Please enable JavaScript to continue!

Tips & Tricks
All topics

Community

Announcements

About this Forum

Journals

Community Challenges

Managing Debt

YNAB Wins

Investing & Retirement

Saving

Small Business

Student Life

Parenting

Travel

Money & Relationships

Tips & Tricks

API

Q&A

App Functions

Getting Started

Method & Budgeting

Accounts & Transactions

Credit Cards

Budgeting on Mobile

Debt

Bank Importing

Help Docs

Community Guide

Miscellaneous

Credit Cards & Debt

Accounts and Transactions

Reports

Quick Start

Budgeting

Follow

Scheduling a Gift Subscription?
Hello everyone! As with many folks, I have nothing but praise for the incredible application and service that YNAB offers. I have not been using it for too long yet,…
- Neill Robson
- Student
- Gold_Motherboard.3
- 7 hrs ago
- 1 reply
- 71
- FanessYNAB Support2 hrs ago
- Tips & Tricks
Home Remodel Loan
Been using YNAB for about a year and love it! We recently took out a home equity loan to do some remodeling and I'm looking for some guidance on how to track/categorize it in YNAB.…
- Magenta Horn
- Magenta_Horn.6
- 8 hrs ago
- 2 replies
- 27
- WordTenor6 hrs ago
- Tips & Tricks
How much do you spend on food?
I feel our food( not eating out) expense for 2 people in Northern California is just too high we spend about $700 per month. This is not shopping at high-end stores this is purchasing from Wal-Mart…
- Vicki B.
- Vicki_B
- 3 wk ago
- 20 replies
- 469
- Forest Green Falcon15 hrs ago
- Tips & Tricks
What workarounds do you use in YNAB?
Some examples of the way I've been tweaking YNAB to suit my situation, in case they help others. If any of these have pitfalls down the road I'm not seeing, I'd like to know.…
- doctor_who
- Silver_Boa
- 11 mths ago
- 17 replies
- 1854
- 2
- Superbone22 hrs ago
- Tips & Tricks
A Little Nonsense...
Hey All, New to the forums but have been using YNAB for close to 2 years even though I backslid for a bit. I am back in action now though and so happy to be budgeting again.…
- Mike Price
- Go Spurs Go!
- 210mike
- yesterday
- 6 replies
- 66
- Mike Priceyesterday
- 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
- 3 days ago
- 9 replies
- 97
- readinggurl1012 days ago
- Tips & Tricks
Need to find the discrepancy?.......Look for the RED color in your Budget Categories
I entered all my transactions and just couldn't figure where this erroneous negative working balance was coming from. I scrolled down in my transactions and did not see what mistake I made.…
- RAH
- 💰Trust your budget!
- Rah.1
- 5 days ago
- 1 reply
- 134
- jenmas5 days ago
- Tips & Tricks
Reporting from YNAB
I know I am not supposed to be overly concerned with reporting, more about budgeting error pound but I want to do some analysis and reporting in Excel or Numbers.…
- iwaddo
- iwaddo77
- 8 days ago
- 94
- 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
- 52 replies
- 7478
- 24
- HappyDance9 days ago
- Tips & Tricks
If you’re struggling with YNAB this video is LIFESAVING!!
Nick True is a YNAB fanboy for sure! This video was life changing for me (in a good way). I learned SO much in 35 minutes. Keep in mind I have been using the old YNAB for years and am learning the…
- frugal-one
- Single and Enjoying the FIRE
- frugalone
- 2 mths ago
- 6 replies
- 713
- 9
- Sea Green General13 days ago
- Tips & Tricks
Multiple currencies made simple: YNAB + TOSHL
TL;DR: I made an excel macro to convert TOSHL csv output into YNAB input with one click. I'm an American who lives overseas. All my budgeting is in $$ b/c that's what I'm paid in,…
- Maroon Violin
- Maroon_Violin.1
- 5 mths ago
- 12 replies
- 647
- Maroon Violin2 wk ago
- Tips & Tricks
What (in your opinion) is your weirdest/most unique budget category?
I thought of this question last night as I was adding a "$2 Bill" line to my Savings category. I end up with $2 bills more frequently than expected; I don't like to spend them,…
- powerwordbudget
- 4th Level Budget Wizard
- powerwordbudget
- 11 mths ago
- 33 replies
- 3288
- 3
- Violet Drill2 wk ago
- Tips & Tricks
It's been great, long time user. nYnab just isn't doing it for me.
I've given nYnab a solid year evaluation. With ynab's decision to axe the "red arrow" a number of other products are starting to surface to fill the void.…
- Blue Yeti
- JasonGrant15
- 2 wk ago
- 2 replies
- 182
- Blue Yeti2 wk ago
- Tips & Tricks
Can I filter on 'This needs a category'?
Hi, does anyone know of a way to filter an account register by 'This needs a category' which is shown when a transaction does not have a category and waiting for one to be added?…
- iwaddo
- iwaddo77
- 2 wk ago
- 4 replies
- 69
- iwaddo2 wk ago
- Tips & Tricks
Anyone using Google Voice or a Cheap Plan?
I'm done with my iPhone contract. One thing going for me is that I have a work iPhone, fully paid for. Plus I have my personal iPhone. What I want to do is cancel my personal phone plan, $77.…
- John Herman
- Bassman
- 3 wk ago
- 1 reply
- 60
- Silvia Park2 wk ago
- Tips & Tricks
Worst Financial Decision You've Ever Made?
Hi Everyone! On the heels of witnessing a terrible financial decision, I thought it wouldn't be a bad idea to share the worst money handling scenarios you've seen or personally dealt with.…
- Til Debt Do Us Part
- Divorcing Debt - Not Each Other
- debt_do_us_part
- 1 mth ago
- 14 replies
- 439
- 2
- MXMOM3 wk ago
- Tips & Tricks
Pay for a consultant to set it up?
Is there anybody who helps people set up their accounts, budgets and does initial categorizing of purchases for them? I would gladly pay to have someone take care of those initial steps. Thanks.…
- Powder Blue Song
- Powder_Blue_Song.4
- 1 mth ago
- 3 replies
- 362
- 1
- MXMOM3 wk ago
- Tips & Tricks
My goal is to have my money be older than me (53)
- MXMOM
- MXMOM
- 3 wk ago
- 60
- Tips & Tricks
Anybody know about a 2x a year "EXTRA" paycheck ?
My friend swears that there is a trick that a lot of people don’t know about and that is an “ extra paycheck ” that occurs twice a year. She states she’s been doing this for years and the extra…
- RAH
- 💰Trust your budget!
- Rah.1
- 3 wk ago
- 5 replies
- 350
- MXMOM3 wk ago
- Tips & Tricks
pressing pause - how to reflect in YNAB
I think I have "spent" the same money twice. Before YNAB I did what many of you did to keep track of sinking funds and emergency funds and planned purchase funds - I had separate bank accounts for…
- MXMOM
- MXMOM
- 3 wk ago
- 1 reply
- 100
- FanessYNAB Support3 wk ago
- Tips & Tricks
Create categories that are not tracked
In short… my state (SC) allows 529s to be used for private education. But to do this requires moving money around to an account not tracked by YNAB. There are some outflows I don't wanted counted by…
- Philip Meissner
- Slate_Blue_Cornet.3
- 1 mth ago
- 4 replies
- 281
- dakinemaui3 wk 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
- 5 mths ago
- 10 replies
- 604
- WordTenor3 wk ago
- Tips & Tricks
Apple Pay Feature Suggestion
I love YNAB for budgeting, I also love using ApplePay and the notifications that come along with making the purchase on the card. If, like other areas on the phone,…
- Silver General
- Silver_General.1
- 1 mth ago
- 1 reply
- 143
- FanessYNAB Support1 mth ago
- Tips & Tricks
Job Ideas for the Month of October
Hi everyone! So I'm in a little bit of a situation. My boss told me this week that everyone in the office will be employed through September but we will all be out of work for the month of October…
- Kate
- Joyful Technical Writer 🌴
- sweet_sunshine
- 2 mths ago
- 27 replies
- 1148
- 1
- EdwinSwope1 mth ago
- Tips & Tricks
What YNAB entries do you suggest for this scenario?
Hey all you YNAB experts - what YNAB entries do you suggest for this tangled web....? My bank provides a "Holiday Gifts" account service where each pay I make auto deposits to my Holiday Gifts…
- BoomerPilot
- Drank the YNAB Coolaid in May 2018
- Sea_Green_Orca
- 1 mth ago
- 3 replies
- 144
- BoomerPilot1 mth ago
- Tips & Tricks

1 2 3 4 5 9 Next

Back to top

Start Your Free YNAB Trial

Important Links

Community Guidelines

Feature Requests

Categories

View all topics

Top Contributors

Help Docs

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

Go to Help Docs

YNAB.

Follow YNAB to get support and lots of great ideas on budgeting

Powered by Forumbee