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iOS trick I somehow missed
I have an iPhone and use the app most of the time. I had no idea I could just “hold” down a category and a shortcut menu pops up - with the one thing that I do that takes multiple steps to do - show…
- MXMOM
- MXMOM
- 6 days ago
- 14 replies
- 168
- 5
- FanessYNAB Supportyesterday
- Tips & Tricks
T Shirt Order on YNAB
I am an acrobatics instructor and I just spent about an hour trying to find the best way to log this into YNAB. The expenses are... Pay designer on Fivr app: $46 Order 4 Demo Shirts from Printful:…
- jacobacro
- When you budget you tell your money where to go. When you do not budget you wonder where it went.
- Cornflower_Blue_Cleric.5
- 4 days ago
- 6 replies
- 167
- Janyesterday
- Tips & Tricks
Free Debt payoff colouring pages
OK, so I am geeking out a bit here but I wanted to do something and colouring pages seem to be the most economical option. I am going to try the Tetris type one. https://debtfreecharts.…
- MXMOM
- MXMOM
- 2 wk ago
- 8 replies
- 152
- 5
- amystylinyesterday
- Tips & Tricks
Credit Karma Saving Account
Just opened a Credit Karma savings account for 1.8% APY. Seems like the only method of transferring money is a wire transfer, which takes 2-3 days to deposit or withdraw!
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 3 days ago
- 13 replies
- 128
- Khaki Storm2 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
- 130 replies
- 22,437
- 20
- NicoleYNAB Support2 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
- 1 mth ago
- 11 replies
- 222
- 1
- Stacy C3 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
- 1 mth ago
- 30 replies
- 440
- Superbone3 days ago
- Tips & Tricks
Categorizing vacations?
I'm very happy with my YNAB categories so far: they're (mostly) mutually exclusive and help me to understand where my money is going. But I'm not sure how to categorize my vacation spending;…
- Philip
- pmw
- 1 yr ago
- 16 replies
- 1,439
- 1
- MatthewYNAB Support3 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
- 2 yrs ago
- 46 replies
- 1,494
- 3
- NicoleYNAB Support5 days ago
- Tips & Tricks
Easiest Way To Consolidate Amazon Transactions
I made an Amazon order from a number of different sellers today, which usually appears as multiple transactions (as each seller ships). This approach gives me a single transaction on my CC:…
- dakinemaui
- dakinemaui
- 5 days ago
- 4 replies
- 86
- 1
- JoeDid5 days ago
- Tips & Tricks
Great financial resources website for Canadians (taxes, investment calculators, articles, etc.)
The website www.taxtips.ca is great. There are so many calculators on there including detailed and simplified tax calculators. The detailed one is so good that I used to use it for rough calculation…
- MXMOM
- MXMOM
- 7 days ago
- 7
- Tips & Tricks
Why are some of my budgeted numbers negative
I'm trying to figure out why my budgeted numbers are negative. I just started YNAB and trying to manage.
- DM
- Trying to make life work
- dmc
- 9 days ago
- 8 replies
- 100
- DM8 days ago
- Tips & Tricks
Our Month doesn’t start on the 1st
Budgeting is getting confusing, as I get paid on the 25th of each month, and YNAB is working on a month by month basis. As most of our bills are paid after we get paid, and before the 1st,…
- Andy & Bryony
- Budgeting Newbies.
- Team_ox
- 8 days ago
- 6 replies
- 144
- kevinf8 days ago
- Tips & Tricks
You can reconcile any time
Just thought I’d mention that you can reconcile an account any time, not just at the end of the month or when you get the monthly statement. I reconcile my accounts regularly and it usually takes…
- MXMOM
- MXMOM
- 9 days ago
- 4 replies
- 157
- 7
- MXMOM8 days ago
- Tips & Tricks
Brio Direct
Has anyone used Brio Direct as a savings account? The rate is 2.1%, which is the highest I've seen. I'm trying to find somewhere to put my emergency fund that will get me a little extra money.…
- Orchid Device
- Orchid_Device.3
- 8 days ago
- 20
- Tips & Tricks
Restricted Card
Hello, I receive a specific amount every month to a card that can only be used in restaurants and supermarkets. I don't spend everything I have there per month and I don't want to allocate the money…
- Sky Blue Leopard
- Sky_Blue_Leopard.4
- 9 days ago
- 1 reply
- 45
- dakinemaui9 days ago
- Tips & Tricks
Workaround for lack of "Income for Next Month" in YNAB
Why is this gone?!?! I have a one month buffer. In other words, all of the money I am spending this February, I actually earned in January. But with the latest version of YNAB,…
- Matt Tanner
- Khaki_Sidewinder
- 1 yr ago
- 36 replies
- 4,151
- 10
- dakinemaui10 days ago
- Tips & Tricks
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
- 9 mths ago
- 25 replies
- 425
- 4
- FanessYNAB Support10 days ago
- Tips & Tricks
2020 Not 2019!!!
Hello YNAB'ers, This just happened to me and I thought I would share because I am sure everyone is going to do it at some point😂 and its good for a little laugh at my expense.…
- Rowen Nortje
- Anakha56
- 11 days ago
- 1 reply
- 88
- 1
- FanessYNAB Support11 days ago
- Tips & Tricks
Help: Hit buttons under Quick Budget and messed everything up!
I am new to YNAB and have been working hard this month getting everything set up and keeping up with all my transactions. I had "To Be Budgeted" at 0. I didn't know what the Quick Budget stuff was…
- Tan Nomad
- Tan_Nomad.4
- 7 mths ago
- 14 replies
- 233
- Orange Case11 days ago
- Tips & Tricks
Does this category spark joy?
Is anyone else on here a Mari Kondo fan? I do think it's possible to take her philosophy to an extreme (some practical things I need to keep even though they don't spark joy!),…
- PhysicsGal
- Nerdy female homo sapien
- physicsgal
- 2 wk ago
- 14 replies
- 112
- 2
- FanessYNAB Support12 days ago
- Tips & Tricks
Is it this hard for everyone at the beginning?
I'm on my first month, and I've become obsessed. I started this not because we have debt (we only have one car payment, no revolving balances on CC) but because we were getting to the point of…
- Momofboysx3
- I'm going to master budgeting, even if it kills me!
- Steel_Blue_Mainframe.11
- 2 mths ago
- 13 replies
- 483
- 1
- Cindy R13 days ago
- Tips & Tricks
YNAB Spending Report
When I drill down in the spending report to see everything in a category, I only see the first few characters of the Payee and the memo. This doesn't really help me.…
- chrisp
- chrisp
- 2 wk ago
- 5 replies
- 67
- NicoleYNAB Support2 wk ago
- Tips & Tricks
Want to start over with budget, but don't want to lose historical data with Fresh Start Protocol
Please feel free to point me at another post if this is already addressed but I'm a complete newbie to these forums!! I'm at a point where I've finally got all my accounts up to date with expenses…
- ickleruth
- ickleruth
- 2 wk ago
- 6 replies
- 99
- ickleruth2 wk ago
- Tips & Tricks
The quick (sort of) and dirty guide to YNAB
I've been selling a friend on YNAB. Unfortunately, against my advice, she started trying to use it without letting me help, and I strongly suspect without reading anything or the Budget Template…
- Aritavashkai
- playing with numbers makes me happy
- aritavashkai
- 1 yr ago
- 11 replies
- 1,880
- 13
- casner2 wk ago
- Tips & Tricks

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