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Setting Up Your Budget

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What happen to the 'Keyboard Shortcuts' on the 'Up Next' page? I was looking forward to keyboard navigation of YNAB getting some love. It seems to have disappeared. :(
- MustangManiac
- MustangManiac
- 3 mths ago
- 4 replies
- 102
- 1
- RachelYNAB Support1 mth ago
- Setting Up Your Budget
Tracking savings and savings rate?
Hello, my wife and I use YNAB to track our spending and to budget monthly expenses. We also use it to keep track of some savings goals. We're having a hard time managing our savings goals which is…
- Beige Wildebeest
- Beige_Wildebeest.7
- 1 yr ago
- 93 replies
- 1,229
- 1
- Rhubarb3141591 mth ago
- Setting Up Your Budget
How do you budget Fuel when you take a trip (Fuel Budget or Trip Budget category)
Not sure the title explains what I am asking. I just took a trip and drove so I had to fill up. Do you include that under the fuel budget or under the trip budget (personally I put it under the fuel…
- VoltaicShock
- Voltaicshock
- 1 mth ago
- 17 replies
- 175
- 1
- VoltaicShock1 mth ago
- Setting Up Your Budget
New Direct Import: can we close the modal?
Sometimes the new Direct Import process says "please come back later." Will it keep working in the background and pop up a window when it's ready if we click the X, or should we wait?
- Kevin K.
- kkaland
- 1 mth ago
- 1 reply
- 44
- DelaYNAB Support1 mth ago
- Setting Up Your Budget
Managing budget with a charity account
Suppose I make x money that go into my default spending/checking account. I put 10% of this aside for charity. For simplicity, let's just say $100. It goes to a separate bank account I also have.…
- Peter Severin Rasmussen
- Freelance Software Developer
- Petersr
- 1 mth ago
- 6 replies
- 93
- Peter Severin Rasmussen1 mth ago
- Setting Up Your Budget
Needing Guidance
I've been using YNAB for almost or right at a year now... and while it's helped me keep better track of my finances and see where our money is going and keep track of our upcoming bills,…
- Jason Standiford
- Lavender_Cornet.18
- 2 mths ago
- 55 replies
- 450
- Superbone1 mth ago
- Setting Up Your Budget
Starting month with negative balance
I ended November with a $0 balance. So why is December starting with a -$7 balance? At the top I have -$13.99 to be budgeted::(-$7.00 )Funds for Dec, ( $0 )overspent in Nov , ($6.…
- Jenny
- Macer
- 1 mth ago
- 4 replies
- 89
- dakinemaui1 mth ago
- Setting Up Your Budget
Recurring payments - Last day of month
I've been experimenting with the recurring payments feature and it seems to work fine for payments that are made on a specific date each month e.g. 1st Jan, 1st Feb or 10th Jan, 10th Feb.…
- Cyan Saxophone
- Cyan_Saxophone
- 2 yrs ago
- 10 replies
- 1,869
- 2
- WordTenor1 mth ago
- Setting Up Your Budget
- Answered
- Answered
Goals Question
For monthly bills (ie. Gas, Cable, Internet), I set up "Needed for Spending" goal. Should I set it as Monthly or by Date? Currently I have by date (if cable bill is always due on 7th,…
- BoDEAN
- (air)Bus Driver
- bodean
- 1 mth ago
- 9 replies
- 133
- MatthewYNAB Support1 mth ago
- Setting Up Your Budget
Starting a new category
Hi everyone, I've decided to start a new category called "Subscriptions" which is meant to show me how much I am paying on things like "Netflix"; "Office"; "Dropbox"; "One Drive" etc.…
- Martin Butler
- Musician
- Brownbenji
- 1 mth ago
- 8 replies
- 171
- Steel Blue Falcon1 mth ago
- Setting Up Your Budget
Budgeting future months and using Needed for spending goal
I've started playing around with the new goals and I'm setting up my grocery budget goal to be a Needed for spending monthly goal of £400. From the help text about the new goals (quoted below),…
- GilgameshReturns
- Purple_Yeti_80cc03370fd
- 6 mths ago
- 4 replies
- 212
- 1
- FanessYNAB Support6 mths ago
- Setting Up Your Budget
Ability to change the Quick Budget presets?
Is there a way to change the quick budget presets? For example, as I get a bi-weekly paycheck it would be nice to click a button and fund Half of my budgeted amount for categories like groceries.…
- Maroon Lobster
- Maroon_Lobster.9
- 1 mth ago
- 2 replies
- 49
- MatthewYNAB Support1 mth ago
- Setting Up Your Budget
New YNABer Q's
Hi all! I'm a fresh new YNABer, starting to budget. I have 3 questions about setting up mu budget: 1. Me and my spouse spend roughly 2500 a year on clothes.…
- Dan
- dan.1
- 1 mth ago
- 4 replies
- 81
- dakinemaui1 mth ago
- Setting Up Your Budget
many questions
Hi, I'm in my trial phase & I'm frustrated because there are several things I cannot figure out. Is there a real person I can talk to?
- Tan Screwdiver
- Tan_Screwdiver.12
- 1 mth ago
- 4 replies
- 154
- LaurenYNAB Support1 mth ago
- Setting Up Your Budget
Home Improvement/Renovation
For Home Maintenance, it is suggested to budget ~1% of the purchase price per year. Is there also a percentage for home improvement/remodeling? This would cover new paint, furnishings,…
- Magenta Ink (b04bb2cef5c4)
- Magenta_Ink_b04bb2cef5c
- 2 mths ago
- 4 replies
- 158
- 1
- Salmon Wildcat1 mth ago
- Setting Up Your Budget
One-Click Quick Budget & Pay Cycle
Hello fellow YNABers, I've bee trying to rack my brain on how to align my expenses with my pay cycle. I've set up monthly goals (by end of the month) for all my expenses and savings categories up to…
- Salmon Device
- Salmon_Device.6
- 1 mth ago
- 7 replies
- 134
- 1
- Salmon Device1 mth ago
- Setting Up Your Budget
- Answered
- Answered
How would you categorize cash withdrawals?
I tend to buy quite a bit with cash, but it's never in the same category, in a given week, I could be buying some clothes / farmers market food / quick fast food / etc.…
- T. Leach
- Programmer
- seamlesssoftware
- 3 mths ago
- 6 replies
- 140
- RocketBran1 mth ago
- Setting Up Your Budget
- Answered
- Answered
How do I know if I'm spending/budgeting too much?
I am loving this method of budgeting, as I am very new to budgeting in general and it seems to be helping me keep my finances in check. However, I am concerned with actual spending.…
- Orchid Mainframe
- Orchid_Mainframe.5
- 4 mths ago
- 37 replies
- 370
- 1
- Turquoise Snow1 mth ago
- Setting Up Your Budget
Can't trust my budget again! What am I doing wrong?
Month 3 of YNAB and [email protected] still struggling. I've definitely spent less money due to simply scrutinising every penny I budget and spend. however, I can't plan ahead because different parts of YNAB…
- Silver Lion (bc419e839d57)
- Silver_Lion_bc419e839d5
- 3 yrs ago
- 25 replies
- 2,176
- Periwinkle Flute1 mth ago
- Setting Up Your Budget
- Answered
- Answered
Adding income
I want to include my monthly income in the calculation so that I know how much balance money I have at any given time. This is more useful for me because my budget sometimes goes awry.…
- Spring Green Pilot
- Spring_Green_Pilot
- 2 yrs ago
- 5 replies
- 466
- Alice Blue Cyborg1 mth ago
- Setting Up Your Budget
Goals lure people in the wrong direction
Goals are getting more sophisticated over time. You can now create a yearly spending goal with a target date and a repeat option. You need a flow chart ( https://youtu.…
- Wessel
- wessel
- 1 mth ago
- 24 replies
- 331
- 2
- jenmas1 mth ago
- Setting Up Your Budget
Approving Transactions and Related Dates Posted
Hi YNAB-ers! I admit that I am terrible at categorizing and approving transactions, however, once every 3 months I'll go and approve all transactions at once.…
- Cadet Blue Piccolo
- Cadet_Blue_Piccolo.3
- 1 mth ago
- 3 replies
- 74
- FanessYNAB Support1 mth ago
- Setting Up Your Budget
Hidden Categories vs. Deleting a Category
Hello Budget Buddies. I'm curious to see how/if other people have dealt with this. I just started using YNAB in May, and thanks to it and a few well-timed side hustles,…
- sgard
- sgard
- 1 yr ago
- 28 replies
- 1,237
- 7
- VoltaicShock1 mth ago
- Setting Up Your Budget
Days of Buffering History Lookup (Best Option)
For those that use the Days of Buffering History what setting do you use? I currently have mine set at 3 Months.
- VoltaicShock
- Voltaicshock
- 2 mths ago
- 17 replies
- 164
- 1
- Budget_NC1 mth ago
- Setting Up Your Budget
Split out of HSA for eyes vs dental vs other medical
Background : I am self employed for the last 10 years and started using YNAB a few years ago. With each pay, I currently put a specific amount away for future dental expenses $(96),…
- Sea Green Python
- 6kidsurf
- 2 mths ago
- 4 replies
- 42
- dakinemaui1 mth ago
- Setting Up Your Budget

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