How to enable Javascript

Tips & Tricks

Follow

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
- 31 replies
- 5,600
- 3
- Cyan Dragon2 mths ago
- Tips & Tricks
Pending transactions sometimes show up in cc current balance
I was tearing my hair out last night trying to reconcile my chase card. My ynab balance and cc balance didn't agree but I couldn't find any missing charges.…
- Family budgeter
- family_budgeter
- 2 mths ago
- 1 reply
- 36
- MarisaYNAB Support2 mths ago
- Tips & Tricks
Joint Bank Account Recommendation?
Hello Fellow Wine-Hamburgers! I recently got married and we added my husband's various accounts to my YNAB. One problem -- now we feel like we have WAY too many accounts which makes YNAB more of a…
- brittanymbender
- brittanymbender
- 2 mths ago
- 2 replies
- 64
- Aubergine Quokka2 mths 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 objectively better.
- A_different_joel
- 4 mths ago
- 9 replies
- 306
- Gray Chef2 mths ago
- Tips & Tricks
Any APPS or strategy similar to YNAB
I am new user of YNAB, and so far in love with it. Wondering why didn't i do this all these years. With that said, I consider this APP as my biggest win for 2020.…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 1 yr ago
- 34 replies
- 580
- 1
- Primaniac2 mths 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
- 8 mths ago
- 27 replies
- 513
- Slate Blue Pilot (2903ac015cdb)2 mths 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
- 4 yrs ago
- 54 replies
- 1,838
- 3
- Alice Blue Horn3 mths ago
- Tips & Tricks
Canadian calculator RRSP vs mortgage
Another person posted a question about what to do once the consumer debt is paid off. Retirement or pay down mortgage. I am sure these calculators exist for US and other countries but here is one…
- MXMOM
- MXMOM
- 3 mths ago
- 18
- 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
- 4 mths ago
- 10 replies
- 198
- DexterCat3 mths ago
- Tips & Tricks
Transactions involving money from the budget and money from elsewhere
Went to Target today (famous last words). So in my family, the vast majority of our spending is handled from accounts that are in our YNAB budget, and tracked accordingly.…
- Forest Green Viper
- Forest_Green_Viper.1
- 3 mths ago
- 9 replies
- 88
- nolesrule3 mths ago
- Tips & Tricks
Keeping track of child support owed
So my ex-husband is supposed to pay a small ammount child support each month. He sometimes does, sometimes doesn't. I would like to keep track of the support owed within Ynab, is that possible?…
- Cacti
- Cacti
- 2 yrs ago
- 5 replies
- 119
- Salmon Piano3 mths ago
- 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
- 4 mths ago
- 5 replies
- 68
- MXMOM3 mths ago
- Tips & Tricks
In case you missed it - YNAB is hiring (part-time / seasonal)
Deadline is October 1. https://ynab.recruiterbox.com/jobs/fk0s3gv/ Note to Forum Rulers - Wasn't sure were to post this but thought Tips and Tricks might work since this is a tip as to how to make…
- MXMOM
- MXMOM
- 3 mths ago
- 40
- 2
- Tips & Tricks
Dutch bank import tool
Hi! Years ago I started using YNAB. However, I got frustrated importing the CSV from my bank manually. That is why I created YNAB going Dutch. YNABGoingDutch automatically recognizes your (Dutch)…
- Daniel
- danielhaitink
- 2 yrs ago
- 2 replies
- 176
- 3
- Edwin Jansen3 mths 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
- 5 mths ago
- 2 replies
- 116
- AstronautEAP3 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 mths ago
- 11 replies
- 136
- Bruce3 mths 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
- 2 yrs ago
- 14 replies
- 514
- 1
- DexterCat4 mths 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
- 4 mths ago
- 3 replies
- 51
- kirstenw4 mths 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
- 1 yr ago
- 8 replies
- 393
- 1
- Anthropus4 mths ago
- 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
- 3 yrs ago
- 21 replies
- 701
- 7
- Cadet Blue Wrench4 mths 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
- 11 mths ago
- 2 replies
- 121
- 6
- Jeroen Sangers4 mths 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
- 4 mths ago
- 4 replies
- 49
- Violet Zebra4 mths 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
- 5 mths ago
- 17 replies
- 337
- 1
- Fuzzball Meows4 mths 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
- 2 yrs ago
- 8 replies
- 153
- Superbone4 mths 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
- 3 yrs ago
- 5 replies
- 261
- NicoleYNAB Support5 mths ago
- Tips & Tricks

1 2 3 4 5 30 Next

Start Your Free YNAB Trial

Important Links

Community Guidelines

Report a Bank Importing Issue

Feature Requests

Top contributors

Help Docs

Still have a question? Want to view the official guide on your topic?

Go to Help Docs