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Accounting for bills not due monthly
I'm brand new to YNAB and working on my first month (Feb). I'm honestly finding this way of budgeting somewhat difficult for some reason. On the one hand, it is totally obvious,…
- BoneMonkey
- Cyan_Flute.5
- 4 mths ago
- 6 replies
- 92
- Ben Khaki Storm4 mths ago
- Getting Started
- Answered
- Answered
When is the best time to set a monthly goal?
Let's say you start YNAB in the middle of the month. Your mortgage is due on the 1st. You've already paid it the month you begin. Do you wait until 3/1 to put in a monthly goal for the mortgage,…
- Coachu3kids
- coachu3kids
- 4 mths ago
- 3 replies
- 71
- Bruce4 mths ago
- Getting Started
Does all incoming money go straight to TBB?
Hi, I'm still within a month in, but feel like I am grasping YNAB well overall. But I think I am a bit confused about two things: 1. What money ends up in the TBB category?…
- Coachu3kids
- coachu3kids
- 4 mths ago
- 4 replies
- 93
- Coachu3kids4 mths ago
- Getting Started
How can I contact YNAB, either through email or phone? Really disgusted that they don't have customer support contact front and center!
Why can't I contact these people?!
- Spring Green Pilot
- Spring_Green_Pilot.2
- 4 mths ago
- 1 reply
- 166
- jenmas4 mths ago
- Getting Started
- Answered
- Answered
YNAB Book promotion/tee-shirt
So, I am not sure how to submit my form for my purchase from Amazon. I went to the form, and it only allows me to enter 1 receipt/order number at a time.…
- rolltide
- Vita, epulum! Famescenti tamen plurimi miseri!
- rolltide
- 1 yr ago
- 5 replies
- 1,092
- Ben Khaki Storm4 mths ago
- Getting Started
- Answered
- Answered
New to YNAB...what if we already have several months worth already in our account?
Hey everyone! I'm new and trying to figure this all out. We do not live paycheck to paycheck. We are using YNAB to help us get better at budgeting and put more money per month into savings.…
- tdbates
- Salmon_Falafel.2
- 4 mths ago
- 40 replies
- 477
- 2
- Tan Foal4 mths ago
- Getting Started
Budget is showing as negative
Hi all, I am brand new to YNAB (signed up for the free trial within the last week) and I can say I am already hooked. Taking tons of the free workshops and constantly checking my bank account to…
- TJC
- Personalize
- 4 mths ago
- 4 replies
- 79
- Ben Khaki Storm4 mths ago
- Getting Started
- Answered
- Answered
YNAB 4 v4.3.817 update to Version 4.3.855
I am trying to import YNAB 4 into the new version of YNAB. When I import I am told to update to Version 4.3.855 but when I import the new version i get an error message:…
- JP
- Powder_Blue_Cheetah.2
- 6 mths ago
- 3 replies
- 234
- FanessYNAB Support4 mths ago
- Getting Started
Print out your YNAB transaction list and your actual bank’s transaction list and cross off
Print out your YNAB transaction list and your actual bank’s transaction list and cross off and see which transaction is an outlier and doesn’t belong in YNAB.…
- RAH
- 💰Trust your budget!
- Rah.1
- 6 mths ago
- 5 replies
- 315
- 1
- Slate Gray Koala4 mths ago
- Getting Started
Do you recommend linking bank accounts or doing manual entry?
Just curious what you've found to be easier? To do manual entry or have linked accounts? Thanks!
- Coco C
- Sky_Blue_Panther.3
- 4 mths ago
- 11 replies
- 212
- Superbone4 mths ago
- Getting Started
Carrying forward a negative balance -- help spouses get along :)
I tried to use a catchy subject line for a well-worn subject. I've read through dozens of the 'carry forward negative balance' posts in the forum, on reddit, and watched a couple of youtube videos.…
- Pink Snow
- Pink_Snow.2
- 4 mths ago
- 10 replies
- 165
- 1
- Pink Snow4 mths ago
- Getting Started
Figuring Out What's Available for Savings/ Sinking Funds
I need help wrapping my brain around something. We are currently working on saving 3-6 months of expenses, but just starting YNAB (again) to have clarification on where the money is going and if…
- Rebecca
- meeulk
- 4 mths ago
- 7 replies
- 229
- dakinemaui4 mths ago
- Getting Started
Summarizing categories and getting to zero
So, I'm a long time Mvelopes user (lifetime membership) but their disastrous roll out of the Beta version before it was ready among other things have sent me scurrying off to find something I can…
- Bruce
- Software Engineer
- Bruce
- 4 mths ago
- 13 replies
- 190
- Bruce4 mths ago
- Getting Started
- Answered
- Answered
Used Quck Budget Average Spent in Error
I clicked the the average I spent last month in error and it is is now in red in the To be Budgeted amount which was previously 0. I wanted to wait until my payday tomorrow to budget.…
- Felicia
- Ivory_Cyborg.4
- 4 mths ago
- 2 replies
- 44
- Felicia4 mths ago
- Getting Started
Help for Mortgage Planning
Hey All! I need some help. I watched some of the online youtube videos and feel very confident on using YNAB. I have not set up my budgets yet, just got logged in and basically started.…
- Cadet Blue Tiger
- Cadet_Blue_Tiger.4
- 4 mths ago
- 1 reply
- 76
- FanessYNAB Support4 mths ago
- Getting Started
Credit card - initial balance/category
Hi, When I initially set up my Credit Card account in YNAB, I assigned it a Starting Balance (the add account wizard assured me that I will be able to edit this amount later).…
- Slate Gray Piano
- Slate_Gray_Piano.2
- 4 mths ago
- 3 replies
- 73
- Slate Gray Piano4 mths ago
- Getting Started
- Answered
- Answered
Extend Trial
I've seen that there are potential 3 month trials out there. Is there a way to change from the 1 month I'm currently in to the 3 month, to be sure I want to stick it out?
- Rebecca
- meeulk
- 4 mths ago
- 3 replies
- 135
- Rebecca4 mths ago
- Getting Started
New month, Everything broken, I give up
I have spent the last month on yet another nYNAB trial, which has ended in...well, abject disaster, frankly. I gave up on the entire credit card debacle,…
- Melissa
- liss
- 4 mths ago
- 65 replies
- 624
- Ben Khaki Storm4 mths ago
- Getting Started
Someone take me under your wing !!!!!
Hi I must have did about 2,345,246,384 fresh starts and still not comfortable with nYNAB. I would like to try again but do it in a methodical way where I can understand why I did what I did.…
- keyboard
- keyboard
- 4 mths ago
- 19 replies
- 308
- Ben Khaki Storm4 mths ago
- Getting Started
Longtime YNAB 4 User - Trying to Understand nYNAB But Ready to Throw in the Towel
As the title says, long time YNAB 4 user but looking to switch because the software is getting clunky on my desktop and I believe the iOS app is starting to cause my phone to lock up since it hasn't…
- nachoslibres
- nachoslibres
- 5 mths ago
- 53 replies
- 658
- 1
- Justin4 mths ago
- Getting Started
Newbie question. LOC is supposed to be a CC, but I want it to be "Liability". Am I missing something?
Part of our mortgage was taken out on the HELOC. it isn't a sum I expect to pay back anytime soon. if I put it in the same category as a CC, then my entire budget is way in the negative,…
- Ivory Nomad
- Ivory_Nomad.2
- 4 mths ago
- 7 replies
- 76
- 1
- Moohouse4 mths ago
- Getting Started
Noob ready to hurl my iPad across the room over this program
I am desperate to make this program work. Husband and I completely understand the concept. What I can’t understand, and has made me apopleptic today, is getting money to match up.…
- Coachu3kids
- coachu3kids
- 4 mths ago
- 18 replies
- 215
- Ben Khaki Storm4 mths ago
- Getting Started
New User Q - how to add existing balances of sinking funds to subcategories?
Hi, I've searched videos and posts to try to find the answer to this question and I must be overlooking it. I set up my first budget for February. I added accounts such as my regular checking…
- Sea Glass
- Cornflower_Blue_Cheetah.3
- 4 mths ago
- 4 replies
- 60
- Sea Glass4 mths ago
- Getting Started
Access to Previous months budget?
I was just wondering if my credit card doesn't clear transactions for a couple of days, how does that work at the end of the month? If it's Feb 2nd, and I get a transaction in from Jan 31st,…
- Bruce
- Software Engineer
- Bruce
- 4 mths ago
- 7 replies
- 97
- bevocat4 mths ago
- Getting Started
- Answered
- Answered
Reconciling and Linked Accounts
I'm just getting started with YNAB and linked my accounts because I figured that would be easier as I learned the program. Do I still need to reconcile if my bank account is linked?
- Lavender Door
- Lavender_Door.6
- 4 mths ago
- 3 replies
- 91
- Jannelle4 mths ago
- Getting Started

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