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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
- 31,934
- 34
- Maroon Keyboard2 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
- 61 replies
- 2,784
- 11
- Slate Blue Pilot (2903ac015cdb)5 days 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
- 11 mths ago
- 62 replies
- 2,543
- 3
- Frugal Dragon5 days 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
- 257
- 4
- Coral Colt8 days 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
- 12 days ago
- 42
- 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
- 13 days ago
- 6 replies
- 113
- Superbone13 days 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
- 3 wk ago
- 26 replies
- 298
- katsmeow2 wk 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
- 4 wk ago
- 4 replies
- 68
- PhysicsGal3 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
- 9 mths ago
- 43 replies
- 1,457
- 2
- DelaYNAB Support3 wk ago
- Tips & Tricks
Withdrawing from a category funded by multiple accounts.
How are people handling this? I have an emergency fund category and 3-5 different accounts (my checking and savings, my spouse checking and savings, and a joint account).…
- Turquoise Cleric (529dd8e44253)
- Turquoise_Cleric_529dd8
- 3 wk ago
- 4 replies
- 92
- 1
- nolesrule3 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
- 2 mths ago
- 21 replies
- 416
- 5
- Annieland3 wk ago
- Tips & Tricks
Negative TBB
I'm at a complete loss.... Today YNAB is showing negative $52.55 in TBB for June. I don't remember seeing this the other day. No problem, I assume I screwed something up and overspent cash.…
- Tomato Piranha
- Tomato_Piranha.9
- 4 wk ago
- 1 reply
- 69
- 1
- MatthewYNAB Support4 wk ago
- Tips & Tricks
Tips for knowing you are covered?
I woke up with anxiety fearful there isn't enough in my checking account to cover the first part of the month. I have plenty to cover the first part of the month.…
- Black cat
- Blue_Stallion.6
- 1 mth ago
- 30 replies
- 377
- nolesrule4 wk ago
- Tips & Tricks
Anyone doing receipt scanning?
Hello, I am on a trial and YNAB is my preferred way to go by far. However photographing receipts and being able to assign them to a payee is very important for me - helps me to keep track of medical…
- Tomato Clarinet
- Tomato_Clarinet.7
- 9 mths ago
- 2 replies
- 218
- 1
- Green Projector1 mth 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
- 5 mths ago
- 4 replies
- 64
- MatthewYNAB Support1 mth ago
- Tips & Tricks
Chromebook Desktop Version on Chromebook
Using an Android App, "Crossover", I was able to install desktop version of YNAB for Windows on my Chromebook. I have been using it for a few months now without any major problems.…
- Navy Blue Projector
- Navy_Blue_Projector.1
- 3 yrs ago
- 5 replies
- 1,388
- Green Griffin1 mth ago
- Tips & Tricks
iOS 14.2 with YNAB 4 (Classic)
Just FYI to anyone who may end up searching the forum - after installing iOS 14.2, the YNAB Classic (for use with the desktop YNAB 4) was crashing on open.…
- a_different_joel
- Amused by the incorrigible nYNAB
- A_different_joel
- 7 mths ago
- 3 replies
- 413
- 9
- Blue Griffin1 mth ago
- Tips & Tricks
Increasingly slow performance in Web App
As my number of accounts and financial transactions continue to grow over time, I notice the YNAB web application seems to be slower and slower. There's an increasing delay between when I submit an…
- PapaShawn
- papashawn
- 2 yrs ago
- 35 replies
- 861
- 6
- DelaYNAB Support1 mth ago
- Tips & Tricks
Tricks for saving money on groceries?
I've had to get creative with this in the past little while, so I'd be curious to hear other strategies! I live in a cold climate, so local produce etc is limited during the winter months,…
- Ali H
- Navy_Blue_Flute.4
- 2 yrs ago
- 52 replies
- 1,116
- 6
- hpguru1 mth ago
- Tips & Tricks
multiple bank accounts??
I apologize if this gets a bit wordy and I do tend to overthink things so would like some input if there’s a simpler way or something I’m missing… I understand the difference between budget accounts…
- BNL
- Blue_Display.6
- 11 mths ago
- 10 replies
- 487
- hpguru1 mth ago
- Tips & Tricks
Tracking separate spending within a category
I'm expecting that at some point within the next two years I will go from sharing household expenses to being on my own. (See my journal for more detailed explanation.…
- Fuzzball Meows
- fuzzballmeows
- 1 mth ago
- 1 reply
- 60
- Move Light Sound Life1 mth ago
- Tips & Tricks
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 mths ago
- 11 replies
- 134
- nolesrule2 mths 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
- 11 mths ago
- 5 replies
- 113
- 1
- BenMe2 mths ago
- Tips & Tricks
Filter Categories over Budget
Is there some type of "quick" filter to display only those categories over budget?
- Rick Martini
- anothermartini
- 1 yr ago
- 2 replies
- 92
- 1
- BenMe2 mths 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
- 11 mths ago
- 45 replies
- 1,194
- 2
- Sky Blue Tugboat2 mths ago
- Tips & Tricks

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