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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
- 4 days ago
- 9 replies
- 117
- 1
- FanessYNAB Support11 min 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
- 2 wk ago
- 22 replies
- 207
- Periwinkle Flute6 hrs 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
- 2 wk ago
- 62 replies
- 449
- MXMOMyesterday
- 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
- 2 mths ago
- 31 replies
- 690
- Yes I canyesterday
- Tips & Tricks
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
- 102 replies
- 9,938
- 6
- Oliver3 days 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
- 5 days ago
- 13
- 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
- 2 mths ago
- 21 replies
- 348
- 1
- Creekside Simplicity8 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
- 37 replies
- 1,553
- GlossyGot10 days 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
- 923
- Tobias10 days 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
- 12 days ago
- 6 replies
- 129
- nolesrule11 days 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
- 2 wk ago
- 23
- 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
- 2 wk ago
- 8 replies
- 70
- 1
- FanessYNAB Support2 wk 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
- 1 mth ago
- 4 replies
- 89
- MXMOM2 wk 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
- 537
- 3
- nolesrule2 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
- 4 mths ago
- 30 replies
- 459
- 9
- Mx Emmin2 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
- 2 yrs ago
- 144 replies
- 27,731
- 26
- Rakuna3 wk 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
- 1,257
- Aquamarine Crab3 wk 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
- 3 wk ago
- 49
- 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
- 260
- NicoleYNAB Support3 wk ago
- Tips & Tricks
Distinguishing between Wants and Needs
I'm not sure if this is the right sub-forum for this post but: Do any of you distinguish between Wants and Needs in your budget? I've seen some budgets where instead of Weekly Spends/Monthly…
- Mx Emmin
- Orchid_Banjo.5
- 4 wk ago
- 18 replies
- 207
- nolesrule3 wk ago
- Tips & Tricks
Category Names
I find myself wishing I had better names for my categories. Right now I have Bills (things due on a certain date with a set amount), Necessary Expenses (things I need every month but doesn't have a…
- Emma Catherine
- Civil engineer getting back on track
- emmacatherine
- 6 mths ago
- 51 replies
- 1,515
- 1
- Magenta Commander4 wk ago
- Tips & Tricks
Any way to change the colours
Sorry, but I'm really hating the new muted colours which don't really stand out at all. Is there any setting for users to revert to the older, brighter ones?
- Purple Vacuum
- Purple_Vacuum.5
- 1 yr ago
- 11 replies
- 328
- 3
- FanessYNAB Support4 wk ago
- Tips & Tricks
Budget.ymeta missing on ynab4
Can anyone help me please? My ynab4 has lost my file. I had just added new transactions and I saw it sync to dropbox but then it crashed. I have tried to restore from dropbox but it tells me that…
- Katejo
- katejo
- 7 mths ago
- 18 replies
- 288
- 1
- Beige Mill1 mth ago
- Tips & Tricks
When to drop full coverage on auto insurance?
What strategies do people have for auto insurance? I’m not sure when to stop paying full coverage (comp + collision). I imagine it would involve starting a category for a new car?…
- Julie
- sandhills_rider
- 1 yr ago
- 10 replies
- 203
- ynaber26131 mth ago
- Tips & Tricks
Easiest Way To Consolidate Amazon Transactions
I made an Amazon order from a number of different sellers today, which usually appears as multiple transactions (as each seller ships). This approach gives me a single transaction on my CC:…
- dakinemaui
- dakinemaui
- 8 mths ago
- 7 replies
- 430
- 4
- KnitPurlKnit1 mth ago
- Tips & Tricks

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