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Why does does YNAB keep default to December '18?
Hello, Long-time YNAB user, but I've only been using the newer version since late November. Everytime I go to the web-based YNAB on my PC browser, it defaults to December (still).…
- Slate Gray Stallion
- Slate_Gray_Stallion.4
- 3 mths ago
- 3 replies
- 115
- Lavender Trombone3 mths ago
- Getting Started
Stressed about starting
Hey all, I started YNAB fairly recently and am having issues setting everything up without getting stressed out. I don't know if it is my mindset that is hindering me but I get through the category…
- Tomato Clarinet
- Tomato_Clarinet.2
- 3 mths ago
- 6 replies
- 207
- 1
- HappyDance3 mths ago
- Getting Started
- Answered
- Answered
Trying New YNAB - as in trying my patience!
Sorry for the long post. We have been using YNAB since 2012. It has always been easy to use and has helped us keep track of our finances. We have budgeted our finances carefully for years prior to…
- Gary Young
- Purple_Boat.2
- 3 mths ago
- 11 replies
- 290
- cebingham33 mths ago
- Getting Started
First impressions
Just migrated and here's my experience and impressions so far. 1. The migrated budget had super-inflated values in the budget categories. I was so overwhelmed I just decided to make a fresh start.…
- mteverest
- mteverest
- 3 mths ago
- 9 replies
- 167
- mteverest3 mths ago
- Getting Started
Did I set this up correctly?
This is going to be long :) I have everything starting January 1st. I set up all my bank accounts- my daily chequing, my "annual expense savings account", my emergency savings account,…
- Mamba
- mamba
- 3 mths ago
- 25 replies
- 358
- Mamba3 mths ago
- Getting Started
Delete Payees and Accounts after Fresh Start
I would like to do either a Fresh Start or New Budget. I just want to clean out old payees, categories and bank accounts that I don't want in the budget. These all have transactions from last year.…
- John Herman
- Bassman
- 3 mths ago
- 1 reply
- 91
- mamster3 mths ago
- Getting Started
- Answered
- Answered
Is YNAB for me? Accustomed to budgeting full month of expenses
Some background: I just started using YNAB yesterday. The only things I use my checking accounts for are: (1) Paying my mortgage (2) Paying my auto loan (3) Paying my credit card.…
- Turquoise Tape
- Turquoise_Tape.2
- 3 mths ago
- 15 replies
- 232
- 1
- dakinemaui3 mths ago
- Getting Started
- Answered
- Answered
New User of Online YNAB
Having migrated my YNAB file from YNAB4, I see a figure next to the "To Be Budgeted" green box entitled "Funds for January". The amount given is £13,294.…
- Sky Blue Network
- Sky_Blue_Network.3
- 3 mths ago
- 3 replies
- 111
- dakinemaui3 mths ago
- Getting Started
Emergency Funds, Unexpected Expenses & Fees\Interests
Hi all : ) My name is Oron and I started using YNAB ~a week ago The reason for using the app is that I relocated from Israel, hence I have troubles knowing what is the reasonable price for each…
- Oron Subayi
- oron_subayi
- 3 mths ago
- 7 replies
- 237
- Pikayo3 mths ago
- Getting Started
UGH! I'm so frustrated trying to learn and understand this program!!!!
I thought I had everything set up properly a few days ago. Then I updated my credit card purchases from the last few days in December and it's screwing up all my budget categories in January and…
- Violet Yeti
- Violet_Yeti.6
- 3 mths ago
- 19 replies
- 277
- lindsay_g3 mths ago
- Getting Started
Stuck on Schedule a Transaction Step in the "Get Started" Steps.
For the past couple of days, I have been trying to finish the "get started" guide. Everything has worked well, except "Schedule a Transcation." I have gone through the following steps.…
- Lavender Keyboard
- Lavender_Keyboard.5
- 3 mths ago
- 1 reply
- 53
- Lavender Keyboard3 mths ago
- Getting Started
- Answered
- Answered
A methodical approach please.
I've been bashing away on the YNAB all afternoon and it's starting to feel like some Rube Goldberg machine but with a set of manically amusingly supportive people in videos to describe it.…
- Sea Green Hammer
- Sea_Green_Hammer.1
- 1 yr ago
- 13 replies
- 1,859
- 5
- Hot Pink Yeti3 mths ago
- Getting Started
- Answered
- Answered
new year, fresh start! Now, how do I balance to the next statement?
I've been YNABing(classic) for quite some time now. my current budget has a couple of years transactions spread across a half dozen or so bank and card accounts.…
- Sky Blue Clarinet
- Sky_Blue_Clarinet.1
- 3 mths ago
- 2 replies
- 129
- Sky Blue Clarinet3 mths ago
- Getting Started
- Answered
- Answered
Carrying budget forward from month to month?
Hi folks, I'm new to YNAB so bear with me. Last month I setup my whole budget across many categories... so far so good. But now its a new month and all my categories are set to 0$ budgeted.…
- nj_ynab
- Forest_Green_Foal.4
- 3 mths ago
- 6 replies
- 192
- NicoleYNAB Support3 mths ago
- Getting Started
Confused About Two Accounts/Budgets???
Hi, For years I've managed 1 account in YNAB and 1 budget. I decided to add my second account which I use sometimes for savings. So last month I added 300 dollars to the saving account (let's call…
- Gold Orca
- Gold_Orca.1
- 3 mths ago
- 1 reply
- 68
- nolesrule3 mths ago
- Getting Started
Reconciliation from YNAB4 to new YNAB
I am converting from YNAB4 to the web YNAB effective Jan 1, 2019. If a check I issued in 2018 and posted in YNAB4 gets deposited and cashed in 2019, how do I account for this in new YNAB?…
- drone-pilot
- Beige_Wildebeest.5
- 3 mths ago
- 1 reply
- 139
- FanessYNAB Support3 mths ago
- Getting Started
Fresh Start, but no starting balance?
So, I am just getting started here. I created my account about a week or so ago, and added a number of accounts. I then decided with Jan 1 being so close, no point in starting mid December,…
- Silver Dollars
- silver_dollars
- 1 yr ago
- 12 replies
- 3,782
- 2
- FanessYNAB Support3 mths ago
- Getting Started
- Answered
- Answered
Former YNAB4 - want fresh start but save old transactions
I want to start fresh in 2019 with the new YNAB format, but routinely look at spending patterns, former transactions, etc. in old YNAB4 data. How do I do this?
- Marzipan
- Marzipan
- 3 mths ago
- 8 replies
- 193
- Tuolumne53 mths ago
- Getting Started
Paid monthly goal in advance
I have a monthly goal, let's say $500, that I send to my parents every month. This month I sent them money for January in advance. How do I log this transaction? Do I need to cancel my monthly goal,…
- Cyan Grizzly
- Cyan_Grizzly.1
- 3 mths ago
- 1 reply
- 97
- Jannelle3 mths ago
- Getting Started
It's just not adding up!
I'm still having issues with getting the budget right. I've added everything for the week, including my check and now, it looks like I have received extra money and I'm in the red for some things,…
- Kym H
- Orange_Chef.3
- 4 mths ago
- 21 replies
- 302
- nolesrule3 mths ago
- Getting Started
confused & it's hurting my brain :)
I entered all of my monthly expenses (even long term/yearly). Today is December 18th & I already paid my mortgage and all of my bills for December so I'm confused as to what I should do now!…
- taming the dollar
- Spring_Green_Wildebeest.3
- 4 mths ago
- 3 replies
- 174
- nolesrule3 mths ago
- Getting Started
Willing to Pay for Help
Hello, I am have been using the old YNAB 4 and had to upgrade to the new platform. I tried to transfer over all my old information and it doesn't look like it came over correctly and everything is…
- Silver Drill
- Silver_Drill.4
- 4 mths ago
- 4 replies
- 114
- NicoleYNAB Support4 mths ago
- Getting Started
New to YNAB -- question about lump sum expenses
First time poster, long time ineffective user of other budgeting sites. We really love the YNAB construct of money having jobs. We *get* how that works for monthly expenses like food and electricity.…
- Pink Snow
- Pink_Snow.2
- 4 mths ago
- 14 replies
- 246
- nolesrule4 mths ago
- Getting Started
When Goal comes through, the category goes negative
I've just set up my budget and created a goal for my student loan. The bill came through and now the category is showing negative! I'm new and have watched the video three times and still feeling a…
- Kym H
- Orange_Chef.3
- 4 mths ago
- 3 replies
- 168
- NicoleYNAB Support4 mths ago
- Getting Started
Category?
I started my budget this week. I had transferred money from a CapitalOne 360 account (Lawn Care) to my CapitalOne Checking Account. The Lawn Care Account was at $0 at the time the budget started,…
- Magenta Ink (b04bb2cef5c4)
- Magenta_Ink_b04bb2cef5c
- 4 mths ago
- 3 replies
- 113
- nolesrule4 mths ago
- Getting Started

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Why does does YNAB keep default to December '18?

Stressed about starting

Trying New YNAB - as in trying my patience!

First impressions

Did I set this up correctly?

Delete Payees and Accounts after Fresh Start

Is YNAB for me? Accustomed to budgeting full month of expenses

New User of Online YNAB

Emergency Funds, Unexpected Expenses & Fees\Interests

UGH! I'm so frustrated trying to learn and understand this program!!!!

Stuck on Schedule a Transaction Step in the "Get Started" Steps.

A methodical approach please.

new year, fresh start! Now, how do I balance to the next statement?

Carrying budget forward from month to month?

Confused About Two Accounts/Budgets???

Reconciliation from YNAB4 to new YNAB

Fresh Start, but no starting balance?

Former YNAB4 - want fresh start but save old transactions

Paid monthly goal in advance

It's just not adding up!

confused & it's hurting my brain :)

Willing to Pay for Help

New to YNAB -- question about lump sum expenses

When Goal comes through, the category goes negative

Category?

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