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Bank Accounts Reconciled, but Available Amounts are Not Matching
Hi, I have an issue with my accounts. All of my accounts are reconciled and so the amount on the bank balance matches YNAB and all transactions are accounted for.…
- ChrissyLouHoo
- Alice_Blue_Trumpet.10
- 2 days ago
- 11 replies
- 49
- nolesrule2 days ago
- Tips & Tricks
Filter Feature request on categories
Hi, it would be great in the budget view if you could filter by category state, I often want to filter by over budget (credit card) so I can reallocate money from another category.…
- GMD
- Tan_Griffin.8
- 9 mths ago
- 5 replies
- 98
- 1
- BenMe2 days ago
- Tips & Tricks
Filter Categories over Budget
Is there some type of "quick" filter to display only those categories over budget?
- Rick Martini
- anothermartini
- 10 mths ago
- 2 replies
- 82
- 1
- BenMe2 days ago
- Tips & Tricks
Household vs. Groceries
I’m curious to know how others handle these two categories: household items (toilet paper, cleaning supplies, deodorant, toothpaste, etc.) and groceries (food items).…
- Talitha Koum
- talitha_koum
- 9 mths ago
- 45 replies
- 1,062
- 2
- Sky Blue Tugboat4 days 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
- 8 mths ago
- 9 replies
- 380
- 1
- Navy Blue Leopard4 days ago
- Tips & Tricks
How to use YNAB when living with roommate?
Hi! Let me start off by saying I'm a college student and this is my first time budgeting. Recently started using YNAB and am quite confused about how to manage living with roommates.…
- Gray Memory
- Gray_Memory.12
- 6 days ago
- 3 replies
- 79
- RachelYNAB Support5 days ago
- Tips & Tricks
Take some credit YNAB
No need to leave features that have been delivered as "in progress". And love seeing the progress. :^) https://www.youneedabudget.com/up-next/
- Saish Dawg
- saish_dawg
- 6 days ago
- 2 replies
- 106
- 1
- Saish Dawg5 days ago
- Tips & Tricks
YNAB Web Interface Question
In the recent post, https://www.youneedabudget.com/see-your-recent-money-moves/ I saw the interface with the goals with a progress bar. How do you set this up?
- carterbunch
- carterbunch
- 2 wk ago
- 14 replies
- 245
- DosBoss577 days ago
- Tips & Tricks
Daily spending report?
Hi, the Report page has a Spending tab for showing a month-by-month summary of spending, with further breakdown by category (as described in this article ).…
- Aquamarine Router
- Aquamarine_Router.16
- 8 days ago
- 1 reply
- 56
- Move Light Sound Life8 days ago
- Tips & Tricks
Why isn't my "To Be Budgeted" amount changing?
I had all my March paychecks budgeted to spend April, so TBB was zero (yay!). Then I received a $2k travel refund from cancelled trip I wasn't expecting, and assigned that money as TBB; however,…
- Turquoise Commander
- Turquoise_Commander.16
- 8 days ago
- 8 replies
- 77
- Vibrant8 days ago
- Tips & Tricks
Use iPhone double tap to open YNAB
iPhone introduced a feature where you can double (or triple) tap the back of your phone to do certain functions set by you. A popular one is double tap for screenshot (I recommend using triple tap…
- MXMOM
- MXMOM
- 1 mth ago
- 3 replies
- 116
- 3
- Cirrus10 days ago
- Tips & Tricks
Is the To be Budgeted box red most of the time for you, too?
I understand the philosophy that one cannot count on future wages, so YNAB only shows you how much income has been transferred to your bank account right now ,…
- Happy Habs
- Beige_Mask.12
- 1 mth ago
- 6 replies
- 239
- Cirrus10 days ago
- Tips & Tricks
Feedback on ways to stick to a budget
Hi All Earlier this week I made a conscious decision to only spend $50 per month on Amazon to cut back on unnecessary spending. I was thinking a way to achieve this would be to just add crap to the…
- Blue Cheetah
- Blue_Cheetah.14
- 1 mth ago
- 13 replies
- 274
- 1
- Cirrus10 days ago
- Tips & Tricks
I feel like I have too many categories -- help!
I'm just entering my second month of using YNAB. I've watched a ton of videos from YNAB itself and fellow users, but I feel like I can't get a handle on my categories.…
- Pineapple Gal
- Goal-Getter
- Orchid_Wrench.11
- 3 wk ago
- 23 replies
- 488
- Nicellla2 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
- 1 yr ago
- 59 replies
- 3,900
- 3
- Spring Green Leopard2 wk ago
- Tips & Tricks
Questions to Fix My Budget
After using YNAB for a couple of years I felt like I had a reasonably good handle on my budget, but I felt like I was missing the final 10%. After going over the four YNAB rules a few times,…
- Breau
- Breau
- 2 wk ago
- 2 replies
- 65
- 5
- Breau2 wk ago
- Tips & Tricks
How to get rid of imaginary money
Hi everyone! My budget thinks that I have $14.04 that I don't actually have. I won't bore you with the story of how it got there in the first place, but there doesn't seem to be a way to make it go…
- bookbinder
- bookbinder
- 2 wk ago
- 7 replies
- 181
- NettieFIRE2 wk 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
- 6 mths ago
- 5 replies
- 449
- 1
- Louise2 wk ago
- Tips & Tricks
I'm seriously irritated with how my past self spent money. Help!
I am new to YNAB, but I was raised with budgeting and I've run some sort of a budget with a savings element since I started earning aged 15. I have little to show for it though.…
- Old Hippie
- Not old. Maybe a hippie.
- Old_hippie
- 3 wk ago
- 17 replies
- 278
- 1
- Henry Household3 wk ago
- Tips & Tricks
What are your categories?
Hello! I am acutely nosy and would love to know how you categorise/set your budget up.
- 123rsic
- 23 yr old new grad tackling debt
- Cornflower_Blue_Viper.11
- 3 wk ago
- 6 replies
- 255
- 1
- WordTenor3 wk ago
- 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
- 30 replies
- 5,382
- 3
- Coral Packet3 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
- 7 mths ago
- 37 replies
- 1,214
- 1
- Matthew4 wk 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
- 2 yrs ago
- 36 replies
- 4,816
- 1
- Orange Cheetah4 wk ago
- Tips & Tricks
How should I handle transactions that I don't care to track in YNAB?
There are some transactions in my checking account that I don't really care to track because either they are meaningless to my monthly budget, such as loan money being deposited,…
- Victor Rodriguez
- Husband, Father, Software Engineer
- victropolis
- 1 yr ago
- 21 replies
- 744
- HappyDance4 wk ago
- Tips & Tricks
Using Scheduled Transactions for Cash-Flow Projection in YNAB
This question came up in another thread, and while the answer has been presented in the replies of many other topics, I don't think there's actually a post dedicated to it.…
- Move Light Sound Life
- move_light_sound_life
- 1 mth ago
- 5 replies
- 122
- 8
- nolesrule4 wk ago
- Tips & Tricks

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