How to enable Javascript

Tips & Tricks

Follow

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
- 4 yrs ago
- 160 replies
- 33,808
- 36
- Maroon Keyboard7 mths ago
- Tips & Tricks
New Bank Feeds no automatically appearing
So I have enabled the great new automatic bank feed service... However it's not so great as they aren't automatic. have to logon to YNAB select my current account. Then select "Bank Import" ...…
- Sky Blue Hail
- Sky_Blue_Hail.4
- 4 days ago
- 1 reply
- 18
- MarisaYNAB Support3 days ago
- Tips & Tricks
Manual entry - so easy
Wasn’t sure where to put this but I just wanted to tell YNAB how awesomely easy manual entry is. Yesterday while running errands we made a last minute decision to order pizza from papa John’s.…
- MXMOM
- MXMOM
- 11 days ago
- 4 replies
- 115
- 3
- RachelYNAB Support7 days ago
- Tips & Tricks
The filtering options in the "Trends" view of the spending report are awesome
This is more of a thank you to the team at YNAB for this awesome view than a tips and tricks thing, as I'm sure many people already know about it. You did an amazing job at coming up with a very…
- theBrokeCarpenter
- Carpenter
- Gray_Piranha.17
- 8 days ago
- 1 reply
- 23
- 1
- RachelYNAB Support7 days ago
- Tips & Tricks
Budget with me YouTube series
This is a great channel if you like to see how a real person budgets monthly in YNAB. Here is the link to the January 2022 episode I am not sure if Kamika is active on the forums.…
- MXMOM
- MXMOM
- 10 days ago
- 35
- 1
- Tips & Tricks
How to deal with "rounding up" apps
Before I found YNAB, I started using Qapital, which is an app that rounds up all purchases to the nearest dollar and puts it in a savings account with them, where you can also use a credit card.…
- Julie
- sandhills_rider
- 2 yrs ago
- 17 replies
- 624
- 1
- nikaku13 days ago
- Tips & Tricks
Needed for spending - explanation
I was cruising reddit today and I think that this is the first time I have ever seen this specific explanation of why the needed for spending target is configured the way it is.…
- MadDog
- Navy_Blue_Pegasus.2
- 2 wk ago
- 2 replies
- 83
- Move Light Sound Life2 wk ago
- Tips & Tricks
Fun with Emoticons in YNAB and Windows 10
I learned how to add emoticons to my category names in Windows 10 and it's a lot of fun so I thought I'd share. Just edit your category name, put the cursor where you want an emoticon,…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 yrs ago
- 9 replies
- 720
- 8
- Tarik2 wk ago
- Tips & Tricks
Empty payee in Android app?
I've recently switched to new YNAB from YNAB4, and I'm surprised an annoying behaviour in Classic still exists in the new mobile app. When I'm inputting a transaction,…
- jesjimher
- jesjimher
- 2 yrs ago
- 12 replies
- 134
- 3
- DelaYNAB Support3 wk ago
- Tips & Tricks
Categorizing Amazon purchases
I find it super cumbersome to categorize my Amazon purchases. To the point that I'm wondering whether or not YNAB is the right tool for me. I'd say 30% or more of my purchases are from Amazon and it…
- Orange Orca
- Orange_Orca.11
- 1 yr ago
- 51 replies
- 2,158
- 4
- MarisaYNAB Support3 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
- 3 yrs ago
- 13 replies
- 1,248
- 1
- DelaYNAB Support3 wk ago
- Tips & Tricks
Free Personal Finance Course/Series (for Canadians)
This was brought to my attention and it looks interesting. Sharing for those for whom it may be relevant. https://www.mcgillpersonalfinance.com/
- Sky Blue Tape (mmille)
- Sky_blue_tape
- 3 wk ago
- 15
- 1
- Tips & Tricks
YNAB alternatives
Prompted by the recent price changes that infuriated me (100% increase) I will leave YNAB for an alternative. Let there be lesson to the other YNABers.…
- Stepan
- stepan
- 2 mths ago
- 178 replies
- 3,722
- 17
- Ivory Mill1 mth ago
- Tips & Tricks
A widget for desktop?
Is there a way to have an easy-to-view widget on a desktop Mac? I love the widget on the IOS version. Anything similar to that or to "Allowance" but for desktop?…
- Slate Blue Grizzly
- Preaching YNAB and spreading the love!
- Slate_Blue_Grizzly.5
- 1 mth ago
- 3 replies
- 53
- Slate Blue Grizzly1 mth ago
- Tips & Tricks
Thanks to budgeting this way, I can use Auto-Pay for a bunch of bills
I just wanted to share one more cool thing I discovered about budgeting this way. I just realized that this makes it possible to put several monthly bills on Auto Pay,…
- PattyInColorado
- YNAB User but not Wine Abuser
- Pattyincolorado
- 1 mth ago
- 2 replies
- 65
- 3
- PattyInColorado1 mth ago
- Tips & Tricks
Manual Method for Exporting nYNAB data to YNAB4
Manual Method of exporting data from nYNAB to YNAB 4. Note: This procedure describes the manual method I used, there is a method someone developed that uses Python scripts to automate some of the…
- ynaber2613
- ynaber2613
- 1 mth ago
- 5 replies
- 121
- 2
- ynaber26131 mth ago
- Tips & Tricks
Credit Card - rectify difference
I don't use the web based version very often but i just noticed the "rectify difference" option that appears to "force" the total budgeted for the credit card to match the credit card balance.…
- MXMOM
- MXMOM
- 6 mths ago
- 15 replies
- 214
- 1
- Coral Sloth1 mth ago
- Tips & Tricks
Best banks for syncing quickly?
Are there banks that are better than others for syncing transactions quickly and for clearing transactions quickly so they show up in YNAB as soon as possible after you’ve made the purchases?…
- Itpromike
- Violet_Chef.21
- 1 mth ago
- 1 reply
- 36
- RachelYNAB Support1 mth ago
- Tips & Tricks
Can YNAB automatically categorize my imported transactions?
I know mint does this feature for the past 3 months but currently looks like YNAB does not do it? I suppose they want you to manually sort each and every transaction.
- Powder Blue Screwdiver
- Powder_Blue_Screwdiver.3
- 2 yrs ago
- 4 replies
- 1,091
- DelaYNAB Support1 mth ago
- Tips & Tricks
Utilities: one category or multiple?
This question is primarily for the “living on last month’s income”/"month ahead" people: do you have separate categories for each of your utilities (gas, electric, water,…
- Vibrant
- No more counting dollars, we'll be counting stars
- vibrant
- 3 mths ago
- 19 replies
- 298
- Sky Blue Tape (mmille)1 mth ago
- Tips & Tricks
Transfer data from nYNAB back to YNAB4
Hi, does anyone know how to easiest transfer data from nYNAB back to YNAB4? I have data in my present nYNAB budget from July 2016 and have my only credit card which I barely ever use and has always…
- Spring Unicorn
- Spring_Green_Unicorn.2
- 2 yrs ago
- 5 replies
- 337
- Sky Blue Tugboat2 mths ago
- Tips & Tricks
Overspending management
I created different key categories which I then created an amount assigned for a monthly savings builders. Example if I assigned 100$ per month on a category “Improvement Electro,…
- Pink Beat
- Pink_Beat.3
- 2 mths ago
- 2 replies
- 82
- DelaYNAB Support2 mths ago
- Tips & Tricks
here's a YNAB "app" for the macOS dock
Wishes for an actual desktop app notwithstanding, I made a little "app" that you can put in your macOS dock that opens up the YNAB web-app. Made a proper little icon for it too.…
- Turquoise Major
- Turquoise_Major.1
- 1 yr ago
- 7 replies
- 384
- 3
- NicoleYNAB Support2 mths ago
- Tips & Tricks
Podcast recommendations
I like to listen to podcasts while commuting, cleaning, walking... Please add to my podcast list! So far, I have YouNeedABudget (obviously) Money Girl's Quick and Dirty Tips Freakonomics Radio NPR…
- Jenni
- Salmon_Elk_c3ef1c05470e
- 4 yrs ago
- 12 replies
- 1,706
- 4
- Hot Pink Commander2 mths ago
- Tips & Tricks
True Expenses
Any tips on how to deal with unexpected expenses? I have True Expenses categories that I'm not sure if or when I need to use it. I want to be able to move my True Expenses in future months if I need…
- Jaime Jaurigue
- jaims92
- 1 yr ago
- 9 replies
- 438
- DelaYNAB Support2 mths ago
- Tips & Tricks
Cents App Down? Alternatives?
Anyone else here use the Cents app for an easier view of your budget categories on your phone? If so, is yours now broken, too? Curious if there are any other similar apps you all are using since it…
- Chappy
- Architectural Designer
- Chappyeight
- 2 mths ago
- 35
- Tips & Tricks

1 2 3 4 5 30 Next

Start Your Free YNAB Trial

Important Links

Community Guidelines

Report a Bank Importing Issue

Feature Requests

Top contributors

Help Docs

Still have a question? Want to view the official guide on your topic?

Go to Help Docs