YNAB account today, the last day of June. So I didn't add any to my budget for this month,…
- Gray Commander
- Gray_Commander.8
- 8 days ago
- 4 replies
- 71
- dakinemaui8 days ago
- App Functions
YNAB auto adjusting Renaming Rules (Questions / Feature Requests)
Hi YNAB! I'm using your app since 2020 and I'm impressed by the convenience YNAB brings on getting transactions imported and auto mapped. Though, I have 2 concerns which I'm struggling with.…
- Laurens
- Turquoise_Falcon.6
- 10 days ago
- 2 replies
- 39
- Laurens8 days ago
- App Functions
Payee renaming rules with MEMO info and adding payee to multiple transactions
I can't understand if is possibile to user payee rename rules with information in MEMO's. If not how about add this feature? It would be useful! Is it possible to add payees to multiple transactions…
- Lorenzo G.
- godlo
- 1 yr ago
- 2 replies
- 120
- Orchid Mermaid9 days ago
- App Functions
Need to print reports
I know you all must be eager to save trees, but unfortunately, sometimes we need to share information, sometimes with accountants and the like. Please give us the opportunity at least create a PDF…
- Dan Stratton
- husband & office manager
- Navy_Blue_Cleric
- 2 yrs ago
- 34 replies
- 2,866
- 12
- FirIslander9 days ago
- App Functions
- Answered
- Answered
Side-by-side monthly view?
I used YNAB the download version several years ago and my most loved feature was the ability to see several months budgets side-by-side. You can easily see the financial result (overspend,…
- Hot Pink Filly
- Hot_Pink_Filly.2
- 1 yr ago
- 36 replies
- 695
- 7
- Waystone9 days ago
- App Functions
Incorrect Budgeted Line Items for June
Anyone else seeing a completely hosed budget for June 2020? Logged in a little while ago to add a transaction, and many of the budgeted line item amounts are completely wrong.…
- Turquoise Sun
- Turquoise_Sun.11
- 10 days ago
- 2 replies
- 67
- Turquoise Sun10 days ago
- App Functions
Are repeat features coming to Savings goals?
The spending goals introduced the option to make them repeatable. This is great as I use the same goals annually in numerous categories. Unfortunately they are not useful for ensuring you have…
- Jim D
- Bidimus
- 11 days ago
- 3 replies
- 74
- 2
- Jim D10 days ago
- App Functions
Scanning/Adding Receipts: Why?
Hey YNAB Forum-ers (okay, that needs work...)! A pretty common request that comes through the feedback & feature request channels is the ability to be able to scan/attach a picture of a receipt to a…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 2 yrs ago
- 241 replies
- 12,213
- 36
- Astrid12 days ago
- App Functions
- FanessYNAB Support
- Faness_YNAB
- 4 mths ago
- 2
- Reported - view
At the moment, we aren't able to incorporate receipt scanning into YNAB. We spent a cycle inquiring about this option, but the technology just isn't there at the moment for us to work receipts into…
Underfunded button - weird behaviour
Hi everyone, I did a search but found no troubleshooting or similar issues. I have never used the underfunded button before but it seemed like a cool thing from reading about it on the forum,…
- Navy Blue Pegasus
- Navy_Blue_Pegasus.2
- 12 days ago
- 2 replies
- 39
- Navy Blue Pegasus12 days ago
- App Functions
- Answered
- Answered
YNAB on Microsoft Store
thinking of buying a Surface Go for basic everyday tasks which includes YNAB. I cannot see YNAB on the microsoft apps store so if I want to stay with their default S mode on microsoft it wont work…
- HairyHarry
- HairyHarry
- 13 days ago
- 3 replies
- 66
- Superbone12 days ago
- App Functions

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