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Income vs. expenses reports, not reflecting a true picture.
I have found that the income vs. expense report does not reflect a true picture of the current months net income. Perhaps there is something I need to adjust in order to correct it but I am not sure…
- Cadet Blue Welder
- Cadet_Blue_Welder.2
- 2 wk ago
- 16 replies
- 163
- dakinemaui13 days ago
- Tips & Tricks
Variation on reimbursements
Looking for ideas on how YNABers handle tracking of expenses they don't make, but want to track, in a shared expenses situation. A quick example: Roommates sharing rent 50/50.…
- nbhms
- nbhms
- 2 wk ago
- 11 replies
- 116
- 1
- JannelleYNAB Support13 days ago
- Tips & Tricks
Meal Planning App
So long story short Im trying fwt my food spending under control. I rely on eating out way too much and when i do cook its not really cooking its putting a premade frozen dish in the oven.…
- Coral Battery
- Coral_Battery.2
- 2 wk ago
- 6 replies
- 126
- Ben K.2 wk 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
- 3 mths ago
- 6 replies
- 612
- 1
- FanessYNAB Support2 wk ago
- Tips & Tricks
Newbie help - is there a benefit to importing the last 6 weeks of transactions and trying to reconcile them?
I ask because I have, and there are 350 odd to deal with, also I think I'm getting confused with budgeting because of it. However, it is very handy to see where I have spent what in the past, but,…
- Tetsugaku
- Tetsugaku
- 3 wk ago
- 6 replies
- 208
- 1
- Tetsugaku2 wk ago
- Tips & Tricks
Moving money out of Emergency & tracking where it goes
I recently had a large car maintenance cost that I had to dip into my emergency funds for. I put that expense under the "Toyota Maintenance" category, then I transferred money from my "Emergency…
- flyou10
- flyou10
- 3 wk ago
- 6 replies
- 158
- flyou102 wk 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
- 4 mths ago
- 7 replies
- 654
- Ben K.2 wk ago
- Tips & Tricks
How granular are your subcategories?
I find that trying to create encompassing subcategories which might include such expenses as my wife's monthly Audible subscription and my own monthly Google Music subscription (among others) are…
- Mathew Snyder
- Person First Class
- insane_overlord
- 4 wk ago
- 13 replies
- 233
- Ben K.2 wk ago
- Tips & Tricks
Did you know YNAB has guide books?
I am posting this because when I first started YNAB, they were the intro to the 4 rules and found them very helpful in understanding the YNAB method. Since the website remodel (not sure how long ago…
- Tardigrade
- Green_Chef_baec6327c25b
- 2 wk ago
- 3 replies
- 127
- 4
- Ben K.2 wk ago
- Tips & Tricks
Two Incomes, Working to get down to one.. help?
Hi! I am a long time YNAB user and still use the desktop version of YNAB 4. We have set a goal to leave my part-time job. In order to do that, we have to confidently live off of my husbands salary.…
- Beige Sloth
- budgetnerd4life
- 2 wk ago
- 3 replies
- 78
- Ben K.2 wk ago
- Tips & Tricks
- Answered
- Answered
Managing Payees with similar names
Hi, I am struggling to manage my payees with similar names. I need "Amazon.com", "Amazon Payments", and "Amazon Music" to all show up as different payees.…
- Steel Blue Commander
- Steel_Blue_Commander.3
- 3 wk ago
- 3 replies
- 85
- 1
- FanessYNAB Support2 wk ago
- Tips & Tricks
how do repeating transactions appear?
Hi! I am new here, and trying to get my budgeting under control! I put in several transactions that are recurring, but I'd like to know if/when they will show up so that I can appropriately budget…
- Aquamarine Deer
- Aquamarine_Deer.5
- 3 wk ago
- 2 replies
- 70
- JannelleYNAB Support2 wk ago
- Tips & Tricks
Still Learning the ropes
Hi Everyone, I am new to YNAB, Just purchased the subscription back in July 2018, so i am still adjusting to the "new mindset". Ans i Have a couple of issues i am hoping people can give me their…
- Flaviking
- Lavender_Router.1
- 3 wk ago
- 11 replies
- 149
- dakinemaui3 wk ago
- Tips & Tricks
How to handle early expenses in a category with consistent monthly contributions
Hello! I'm a longtime YNAB 4 user who is trying to make the switch over to the new YNAB. I'm wondering how to best handle the following issue: In YNAB 4,…
- Forest Green Tugboat
- Forest_Green_Tugboat.5
- 3 wk ago
- 11 replies
- 165
- 1
- Matt T3 wk ago
- Tips & Tricks
Introducing Sheets For YNAB
Hi all! I'm excited to announce the release of Sheets For YNAB , a Google Sheets add-on that simplifies importing YNAB budget data into a spreadsheet 🙂 YNAB is amazing,…
- elson23
- elson23
- 3 wk ago
- 4 replies
- 176
- 3
- elson233 wk 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 Kendall
- Leekendall
- 3 wk ago
- 4 replies
- 82
- Patzer3 wk ago
- Tips & Tricks
referral codes VS 3 M.O Ynab pages
Hi, i´ts possible to give my referral code to someone and them use some of 3 mo trials tha ynab give? O recommended a lot, and a lot of friends start using ynab, but with my code, they only get 2 mo,…
- Tan Sloth
- Tan_Sloth.2
- 1 mth ago
- 3 replies
- 123
- FanessYNAB Support4 wk ago
- Tips & Tricks
Customizing Reports to Reflect Savings
As part of my year end analysis, I am trying to get a clearer picture of the percentage of my income I'm contributing towards "savings." Like most YNABers I have come to the conclusion that generic…
- Kombucha Kid
- Slate_Gray_Router.1
- 1 mth ago
- 8 replies
- 135
- HappyDance1 mth ago
- Tips & Tricks
What workarounds do you use in YNAB?
Some examples of the way I've been tweaking YNAB to suit my situation, in case they help others. If any of these have pitfalls down the road I'm not seeing, I'd like to know.…
- doctor_who
- Silver_Boa
- 1 yr ago
- 18 replies
- 2397
- 2
- guywithguitar1 mth ago
- Tips & Tricks
Trick: Online shopping, refunds, and credit cards
When I shop online, I usually order an item in two sizes and then return (for free) the one that doesn't fit. So if I want to buy a $50 shirt, I will record a transaction of $100 in my "clothing"…
- Pat C
- aiming4ff
- 1 mth ago
- 7 replies
- 154
- Purple Admiral (654105ab5021)1 mth ago
- 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
- 1 yr ago
- 30 replies
- 5124
- 2
- Pat C1 mth ago
- Tips & Tricks
- Answered
- Answered
Negative amount in Budgeted column-Why?
I have been using YNAB for a few months now and have noticed that when I need to move money from one category to another to cover overspending or maybe rethinking my amounts for things,…
- Slate Gray Sound (11dc3b5c9d37)
- Slate_Gray_Sound_11dc3b
- 1 yr ago
- 47 replies
- 5516
- 4
- Sunshine1 mth ago
- Tips & Tricks
Country Club Dues/Transactions...how to treat?
We have a monthly country club membership that has fixed dues ($450) and then we charge food, drink, golf, etc. All payments are due the month after the charges are incurred. Just like a credit card.…
- CWaldburger
- Cwaldburger
- 1 mth ago
- 4 replies
- 192
- dakinemaui1 mth 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
- 1 mth ago
- 3 replies
- 100
- FanessYNAB Support1 mth ago
- Tips & Tricks
Including savings in your Reports?
The answer to this one may be obvious... I have categories for money I'm saving and I transfer this money to another linked bank account. So the transfer doesn't show up as "spent" money.…
- Cornflower Blue Cornet
- Cornflower_Blue_Cornet.2
- 8 mths ago
- 3 replies
- 668
- Cyan Trombone1 mth ago
- Tips & Tricks

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