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What is Your Budget's Name?
Hi everyone! I've always had a difficult time naming my budget in YNAB and I've been wondering what other people name their budgets. And now I have a place to ask!…
- Kate
- Joyful Technical Writer 🌴
- sweet_sunshine
- 2 yrs ago
- 106 replies
- 10,025
- 7
- HappyDance2 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
- 150 replies
- 28,325
- 26
- Silver Display3 days ago
- Tips & Tricks
Change of Environment
I am starting to realize that the reason Budgeting is so hard and not sticking for me is because my environment is not surrounded with Financially smart decisions/Awareness.…
- Greenpotato
- Just a Boy on a Budget
- devoted2development
- 4 days ago
- 5 replies
- 121
- Sac Army Green3 days ago
- Tips & Tricks
Budgeting Per Paycheck
So I usually budget on paper, and I separate it per pay period. My husband I both get paid biweekly. So for example I would pay our first of the month bills with the first paychecks,…
- Violet Ink
- Violet_Ink.10
- 13 days ago
- 7 replies
- 185
- 1
- MXMOM9 days ago
- Tips & Tricks
Budgeting for annual or one time expenses
I've been using YNAB for a few months now and it has really improved my ability to manage my money. However, I'm having a hard time figuring out how to use the software to account for one time…
- D Thomas
- dthomas929
- 1 yr ago
- 29 replies
- 3,678
- 1
- Superbone10 days ago
- Tips & Tricks
HOW do you get a month ahead? What am I missing?
Is it just spending less than what you make and the rest gets rolled over? I'm a little confused on this. And does anyone have any tips for making this process smoother?
- Stacy C
- nursepower
- 1 yr ago
- 39 replies
- 1,695
- PhysicsGal10 days ago
- Tips & Tricks
Does anyone use YNAB with The Budget Mom?
I would love to know if there are any TBM users in here, and if so how do you combine the two? Thanks!
- Cadet Blue Drum
- Cadet_Blue_Drum
- 2 wk ago
- 110
- 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 mth ago
- 23 replies
- 293
- Steel Blue Commander2 wk ago
- Tips & Tricks
Negative "To be budgeted" after paying budgeted category in APP
Hello, please can you help, I was searching all over the web and YT tutorial videos but still am not sure what the problem is: I have budgeted amount for insurance I need to pay each month (for…
- Tomato Mask
- Tomato_Mask.12
- 3 wk ago
- 4 replies
- 62
- dakinemaui3 wk ago
- Tips & Tricks
Even my goals have goals!
Hello everyone, I recently started a Wish List, and while most of the items on it were one-time purchases to save toward (new mattress, tattoo, etc), I also have a few things that would be monthly…
- Aquamarine Thunder
- Aquamarine_Thunder.5
- 3 wk ago
- 1 reply
- 67
- dakinemaui3 wk ago
- Tips & Tricks
Making notes in the Budget
Is there a place to put notes in your budget for the current or future months? For example, a specific thought that I want to revisit or marinate on as I'm considering my spending priorities for the…
- Silver Router
- Silver_Router.12
- 1 mth ago
- 10 replies
- 177
- 1
- Silver Router3 wk ago
- Tips & Tricks
Is it possible to keep a ledger of when / how much money is moved from bucket to bucket
In my budget, we keep unspecified savings goals in large buckets such as Medium term, Short term, and Long term savings. These are for things where we know we will spend but haven't prioritized the…
- Silver Pegasus
- Silver_Pegasus.12
- 1 mth ago
- 63 replies
- 501
- Cirrus4 wk ago
- Tips & Tricks
Month Ahead vs Emergency Fund
Hey everyone, Looking for some advice. I'm currently trying to get a month ahead in my budget while also saving for an emergency fund. I put away about $200/month for the emergency fund and I'm…
- J Crippen
- Assistant Winemaker
- J_crippen
- 3 mths ago
- 31 replies
- 862
- 1
- Yes I can1 mth ago
- Tips & Tricks
FREE Canadian Financial Summit (online October 14-17)
https://canadianfinancialsummit.com Some of the best financial resources in Canada including bloggers like Milliondollarjourney and Podcasts Build Wealth Canada.…
- MXMOM
- MXMOM
- 1 mth ago
- 15
- Tips & Tricks
Switching from Mvelopes!
Ok, I have been a long-time Mvelopes user - like 10+ years. I LOVED the methodology. I have tolerated the glitchiness. After being forced to 'upgrade' to Mvelopes 5,…
- Creekside Simplicity
- creeksidesimplicity
- 3 mths ago
- 21 replies
- 364
- 1
- Creekside Simplicity1 mth ago
- Tips & Tricks
Colored Flags
What do you use the colored flags on "all accounts" for?
- Purple Orchid
- Orchid_Falafel.3
- 1 yr ago
- 12 replies
- 961
- Tobias1 mth ago
- Tips & Tricks
Maybe a dumb question, but how do I budget for mortgage?
Basically, it's our largest bill, and takes most of a full paycheck (if it's my spouses payday) or half of mine. Most of our bills are due in the first two weeks of the month.…
- Silver Mare
- Silver_Mare.11
- 1 mth ago
- 6 replies
- 148
- nolesrule1 mth ago
- Tips & Tricks
car insurance help
Hi folks, I was looking at changing car insurance a few months ago and found a really useful thread here about relevant considerations in deciding on coverage amounts,…
- Cyan Boa
- Cyan_Boa.1
- 1 mth ago
- 24
- Tips & Tricks
Vacation Expenses Prior to Vacation
Hi all - I have followed most of the advice for vacation budgeting by creating a sub-category and savings goal for each vacation. Prior to each vacation,…
- Pink Transistor
- Pink_Transistor.5
- 1 mth ago
- 8 replies
- 81
- 1
- FanessYNAB Support1 mth ago
- Tips & Tricks
Deferred Payments (Buy Now Pay Later)
What would you guys recommend as the best method to handle a deferred payment type transaction. I've just bought an Air Conditioning unit, £500, on a store card.…
- Richard Holland
- dickydutch
- 2 mths ago
- 4 replies
- 98
- MXMOM1 mth ago
- Tips & Tricks
Suggestion - Drag and Drop Transaction order for easy Reconciliation
Reconciling can sometimes be a a pain because the order of my transactions on my statement is different to the order in YNAB. When I have multiple transactions that are the same amount then it…
- Pink Unicorn
- Pink_Unicorn.6
- 1 yr ago
- 20 replies
- 555
- 3
- nolesrule1 mth 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
- 5 mths ago
- 30 replies
- 476
- 9
- Mx Emmin1 mth ago
- Tips & Tricks
Use nYNAB without internet access
I have been using the Classic YNAB since 2012. I've been trialing the new version, but may have an issue. The Classic version was not a subscription based product and the software was on my…
- Slate Gray Leopard
- Slate_Gray_Leopard.1
- 2 yrs ago
- 12 replies
- 1,274
- Aquamarine Crab1 mth ago
- Tips & Tricks
Anyone doing receipt scanning?
Hello, I am on a trial and YNAB is my preferred way to go by far. However photographing receipts and being able to assign them to a payee is very important for me - helps me to keep track of medical…
- Tomato Clarinet
- Tomato_Clarinet.7
- 1 mth ago
- 54
- Tips & Tricks
Changing borders in desktop budget display
Newbe here....couldn't find a matching subject so apologize if this is redundant! That said, in the budget screen the transaction portion is roughly equal in width to the left budget portion and the…
- Aquamarine Transistor
- Aquamarine_Transistor.8
- 1 yr ago
- 16 replies
- 262
- NicoleYNAB Support1 mth ago
- Tips & Tricks

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