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Any tips for shifting my budget?
I've used YNAB for about 3 months now. I've been doing a monthly budget for much longer than that. In shifting to YNAB, I didn't immediately adopt the concept of budgeting a month ahead.…
- Lavender Hammerhead
- Lavender_Hammerhead.1
- 4 wk ago
- 6 replies
- 183
- Lego12 hrs ago
- Tips & Tricks
Not Spending Available Money ?
So I am still in the very early phases of YNAB and trying to get buy-in from my wife. We have tried and used Mint in the past by saying we have $5,000 this month, and budgeting.…
- Maroon Dragon
- Maroon_Dragon.1
- 4 days ago
- 14 replies
- 109
- Lego14 hrs ago
- Tips & Tricks
Ok Call Me Brain Dead
Afternoon, Actually just blame the migraine and the pain killers for the bad tooth I am waiting for approval from insurance for a root canal for. Mind is kind of fuzzy.…
- Ruff16965 (05bd62cee897)
- Tomato_Mask_05bd62cee89
- yesterday
- 4 replies
- 56
- Ruff16965 (05bd62cee897)18 hrs 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
- 2 days ago
- 6 replies
- 52
- Sky Blue Tugboatyesterday
- Tips & Tricks
Credit Card Payments
YNAB, I've been using YNAB on and off for several years now and never understood how the credit card payments worked. Coming back to YNAB after several months I noticed this tooltip when mousing over…
- robodude666
- robodude666
- yesterday
- 1 reply
- 18
- GBRyesterday
- Tips & Tricks
Paycheck Withholding
I'm looking for tips on entering income that is withheld from my paycheck, in this case for a YMCA (gym) membership. My work has an agreement where they withhold the membership from my pay,…
- It's Eerie
- its_eerie
- 2 mths ago
- 12 replies
- 365
- MustangManiac3 days ago
- Tips & Tricks
Data Disclosure Clarifications in light of the Cambridge Analytica Case
Hi all, My wife and I have been trying YNAB over the last month, and we are pretty happy with the controls it gives on our budget. We are making a decision on whether or not we should subscribe but…
- Steel Blue Horn
- Steel_Blue_Horn
- 12 days ago
- 5 replies
- 138
- 1
- Kari at YNABYNAB Team4 days ago
- Tips & Tricks
First time import after fresh start causing budget issues
I did a fresh start on 4/7/18 and entered the current (cleared) balance from my checking acct like usual. But when I did my first import, transactions prior to 4/7 came in,…
- Slate Blue Sander
- Slate_Blue_Sander
- 11 days ago
- 1 reply
- 33
- FanessYNAB Support5 days ago
- Tips & Tricks
How to budget reimbursed work expenses
I just recently switched over to the new ynab and am struggling with how to get it to work with work expenses which get reimbursed. In the old ynab I would just allow that category to go in the red…
- Coral Memory
- Coral_Memory
- 3 mths ago
- 7 replies
- 674
- 3
- Silver Barnacle7 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
- 11 days ago
- 10 replies
- 194
- Navy Blue Cyborg7 days ago
- Tips & Tricks
Bi-weekly Budgeting
How do y'all handle non-monthly budgeting items? I mean, I get the YNAB system when it comes to budgeting stuff like mortgage and energy bills and creating sinking funds and stuff - but for us,…
- Troy Miller
- Budgeter, FPU Leader, Programmer, Dad, Husband
- yort
- 5 mths ago
- 77 replies
- 2014
- Cornflower Blue Filly (35a9d699c640)8 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
- 1 mth ago
- 38 replies
- 505
- BlueJhay9 days ago
- Tips & Tricks
How to Catch Up
I have fallen off the wagon over the last couple of months and haven't entered transactions or budgeted since the first of February. What is the best practice here? Should I just do a fresh start?…
- Ella
- Gray_Battery
- 11 days ago
- 1 reply
- 45
- Erin11 days ago
- Tips & Tricks
Thinking about leaving YNAB
My husband and I have been active YNAB users for more than five years. We finally switched to the new version after our computer died a couple months ago.…
- JD Gil
- jd_gil
- 3 mths ago
- 69 replies
- 2520
- 4
- Cadet Blue Projector13 days ago
- Tips & Tricks
Forgot to allocate money when paid
Hello all, I have yet to get YNAB down, little things like the following are getting in my way. I need some help. What to do if 3-4 days goes by and I "forgot" to allocate the money I was paid.…
- Slate Blue Sander
- Slate_Blue_Sander
- 2 wk ago
- 4 replies
- 95
- Slate Blue Sander13 days ago
- Tips & Tricks
YNAB Year End Review
Hey everybody, I'm coming up on my one year mark of using YNAB (and have loved every minute of it.) With that being said though, I really want to make sure I review my past years finances to make…
- Jacob Knight
- JacobKnight
- 4 wk ago
- 2 replies
- 128
- 2
- ynaber26132 wk ago
- Tips & Tricks
A work around for Paypal direct import issues - fees and refunds not processed correctly
I use Paypal in my business and club. The direct import hasn't always worked well and I know the YNAB team has been trying to get this fixed for a long time.…
- Ivory Thunder
- Ivory_Thunder.4
- 1 mth ago
- 1 reply
- 222
- 1
- FanessYNAB Support2 wk ago
- Tips & Tricks
Using the new calculator function
How do I do this calculation using the inline calculation? (11.99 - 2.00) * 1.2 = 11.988 The only workaround I have found so far is the following key strokes 11.99-2.00 Tab Shift-Tab *1.…
- iwaddo
- iwaddo77
- 3 wk ago
- 9 replies
- 88
- FanessYNAB Support3 wk ago
- Tips & Tricks
QUESTION: Managing transactions
Hi forum, Straight to the topic: When i open the ''All accounts'' option in the web-version or the specified account from the ''Accounts'' tab in the mobile-version and look at all my transactions,…
- Orange Falafel
- Orange_Falafel
- 3 wk ago
- 3 replies
- 116
- 1
- JoeDid3 wk 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
- 5 mths ago
- 49 replies
- 2549
- 21
- Lavender Projector3 wk ago
- Tips & Tricks
How can I find a budget partner?
My friend is excellent at budgeting and I've been waiting for a year to learn from him. Not only to learn, but to have accountability and such. He has been occupied with his job for over a year now…
- Boyd Gross II
- Noob
- Tomato_Python.1
- 1 mth ago
- 8 replies
- 246
- 2
- Kate3 wk ago
- Tips & Tricks
It is not obvious when I have an active search....
Searching in the account register works, recent problems with 'on and before' dates were promptly fixed. YNAB helpfully remembers registers searches. Searching works.…
- iwaddo
- iwaddo77
- 3 wk ago
- 1 reply
- 37
- FreshStart3 wk ago
- Tips & Tricks
Credit Card is in Credit but
how do I stop YNAB telling me what I already know, especially on the mobile apps. The credit card, which I always pay in full by direct debit, has gone into credit due to a timing issue on a refund.…
- iwaddo
- iwaddo77
- 1 mth ago
- 7 replies
- 212
- iwaddo3 wk ago
- Tips & Tricks
Credit Card Confusion
I'm someone who always pays off my credit card balance whenever the bill comes due. I have it set up to auto-debit from my bank account and YNAB has historically handled that pretty well,…
- Uncle Pennybags
- Green_Lobster
- 1 mth ago
- 1 reply
- 160
- FanessYNAB Support3 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
- 1 mth ago
- 17 replies
- 544
- 12
- Beige Hail1 mth ago
- Tips & Tricks

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