Please enable JavaScript to continue!

Tips & Tricks

Follow

Convert Budget to a New Currency
A tutorial how to quickly convert your whole YNAB budget to use a different currency and not lose any transactions or reports . Using the export and import fucntion in YNAB,…
- Phillip Nassen
- therawrformer
- yesterday
- 7
- Tips & Tricks
How often do YOU reconcile?
I normally enter transactions as they happen and don't import from the bank. I will usually reconcile once at the beginning of the month when the previous months statement comes out.…
- vw_bugg
- vw_bugg
- 7 days ago
- 14 replies
- 165
- Magenta Screwdiver2 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
- 7 mths ago
- 51 replies
- 3521
- 22
- TryingToGetAhead3 days ago
- Tips & Tricks
Rolling over overspent amounts
Hi, We are wondering if it is possible to roll over the overages in categories vs having it automatically come from To Be Budgeted. Specifically, our electric bill varies greatly month to month,…
- Slate Gray Lion
- Slate_Gray_Lion
- 4 mths ago
- 24 replies
- 1330
- Coral Piccolo3 days ago
- Tips & Tricks
how to budget expenses on another currency and show thoses expenses in the report in my currency
Hi, Every couple weeks I go to US and had some expenses, like gas, groceries. I usually pay in US cash fo thoses expenses, meaning I exchange for some us cash.…
- Slate Blue Vacuum
- Slate_Blue_Vacuum
- 3 days ago
- 14
- 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
- 5 mths ago
- 14 replies
- 791
- 1
- Patzer5 days ago
- Tips & Tricks
Check your local credit union for KASASA account
Last year my local credit union switched over to offering accounts from "Kasasa" I converted and moved from my normal account that had fees over to a $7.…
- vw_bugg
- vw_bugg
- 7 days ago
- 1 reply
- 31
- 1
- FanessYNAB Support6 days ago
- Tips & Tricks
One Bank Account to Rule Them All?
I am interested to find out how many bank accounts people maintain once they have been using YNAB for a while. And the reasons why.
- Six Hats
- monkeychicken
- 3 mths ago
- 41 replies
- 1071
- 1
- QC6 days ago
- Tips & Tricks
Cashback sites - UK
I'm sure many people already use cashback sites, but if anyone is not aware of them they are a way of getting cashback when shopping online. Often the cashback is a small percentage of whatever you…
- Tim D
- gsix14
- 2 wk ago
- 1 reply
- 49
- FanessYNAB Support12 days ago
- Tips & Tricks
Graduating from YNAB?
I'm in my trial period and I can see the benefits of the method. But I'm struggling to see the value of ongoing spending of CAD$7-10 a month (depending on exchange rate).…
- Navy Blue Cyborg
- Navy_Blue_Cyborg.1
- 2 mths ago
- 22 replies
- 853
- vw_bugg12 days ago
- Tips & Tricks
Keep track of WAMed categories?
Is there a way I can view which budget categories I WAMed throughout the month. I typically budget and use about $150/month for unexpected expenses. Some of the money goes to categories where I…
- Bakari
- Bakari45
- 2 wk ago
- 14 replies
- 167
- HappyDance2 wk ago
- Tips & Tricks
Please explain: $600 savings
"On average, new budgeters save $600 by month two and more than $6,000 the first year!" What does this actually mean? How does YNAB get this data?
- Navy Blue Cyborg
- Navy_Blue_Cyborg.1
- 3 wk ago
- 37 replies
- 559
- 1
- Navy Blue Cyborg2 wk ago
- Tips & Tricks
Paying credit card and "to be budgeted" increases
I use my credit card for nearly all expenses and pay it off each month with money from my checking account (in YNAB transferring payment from checking to credit card).…
- Sarah A
- Sea_Green_Crab
- 2 wk ago
- 4 replies
- 108
- Sarah A2 wk ago
- Tips & Tricks
Credit Card Transactions
Hello! I just joined YNAB today and I was wondering if someone could tell me whether this program would be useful for someone who purchases 99% of things with credit cards that are then paid from a…
- LAWYERMOM88
- lawyermom88
- 3 wk ago
- 4 replies
- 130
- Slate Blue Cartridge2 wk ago
- Tips & Tricks
Instructor said to budget using monthly funding goal?
I entered in my monthly funding goal for every category and now it seems to have messed up my budget somehow. I dont know how this monthly funding goal interacts with the budgeted column.…
- Purple Vacuum
- Purple_Vacuum.2
- 1 mth ago
- 4 replies
- 283
- nolesrule2 wk ago
- Tips & Tricks
Transitioning from Moneywell
I'm a little unsure of the YNAB way of doing things compared to Moneywell. In Moneywell, when you create a budget, you create the plan of how much money will be automatically added to each…
- JeromyW
- jeromyw
- 1 mth ago
- 3 replies
- 121
- JeromyW2 wk ago
- Tips & Tricks
Trick to "skip" funding a Goal in the Current Month (remove the orange warning while keeping the future goal!)
I recently accidentally stumbled upon this handy trick and posted about it in my journal, and it seems it's likely of use to others, so I figured I'd make a separate post to share! SCENARIO :…
- Resistant Punch Roller
- Back to YNAB 10 years later!
- resistantpunchroller
- 3 mths ago
- 21 replies
- 1311
- 16
- ynaber26133 wk ago
- Tips & Tricks
Food budgeting
RIght now I have one food category, but I have trouble getting the money to last. Have anyone tried to make four categories, one for each week to make it easier to keep the weekly food budget?…
- Tropico
- tropico
- 1 mth ago
- 24 replies
- 725
- kayjenx3 wk 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
- 6 mths ago
- 55 replies
- 4278
- 4
- John Scott3 wk ago
- Tips & Tricks
My nYNAB feedback
Giving nYNAB a whirl for a second time two years later... With that said, I started using YNAB Pro way back in 2007 when there wasn’t even multiple account registers,…
- Joel
- Joel
- 7 mths ago
- 22 replies
- 1738
- 19
- Katejo3 wk ago
- Tips & Tricks
Newbie - with empty categories
So, I just got paid and gave every dollar a job! Yay. In doing this, I realize that it is going to take FOREVER to age my money 30 days. I have been budgeting every paycheck for years so the money…
- YnabLover
- ynabLover
- 1 mth ago
- 7 replies
- 249
- YnabLover4 wk ago
- Tips & Tricks
Loving the Android shortcut to add a transaction
Thank you so much for enabling the long-press on the YNAB icon to bring up a quicklink menu to add a transaction. This is SOOOO helpful.
- rolltide
- Vita, epulum! Famescenti tamen plurimi miseri!
- rolltide
- 1 mth ago
- 5 replies
- 69
- 1
- rolltide1 mth ago
- Tips & Tricks
Tips and Tricks to Cut Spending
Not sure if there is a thread already devoted to this, but I'd love to read how everyone saves on bills, makes extra money, hits savings goals as a result.…
- Amanda L
- Amanda_L
- 1 mth ago
- 6 replies
- 292
- 1
- YnabLover1 mth ago
- Tips & Tricks
Including savings in your Reports?
The answer to this one may be obvious... I have categories for money I'm saving and I transfer this money to another linked bank account. So the transfer doesn't show up as "spent" money.…
- Cornflower Blue Cornet
- Cornflower_Blue_Cornet.2
- 1 mth ago
- 2 replies
- 106
- Patzer1 mth ago
- Tips & Tricks
Connections, Barclaycard (UK), thoughts
I manually enter all my transactions, been doing it for years. Wondering if I dare trust a 3rd party with the login details to my Barclaycard Credit card?…
- iwaddo
- iwaddo77
- 1 mth ago
- 1 reply
- 69
- VTO_Penguin1 mth ago
- Tips & Tricks

1 2 3 4 5 6 Next

Back to top Follow

Start Your Free YNAB Trial

Important Links

Community Guidelines

Feature Requests

Categories

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