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New year, new budget?
So I am thinking for 2020 I might start a whole new budget. Not just a fresh start but a whole new from scratch budget with new categories and perhaps even some workflow changes.…
- Navy Blue Foal
- Navy_Blue_Foal.5
- 7 days ago
- 32 replies
- 382
- HappyDance22 hrs ago
- Tips & Tricks
How do people manage completed annual goals that then start again?
I have completed my annual house insurance goal, and need to start another for next year to save towards that premium. Do I hide this category? Delete the category?…
- MiniMum
- Blue_Thunder.4
- yesterday
- 7 replies
- 98
- dakinemaui22 hrs ago
- Tips & Tricks
IS there a grocery app which allows comparison of prices among grocery stores
Sure would be nice if there was an app where I could choose several local grocery stores, choose a specific item, and directly compare current prices of the item among the stores- rather than having…
- Forest Green Piano
- Forest_Green_Piano.5
- 2 wk ago
- 8 replies
- 114
- pepperpatyesterday
- Tips & Tricks
when monthly goals fall short
My wife and I spend around $800/year at the dentist. Divide that by 12 I get a monthly savings goal of approximately $67. Dental services occur about ever 6 months for each of us.…
- Forest Green Piano
- Forest_Green_Piano.5
- 2 days ago
- 4 replies
- 83
- HappyDanceyesterday
- Tips & Tricks
I don't want to reconcile - can it work?
Hey all, I used to be a committed YNABer from the start but haven't used it in over a decade. I think the time's right to make a comeback - but apart from feeling like I've been in a cryogenic sleep…
- Toddyconk
- toddjconklin
- 5 days ago
- 14 replies
- 250
- Toddyconk3 days ago
- Tips & Tricks
Scheduled transactions
I use a LOT of scheduled transactions and goals, and I also use auto-pay on my bills whenever possible. It cuts down on my time doing stuff I don't like to do so I can concentrate on things I care…
- casner
- Now retired, and figuring out transitions
- casner
- 12 days ago
- 15 replies
- 173
- jerald4 days ago
- Tips & Tricks
How to budget reimbursed work expenses
I just recently switched over to the new ynab and am struggling with how to get it to work with work expenses which get reimbursed. In the old ynab I would just allow that category to go in the red…
- Coral Memory
- Coral_Memory
- 1 yr ago
- 19 replies
- 5,584
- 4
- dakinemaui5 days ago
- Tips & Tricks
Saved Payees sorting
Hi, I have a suggestion/question. How can I change the way the 'Saved Payees' sort themselves? I navigate YNAB with my keyboard using TAB, and the way the sorting happens is very much slowing down…
- Ivory Koala
- YNAB user since 2013
- Ivory_Koala.4
- 7 days ago
- 3 replies
- 48
- Ivory Koala6 days ago
- Tips & Tricks
How would you handle this 'lending repayment' scenario?
So I purchase a lawnmower for me and my friend. I pay £300, and he owes me half (£150). Friend then buys me a pair of shoes (that I personally was going to buy myself, it's not a gift) for £70,…
- Cyan Octopus
- Cyan_Octopus.7
- 8 days ago
- 13 replies
- 83
- HappyDance6 days ago
- Tips & Tricks
New Native Running Balance Feature
#1. I'm glad this is being added. Thank you. #2. In the toolkit, I clicked the button to have a running balance. I saved and refreshed. Done. #3. In YNAB,…
- Move Light Sound Life
- move_light_sound_life
- 3 wk ago
- 8 replies
- 223
- 3
- Rick Thomas7 days ago
- Tips & Tricks
Cash back apps
Do YNABers tend to recommend using cash back apps like Ibotta or Rakuten?
- Jennifer B
- Beige_Nomad.8
- 11 days ago
- 7 replies
- 149
- ynaber26139 days ago
- Tips & Tricks
Keeping track of child support owed
So my ex-husband is supposed to pay a small ammount child support each month. He sometimes does, sometimes doesn't. I would like to keep track of the support owed within Ynab, is that possible?…
- Cacti
- Cacti
- 9 days ago
- 4 replies
- 56
- Cacti9 days ago
- Tips & Tricks
Reusable home air filter
https://www.washablefilter.com/16elwapefifc1.html I'm using it in my home system. It's been in for the past 4+ months. We've furnace techs out for a tune up and to investigate a noise.…
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 11 days ago
- 24
- Tips & Tricks
Evidence of aged categories.
Hi Folks, I've been a user since early YNAB4 or maybe late YNAB3. Then I dropped YNAB subscription a few years ago after nYNAB started and I watched Jesse's whiteboard video about double-entry…
- Chubbs
- Not watching the double-entry bookkeeping video again. Ever.
- chubbs
- 2 wk ago
- 13 replies
- 294
- 2
- Annieland11 days ago
- Tips & Tricks
What is Your Budget's Name?
Hi everyone! I've always had a difficult time naming my budget in YNAB and I've been wondering what other people name their budgets. And now I have a place to ask!…
- Kate
- Joyful Technical Writer 🌴
- sweet_sunshine
- 2 yrs ago
- 95 replies
- 9,593
- 3
- eloquentz11 days ago
- Tips & Tricks
When do scheduled transactions affect To Be Budgeted?
I'm a little confused as to how scheduled transactions work with my overall To Be Budgeted amount. Here's an example. I get paid twice a month, on the 15th and 30th.…
- Ryan Finley
- Steel_Blue_Drill.12
- 3 wk ago
- 5 replies
- 140
- casner11 days ago
- Tips & Tricks
What's your thoughts on my categories?
I posted 2 images that show all of the categories I have. What's your thoughts on the way I have arranged the categories? 😀 I'm open for any feedback.…
- Ethan S.
- ethan
- 3 wk ago
- 8 replies
- 166
- 1
- casner12 days ago
- Tips & Tricks
New Budget w/Old Categories
Is it possible to create a new budget, but with all of the current Category Groups andd Categories that I currently use? I don't need any of the data as the new budget would be all zeroes.…
- Golferman
- Golferman
- 2 wk ago
- 4 replies
- 57
- Golferman2 wk ago
- Tips & Tricks
How to improve my skill level in identifying my own inputting errors
I've been using YNAB since August 2016, and it has helped me identify and start to clean up several financial messes. I use (and only know about) what true old-timers call "the new YNAB").…
- Amy H
- Makingspace
- 2 wk ago
- 12 replies
- 144
- Matt T2 wk ago
- Tips & Tricks
Need some help understanding YNAB
Ok so for the Food category. Ok so I'm a little confused with the budget. If I did not spend much in the month prior and it carries over a balance to the next month.…
- Ethan S.
- ethan
- 2 wk ago
- 6 replies
- 117
- TechieM22 wk ago
- Tips & Tricks
Default Budget
Having used YNAB for a couple of years I felt it the right time to rejig and create a new budget. For the life of me I cannot find how to have YNAB open the new one as the default.…
- Cornflower Blue Grizzly
- Cornflower_Blue_Grizzly.1
- 3 wk ago
- 4 replies
- 71
- Cornflower Blue Grizzly2 wk ago
- Tips & Tricks
Filter AND vs OR
Is there a way to filter but make the search inclusive? Right now multiple tags result in OR type clauses. I would like AND. Thanks
- RIP_MSMoney
- FinTech Programmer
- rip_ms_money
- 3 wk ago
- 11 replies
- 108
- FanessYNAB Support2 wk ago
- Tips & Tricks
"Moving money" in past month causes SFTF?
I've been YNABbing for about 3 months now and wanted to start to get an idea of my average true spending in some categories so I can budget more accurately going forward.…
- Salmon Boa
- Salmon_Boa.4
- 7 mths ago
- 9 replies
- 302
- Powder Blue Pony3 wk ago
- Tips & Tricks
Best way to budget all that medical stuff?
So I'm re-evaluating my budget a bit because of the insurance changes and wondering how people handle some of this. Currently I have: Meds - category funded monthly for meds,…
- TechieM2
- IT Professional and General Geek
- techiem2
- 3 wk ago
- 20 replies
- 131
- Annieland3 wk ago
- Tips & Tricks
More money in "To be budgeted" than I entered...it appeared about two hours after??
I entered my paycheck in "to be budgeted" and allocated some of the money. I left about $2,050 in "to be budgeted" figuring I would finish up later tonight.…
- Purple Thunder
- Purple_Thunder.5
- 3 wk ago
- 2 replies
- 84
- FanessYNAB Support3 wk ago
- Tips & Tricks

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