How to enable Javascript

Tips & Tricks

Follow

Extremely basic YNAB 4 question
I know it's unsupported as of 2019, but I would only be using it to refer to historical data. I have used it exclusively on the Mac, but now want to update to a newer MacOS that will take away my…
- Cadet Blue Wrench
- Cadet_Blue_Wrench.8
- 2 days ago
- 9 replies
- 83
- SgtBatten22 hrs 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
- 6 mths ago
- 55 replies
- 1,732
- 2
- Happily Obsessed Budgeter5 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
- 33 replies
- 4,302
- 1
- Move Light Sound Life6 days ago
- Tips & Tricks
Account notes
Is there a note field for accounts like the one in YNAB4? I used this a lot as a way to hold additional comments on the account for example current interest rate in the classic software.
- Orange Python
- Orange_Python.6
- 8 days ago
- 2 replies
- 51
- Orange Python7 days ago
- Tips & Tricks
Please sell unsupported YNAB 4 keys.
With everything that is going on in the world right now there are a lot of people who do not want all their financial information on Amazon servers. I know that developing an offline version of the…
- Blue Hail
- Blue_Hail.17
- 8 days ago
- 2 replies
- 170
- 1
- Blue Hail7 days ago
- Tips & Tricks
Trying Out the YNAB Buffer
"Buffer" - Money that allows you to separate the timing of your budgetary actions from the event of your paycheck while following the YNAB method of making decisions with dollars in hand.…
- Move Light Sound Life
- move_light_sound_life
- 1 yr ago
- 56 replies
- 2,020
- 9
- Gironaso8 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
- 3 mths ago
- 2 replies
- 252
- 1
- Salmon Unicorn8 days ago
- Tips & Tricks
Archived Budget opening?
Did a Fresh Start on New Year's Day. Everything fine on my phone, thank goodness. But occasionally on my laptop my first budget, which is clearly marked as archived, opens instead of my new budget.…
- Laurie R
- Pink_Falafel.9
- 9 days ago
- 3 replies
- 49
- Laurie R8 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
- 13 replies
- 1,089
- Turquoise Major10 days ago
- Tips & Tricks
Wrong email
After a successful free trial, I accidentally purchased my YNAB subscription under the wrong email address! Is there anyway to capture all that budgeting work from the previous email address/account…
- OrdinaryJoe
- DJ
- OrdinaryJoe
- 8 mths ago
- 2 replies
- 98
- Orange Wrench13 days ago
- Tips & Tricks
YNAB method mind shift
I'm not too sure what category to put this under. I'm looking for help with the YNAB method, not the 4 rules and their definitions so much. More I've been using YNAB for years,…
- Silver Robot
- Silver_Robot
- 2 wk ago
- 35 replies
- 350
- Bruce2 wk ago
- Tips & Tricks
A method of tracking reimbursements
I've been using YNAB for years and one thing that has always been a pain is tracking reimbursements from friends, roommates, work, etc. As long as everything happens in the same month simply…
- JD
- probablyjd
- 2 wk ago
- 8 replies
- 90
- 2
- dakinemaui2 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
- 10 mths ago
- 58 replies
- 3,007
- 3
- Ivory Rain2 wk ago
- Tips & Tricks
Filter AND vs OR
Is there a way to filter but make the search inclusive? Right now multiple tags result in OR type clauses. I would like AND. Thanks
- RIP_MSMoney
- FinTech Programmer
- rip_ms_money
- 1 yr ago
- 13 replies
- 260
- 1
- Superbone2 wk ago
- Tips & Tricks
See date of last reconciliation?
Hi, I currently have way too many credit cards with balances (working on that!) and they are all on different cycles. Most of them do not have additional transactions other than interest every month,…
- Pink Piccolo
- Pink_Piccolo.10
- 2 wk ago
- 3 replies
- 30
- dakinemaui2 wk ago
- Tips & Tricks
Matching Split Transactions
Hello! I'm trying to match a split transaction and the "match" option in the dropdown just stays light grey (not selectable). I would think that if a bank total arrives and matches a split total for…
- Debtectomy
- All Debt Hurts US
- debtectomy
- 2 wk ago
- 2 replies
- 28
- dakinemaui2 wk ago
- Tips & Tricks
New site that converts Norwegian bank / card transaction lists to YNAB importable CSV files
I have created a web site for converting common Norwegian bank/credit card transaction lists provided in Excel (xls/xlsx) format to YNAB importable CSV files.…
- Ziggy Stardust99
- ziggy_stardust99
- 3 wk ago
- 1 reply
- 16
- 1
- Ziggy Stardust993 wk 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
- 4 mths ago
- 26 replies
- 704
- 1
- Cyan Storm3 wk ago
- Tips & Tricks
My bank account amount does not match whats showing on ynab
I manually enter all of my transactions and make sure my amounts match exactly however yesterday I had a $300 difference and today I entered in 4 transactions and now have a $320 difference.…
- Steel Blue Gazelle
- Steel_Blue_Gazelle.15
- 3 wk ago
- 3 replies
- 111
- Katejo3 wk ago
- Tips & Tricks
Flow Sheet on Spending
I have been using YNAB for almost a year and have not quite achieved that "ah-ha" moment. As the new year and a new month approaches, I would like to start making better choices financially.…
- Sea Green Foal
- Sea_Green_Foal.6
- 1 mth ago
- 19 replies
- 269
- 1
- Ivory Storm3 wk ago
- Tips & Tricks
Loaning money to a category
Hi all, I've been a YNAB user for years and it's amazing, but there are some nuances that cause me to use it in a less-than-ideal way that I am interested in discussing.…
- Gunner
- Gunner
- 1 mth ago
- 20 replies
- 340
- Superbone3 wk ago
- Tips & Tricks
Migrating from Ynab4
Has anyone done this very recently? I have just been looking at the following and I am wondering how well it works? It still refers to checking whether I have the latest version of Ynab4.…
- Katejo
- katejo
- 3 wk ago
- 40
- Tips & Tricks
Exporting data FROM an account in YNAB
Hi All, Newbie alert. I know I can export a Budget, but that only includes a sum of categories by month. It does not include the individual transactions.…
- I Love Horses
- Forest_Green_General.5
- 1 yr ago
- 7 replies
- 253
- 2
- NicoleYNAB Support1 mth ago
- Tips & Tricks
Goals and budget rollover
I have monthly goals attached to my categories. They aren't fully funded but Ynab shows green instead of yellow. Does Ynab update weekly to still keep me on target to reach my goals or do I have to…
- Gold Hammer
- Gold_Hammer.12
- 1 mth ago
- 1 reply
- 135
- satcook1 mth ago
- Tips & Tricks
Has anyone exported several years of YNAB 4.0 into Quicken or other?
Hi, Has anyone successfully exported all their YNAB transactions (with links across accounts) to Quicken for Mac?
- Tozovac
- Alice_Blue_Sun.1
- 1 yr ago
- 6 replies
- 272
- Tozovac4 wk ago
- Tips & Tricks

1 2 3 4 5 27 Next

Start Your Free YNAB Trial

Important Links

Community Guidelines

Report a Bank Importing Issue

Feature Requests

Top contributors

Help Docs

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

Go to Help Docs