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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
- 1 mth ago
- 56
- Tips & Tricks
Changing borders in desktop budget display
Newbe here....couldn't find a matching subject so apologize if this is redundant! That said, in the budget screen the transaction portion is roughly equal in width to the left budget portion and the…
- Aquamarine Transistor
- Aquamarine_Transistor.8
- 1 yr ago
- 16 replies
- 263
- NicoleYNAB Support2 mths ago
- Tips & Tricks
Distinguishing between Wants and Needs
I'm not sure if this is the right sub-forum for this post but: Do any of you distinguish between Wants and Needs in your budget? I've seen some budgets where instead of Weekly Spends/Monthly…
- Mx Emmin
- Orchid_Banjo.5
- 2 mths ago
- 18 replies
- 227
- nolesrule2 mths ago
- Tips & Tricks
Any way to change the colours
Sorry, but I'm really hating the new muted colours which don't really stand out at all. Is there any setting for users to revert to the older, brighter ones?
- Purple Vacuum
- Purple_Vacuum.5
- 1 yr ago
- 11 replies
- 335
- 3
- FanessYNAB Support2 mths ago
- Tips & Tricks
Budget.ymeta missing on ynab4
Can anyone help me please? My ynab4 has lost my file. I had just added new transactions and I saw it sync to dropbox but then it crashed. I have tried to restore from dropbox but it tells me that…
- Katejo
- katejo
- 9 mths ago
- 18 replies
- 305
- 1
- Beige Mill2 mths ago
- Tips & Tricks
When to drop full coverage on auto insurance?
What strategies do people have for auto insurance? I’m not sure when to stop paying full coverage (comp + collision). I imagine it would involve starting a category for a new car?…
- Julie
- sandhills_rider
- 1 yr ago
- 10 replies
- 209
- ynaber26132 mths ago
- Tips & Tricks
Easiest Way To Consolidate Amazon Transactions
I made an Amazon order from a number of different sellers today, which usually appears as multiple transactions (as each seller ships). This approach gives me a single transaction on my CC:…
- dakinemaui
- dakinemaui
- 9 mths ago
- 7 replies
- 505
- 5
- KnitPurlKnit2 mths ago
- Tips & Tricks
Tax planning software for reviewing past and current tax returns
Any one doing review of their past few years tax returns, using a software? I wanted to check my last few years of returns, and do a comparison, and see what deductions/credits I am claiming,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 2 mths ago
- 2 replies
- 31
- Sky Blue Harp2 mths ago
- Tips & Tricks
Goals..
Even with the recent updates, I still find goals confusing. Can anyone tell me why if my goal is to have £275 by August, my goal target for the month was £58.…
- Pale Tiger
- @Whut
- Tan_Tiger.4
- 2 mths ago
- 2 replies
- 143
- MXMOM2 mths ago
- Tips & Tricks
Budget Category Setup Suggestions
Hello, I was just wondering if anyone had any suggestions for improving my budget category setup. Thanks! Buffer/Emergency ❌ DO NOT SPEND THIS 🚨Emergency Fund 🔨Home Repairs/Maintenance 🔧Car…
- Austinou88
- Beige_Mixer.4
- 2 mths ago
- 1 reply
- 139
- MXMOM2 mths ago
- Tips & Tricks
Online clothes shopping
Does anyone have a good suggestion for this? I have a hard time budgeting for clothes. I previously shopped some online, but with covid, I'm shopping 100% online.…
- Crystal Leonard
- crystal_cake
- 3 mths ago
- 2 replies
- 68
- dakinemaui3 mths ago
- Tips & Tricks
Dark Theme!
Thank you thank you thank you! (Did I say thank you?) Thank you!
- Saish Dawg
- saish_dawg
- 3 mths ago
- 11 replies
- 189
- 3
- Saish Dawg3 mths ago
- Tips & Tricks
Cheap but Decent Phone Plans
I'm looking to switch from ATT to a cheaper phone carrier. Does anyone have any suggestions or experience? I have looked into Mint Mobile the most. But I'm just not sure if I will like going from an…
- Peripherie
- Tomato_Captain.11
- 5 mths ago
- 76 replies
- 514
- 1
- Vibrant3 mths ago
- Tips & Tricks
bank is reconciled, but budget doesn't match
Here's the deal: my checking and 2 savings accounts are both linked to YNAB app. I reconciled bank today and the accounts match my ynab accounts perfectly. However, the To Be Budgeted is showing $27.…
- Mathlexia
- Budget Wrestler
- Beige_Hammerhead.8
- 3 mths ago
- 8 replies
- 136
- dakinemaui3 mths ago
- Tips & Tricks
Reports and Inspector Don't Make Sense
So, I've built up a year of history, thinking that the reason the reports were inaccurate was because of the way averages can be skewed with small samples. I always budget to zero.…
- Move Light Sound Life
- move_light_sound_life
- 1 yr ago
- 9 replies
- 226
- Wei10 mths ago
- Tips & Tricks
Can't re-order categories or line items
Hello, I'm probably missing something simple. I'm using web based YNAB on my pc. I've seen people in tutorials re-ordering categories and items within categories yet I cannot seem to get this to…
- Cadet Blue Inspector
- Cadet_Blue_Inspector.9
- 3 mths ago
- 7 replies
- 74
- NicoleYNAB Support3 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
- 4 mths ago
- 37 replies
- 601
- 2
- malmomma3 mths ago
- Tips & Tricks
YNAB4 and Dropbox pop up error
I'm sticking with YNAB4 because managing mother's finances requires the check number column. It's working great and syncs with Dropbox properly across my devices.…
- Rogue
- Rogue
- 3 mths ago
- 2 replies
- 46
- Rogue3 mths ago
- Tips & Tricks
Hidden Categories
If I hide a category, should I move the money first? For example, I was working as a contractor and had to reserve money for tax withholdings, I've recently been made a full-time employee and I've…
- charpbudgets
- charpbudgets
- 3 mths ago
- 3 replies
- 65
- charpbudgets3 mths ago
- Tips & Tricks
Financial tools and calculators
Hi everyone, I was chatting with my sister and she told me about these resources on the Government of Canada website. I just used the credit card calculator and it had some good options to analyse…
- Navy Blue Pegasus
- Navy_Blue_Pegasus.2
- 3 mths ago
- 62
- 3
- Tips & Tricks
Deleted category, Now showing 'overspent' ??
Hi folks, I recently deleted a budget category because I will no longer have that expense. When I deleted, YNAB asked me to assign it to another category, which I did.…
- Ivory Sound
- Ivory_Sound.3
- 8 mths ago
- 12 replies
- 263
- 1
- Navy Blue Pegasus3 mths ago
- Tips & Tricks
Healthy Budget Breakdown for Any Salary?
Hi guys, So YNAB takes care of all budgeting and tracking mechanics - great! As I started using YNAB, I can now track all my spending, as well as all my passive accounts, very well.…
- Turquoise Pony (da415ea2ba0b)
- Turquoise_Pony_da415ea2
- 2 yrs ago
- 16 replies
- 3,081
- 3
- PhysicsGal3 mths ago
- Tips & Tricks
Accountant vs. Financial Planner
YNAB helped me get to a point where I was able to purchase my first house! Closing on Friday *insert happy dance* but I believe this causes a need for some professional services and not sure where…
- Reby Lynn
- Rebylynn
- 3 mths ago
- 2 replies
- 96
- 1
- Superbone3 mths ago
- Tips & Tricks
?anyone remember: planning with 3x5 note cards
(We haven't been on this form in years because there is no feature to block jerks. Every community has them; good forums let you block them from seeing your posts.…
- Fuch Pine
- just a couple of fuchsia pineapples
- fuchpine
- 3 mths ago
- 3 replies
- 147
- 2
- Fuch Pine3 mths 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
- 3 mths ago
- 9 replies
- 159
- PhysicsGal3 mths ago
- Tips & Tricks

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