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How Many Categories?
Good morning all, So I have been listening to the old podcasts for YNAB and I worked my way up to #133. One of the things that Jesse talks about is simplifying and cutting down the number of…
- Ruff16965 (05bd62cee897)
- Tomato_Mask_05bd62cee89
- 1 yr ago
- 12 replies
- 1,774
- 1
- lindsay_g1 hr ago
- Tips & Tricks
Toolkit: Stealing From Future Alert issue
When I get the red SFTF alert and I fix the overspend by moving funds into the overspent category, the red alert remains in the header until I refresh the budget page.
- Superbone
- YNAB convert since 2008
- Superbone
- 13 hrs ago
- 34
- Tips & Tricks
Caution: Watch you ATT BILL
I noticed my autodebit was higher than normal. Apparently they sent out an email May 10 thanking you for your order. The order you supposedly placed was for 5G that you did not agree to or sign up…
- Stacy C
- nursepower
- 2 days ago
- 3 replies
- 56
- Stacy C2 days ago
- Tips & Tricks
Negative amount in Budgeted column-Why?
I have been using YNAB for a few months now and have noticed that when I need to move money from one category to another to cover overspending or maybe rethinking my amounts for things,…
- Slate Gray Sound (11dc3b5c9d37)
- Slate_Gray_Sound_11dc3b
- 1 yr ago
- 51 replies
- 6,258
- 5
- WordTenor2 days ago
- Tips & Tricks
Red card
New to YNAB- but curious if people purchase Target gift cards with their red card to save the 5% on things like Netflix, etc...?
- Blue Falcon
- Blue_Falcon.8
- 4 days ago
- 5 replies
- 94
- jenmas3 days ago
- Tips & Tricks
Car Replacement Budget Strategy?
I'm a bit far off from this yet (early '21 I should finish off the car), but I know it is recommended by some to keep budgeting a car payment monthly after paying off your car to prepare for the…
- TechieM2
- IT Professional and General Geek
- techiem2
- 2 mths ago
- 75 replies
- 441
- bevocat2 days ago
- Tips & Tricks
Side menu
Hello all. I have somehow made the side menu so narrow and cramped that I can't see the account names. Literally first two or three letters and that's all Any idea how to fix this please?…
- lindsay_g
- Beige_Banjo.3
- 5 days ago
- 2 replies
- 64
- lindsay_g2 days ago
- Tips & Tricks
Uncatergorized Transaction
Have you ever had an uncatergorized Transaction (in the category) that will not allow you to categorize it? Help!
- Aquamarine Boa
- Aquamarine_Boa.7
- 4 days ago
- 2 replies
- 48
- FanessYNAB Support4 days ago
- Tips & Tricks
Chrome Toolkit for YNAB
Game Changer! If you want to control more about how YNAB functions for you, use the Chrome web browser to install the YNAB Toolkit. Go to https://Chrome.google.…
- loonsy
- loonsy
- 1 yr ago
- 60 replies
- 11,440
- 28
- Patzer4 days ago
- Tips & Tricks
Minimize Navigation Pane
Hey folks. Apologies if this has been asked before. I did search for it before starting this thread. Daily I am comparing my checking account to YNAB to ensure I haven't missed any transactions (SO…
- Beige Drill
- orangey_Drill
- 5 days ago
- 2 replies
- 51
- Beige Drill4 days ago
- Tips & Tricks
Budget with paycheck
Hi everyone, I am a beginner with YNAB. I linked my bank accounts and my budget. However, I don’t want to budget with the money I currently have in the bank. I want to budget with my paychecks.…
- Noob Saver
- Sky_Blue_Wrench.6
- 8 days ago
- 13 replies
- 239
- Beige Drill5 days ago
- Tips & Tricks
Can we talk about the buffer?
The cash buffer is a huge part of why YNAB is a great way to manage your finances. Reading other posts, I think I see a couple of different ways that people handle that buffer.…
- All About the Numbers
- Hot_Pink_Mill_f9e491b4d
- 1 yr ago
- 62 replies
- 5,980
- 5
- WordTenor8 days ago
- Tips & Tricks
401k Rollover Where? Wealthfront?
I have an old employer that I have and I want to rollover my 401k to an IRA. The question is, where do I roll it over to? I want something with low fees and that is easy.…
- flyou10
- flyou10
- 13 days ago
- 7 replies
- 70
- flyou1012 days ago
- Tips & Tricks
Use FSA to reimburse Ride-sharing cost for medical appointments
So I'm going to be having a procedure and I don't have anyone available to drive me to/from my appointments. I will not be physically up to driving myself or using public transportation,…
- bevocat
- Sometimes, It Just Sucks to Be You
- bevocat
- 13 days ago
- 2 replies
- 39
- FanessYNAB Support13 days ago
- Tips & Tricks
Where is the free PDF for the YNAB Audiobook?
In the audio book it states to get your free PDF for the audio book from the provider you purchased it from. I purchased from Audible but can find no mention.
- Alice Blue Barnacle
- Alice_Blue_Barnacle
- 1 yr ago
- 42 replies
- 1,297
- 2
- NicoleYNAB Support13 days ago
- Tips & Tricks
Fresh start: better way to track prior transactions?
I've been using YNAB for years and have done multiple fresh starts. I know that I can go back to previous budget files and export to a CSV if I want to view that data.…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 2 wk ago
- 4 replies
- 91
- dakinemaui2 wk ago
- Tips & Tricks
Your notes below the month and year
I'm curious what kind of notes you leave for yourself below the month and year in the header row. Do you note what made that month's budget special? Do you leave inspirational motivational notes…
- Peter
- Professional Designer, Web Developer
- lasty
- 2 wk ago
- 10 replies
- 114
- CallMeCat2 wk ago
- Tips & Tricks
How to deal with planned small one-time expenses
Each month, when I sit down with my wife to plan budget for the next month, we come up with a bunch of things we want to buy on that specific month. Maybe a toy, maybe clothes, maybe something else.…
- Maurycy Zarzycki
- Programmer
- maurycy
- 2 wk ago
- 11 replies
- 204
- dakinemaui2 wk ago
- Tips & Tricks
Incorporate Toolkit Features in YNAB
I apologize if this question has been asked before, but I didn't find it in the forum: I just installed Toolkit (for Firefox) and am blown away by all the simple,…
- Sea Green Sun (ccf0a561a083)
- Sea_Green_Sun_ccf0a561a
- 2 wk ago
- 27 replies
- 333
- 7
- monkeyhanger2 wk ago
- Tips & Tricks
Why aren't feature requests incorporated in the Forum
Am I correct that the YNAB Forum is to be used to discuss YNAB usage, but requests for changes in YNAB are to be submitted separately as Feature Requests?…
- Sea Green Sun (ccf0a561a083)
- Sea_Green_Sun_ccf0a561a
- 2 wk ago
- 13 replies
- 201
- 1
- FanessYNAB Support2 wk ago
- Tips & Tricks
Fixing overdrafts at the end of the previous month
My wife and I have the habit of "budgeting" for certain items after we buy them. (Perhaps you do to? I don't endorse this philosophy...) Anyhow, invariably,…
- Slate Blue Device
- Slate_Blue_Device.4
- 2 wk ago
- 65
- Tips & Tricks
Health Insurance Question: Which Plan?
I was hoping to get some people’s opinions on something to see if I’m thinking about this correctly, if I’m missing something, etc. Open enrollment for benefits at my company is coming up soon…
- Tobias
- Toviathan
- 3 wk ago
- 21 replies
- 151
- Technicolor Cheetah2 wk ago
- Tips & Tricks
Warning: Severe Overthinking Alert: Contemplating an Additional Spending Category
I have a Category Group in my budget which I call "Targeted For Reduction" although in my head I call it "The Price of Disorganization" category. It's for things like bank fees that I could have…
- Voracious Reader
- YNAB broke is not the absence of money, but rather the judgment that it has something more important to do.
- Orange_Cheetah.3
- 3 wk ago
- 7 replies
- 149
- 1
- lindsay_g2 wk ago
- Tips & Tricks
Found Oversaving, Want to allocate elsewhere
I found that I had more money in my savings than I had actually budgeted to save. That being said I transferred that from my linked savings to my linked checking however my budgeted amount did not…
- Forest Green Mixer
- Forest_Green_Mixer
- 3 wk ago
- 5 replies
- 85
- Herman3 wk ago
- Tips & Tricks
Car Insurance advice
Could you take a look at these and tell me if I need them and what coverage amounts you may have? Trying to lower my car insurance bill. I love Geico but it's about $2000 every 6 months.…
- Stacy C
- nursepower
- 3 wk ago
- 34 replies
- 122
- Stacy C3 wk ago
- Tips & Tricks

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