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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
- 33,435
- 35
- Maroon Keyboard6 mths ago
- Tips & Tricks
Manual Method for Exporting nYNAB data to YNAB4
Manual Method of exporting data from nYNAB to YNAB 4. Note: This procedure describes the manual method I used, there is a method someone developed that uses Python scripts to automate some of the…
- ynaber2613
- ynaber2613
- 2 days ago
- 5 replies
- 72
- 2
- ynaber2613yesterday
- 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
- 5 mths ago
- 15 replies
- 199
- Coral Slothyesterday
- Tips & Tricks
Best banks for syncing quickly?
Are there banks that are better than others for syncing transactions quickly and for clearing transactions quickly so they show up in YNAB as soon as possible after you’ve made the purchases?…
- Itpromike
- Violet_Chef.21
- 4 days ago
- 1 reply
- 27
- RachelYNAB Support2 days ago
- Tips & Tricks
Can YNAB automatically categorize my imported transactions?
I know mint does this feature for the past 3 months but currently looks like YNAB does not do it? I suppose they want you to manually sort each and every transaction.
- Powder Blue Screwdiver
- Powder_Blue_Screwdiver.3
- 2 yrs ago
- 4 replies
- 999
- DelaYNAB Support2 days ago
- Tips & Tricks
Utilities: one category or multiple?
This question is primarily for the “living on last month’s income”/"month ahead" people: do you have separate categories for each of your utilities (gas, electric, water,…
- Vibrant
- No more counting dollars, we'll be counting stars
- vibrant
- 1 mth ago
- 19 replies
- 266
- Sky Blue Tape (mmille)3 days ago
- Tips & Tricks
YNAB alternatives
Prompted by the recent price changes that infuriated me (100% increase) I will leave YNAB for an alternative. Let there be lesson to the other YNABers.…
- Stepan
- stepan
- 4 wk ago
- 174 replies
- 3,148
- 17
- pgauntlett4 days ago
- Tips & Tricks
Transfer data from nYNAB back to YNAB4
Hi, does anyone know how to easiest transfer data from nYNAB back to YNAB4? I have data in my present nYNAB budget from July 2016 and have my only credit card which I barely ever use and has always…
- Spring Unicorn
- Spring_Green_Unicorn.2
- 2 yrs ago
- 5 replies
- 312
- Sky Blue Tugboat3 wk ago
- Tips & Tricks
Overspending management
I created different key categories which I then created an amount assigned for a monthly savings builders. Example if I assigned 100$ per month on a category “Improvement Electro,…
- Pink Beat
- Pink_Beat.3
- 1 mth ago
- 2 replies
- 71
- DelaYNAB Support4 wk 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
- 7 replies
- 350
- 3
- NicoleYNAB Support4 wk ago
- Tips & Tricks
Podcast recommendations
I like to listen to podcasts while commuting, cleaning, walking... Please add to my podcast list! So far, I have YouNeedABudget (obviously) Money Girl's Quick and Dirty Tips Freakonomics Radio NPR…
- Jenni
- Salmon_Elk_c3ef1c05470e
- 4 yrs ago
- 12 replies
- 1,698
- 4
- Hot Pink Commander1 mth ago
- Tips & Tricks
True Expenses
Any tips on how to deal with unexpected expenses? I have True Expenses categories that I'm not sure if or when I need to use it. I want to be able to move my True Expenses in future months if I need…
- Jaime Jaurigue
- jaims92
- 1 yr ago
- 9 replies
- 428
- DelaYNAB Support4 wk ago
- Tips & Tricks
Cents App Down? Alternatives?
Anyone else here use the Cents app for an easier view of your budget categories on your phone? If so, is yours now broken, too? Curious if there are any other similar apps you all are using since it…
- Chappy
- Architectural Designer
- Chappyeight
- 4 wk ago
- 32
- Tips & Tricks
Rolling over overspent amounts
Hi, We are wondering if it is possible to roll over the overages in categories vs having it automatically come from To Be Budgeted. Specifically, our electric bill varies greatly month to month,…
- Slate Gray Lion
- Slate_Gray_Lion
- 3 yrs ago
- 31 replies
- 5,561
- 3
- Cyan Dragon1 mth ago
- Tips & Tricks
Pending transactions sometimes show up in cc current balance
I was tearing my hair out last night trying to reconcile my chase card. My ynab balance and cc balance didn't agree but I couldn't find any missing charges.…
- Family budgeter
- family_budgeter
- 1 mth ago
- 1 reply
- 34
- MarisaYNAB Support1 mth ago
- Tips & Tricks
Joint Bank Account Recommendation?
Hello Fellow Wine-Hamburgers! I recently got married and we added my husband's various accounts to my YNAB. One problem -- now we feel like we have WAY too many accounts which makes YNAB more of a…
- brittanymbender
- brittanymbender
- 1 mth ago
- 2 replies
- 55
- Aubergine Quokka1 mth ago
- Tips & Tricks
iOS 15 with YNAB 4 (Classic)
Just FYI to anyone who may end up searching the forum - after installing iOS 15 (currently in beta), the YNAB Classic App (for use with the desktop YNAB 4) has some UI issues reloading/re-syncing…
- a_different_joel
- YNAB 4 is objectively better.
- A_different_joel
- 2 mths ago
- 9 replies
- 277
- Gray Chef1 mth ago
- Tips & Tricks
Any APPS or strategy similar to YNAB
I am new user of YNAB, and so far in love with it. Wondering why didn't i do this all these years. With that said, I consider this APP as my biggest win for 2020.…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 1 yr ago
- 34 replies
- 566
- 1
- Primaniac1 mth 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
- 6 mths ago
- 27 replies
- 458
- Slate Blue Pilot (2903ac015cdb)1 mth ago
- Tips & Tricks
Where is the free PDF for the YNAB Audiobook?
In the audio book it states to get your free PDF for the audio book from the provider you purchased it from. I purchased from Audible but can find no mention.
- Alice Blue Barnacle
- Alice_Blue_Barnacle
- 3 yrs ago
- 54 replies
- 1,826
- 3
- Alice Blue Horn1 mth ago
- Tips & Tricks
Canadian calculator RRSP vs mortgage
Another person posted a question about what to do once the consumer debt is paid off. Retirement or pay down mortgage. I am sure these calculators exist for US and other countries but here is one…
- MXMOM
- MXMOM
- 1 mth ago
- 17
- Tips & Tricks
One larger category or several smaller ones?
So I'm pretty sure I've seen this come up with regard to vacations, but I couldn't find the conversations, so I'm asking again. Generically: You have something you're planning for that will have…
- Fuzzball Meows
- fuzzballmeows
- 2 mths ago
- 10 replies
- 190
- DexterCat1 mth ago
- Tips & Tricks
Transactions involving money from the budget and money from elsewhere
Went to Target today (famous last words). So in my family, the vast majority of our spending is handled from accounts that are in our YNAB budget, and tracked accordingly.…
- Forest Green Viper
- Forest_Green_Viper.1
- 2 mths ago
- 9 replies
- 85
- nolesrule1 mth ago
- Tips & Tricks
Keeping track of child support owed
So my ex-husband is supposed to pay a small ammount child support each month. He sometimes does, sometimes doesn't. I would like to keep track of the support owed within Ynab, is that possible?…
- Cacti
- Cacti
- 2 yrs ago
- 5 replies
- 115
- Salmon Piano1 mth ago
- Tips & Tricks
Canadian cash back credit card deal
Creditcardgenius has an offer right now for the Scotia Momentum Visa that is awesome. $100 signup bonus. First year fee waived. Up to 10% cash back for first 3 months.…
- MXMOM
- MXMOM
- 2 mths ago
- 5 replies
- 63
- MXMOM2 mths ago
- Tips & Tricks
In case you missed it - YNAB is hiring (part-time / seasonal)
Deadline is October 1. https://ynab.recruiterbox.com/jobs/fk0s3gv/ Note to Forum Rulers - Wasn't sure were to post this but thought Tips and Tricks might work since this is a tip as to how to make…
- MXMOM
- MXMOM
- 2 mths ago
- 39
- 2
- Tips & Tricks

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