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Too many categories?
I'm struggling with setting up my categories for the first time. I'm coming from Quicken where I have a LOT of categories, sub categories, and sub-sub categories.…
- Flower Power
- Hot_Pink_Mill.4
- 3 mths ago
- 11 replies
- 1891
- Kate3 mths ago
- Getting Started
Resetting Everything
Hi everyone, I signed up a long time ago, put in some numbers, but never got going. I want to start, but I can't figure out how to cancel all the information currently in there and start fresh.…
- Kim M
- Tomato_Orca.3
- 4 mths ago
- 1 reply
- 481
- jenmas4 mths ago
- Getting Started
Confused about goals
I followed the getting started advice and budgeted the cost of the YNAB subscription, split across two months. Today I paid for the sub... but YNAB doesn't seem to recognise that payment as counting…
- Purple Sound
- Purple_Sound.3
- 4 mths ago
- 2 replies
- 565
- nolesrule4 mths ago
- Getting Started
Chrome Plug in. Useful?
Hi All, I did read the posts related to the Chrome extension. So, updated on that. Does anyone find it super awesome or useful? I'm a newish user and trying to figure YNAB out for me.…
- Cyan Android
- Cyan_Android
- 4 mths ago
- 6 replies
- 484
- 1
- Cyan Android4 mths ago
- Getting Started
Monthly income in new YNAB
I have finally decided to try the new YNAB and migrating from YNAB Classic. In the old YNAB at top of Budget screen had line for income for the month and if clicked on it could see the income for…
- Cyan Mermaid
- Cyan_Mermaid.1
- 4 mths ago
- 6 replies
- 637
- FanessYNAB Support4 mths ago
- Getting Started
New to YNAB
I just started using YNAB today after a friend recommended it. My husband and I share an account, but get paid at different times throughout the month. I get paid biweekly and he gets paid weekly.…
- Forest Green Ink
- Forest_Green_Ink.2
- 4 mths ago
- 2 replies
- 626
- FanessYNAB Support4 mths ago
- Getting Started
Puzzled..
Hi guys I'm not sure what I did here. I'm bumbling along quite happily with YNAB. All my accounts have reconciled to within pennies and I had budgeted down to zero, I was nice and green on the top.…
- Kim
- Retired Nurse...
- Gray_Tugboat.2
- 4 mths ago
- 3 replies
- 507
- Kim4 mths ago
- Getting Started
- Answered
- Answered
YNAB is blank
I've been using YNAB for years. Just a few days ago I started getting a blank screen when I open YNAB. I uninstalled and reinstalled and reset my computer, but nothing helps.…
- wking555
- wking555
- 8 mths ago
- 14 replies
- 1713
- SaraJane4 mths ago
- Getting Started
- Answered
- Answered
Self Employed Business vs. Personal Budgets
Hi! I am self-employed and have both business and personal accounts. So my business money is showing up in my budget. Even though there is some crossover,…
- Heather Ryan
- heatherryan
- 4 mths ago
- 7 replies
- 831
- 2
- FanessYNAB Support4 mths ago
- Getting Started
Think I might have missed the whole thing up.
I tried to separate my business and personal budgets and then it made my personal budget completely wrong because I had taken my business account out. So I cleared the whole thing to start over and…
- Heather Ryan
- heatherryan
- 4 mths ago
- 3 replies
- 484
- Heather Ryan4 mths ago
- Getting Started
How to see what is in To Be Budgeted?
I can see the total amount that is in my "to be budgeted" but is there a way to see what is making up that total? For example, I want to see the amounts of my paychecks for the past month (I wait…
- Cornflower Blue Jackal
- Cornflower_Blue_Jackal.2
- 11 mths ago
- 11 replies
- 1579
- 1
- FanessYNAB Support4 mths ago
- Getting Started
- Answered
- Answered
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
- 4 mths ago
- 8 replies
- 1007
- FanessYNAB Support4 mths ago
- Getting Started
Managing Connections - Changed Password.
Hello, I can't seem to connect to one of my credit card accounts. I think the problem is that I changed the password to the account. (On the cc website.…
- Cyan Android
- Cyan_Android
- 4 mths ago
- 4 replies
- 498
- Cyan Android4 mths ago
- Getting Started
Yay I've just about sussed it...
It's taken me a week of intense learning, (difficult when you're 60), but I think I've finally managed to get there... Had it all set to go for the 1st of the month, except for one thing,…
- Kim
- Retired Nurse...
- Gray_Tugboat.2
- 4 mths ago
- 510
- 2
- Getting Started
2 weeks under my belt; still learning
So I have been using YNAB for several weeks - am very relieved at how it has both my husband and I on the same page. But as in the past when I have tried other programs I am starting to run into…
- Cyan Foal
- Cyan_Foal.2
- 4 mths ago
- 6 replies
- 680
- nolesrule4 mths ago
- Getting Started
budgeting savings??
Hi! I'm just starting. I just imported all my accounts and I don't want to budget my savings account... That's why it's my savings! Should I delete the savings account?…
- Heather Ryan
- heatherryan
- 4 mths ago
- 3 replies
- 640
- FanessYNAB Support4 mths ago
- Getting Started
Another question (s) from the newbie...
I have 2 checking accounts plus I've added a wallet for the small amount of cash I carry. (I transferred £70 into the wallet. First question is, how do I now empty the wallet of £15 I just spent on…
- Kim
- Retired Nurse...
- Gray_Tugboat.2
- 4 mths ago
- 4 replies
- 836
- Kim4 mths ago
- Getting Started
- Answered
- Answered
Editing transaction dates to future dates?
Can I apply transactions that occur at the end of a month to an expense in the beginning of the following month? Example: I have a bill set to auto-pay on October 1 but it is sent by my bank on…
- Violet Admiral
- Violet_Admiral.2
- 4 mths ago
- 2 replies
- 582
- 2
- FanessYNAB Support4 mths ago
- Getting Started
- Answered
- Answered
Having trouble with timing expenses
I love YNAB and want it to work for me, but so far the timing of income vs expenses is confusing me. I try to budget for something before I get income and it makes it "red", over budget.…
- JC
- oceansurf
- 4 mths ago
- 26 replies
- 606
- 1
- bevocat4 mths ago
- Getting Started
Puzzling deficit on budget
Hi guys I'm starting my budget for Monday 1st Oct. We both got paid the other day, so there's enough in there from starting balances etc I'm all nice and green at the top,…
- Kim
- Retired Nurse...
- Gray_Tugboat.2
- 4 mths ago
- 2 replies
- 508
- Kim4 mths ago
- Getting Started
I'm a tad confussed!!!
I've just started with YNAB and I'm loving it so far. In fact whilst going through my fixed expenses in my bank, I found about £50's worth I shouldn't be paying so it actually paid for it's own…
- Kim
- Retired Nurse...
- Gray_Tugboat.2
- 4 mths ago
- 4 replies
- 973
- Kim4 mths ago
- Getting Started
Getting Started for Dummies
I'm at a loss here, I understand the four rules, I understand the ideas behind everything, but I have absolutely no clue where to start and how to start entering things.…
- Magenta Inspector
- Magenta_Inspector
- 5 mths ago
- 12 replies
- 1639
- 5
- Kim4 mths ago
- Getting Started
The First Step - argh!
All I'm trying to do is add the amount to the green box that says To Be Budgeted. But when I do a box opens that shows Move: and To:. But I only want to put in the amount to be budgeted so where the…
- Gold Boa
- Gold_Boa
- 4 mths ago
- 2 replies
- 457
- jenmas4 mths ago
- Getting Started
Timing of classes
I really like the workshops and I’d like to attend one rather than watch it on you tube later. But I’m in Kuwait on (confusingly) AST (Arabic standard time) and I’m a teacher so my work day time is…
- lindsay_g
- Beige_Banjo.3
- 4 mths ago
- 1 reply
- 386
- JannelleYNAB Support4 mths ago
- Getting Started
- Answered
- Answered
I'm A New User, Completely Lost, Highly Frustrated, and Everything Seems Broken.
Background and, Possibly, a Rant I'm going to be moving out on my own for the first time (not counting college) and I thought it would be a good idea to start keeping better track of my budget and…
- Epsilon Rose
- epsilon_Rose
- 4 mths ago
- 4 replies
- 491
- 2
- lindsay_g4 mths ago
- Getting Started

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