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Savings Accounts & Income to be budgeted
Hi all! I linked both of my savings accounts to YNAB along with my checking & CC accounts, so YNAB says I have 4k "availabe to be budgeted" but that 4k is in my savings account.…
- Powder Blue Banjo
- Powder_Blue_Banjo.6
- 18 hrs ago
- 10 replies
- 51
- dakinemaui9 min ago
- Tips & Tricks
Payee field empty on iPhone app
All of a sudden today, the Payee field won't show in my app. It will allow me to deduct from category and everything else syncs, but still shows an empty Payee field,…
- Cyclemonster
- Development Officer
- cyclemonster
- 1 mth ago
- 7 replies
- 50
- Just Another Convert3 hrs ago
- Tips & Tricks
Socks. Can we talk about socks?
I'd like to talk about my socks. Really. It's kinda long, so get a drink and have a seat. I put away my socks without pairing them. I pick out my socks without looking at them.…
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 1 yr ago
- 34 replies
- 404
- 3
- Alemap23 hrs ago
- Tips & Tricks
Budgeting Canceled Services Question?
Good evening, I am curious what is the proper way to delete an entry on my budget. I have a couple of subscriptions that I canceled. I waited till the next month ( This Month ) to remove them from…
- Purple Lion
- Purple_Lion.8
- yesterday
- 2 replies
- 28
- FanessYNAB Supportyesterday
- Tips & Tricks
Minimum category balance goal?
TLDR; How do I set a category balance goal that turns amber if I go below that balance (without having to constantly reset the goal date)? — I want buffer out at least a month in every category,…
- Green Cup
- Green_Cup.12
- 2 days ago
- 4 replies
- 38
- Green Cup2 days ago
- Tips & Tricks
Cheap but Decent Phone Plans
I'm looking to switch from ATT to a cheaper phone carrier. Does anyone have any suggestions or experience? I have looked into Mint Mobile the most. But I'm just not sure if I will like going from an…
- Peripherie
- Tomato_Captain.11
- 4 wk ago
- 67 replies
- 359
- 1
- Superbone3 days ago
- Tips & Tricks
Creating only savings budget for my friend
Hi everyone, I'm living together with my best friend and her wife and I would really like her to dip her toes into budgeting. However she has a hard time sticking to things if things move too fast…
- Peter
- Professional Designer, Web Developer
- lasty
- 3 days ago
- 2 replies
- 43
- Powder Blue Pony3 days ago
- Tips & Tricks
Filter Categories over Budget
Is there some type of "quick" filter to display only those categories over budget?
- Rick Martini
- anothermartini
- 6 days ago
- 1 reply
- 51
- dakinemaui5 days ago
- Tips & Tricks
I don't budget a month ahead - Is that an issue?
Any month that I am fully funding my categories and I have leftover money (i.e $200), I will add that to my emergency fund, as I am trying to have 6 months of liquidity.…
- Green Filly
- Green_Filly.5
- 10 days ago
- 51 replies
- 396
- 1
- dakinemaui7 days ago
- Tips & Tricks
Fix For Capital One?
Hey fellow budgeters, I know this is nothing new, but have any of you found a permanent solution to the Capital One issues other than getting new bank accounts?…
- Beige Robot
- Beige_Robot.8
- 8 days ago
- 2 replies
- 65
- MatthewYNAB Support8 days ago
- Tips & Tricks
Software for easy online banking
Hello everybody, do you have suggestions for practical online banking software? Particularly for the UK and other countries that can't connect their bank accounts to YNAB.…
- Peter
- Professional Designer, Web Developer
- lasty
- 2 wk ago
- 5 replies
- 95
- shortattentionspan9 days ago
- 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
- 4 mths ago
- 16 replies
- 213
- Superbone9 days ago
- Tips & Tricks
DMV Registration Fee - how to track licenseFee for incometax deduction
dmv registration is due every year, and part of it aka "license fee" is income tax dedutible. Wonder what is the best way to add this in YNAB, so that when tax preparation time comes,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 11 days ago
- 8 replies
- 62
- GBR10 days ago
- Tips & Tricks
Breaking Down Expenses into Weekly Timelines
Anyone out there have any suggestions on managing Grocery and Dining Out budgets? I find myself using these categories as a standing account. I bascically keep a couple hundred bucks in each,…
- Navy Blue Saxophone
- Navy_Blue_Saxophone.6
- 11 days ago
- 12 replies
- 116
- dakinemaui11 days ago
- Tips & Tricks
Baha'i Huquq'u'llah Tracking
Members of the Baha'i Faith (and any Faith really) have been given 2 forms of flexing our generosity muscles: 1. General Charitable Giving - This is based on each person's desire to give.…
- Greg Hansen
- Gray_Pony.1
- 8 mths ago
- 8 replies
- 203
- 2
- Khaki Storm13 days ago
- Tips & Tricks
Are categories are account-agnostic?
One thing I’ve struggled with in my first few years of using YNAB is accounts versus categories, specifically when budgeting money from multiple accounts into a single category,…
- Matt T
- matt.1
- 2 wk ago
- 30 replies
- 287
- Superbone2 wk ago
- Tips & Tricks
Where to but the budget for future months
New to YNAB. I have 3-4 months of money sitting in my old emergency fund savings account. Should I 1 create a category called 3 Months Savings and just keep it in there or 2 actually fill out the…
- Sky Blue Saxophone
- Sky_Blue_Saxophone.3
- 2 wk ago
- 2 replies
- 131
- Superbone2 wk ago
- Tips & Tricks
Steps to assign same spending category
Hello, I tried to search this: assign category to multiple entries If you have 5 entries for the same spending category, how do you do it for all at one time vs 1 by 1 by 1 by... Thanks,
- Khaki Pegasus
- Khaki_Pegasus.4
- 2 wk ago
- 4 replies
- 56
- dakinemaui2 wk ago
- Tips & Tricks
Budget and TBB maybe are misaligned???
I've reconciled my budget accounts to the point that they're tracking my recent spending just right. However, I have an emergency fund category that's off by +$247.05. Do I subtract that $247.…
- Grahamps
- Taking one step each day
- grahamps
- 2 wk ago
- 9 replies
- 105
- dakinemaui2 wk ago
- Tips & Tricks
Reconcile early, reconcile often
Hey everybody, I've been using YNAB since 2013 and my budgeting road to where I'm finally happy with my finances, my budget and my use of YNAB has been long and bumpy.…
- Peter
- Professional Designer, Web Developer
- lasty
- 3 wk ago
- 18 replies
- 226
- 7
- dakinemaui3 wk ago
- Tips & Tricks
How I fixed direct import issues
Ever since YNAB switched to plaid I had to authenticate with my bank every day and go through the MFA process twice each time. Super annoying! So I thought, what if I unlink my bank,…
- Rich M
- rich.1
- 3 wk ago
- 1 reply
- 71
- 2
- FanessYNAB Support3 wk ago
- Tips & Tricks
Budgeting in the future technical question
I've heard talk of people budgeting in future months as a way of getting ahead financially using YNAB and I've always wondered how this works because I can't go more than one month ahead.…
- PhysicsGal
- Nerdy female homo sapien
- physicsgal
- 3 wk ago
- 5 replies
- 127
- dakinemaui3 wk ago
- Tips & Tricks
Find which hidden account has a balance?
Howdy gang! I'm a longtime YNAB user and have several dozen hidden categories from retiring old debts and savings goals over the years. At some point, I managed to hide one with a balance of $1.…
- GeekInOhio
- geekinohio
- 3 wk ago
- 4 replies
- 75
- 1
- GeekInOhio3 wk ago
- Tips & Tricks
Staying motivated and persisting through doubt
HI all, Just curious if you have any tips and tricks on sticking with it. I have a little money in the bank and as I start to go through the budget and give every dollar and start to see it all…
- Binary
- binary
- 4 wk ago
- 25 replies
- 189
- Binary3 wk ago
- Tips & Tricks
Transfers to Savings not showing in Activity
I've been using YNAB for about 5 months now and haven't had this issue yet. I do this every week. I have a checking and two savings accounts all linked and connected to YNAB.…
- mng622
- Forest_Green_Guitar.11
- 4 wk ago
- 1 reply
- 44
- dakinemaui4 wk ago
- Tips & Tricks

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