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Cloud storage & Synchronization
Hi I am using YNAB 4 & YNAB Classic for Android. I am using dropbox for cloud storage and synchronization! Lately dropbox is not working correctly with the latest update!…
- Alice Blue Pegasus
- Alice_Blue_Pegasus.8
- 1 mth ago
- 3 replies
- 51
- dakinemaui1 mth ago
- Tips & Tricks
Deposit Check/Cash Received
I'm having trouble handling this situation: I deposited a check (with the teller instead of the ATM) but kept some cash to be used to pay for a budgeted category & some to keep as fun money in my…
- CWnola
- Tomato_Tape.5
- 1 mth ago
- 2 replies
- 55
- CWnola1 mth ago
- Tips & Tricks
dividend interest
How do you all handle dividend interest as a category? Since it's income, there are no budget categories for it. I want my dividend interest to show up in income when I pull income vs expenses…
- Khaki Octopus
- Khaki_Octopus.1
- 1 mth ago
- 1 reply
- 60
- WordTenor1 mth ago
- Tips & Tricks
I don't budget a month ahead - Is that an issue?
Any month that I am fully funding my categories and I have leftover money (i.e $200), I will add that to my emergency fund, as I am trying to have 6 months of liquidity.…
- Green Filly
- Green_Filly.5
- 2 mths ago
- 52 replies
- 577
- 1
- Hot Pink Octopus1 mth ago
- Tips & Tricks
Feedback - love YNAB - but Reimbursements is difficult
I live in Norway, so my accounts are not linked directly. Even if I have to import transactions, I love YNAB. I am a PFM nerd and use a lot of time on my personal finances. We are a family of five.…
- NorwegianPFMNerd
- Founder
- Orchid_Octopus.10
- 6 mths ago
- 8 replies
- 123
- kiwegian1 mth ago
- Tips & Tricks
Any easier way to import and categorize transactions on platforms like Venmo, Paypal, Amazon, Square, etc?
Take Amazon as an example. My credit card shows 10-20 separate transactions per month labeled "Amazon.com" with zero context on what I bought. I would LOVE to be able to have some breadcrumb of a…
- Turquoise Router
- Turquoise_Router.3
- 1 yr ago
- 6 replies
- 200
- Cornelius Gemstone1 mth 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
- 1 mth ago
- 4 replies
- 62
- GMD1 mth 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
- 10 mths ago
- 6 replies
- 99
- Steel Blue Memory1 mth ago
- Tips & Tricks
Should dollar amounts match on CC payment and CC balance
I've been pretty busy and haven't reconciled in a few weeks (never again). I just noticed that my Am Ex balance and what is available to pay on the card is different (I'm short $203.22).…
- Spring Green Trumpet
- Spring_Green_Trumpet.9
- 1 mth ago
- 2 replies
- 38
- Spring Green Trumpet1 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 mth ago
- 7 replies
- 165
- Jaime Jaurigue1 mth ago
- Tips & Tricks
Saving on car insurance.
I was reading the post on cheap mobile plans and I saw someone had enquired about car insurance and how to cut down on that thread. I just wanted to post my experience and throw the suggestion out…
- LoaferDude
- furious_falcon
- 1 mth ago
- 55
- 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
- 3 mths ago
- 4 replies
- 168
- 2
- FanessYNAB Support2 mths ago
- Tips & Tricks
Savings Accounts & Income to be budgeted
Hi all! I linked both of my savings accounts to YNAB along with my checking & CC accounts, so YNAB says I have 4k "availabe to be budgeted" but that 4k is in my savings account.…
- Powder Blue Banjo
- Powder_Blue_Banjo.6
- 2 mths ago
- 10 replies
- 112
- dakinemaui2 mths ago
- Tips & Tricks
Socks. Can we talk about socks?
I'd like to talk about my socks. Really. It's kinda long, so get a drink and have a seat. I put away my socks without pairing them. I pick out my socks without looking at them.…
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 1 yr ago
- 34 replies
- 453
- 3
- Alemap2 mths ago
- Tips & Tricks
Budgeting Canceled Services Question?
Good evening, I am curious what is the proper way to delete an entry on my budget. I have a couple of subscriptions that I canceled. I waited till the next month ( This Month ) to remove them from…
- Purple Lion
- Purple_Lion.8
- 2 mths ago
- 2 replies
- 45
- FanessYNAB Support2 mths ago
- Tips & Tricks
Minimum category balance goal?
TLDR; How do I set a category balance goal that turns amber if I go below that balance (without having to constantly reset the goal date)? — I want buffer out at least a month in every category,…
- Green Cup
- Green_Cup.12
- 2 mths ago
- 4 replies
- 62
- Green Cup2 mths ago
- Tips & Tricks
Creating only savings budget for my friend
Hi everyone, I'm living together with my best friend and her wife and I would really like her to dip her toes into budgeting. However she has a hard time sticking to things if things move too fast…
- Peter
- Professional Designer, Web Developer
- lasty
- 2 mths ago
- 2 replies
- 60
- Powder Blue Pony2 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
- 2 mths ago
- 1 reply
- 60
- dakinemaui2 mths ago
- Tips & Tricks
Fix For Capital One?
Hey fellow budgeters, I know this is nothing new, but have any of you found a permanent solution to the Capital One issues other than getting new bank accounts?…
- Beige Robot
- Beige_Robot.8
- 2 mths ago
- 2 replies
- 113
- MatthewYNAB Support2 mths ago
- Tips & Tricks
Software for easy online banking
Hello everybody, do you have suggestions for practical online banking software? Particularly for the UK and other countries that can't connect their bank accounts to YNAB.…
- Peter
- Professional Designer, Web Developer
- lasty
- 2 mths ago
- 5 replies
- 103
- shortattentionspan2 mths ago
- Tips & Tricks
Credit Karma Saving Account
Just opened a Credit Karma savings account for 1.8% APY. Seems like the only method of transferring money is a wire transfer, which takes 2-3 days to deposit or withdraw!
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 6 mths ago
- 16 replies
- 222
- Superbone2 mths ago
- Tips & Tricks
DMV Registration Fee - how to track licenseFee for incometax deduction
dmv registration is due every year, and part of it aka "license fee" is income tax dedutible. Wonder what is the best way to add this in YNAB, so that when tax preparation time comes,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 2 mths ago
- 8 replies
- 66
- GBR2 mths ago
- Tips & Tricks
Breaking Down Expenses into Weekly Timelines
Anyone out there have any suggestions on managing Grocery and Dining Out budgets? I find myself using these categories as a standing account. I bascically keep a couple hundred bucks in each,…
- Navy Blue Saxophone
- Navy_Blue_Saxophone.6
- 2 mths ago
- 12 replies
- 138
- dakinemaui2 mths ago
- Tips & Tricks
Baha'i Huquq'u'llah Tracking
Members of the Baha'i Faith (and any Faith really) have been given 2 forms of flexing our generosity muscles: 1. General Charitable Giving - This is based on each person's desire to give.…
- Greg Hansen
- Gray_Pony.1
- 10 mths ago
- 8 replies
- 209
- 2
- Khaki Storm2 mths ago
- Tips & Tricks
Are categories are account-agnostic?
One thing I’ve struggled with in my first few years of using YNAB is accounts versus categories, specifically when budgeting money from multiple accounts into a single category,…
- Matt T
- matt.1
- 2 mths ago
- 30 replies
- 318
- Superbone2 mths ago
- Tips & Tricks

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