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Setting Up Your Budget

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Quickly See all Underfunded Categories
Is there a way to quickly see all underfunded categories in my monthly budget? When I have the budget collapsed, there is not even any indication as to which budget groups have underfunded…
- SpringChick
- springchick1219
- 1 yr ago
- 6 replies
- 172
- MatthewYNAB Support1 mth ago
- Setting Up Your Budget
Option to search by memo AND export to file
So we would love more options to get itemized reports showing more detailed views of items perhaps categorized by memo and not just by category - for example we have done a remodel of our basement…
- Turquoise Hail
- Turquoise_Hail.4
- 1 mth ago
- 3 replies
- 38
- MatthewYNAB Support1 mth ago
- Setting Up Your Budget
Which path should I be taking?
I have a $1k EF and then a very small start towards a house down payment but have been wondering if that's the best approach. Which budgeting path should I be doing:…
- Jason Standiford
- Lavender_Cornet.18
- 2 mths ago
- 9 replies
- 186
- 1
- RachelYNAB Support1 mth ago
- Setting Up Your Budget
How to buffer and keep AOM > 30 on rent
Hi all, I just started YNAB a week ago and it's already completely changed the way I think about budgeting. I'm hooked! I like both the idea of the buffer/INM category and the goal of keeping AOM >=…
- Cyan Router
- Cyan_Router.14
- 2 mths ago
- 5 replies
- 153
- WordTenor2 mths ago
- Setting Up Your Budget
- Answered
- Answered
Feature Request: Multiple Target Date Balance Goals Per Category
I've mentioned this already in a few other threads but feel it deserves its own thread in the hopes that it becomes a much bigger focus moving forward.…
- 10SNE1
- jagstyles
- 9 mths ago
- 12 replies
- 235
- 5
- Slate Blue Pilot (2903ac015cdb)1 mth ago
- Setting Up Your Budget
Backup before rework
We are considering a category rework. Prior to moving everything around (ynab and bank funds), is there a way to clone a budget? Incase we dont like the result I would like to keep the previous…
- RIP_MSMoney
- FinTech Programmer
- rip_ms_money
- 1 yr ago
- 7 replies
- 244
- 1
- Slate Gray Wildcat2 mths ago
- Setting Up Your Budget
Goal Dates at the 1st of the Month and Proper Month Budgeting
Hi Everyone, I was curious as to some opinions on this.... If you've set a monthly goal (let's say your rent or mortgage as an example) that is due on the 1st of every month.…
- Philsboy
- Orange_Network.11
- 2 mths ago
- 6 replies
- 144
- Turquoise Major2 mths ago
- Setting Up Your Budget
HSA With Payroll Contributions and Reimbursable Expenses
The official HSA Guide is not clear in explaining how to handle this situation. I have read all of the Forum posts on HSAs as well. We would greatly appreciate help since we are nearing the end of…
- Cadet Wildcat
- Cadet_Blue_Wildcat.10
- 5 mths ago
- 4 replies
- 79
- 1
- onefear2 mths ago
- Setting Up Your Budget
It shows I'm over budgeted, but my budget is far less than my income. Why?
My income was higher than my expenses. My expenses match my budget, so I'm not sure why there is a big red box at the top that says I'm over budgeted?
- Laura Anne
- Cadet_Blue_Rain.6
- 2 mths ago
- 2 replies
- 101
- WordTenor2 mths ago
- Setting Up Your Budget
Adjusting starting checking account balance.
So I'm 3 days in and have already performed a fresh start after watching a couple youtube videos trying to get thing sorted out. My issue now is I have started my new budget today which is the 4th…
- A-A Ron
- Budgeting is like nails on a chalkboard
- Aa_ron
- 2 mths ago
- 1 reply
- 32
- Ceeses2 mths ago
- Setting Up Your Budget
I have a lot of money left in "to-be-budgeted"?
I allocated all the money that I have available in all my accounts towards different things in my budget and gave each dollar a job. Every month I'm able to get my 'to be budgeted' down to 0,…
- Queenie Dang
- Designer + Techie
- Cadet_Blue_Welder.4
- 2 mths ago
- 3 replies
- 152
- RachelYNAB Support2 mths ago
- Setting Up Your Budget
Monthly average per category
is there a report that shows average spending per month per category? You can see average per category group but not the actual categories. This would help a lot to be able to budget more accurately…
- Lavender Crab
- Lavender_Crab.12
- 2 mths ago
- 2 replies
- 73
- Lavender Crab2 mths ago
- Setting Up Your Budget
- Answered
- Answered
Move transactions from one budget to a fresh start budget
How can I move multiple transactions from one budget to another? I made a fresh start about January 10th. I'd like to pull all the 2021 transactions from the old budget into the new one.…
- Lavender Viper
- Lavender_Viper.7
- 2 mths ago
- 2 replies
- 87
- Rick Thomas2 mths ago
- Setting Up Your Budget
Always opens with the wrong month !!!!!
Hope that I can explain correctly the problem I am having..... Also hope that the solution will not make me feel stupid !!!! I created the Budget in the month of April and then made a bookmart....…
- keyboard
- keyboard
- 11 mths ago
- 3 replies
- 79
- Maroon Panther2 mths ago
- Setting Up Your Budget
- Answered
- Answered
Help .... budget to quit job.
Good evening, I have a budget that works well but it is not set to my future plans. So the short is I may lave my job soon and I want to set up a second budget based on my first to see where I would…
- tgpratt
- Overworked CFO of the family
- Salmon_Filly.4
- 2 mths ago
- 5 replies
- 129
- Superbone2 mths ago
- Setting Up Your Budget
Confused on funding spending goal
Semi-newbie still trying to iron out the kinks and understand the YNAB way. I'm running into an annual goal funding issue. I have a Christmas category with a goal of $2400 by December 31.…
- Drawn and Quartered
- drawn_and_quartered
- 2 mths ago
- 2 replies
- 51
- Drawn and Quartered2 mths ago
- Setting Up Your Budget
starting out, few basic questions that I still have
Ok, so I got the job during covid. I'm not making much but I'm good and very lucky. I need to start paying down credit cards. I have many many credit cards( another story...…
- Ivory Keyboard
- Ivory_Keyboard.8
- 2 mths ago
- 5 replies
- 198
- dakinemaui2 mths ago
- Setting Up Your Budget
One time purchases
Hi I was wondering - if you had a one time purchase in lets say January, but won't be purchasing that item anymore, do you just don't budget for that and change the Availability to Zero?…
- Spring Green Yearling
- Spring_Green_Yearling.8
- 2 mths ago
- 1 reply
- 101
- dakinemaui2 mths ago
- Setting Up Your Budget
$1,1100 Mistake?
Not sure if this is really a problem, but I have totaled the balances in my checking and savings accounts, and compared that total to my total budgeted amounts, and I am off by roughly $1,1100.…
- Steel Blue Ink
- Steel_Blue_Ink.10
- 2 mths ago
- 3 replies
- 116
- dakinemaui2 mths ago
- Setting Up Your Budget
Budget vs Actual
Is there a way to produce a budget vs actual report for a specific time period?
- Green Battery (bd73c37a3b89)
- Green_Battery_bd73c37a3
- 3 yrs ago
- 57 replies
- 2,339
- 4
- sgarelick2 mths ago
- Setting Up Your Budget
- Answered
- Answered
Upcoming inflow in Budgeting
Hello, I'm new to this and I'm stuck a bit. So my paycheck is always coming at the end of the month and I'm having trouble understanding how I should get rid of the red "To be budgeted" when…
- Coral Python
- Coral_Python.8
- 2 mths ago
- 12 replies
- 280
- MXMOM2 mths ago
- Setting Up Your Budget
Overseas transfers
I really like YNAB, but there's something I haven't managed to wrap my mind around. I am on a temporary assignment overseas, and while I'm paid in the US, in dollars,…
- Beige Zebra
- Beige_Zebra.15
- 2 mths ago
- 4 replies
- 63
- Beige Zebra2 mths ago
- Setting Up Your Budget
Emergency Savings - how to represent this
Hi! I just started tinkering with YNAB today and am definitely confused about several things, but the most major is that I'm not sure what to do with our emergency savings account.…
- Gray Saxophone
- Gray_Saxophone.13
- 2 mths ago
- 9 replies
- 193
- dakinemaui2 mths ago
- Setting Up Your Budget
Budget Organization Overhaul - best approach?
I have been using YNAB for quite a while and it has been great at helping me understand all of my spending. Honestly, I haven't been taking full advantage of the power of YNAB - but rather using it…
- Blue Disk
- Blue_Disk.12
- 2 mths ago
- 3 replies
- 145
- 1
- Powder Blue General2 mths ago
- Setting Up Your Budget
- Answered
- Answered
keeping a fund category topped up (irreg expenses)
I have a fund that I use for irregular bills (eg: quarterly water bill), once a year subscription renewals, etc. For simplicity's sake, every expense like this comes out of this fund in one big "all…
- canuckgurrl
- Powder_Blue_Projector.7
- 2 mths ago
- 11 replies
- 133
- Melissa2 mths ago
- Setting Up Your Budget

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