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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
- 3 yrs ago
- 160 replies
- 32,508
- 35
- Maroon Keyboard2 mths 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
- 10 mths ago
- 47 replies
- 1,634
- 4
- Lavender Hail4 days ago
- Tips & Tricks
Track Roomate Running Tally as an account?
Hi, My housemate and I have a LOT of shared expenses (we share two dogs and frequently travel together). Right now, I budget for what I know I should pay to keep the balance within a thousand or two…
- Laura CA
- Lavender_Tape.13
- 8 days ago
- 8 replies
- 78
- Move Light Sound Life4 days ago
- Tips & Tricks
Emoji Ideas & Templates
The ending of the Progress Bars video , Hannah showed off a few budgets with cool uses for emojis (colorful / black & white dots) I was wondering if these were popular YNAB emoji usage?…
- Quang
- Newb
- quang
- 13 days ago
- 11 replies
- 208
- RachelYNAB Support4 days ago
- Tips & Tricks
here's a YNAB "app" for the macOS dock
Wishes for an actual desktop app notwithstanding, I made a little "app" that you can put in your macOS dock that opens up the YNAB web-app. Made a proper little icon for it too.…
- Turquoise Major
- Turquoise_Major.1
- 1 yr ago
- 5 replies
- 265
- 3
- pgauntlett6 days ago
- Tips & Tricks
Feature Request - Buffer - Does This Make Sense To Others?
I was thinking of submitting a feature request, but was curious if anyone else though this was useful or if they could help refine my thinking? I'd love to get your feedback before submitting this!…
- Breau
- Breau
- 12 days ago
- 16 replies
- 192
- 2
- NettieFIRE7 days ago
- Tips & Tricks
How do you handle medical expenses?
This isn't exactly an FSA/HSA question, and it isn't exactly a categories question. I'm not really sure what it is. But I'm looking for a better way to handle medical (and pharmacy-adjacent)…
- Fuzzball Meows
- fuzzballmeows
- 11 days ago
- 7 replies
- 189
- Bad Mister Frosty10 days ago
- 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
- 8 replies
- 398
- 2
- Tan Pegasus12 days ago
- Tips & Tricks
Fun with Emoticons in YNAB and Windows 10
I learned how to add emoticons to my category names in Windows 10 and it's a lot of fun so I thought I'd share. Just edit your category name, put the cursor where you want an emoticon,…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 yrs ago
- 8 replies
- 626
- 7
- RachelYNAB Support12 days ago
- Tips & Tricks
Linked Crypto Assets
Hey guys, I built a small tool with which you can connect a crypto wallet balance to a YNAB asset account. It checks 4 times a day the balance of the wallet, and exchange rates,…
- Luke
- theluk
- 5 mths ago
- 1 reply
- 79
- 2
- Silver Gazelle2 wk ago
- Tips & Tricks
Categories for next month
I want to know about a catagory I need delete for the next month. Example. I cancel a subscription, so I don't need it on the budget in August. Or I got Tires for my car in July,…
- Dutch
- Salmon_Cup.12
- 2 wk ago
- 7 replies
- 89
- 1
- NicoleYNAB Support2 wk 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
- 67 replies
- 3,192
- 11
- MarisaYNAB Support2 wk ago
- Tips & Tricks
bank is reconciled, but budget doesn't match
Here's the deal: my checking and 2 savings accounts are both linked to YNAB app. I reconciled bank today and the accounts match my ynab accounts perfectly. However, the To Be Budgeted is showing $27.…
- Mathlexia
- Budget Wrestler
- Beige_Hammerhead.8
- 1 yr ago
- 10 replies
- 582
- 1
- Powder Blue Transistor3 wk ago
- Tips & Tricks
Credit Card - rectify difference
I don't use the web based version very often but i just noticed the "rectify difference" option that appears to "force" the total budgeted for the credit card to match the credit card balance.…
- MXMOM
- MXMOM
- 1 mth ago
- 12 replies
- 138
- MXMOM1 mth ago
- Tips & Tricks
Consolidating categories into one for CC spending?
So, I've been using YNAB for a few months now and I've found my categories have continued multiplying, which I realize will happen, but I feel like I need to simplify in order to keep me on top of…
- Pineapple Gal
- Goal-Getter
- Orchid_Wrench.11
- 1 mth ago
- 13 replies
- 113
- WordTenor1 mth ago
- Tips & Tricks
Funding True Expenses - focus or even distribution?
I do not have enough income to fund all of my true expenses to the extent that they probably need funding each month. What is the best distribution of the funds I do have available to fund true…
- Fuzzball Meows
- fuzzballmeows
- 1 mth ago
- 9 replies
- 120
- Gnarwhal1 mth ago
- Tips & Tricks
Account balance
I’ve been using YNAB for about 8 months. Recently I went back and started reconciling some accounts and came a across a large surplus in my checking account.…
- Slate Gray Horn
- Slate_Gray_Horn.8
- 1 mth ago
- 1 reply
- 55
- LaurenYNAB Support1 mth ago
- Tips & Tricks
Using YNAB to plan ahead
Hello all! I've been using YNAB for a few months now. I wanted to ask if there is a way to generate a report that lets me understand the average monthly outflow/inflow for certain categories?…
- Dan
- dan.1
- 1 mth ago
- 2 replies
- 79
- Dan1 mth ago
- Tips & Tricks
'Spending rate' metric?
Is there a way to view a metric that shows something like an average daily/weekly spending rate? I guess you can get a feel for what rate you're spending at by how quickly your budgets are shrinking,…
- Chris Beaumont
- chrisbeaumont.1
- 1 mth ago
- 3 replies
- 109
- Vibrant1 mth 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…
- Frugal Dragon
- Assistant Winemaker
- Frugal_Dragon
- 1 yr ago
- 62 replies
- 2,703
- 3
- Frugal Dragon1 mth ago
- Tips & Tricks
Amazon Order History Report!!!
This was posted over on the Facebook YNAB Fans group by someone (not me) but I have seen alot of people having problems with the Amazon order reconciliation so I thought I would post this here in…
- MXMOM
- MXMOM
- 1 yr ago
- 2 replies
- 296
- 4
- Coral Colt1 mth ago
- Tips & Tricks
Augment YNAB Notes with Soulver
When a category keeps tracks of multiples items, I like to keep track of those items in YNAB's Notes. Because Soulver is excellent at interpreting text and numbers together it makes it very easy to…
- Breau
- Breau
- 2 mths ago
- 57
- 1
- Tips & Tricks
Income for Next Month Category - When to Release Funds
Hello all, I've been using the Income for Next Month Category since I've started using YNAB and it has been working well. One question I do have about it though is:…
- Pianomanmatt
- pianomanmatt
- 2 mths ago
- 6 replies
- 163
- Superbone2 mths ago
- Tips & Tricks
Budget for annual expenses in one category
So, YNAB currently does not allow you to have multiple goals per category and that feature has been requested for a long time. I may just start contributing to the toolkit myself.…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 mths ago
- 26 replies
- 343
- katsmeow2 mths ago
- Tips & Tricks
Medical Expense Tracking & HSA / DCFSA
Two part question : I really want to go back and track Medical Expenses in YNAB. At the moment, I track my HSA balance as a Tracking item. I reconcile monthly and it goes up or down depending.…
- Hot Pink Cornet
- Hot_Pink_Cornet.15
- 2 mths ago
- 4 replies
- 75
- PhysicsGal2 mths ago
- Tips & Tricks

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