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Increasingly slow performance in Web App
As my number of accounts and financial transactions continue to grow over time, I notice the YNAB web application seems to be slower and slower. There's an increasing delay between when I submit an…
- PapaShawn
- papashawn
- 10 mths ago
- 31 replies
- 530
- 6
- Lars Ayesterday
- Tips & Tricks
Fun and Creative Budget Templates
Hello everyone I wanted to see everyone’s fun and creative ways that they budget their everyday lives. It’s 2020 I wanted to see new ways that help other people and the amazing ideas that they use.…
- Ace Of Spades
- AceOfSpades
- 4 days ago
- 13 replies
- 286
- JohnnyDiamondyesterday
- Tips & Tricks
Can't access YNAB4 after macOS Catalina update - Help needed please!!!
please help! I went to the website and got restarted on line but I still can't figure out how to access my YNAB4 files on my computer!!!
- Violet Stallion
- Violet_Stallion.4
- 4 days ago
- 4 replies
- 41
- MatthewYNAB Support3 days ago
- Tips & Tricks
Paying CC off in full mid month
I'm curious to see what other YNABers do. If I pay my cc off in full on the 15th of February. Then I've put other charges on it between Feb 15-28. Do you make another payment at month end to clear…
- Spring Green Trumpet
- Spring_Green_Trumpet.9
- 10 days ago
- 29 replies
- 452
- Heatskitchen3 days ago
- Tips & Tricks
Happy with your budget categories? Please share!
I'm curious to know how people organize their budget categories. Thinking of making some changes for 2018 and would love to see what people use (and don't use). What are your budget categories?
- Ryan Oakley
- Side-Hustler
- oakley
- 2 yrs ago
- 141 replies
- 23,783
- 23
- Descriptor Noun4 days ago
- Tips & Tricks
Cashback websites
So I just wanted to make a small post here about cashback websites, I couldn't see a rules page, but I just thought it would help out. However, the websites linked I know work in the UK,…
- Jonathan Stapley
- Tan_Battery_4de8fe56e75
- 2 yrs ago
- 6 replies
- 1,249
- 2
- nisnwot2 yrs ago
- Tips & Tricks
Great tip from YNAB YouTube: Fixed vs Flexi category groups
First off, I really love Hannah's videos, so fun to watch! Second, I think the "bonus" tip at the end of this video is great. It's about creating Fixed and Flexi category groups and really helps me…
- Rebecca D.
- Sky_Blue_Leopard.3
- 9 days ago
- 3 replies
- 149
- 3
- Turquoise Major8 days ago
- Tips & Tricks
moving transactions to a different account
I just entered a bunch of transactions to my checking account, instead of my cc account where they actually posted. Is there a way to move them without deleting and starting over in the other…
- Ivory Storm
- Ivory_Storm.3
- 9 days ago
- 2 replies
- 31
- Ivory Storm8 days ago
- Tips & Tricks
YNAB is too big to display properly. It doesn’t matter what browser. Am I the only one having this trouble? What can I do? Thanks.
- Nina Giraffe
- Cornflower_Blue_Android.8
- 10 days ago
- 3 replies
- 87
- NicoleYNAB Support10 days ago
- Tips & Tricks
How to categorise unexpected payments (of ambiguous category)
I'm curious how other people categorise certain irregular payments. In this particular situation I had to pay an insurance excess payment on a claim. So I'm curious whether people would categorise…
- Indigo Koala
- indigo_koala
- 2 wk ago
- 10 replies
- 197
- Chris Curtis12 days ago
- Tips & Tricks
Trying Out the YNAB Buffer
"Buffer" - Money that allows you to separate the timing of your budgetary actions from the event of your paycheck while following the YNAB method of making decisions with dollars in hand.…
- Move Light Sound Life
- move_light_sound_life
- 1 mth ago
- 17 replies
- 564
- 5
- dakinemaui13 days ago
- Tips & Tricks
How do you use flags
So I wanted to get some ideas from other YNAB users about flags. I can't think of anything to use them for so how do you all use flags on your transactions?
- Coral Battery
- Coral_Battery.2
- 1 yr ago
- 20 replies
- 1,660
- 1
- Jade2 wk ago
- Tips & Tricks
Budgeting for annual or one time expenses
I've been using YNAB for a few months now and it has really improved my ability to manage my money. However, I'm having a hard time figuring out how to use the software to account for one time…
- D Thomas
- dthomas929
- 1 yr ago
- 23 replies
- 2,284
- PhysicsGal2 wk ago
- Tips & Tricks
I want the same budget amounts automatically every month
So, when the new month rolls around, I want to be able to use the exact same budget amounts that I STARTED with the previous month(this will presumably carry on all year).…
- Coral Rhythm
- hammockhead
- 2 wk ago
- 2 replies
- 115
- MatthewYNAB Support2 wk ago
- Tips & Tricks
Pre-tax commuter benefit
Hello wise YNAB forum, I am writing for some advice as I try to pick up the pieces of a debtful holiday season. 🙈 I poked around for the answer to this but couldn't find exactly what I was looking…
- originalorange
- originalorange
- 1 yr ago
- 6 replies
- 163
- Frank Castro2 wk ago
- Tips & Tricks
Managing Recurring Transactions
Is there a way to see all the recurring transactions I've set up, and edit them? I made a mistake on one and have a duplicate on another. I can fix them manually each month,…
- Gray Zebra
- Gray_Zebra.7
- 4 mths ago
- 7 replies
- 122
- WordTenor2 wk ago
- Tips & Tricks
Requesting official installer for YNAB 4 v4.3.857
I'm a longtime user of YNAB 4 and don't have any immediate plans to switch over to new YNAB as YNAB 4 meets all of my needs currently. In the last week or two I've begun receiving a notification…
- Ivory Song
- Ivory_Song.3
- 2 wk ago
- 1 reply
- 52
- NicoleYNAB Support2 wk ago
- Tips & Tricks
Feedback - love YNAB - but Reimbursements is difficult
I live in Norway, so my accounts are not linked directly. Even if I have to import transactions, I love YNAB. I am a PFM nerd and use a lot of time on my personal finances. We are a family of five.…
- NorwegianPFMNerd
- Founder
- Orchid_Octopus.10
- 2 wk ago
- 7 replies
- 71
- Terry Bauer2 wk ago
- Tips & Tricks
Deleted category, Now showing 'overspent' ??
Hi folks, I recently deleted a budget category because I will no longer have that expense. When I deleted, YNAB asked me to assign it to another category, which I did.…
- Ivory Sound
- Ivory_Sound.3
- 2 wk ago
- 5 replies
- 54
- MatthewYNAB Support2 wk ago
- Tips & Tricks
Budget isn't automatically showing the current month
When I log in I would like to see the current month (i.e. February), however, every time i log in it starts in January. This isn't a big deal now, but when we get to, say, August,…
- alr2dc
- Magenta_Ink.7
- 3 wk ago
- 4 replies
- 51
- FanessYNAB Support2 wk ago
- Tips & Tricks
Turning off auto-categorization of new transactions?
Hi, all, I'm overall a happy user of YNAB -- but the only way YNAB makes me seriously unhappy is by auto-categorizing newly imported transactions. I find it more confusing than helpful,…
- Philip
- pmw
- 1 yr ago
- 11 replies
- 841
- FanessYNAB Support2 wk ago
- Tips & Tricks
Good suggestion for those with family in other cities/states/countries
The article I read recommended having a "Gotta get there" category for those who have to get plane or train tickets if they suddenly needed to go "back home" or to wherever your family lives.…
- MXMOM
- MXMOM
- 3 wk ago
- 1 reply
- 58
- 5
- HappyDance3 wk ago
- Tips & Tricks
how to track credit overspending
I've been wrestling with the loss of the beloved red arrow for three months now, and I still haven't figured out how to work around it. My numbers consistently just don't add up.…
- Pink Cup
- Pink_Cup.5
- 3 wk ago
- 13 replies
- 140
- MsTJ3 wk ago
- Tips & Tricks
Using Credit Cards
I currently use my amazon credit card and pay it off ever month. I always seem to get my transactions messed when I try linking my credit card to YNAB so I can account for my credit card purchases.…
- The Big Lizbowski
- Just a person trying to not spend all my money.
- Steel_Blue_Mainframe.13
- 3 wk ago
- 2 replies
- 69
- FanessYNAB Support3 wk ago
- Tips & Tricks
Struggling with managing payroll change...
My wife and I have been YNAB users for several years. She gets paid monthly (1st of the month), and I got paid on the 1st and 15th of every month (24 pay periods per year).…
- Cyan Camera
- Cyan_Camera.6
- 3 wk ago
- 4 replies
- 93
- dakinemaui3 wk ago
- Tips & Tricks

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