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Setting Up Your Budget

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Savings Goals Category for Starting Balance
How do I categorize a starting balance in an unlinked account towards a savings goal in my budget?
- TamaleLlama
- tamalellama
- 3 mths ago
- 15 replies
- 178
- Slate Blue Lion3 mths ago
- Setting Up Your Budget
Help new start going back to the 1st of 2021?
Hi been useing YNAB for almost a year and it’s been a bit of a learning curve. I’ve finally gotten to the point ( last December) where I’m finally keeping track of everything and staying within a…
- Sky Blue Rhythm
- Sky_Blue_Rhythm.13
- 4 mths ago
- 4 replies
- 88
- Abby3 mths ago
- Setting Up Your Budget
Budget Category For Next Month Expenses
Hey all, I've create a category to try and plan the money I'll need to apply to next month's budget, I'm just not sure how exactly to make it work the way I'd like, if it's even possible.…
- InfraredSnowman
- infraredsnowman
- 3 mths ago
- 11 replies
- 113
- InfraredSnowman3 mths ago
- Setting Up Your Budget
Group buying transactions?
Newbie YNABer here - appreciate your patience if this has been asked and answered before. I'm wondering how to log the following scenario - I purchase eggs directly from a farmer on behalf of a…
- Pink Panther
- Pink_Panther.8
- 4 mths ago
- 9 replies
- 57
- Ceeses4 mths ago
- Setting Up Your Budget
Bi Weekly Goals
Is there any chance that YNAB will be adding Bi Weekly Goal options instead of only Monthly or weekly?
- Gray Dragon
- Gray_Dragon.6
- 10 mths ago
- 23 replies
- 565
- 5
- RachelYNAB Support4 mths ago
- Setting Up Your Budget
Settlement
I'm kind of new to budgeting but I just got a settlement from a car accident of $50,000 and I am curious how I budget that. Do I put it into a tracking account a non-tracking account.…
- Tomato Griffin
- Tomato_Griffin
- 4 mths ago
- 3 replies
- 62
- Superbone4 mths ago
- Setting Up Your Budget
Budget in advance
I am a novice to this and I want to set up a fresh budget for March, how do that with my paychecks (inflow) and my bills and expenses (outflow). I’m not understanding how to take my entire month of…
- Hot Pink Keyboard
- Hot_Pink_Keyboard.14
- 4 mths ago
- 3 replies
- 144
- RachelYNAB Support4 mths ago
- Setting Up Your Budget
Creating EveryDollar Style "Funds" in YNAB?
I've been using EveryDollar's free version for some time now and I LOVE budgeting. I'm hopeful for YNAB, but I'm very overwhelmed, to say the least. I must admit,…
- Pineapple Gal
- Goal-Getter
- Orchid_Wrench.11
- 4 mths ago
- 10 replies
- 213
- Superbone4 mths ago
- Setting Up Your Budget
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- 4
- Reported - view
Just wanted to add: you don't have to add your debt accounts to YNAB! If it bugs you to see the negative, just leave those accounts out of YNAB and treat the payments like any other monthly bill.…
Moving from Simple - Funding Categories each Payday?
With the upcoming shutdown of Simple we have been trying to find a suitable replacement for the Expenses feature which has helped us enormously in budgeting for reoccurring payments.…
- Septrillian
- Khaki_Cobra.7
- 4 mths ago
- 2 replies
- 64
- Septrillian4 mths ago
- Setting Up Your Budget
- Answered
- Answered
Share a Budget without sharing accounts
My partner and I both use YNAB for our personal budgets and our personal bank accounts, but we also just got a joint bank account. We would like to be able to keep our personal budgets separate and…
- Slate Gray Yearling
- Slate_Gray_Yearling.15
- 4 mths ago
- 1 reply
- 65
- 1
- Melissa4 mths ago
- Setting Up Your Budget
What's happening with my "budgeted in future" amount?
I'm trying to figure out why my "budgeted in future" category is sitting at $-146.11. I don't have a single dollar budgeted in the month of March. All budgeted columns are $0 including hidden…
- Forest Green Falafel
- Forest_Green_Falafel.6
- 4 mths ago
- 6 replies
- 99
- Forest Green Falafel4 mths ago
- Setting Up Your Budget
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
- 181
- MatthewYNAB Support4 mths 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
- 4 mths ago
- 3 replies
- 42
- MatthewYNAB Support4 mths 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
- 4 mths ago
- 9 replies
- 192
- 1
- RachelYNAB Support4 mths 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
- 4 mths ago
- 5 replies
- 161
- WordTenor4 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
- 1 yr ago
- 12 replies
- 242
- 6
- Slate Blue Pilot (2903ac015cdb)4 mths 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
- Software Developer at Microsoft (Previously FinTech)
- rip_ms_money
- 1 yr ago
- 7 replies
- 251
- 1
- Slate Gray Wildcat4 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
- 7 mths ago
- 4 replies
- 90
- 1
- onefear4 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
- 4 mths ago
- 2 replies
- 106
- WordTenor4 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
- 4 mths ago
- 1 reply
- 32
- Ceeses4 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
- 4 mths ago
- 3 replies
- 157
- RachelYNAB Support4 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
- 4 mths ago
- 2 replies
- 81
- Lavender Crab4 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
- 5 mths ago
- 2 replies
- 89
- Rick Thomas4 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
- 1 yr ago
- 3 replies
- 82
- Maroon Panther4 mths ago
- Setting Up Your Budget
- Answered
- Answered
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
- 4 mths ago
- 2 replies
- 53
- Drawn and Quartered4 mths ago
- Setting Up Your Budget

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