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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
- 32,929
- 35
- Maroon Keyboard3 mths ago
- Tips & Tricks
Budget View - How to see all budget accounts expanded at once
How do I get to view more than one budget account at a time. Each time I expand one, the previous one closes up. There use to be a switch on the header bar to turn this feature on or off
- Green Pony
- Green_Pony.8
- 4 days ago
- 7 replies
- 85
- MarisaYNAB Supportyesterday
- 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 days ago
- 1 reply
- 19
- MXMOM2 days ago
- Tips & Tricks
Insurance checks/investment account withdrawals
We had two incidences in August: an auto accident and we decided to purchase carpet for part of the house. So we received an insurance check for the accident.…
- mastump
- Retired
- Cornflower_Blue_Boat.11
- 8 days ago
- 2 replies
- 35
- MXMOM2 days ago
- Tips & Tricks
Budgeting Per Paycheck
So I usually budget on paper, and I separate it per pay period. My husband I both get paid biweekly. So for example I would pay our first of the month bills with the first paychecks,…
- Violet Ink
- Violet_Ink.10
- 11 mths ago
- 8 replies
- 363
- 1
- Anthropus7 days 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 better.
- A_different_joel
- 4 days ago
- 47
- Tips & Tricks
Suggestion - Drag and Drop Transaction order for easy Reconciliation
Reconciling can sometimes be a a pain because the order of my transactions on my statement is different to the order in YNAB. When I have multiple transactions that are the same amount then it…
- Pink Unicorn
- Pink_Unicorn.6
- 2 yrs ago
- 21 replies
- 666
- 7
- Cadet Blue Wrench9 days ago
- 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
- 12 days ago
- 7 replies
- 105
- nolesrule11 days 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
- 51 replies
- 1,775
- 3
- MarisaYNAB Support13 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
- 7 mths ago
- 2 replies
- 103
- 4
- Jeroen Sangers2 wk ago
- Tips & Tricks
Recording a car purchase down payment
Hello everyone: Need some assistance on recording a transaction. I recently paid a down payment for a new car purchase. Since the payment was fully funded from my savings account,…
- Violet Zebra
- Violet_Zebra.15
- 2 wk ago
- 4 replies
- 40
- Violet Zebra2 wk ago
- Tips & Tricks
Borrowing from yourself
One interesting consequence of having saved money is that you can give yourself a 0% loan when needed. I won't go into the details whether you should really borrow money rather than wait,…
- Maurycy Zarzycki
- Programmer
- maurycy
- 1 yr ago
- 12 replies
- 413
- 1
- Cadet Blue Projector2 wk ago
- Tips & Tricks
Taking the plunge into auto-assign. Any tips?
At first I thought auto-assign was just a rebranding of the functionality I've been using for years to automatically budget groups of categories based on budgeted last month, average spent, etc.…
- CPA Budgeter
- cpabudgeter
- 1 mth ago
- 17 replies
- 299
- 1
- Fuzzball Meows3 wk ago
- Tips & Tricks
Price Drop - Cash Back apps.
Does anyone use price drop or cash back apps like Paribus, Waldo or Earny? If so, what's your experience been like? Every penny counts, but I know there are privacy concerns as well.…
- Cyan Android
- Cyan_Android
- 1 yr ago
- 8 replies
- 148
- Superbone3 wk ago
- Tips & Tricks
Icon badges not always updating
I often notice that the YNAB icon badge is showing a count but when I open YNAB the count goes down so it is not maintaining its accuracy. I have checked the background app settings and everything…
- iwaddo
- iwaddo77
- 2 yrs ago
- 5 replies
- 253
- NicoleYNAB Support4 wk ago
- Tips & Tricks
Tips for manual import?
I normally manually enter transactions as they happen, but between one thing and another this week, I'm pretty sure I'm missing a good handful of transactions.…
- Fuzzball Meows
- fuzzballmeows
- 1 mth ago
- 3 replies
- 73
- Move Light Sound Life1 mth ago
- Tips & Tricks
Move multiple categories
Hi... perhaps I'm missing this, but is there a way to move more than one category at a time to a new category group? I've tried selecting multiple categories (checkbox) but that only moves the first…
- Lee Kindle
- Leekindle
- 2 yrs ago
- 6 replies
- 251
- 1
- DelaYNAB Support1 mth ago
- Tips & Tricks
Savings accounts for annual expenses
I pay insurance annually so I would like use my savings account to put money for annual expenses like insurance, vet visits or clothes shopping. However when I move the money from my checking…
- Forest Green Cornet
- Forest_Green_Cornet.14
- 1 mth ago
- 17 replies
- 191
- CPA Budgeter1 mth ago
- Tips & Tricks
Signing Bonus Repayment Agreement
Hi, I recently started a new job and got a signing bonus. As part of the deal there's a repayment agreement whereby I have to pay back a proportional amount for the next 2 years if I leave.…
- Slate Gray Cobra
- Slate_Gray_Cobra.6
- 1 mth ago
- 1 reply
- 71
- CPA Budgeter1 mth ago
- Tips & Tricks
Testing app subscriptions on the long-term
I wrote a blog post about how I use YNAB to test app subscriptions . Hopefully you can find it useful.
- Zsolt Benke
- Developer
- zsbenke
- 1 mth ago
- 62
- 1
- Tips & Tricks
Unexpected Job Opportunity + Big Move
Hello Everyone, I have had my dream job land in my lap, but it is going to come with a big move from California to Washington. I am currently budgeted two months into the future with my current…
- Frugal Dragon
- Assistant Winemaker
- Frugal_Dragon
- 1 mth ago
- 3 replies
- 94
- 1
- Colleen D1 mth ago
- Tips & Tricks
New column called "Remaining"
This is a feature request for adding another column called "Remaining" along with "Assigned", "Activity" and "Available". "Remaining" shows difference between "Assigned" and "Activity".…
- Steel Blue Router
- Steel_Blue_Router.4
- 1 mth ago
- 5 replies
- 131
- nolesrule1 mth 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
- 1 yr ago
- 48 replies
- 1,750
- 4
- Black cat1 mth 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
- 1 mth ago
- 8 replies
- 92
- Move Light Sound Life1 mth 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
- 1 mth ago
- 11 replies
- 250
- RachelYNAB Support1 mth 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
- 295
- 3
- pgauntlett1 mth ago
- Tips & Tricks

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