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Getting started - outstanding checks
I am about to start my 1st YNAB budget. I have 12 outstanding checks that are months old that need to be entered somehow. I have read on the forum that they should just get put into their…
- Aquamarine Stallion
- Aquamarine_Stallion.9
- 3 mths ago
- 5 replies
- 63
- dakinemaui3 mths ago
- Getting Started
- Answered
- Answered
Starting up with large savings: Distorted view of ongoing cash flow
I'm back with YNAB after a long hiatus, and relearning some of the core concepts, so apologies if this has been answered elsewhere: How do you ensure that a large savings balance,…
- WhoMovedMyCheese
- WhoMovedMyCheese
- 4 mths ago
- 11 replies
- 170
- dakinemaui3 mths ago
- Getting Started
- Answered
- Answered
Is YNAB for us?
My husband and I have our budget broken down by category/which paycheck which categories will be paid out of etc... My question is this: We want to be able to give every dollar a job with each…
- Aquamarine Stallion
- Aquamarine_Stallion.9
- 3 mths ago
- 5 replies
- 138
- 2
- Aquamarine Stallion3 mths ago
- Getting Started
My 5 YNAB Beginner Mistakes
There is a new YNAB recording in YouTube. I love it so much wanted to make sure everyone sees it. There are lots of new recordings, if you haven't checked it lately, I highly recommend you do.…
- MsTJ
- YNAB has given me back my future
- Believer_in_YNAb
- 3 mths ago
- 133
- 2
- Getting Started
How do I refresh?
Just wondering how to refresh my account so they all show the correct balances and bring in any new transactions? Does it happen daily or is there a refresh button I can click?…
- Heather Ryan
- heatherryan
- 1 yr ago
- 40 replies
- 4,606
- 1
- Ceeses3 mths ago
- Getting Started
Budgeting my savings
I am totally new to YNAB and a slow learner at that. I like it so far, but ran into a snag I'm not sure how to deal with. On my budget screen I created two subcategories under my savings category…
- Earl Wenger
- walk in the light that you have
- Smartmove
- 3 mths ago
- 7 replies
- 104
- Ceeses3 mths ago
- Getting Started
More confused than ever
I have some new upcoming expenses this coming year, and I"m already out of control on budget, supplementing more than I"d like with credit cards. BUT I"m so confused!…
- Violet Drum
- Violet_Drum
- 2 yrs ago
- 9 replies
- 1,854
- FanessYNAB Support3 mths ago
- Getting Started
- Answered
- Answered
If YNAB only had... A purposeful way to help broke people get a grip on managing money.
So, I've been using YNAB for a little over a month and figured I'd share some newbie perspective. Jesse mentioned he occasionally gets useful feedback from the forum,…
- Silver Inspector
- Silver_Inspector.8
- 6 mths ago
- 180 replies
- 4,035
- 17
- Silver Inspector3 mths ago
- Getting Started
My Transition from Mvelopes to YNAB
I successfully transitioned from Mvelopes after using it for many years (I used both Mvelopes 4 and 5). I am writing this post because I wanted to share my experience with everyone and let them know…
- Art
- Blue_Piranha.4
- 7 mths ago
- 34 replies
- 713
- 8
- dakinemaui3 mths ago
- Getting Started
How to reflect a temporary category for goals?
Hi there, I wondered how people use categories for goals like "new bike", "new car", "canon lens XY". They basically are completed once the goal is reached,…
- Cornflower Blue Banjo
- Cornflower_Blue_Banjo
- 1 yr ago
- 10 replies
- 239
- 1
- MatthewYNAB Support3 mths ago
- Getting Started
STRUGGLING newbie
I've done a few workshops and messed around on the YNAB website and I am still very confused. I'm probably not as tech savvy as I need to be, and I am also brand new to budgeting.…
- Powder Blue Yearling
- Powder_Blue_Yearling.8
- 4 mths ago
- 4 replies
- 142
- Alaskan Otter3 mths ago
- Getting Started
"Total Available" does not correspond to Budget.
Hi. I am confused, once again. On left side of my YNAB page above my accounts and Credit Cards is a figure to the right of the word "Budget". On the right side of the page I see the list of "Total…
- FirIslander
- Maroon_Mill
- 4 mths ago
- 4 replies
- 188
- 1
- Moohouse4 mths ago
- Getting Started
Is it just me or is anyone else really confused?
I just started YNAB and for the first month I used it totally wrong (budgeting what I thought I needed as opposed to the money I had) - and this month I have a little bit more of an idea of what to…
- Beige Piano
- Beige_Piano.5
- 1 yr ago
- 24 replies
- 851
- 2
- jenmas4 mths ago
- Getting Started
Can I budget for Feb. even though my 1/31 paycheck is not importing yet into YNAB?
Hi. My paycheck cleared my bank on 1/31 but is not importing into ynab. I find that there is a few day delay, especially over the weekend before my transactions are imported.…
- Turquoise Boa
- Turquoise_Boa.7
- 4 mths ago
- 6 replies
- 83
- Turquoise Boa4 mths ago
- Getting Started
- Answered
- Answered
Making deficit carry over to next month
I want to budget $75/month for gas. If I spend $100 in one month, then the next month when I budget another $75, I want the available amount to say $50. How do I accomplish this?
- Powder Blue Lobster
- Powder_Blue_Lobster.5
- 4 mths ago
- 4 replies
- 149
- 1
- dakinemaui4 mths ago
- Getting Started
Dumb credit card question
When everyone says clear your credit card balance every month end, do they mean on the last day of the month or the last day when payment is due for the last cycle?…
- Aquamarine Commander
- Aquamarine_Commander.9
- 4 mths ago
- 3 replies
- 52
- dakinemaui4 mths ago
- Getting Started
New month - expected yellow to carry forward
I have a category called Stuff I Forgot to Budget For. In January, I spent $2500 on a credit card, and used this category to budget for it. Because of the credit card grace period,…
- Forest Green Rain
- Forest_Green_Rain.6
- 4 mths ago
- 7 replies
- 62
- Sarah4 mths ago
- Getting Started
- Answered
- Answered
Budget template
I’ve created a budget template like the website says to do but the underfunded is more than my salary. I know that I have to fix it but the underfunded will adjust as soon as I fund a category.…
- Forest Green Cello
- Forest_Green_Cello.6
- 4 mths ago
- 2 replies
- 68
- dakinemaui4 mths ago
- Getting Started
Is there a live Q & A support option?
I set-up my budget, categories, and have been sorting transactions but I messed up some things when I initially set-up the budget that I can't figure out how to fix.…
- Coral Piranha
- Coral_Piranha.7
- 4 mths ago
- 1 reply
- 45
- FanessYNAB Support4 mths ago
- Getting Started
Deleting a Category
Can I simply delete a category when I no longer need it? In my case I no longer want to have an emergency fund - but I seem to remember trying to delete a category before and finding it threw off…
- Powder Blue Trumpet (431519b6bd2d)
- Powder_Blue_Trumpet_431
- 2 yrs ago
- 13 replies
- 2,515
- FanessYNAB Support4 mths ago
- Getting Started
- Answered
- Answered
Confused and Overhelmed
I just started my trial and I am a expert computer user, but this program is not intuitive. Very difficult to get started. It looks like it will take hours to learn and understand this.…
- Bayou Buckeye
- Beginner
- Lavender_Display
- 2 yrs ago
- 21 replies
- 1,592
- Bayou Buckeye4 mths ago
- Getting Started
- Answered
- Answered
YNAB 4 reports are no longer working
Hi, I'm not sure if I'm allowed to post this since YNAB 4 is no longer supported, but I'm having problems with my reports and currently none of them seem to be working properly.…
- Sky Blue Harp
- Sky_Blue_Harp.4
- 4 mths ago
- 6 replies
- 118
- Sky Blue Harp4 mths ago
- Getting Started
How do you "Sweep" under spent categories at the end of the month?
I have seen several people talk about sweeping categories. I understand the concept of sweeping the category, but I am brand new YNAB. How do you actually "sweep" the category from one to another in…
- JeremyB
- jeremyb
- 4 mths ago
- 14 replies
- 318
- satcook4 mths ago
- Getting Started
- Answered
- Answered
when budgets start in the middle of the month rather than on the 1st
I'm sure this isn't recommended as a YNAB rule either... well that's too bad because it is not possible for me to budget on the first unless you wanna give me free money to start off that way.…
- MrGsPhace
- Beige_Battery.1
- 1 yr ago
- 29 replies
- 852
- 1
- dakinemaui4 mths ago
- Getting Started
- Answered
- Answered
Can I import a budget from one YNAB account to another?
Hi folks, A few weeks ago, my wife created her own YNAB budget, and shortly after encouraged me to do the same. So I started a trial account and have it complete.…
- wsalopek
- Gold_Koala.14
- 4 mths ago
- 7 replies
- 214
- JR54454 mths ago
- Getting Started

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