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What is Everyone Going As For Halloween and Does Anyone Have Any Tips for this Halloween Season?
Hi everyone! I'm trying not to get too crazy with my Halloween costumes this year but I absolutely love Halloween and getting dressed up. I have a couple of ideas for some costumes that won't cost…
- Kate
- Joyful Technical Writer 🌴
- sweet_sunshine
- 2 wk ago
- 12 replies
- 188
- 2
- Mamacita2 days ago
- Tips & Tricks
Wish List and Wish Farm--How Do you Do Yours & Where To Put Them?
Morning all, So I was taking a workshop yesterday and Kelly brought up the "Wish Farm" in relation to a question I had, I guess I had heard it mentioned but never explained.…
- Ruff16965 (05bd62cee897)
- Tomato_Mask_05bd62cee89
- 2 mths ago
- 6 replies
- 475
- 3
- Mamacita2 days ago
- Tips & Tricks
Pay for a consultant to set it up?
Is there anybody who helps people set up their accounts, budgets and does initial categorizing of purchases for them? I would gladly pay to have someone take care of those initial steps. Thanks.…
- Powder Blue Song
- Powder_Blue_Song.4
- 4 days ago
- 2 replies
- 96
- FanessYNAB Support2 days ago
- Tips & Tricks
How to categorise money movements between accounts?
*** EDIT - Realised that I've likely posted this in the wrong place so I've put the question in the transaction forum. Sorry! *** I have linked a joint checking account and a joint savings account in…
- Aquapanther
- Aquapanther
- 2 days ago
- 18
- Tips & Tricks
If you’re struggling with YNAB this video is LIFESAVING!!
Nick True is a YNAB fanboy for sure! This video was life changing for me (in a good way). I learned SO much in 35 minutes. Keep in mind I have been using the old YNAB for years and am learning the…
- frugal-one
- Single and Enjoying the FIRE
- frugalone
- 10 days ago
- 5 replies
- 240
- 7
- Superbone5 days ago
- Tips & Tricks
Confused On How To Use Cash To Pay Off Debt With YNAB
Hi everyone! I have a question that I need help with. I've decided to do a lot of side jobs to pay off my credit card and my student loans. However, these jobs are along the lines of babysitting,…
- Kate
- Joyful Technical Writer 🌴
- sweet_sunshine
- 7 days ago
- 5 replies
- 87
- QC7 days ago
- Tips & Tricks
Setting a "Total Budgeted to account" goal?
I'm trying to figure out the best workaround to this type of budgeting for travel. Say I think a trip will cost $1,000. I set a travel goal for $1,000 total, including flights, accommodation,…
- Devan Anne
- devananne
- 7 mths ago
- 12 replies
- 1684
- 2
- Heather is not Sea Green8 days ago
- Tips & Tricks
When you go off plan... and it's a bit late to WAM...
So, I went waaaay off plan at the end of September. I got a surprise invitation and decided to go for it. It was the weekend of 29th/30th and there was nothing left in the budget to WAM unless I…
- Pikayo
- Pikayo
- 2 wk ago
- 14 replies
- 325
- 1
- Pikayo11 days ago
- Tips & Tricks
Catching up when I miss a month of budgeting
Hello everyone, I had a couple of rough months dealing with health issues and neglected to keep up my diligent YNAB-ing habits. I'm digging in to get caught up and have budgeted this month and…
- Maroon Cornet
- Maroon_Cornet.2
- 12 days ago
- 2 replies
- 81
- Target Date12 days ago
- Tips & Tricks
Best budgeting date?
I am in a dilemma. I receive my monthly salary on every 25th of the month. When I budgeted my ynab on the 25th, it was then gone on the 1st of the next month.…
- Slate Blue Trombone
- Slate_Blue_Trombone.2
- 3 wk ago
- 5 replies
- 197
- Pikayo12 days ago
- Tips & Tricks
Job Ideas for the Month of October
Hi everyone! So I'm in a little bit of a situation. My boss told me this week that everyone in the office will be employed through September but we will all be out of work for the month of October…
- Kate
- Joyful Technical Writer 🌴
- sweet_sunshine
- 1 mth ago
- 26 replies
- 550
- 1
- Erica2 wk ago
- Tips & Tricks
Credit Cards
Since Ynab forums does not have a feedback section (why, by the way?) I will post this here. Since the beginning of this year I use the browser version of Ynab, switching from the desktop app.…
- Bernd
- bernd_salewski
- 3 mths ago
- 8 replies
- 1256
- Abbi Waxman2 wk ago
- Tips & Tricks
How often do YOU reconcile?
I normally enter transactions as they happen and don't import from the bank. I will usually reconcile once at the beginning of the month when the previous months statement comes out.…
- vw_bugg
- vw_bugg
- 4 mths ago
- 18 replies
- 1042
- Violet Carpenter2 wk ago
- Tips & Tricks
E Wallet Funds
Hi Dear YNABers, Currently we are in the era of funding the ewallet which can be accepted in more stores. To fund the E-Wallet, I usually get the fund from one of my credit card.…
- Slate Blue Trombone
- Slate_Blue_Trombone.2
- 3 wk ago
- 3 replies
- 83
- Slate Blue Trombone2 wk ago
- Tips & Tricks
Different categories for each month
Is there a way to change the budget categories for each month? If I have something in one month, but don't need it for the next month? (ie Vacation). Or what about a category that I no longer need?
- nateco19
- Steel_Blue_Clarinet
- 3 wk ago
- 1 reply
- 114
- jenmas3 wk ago
- Tips & Tricks
Reports-need a work around
I often time function as my kids' ATM when they forget their wallet or need to make an online purchase. The idea is that they will reimburse me in full once they get access to their money.…
- Jen F
- JLF
- 3 wk ago
- 2 replies
- 84
- Jen F3 wk ago
- Tips & Tricks
House Building
Hi all, I am considering purchasing land and building a house. My sister and I have been approved for the land loan and are about to start the planning process (house plans, hiring a contractor etc.…
- Tan Banjo (c031bfdaebb1)
- Tan_Banjo_c031bfdaebb1
- 11 mths ago
- 3 replies
- 747
- 2
- WordTenor3 wk ago
- Tips & Tricks
Take A Short YNAB Survey For Two Free Months of YNAB
Hi everyone! I looked around the forum and I didn't see this survey announced anywhere so I thought I would post it here! In the YNAB Weekly Roundup newsletter that went out today it was announced…
- Kate
- Joyful Technical Writer 🌴
- sweet_sunshine
- 3 wk ago
- 175
- 2
- Tips & Tricks
To Fresh Start or not to Fresh Start...
...that is the question and I know it's been discussed before on the old forum and here. But it seems like a good time of year to start the discussion again.…
- ChicagoFlyer
- Making the best of what's around
- chicgoflyr
- 9 mths ago
- 23 replies
- 2631
- 1
- FanessYNAB Support3 wk ago
- Tips & Tricks
- Answered
- Answered
Multiple currencies made simple: YNAB + TOSHL
TL;DR: I made an excel macro to convert TOSHL csv output into YNAB input with one click. I'm an American who lives overseas. All my budgeting is in $$ b/c that's what I'm paid in,…
- Maroon Violin
- Maroon_Violin.1
- 3 mths ago
- 4 replies
- 269
- FanessYNAB Support3 wk ago
- Tips & Tricks
YNAB Book on Audible.com for $1.95 (9/9/2018 only)
Today's Daily Deal is You Need A Budget by Jesse Mecham. If you haven't picked it up before, this would be a good time! https://www.audible.com/pd/You-Need-a-Budget-Audiobook/B0773XK7QQ?…
- jerald
- jerald
- 1 mth ago
- 86
- Tips & Tricks
A work around for Paypal direct import issues - fees and refunds not processed correctly
I use Paypal in my business and club. The direct import hasn't always worked well and I know the YNAB team has been trying to get this fixed for a long time.…
- Ivory Thunder
- Ivory_Thunder.4
- 7 mths ago
- 3 replies
- 853
- 1
- Veronica at YNABYNAB Support1 mth ago
- Tips & Tricks
Reconciliation nightmares
We run through hundreds of transactions each month. Reconciling weekly takes us hours. We cannot discover a way to find the last amount we reconciled to, instead of a running balance.…
- Gold Saxophone (fb9d0886432b)
- Gold_Saxophone_fb9d0886
- 5 mths ago
- 11 replies
- 1564
- Powder Blue Rhythm1 mth ago
- Tips & Tricks
Editing an upcoming transaction
I have all my bills set as scheduled transactions which repeat monthly and have estimated the amount when I receive my statement, I want to be able to edit the upcoming transaction so it is the real…
- Solieus
- Gray_Rain.2
- 1 mth ago
- 3 replies
- 163
- ynaber26131 mth ago
- Tips & Tricks
My Budget Categories
Sorry if this is in the wrong section - I wasn't sure where to put it. I'm clinically OCD and have about a zillion categories, so maybe this can help others.…
- Aritavashkai
- playing with numbers makes me happy
- aritavashkai
- 2 mths ago
- 11 replies
- 546
- 3
- Aritavashkai1 mth ago
- Tips & Tricks

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