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Tricks for saving money on groceries?
I've had to get creative with this in the past little while, so I'd be curious to hear other strategies! I live in a cold climate, so local produce etc is limited during the winter months,…
- Ali H
- Navy_Blue_Flute.4
- 2 yrs ago
- 50 replies
- 1,003
- 3
- Cadet Blue Sloth1 mth ago
- Tips & Tricks
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
- 159 replies
- 31,289
- 34
- DelaYNAB Support1 mth ago
- Tips & Tricks
Any Dashboards or Templates to Analyze and Project using YNAB Exports?
I've started on a Workbook that takes the YNAB export and breaks it into various pivot tables with calculated fields, tables with actual and projected account balances, trends,…
- Slate Blue Nomad
- Slate_Blue_Nomad.11
- 1 mth ago
- 4 replies
- 84
- ukimagic2091 mth 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
- 1 mth ago
- 50
- Tips & Tricks
car insurance help
Hi folks, I was looking at changing car insurance a few months ago and found a really useful thread here about relevant considerations in deciding on coverage amounts,…
- Cyan Boa
- Cyan_Boa.1
- 7 mths ago
- 1 reply
- 79
- Sean Vangill2 mths ago
- Tips & Tricks
Switching from Mvelopes!
Ok, I have been a long-time Mvelopes user - like 10+ years. I LOVED the methodology. I have tolerated the glitchiness. After being forced to 'upgrade' to Mvelopes 5,…
- Creekside Simplicity
- creeksidesimplicity
- 8 mths ago
- 26 replies
- 550
- 1
- Creekside Simplicity2 mths ago
- Tips & Tricks
US Income Taxes-Free Income Tax Preparation Available
I didn't want to piggyback on @MXMOM 's awesome post on tax assistance, so here is the US version of tax preparation assistance available. The IRS has a program called VITA (Volunteer Income Tax…
- Tobias
- Toviathan
- 2 mths ago
- 63
- 4
- Tips & Tricks
Canadian taxes - Community Volunteer Income Tax Program does taxes for free
I don't see any other place to post this so here goes. If you need help filing your taxes and you have a moderate to low income, you can access one of the free clinics .…
- MXMOM
- MXMOM
- 2 mths ago
- 1 reply
- 51
- 3
- MadDog2 mths ago
- Tips & Tricks
Choosing Between Two Categories For A Given Transaction
First time posting, and sorry if this has been covered elsewhere. I've gone back and forth over the years between two different approaches on how to select a category for certain transactions -…
- Green Cup
- Green_Cup.15
- 2 mths ago
- 3 replies
- 168
- jenmas2 mths ago
- Tips & Tricks
Extremely basic YNAB 4 question
I know it's unsupported as of 2019, but I would only be using it to refer to historical data. I have used it exclusively on the Mac, but now want to update to a newer MacOS that will take away my…
- Cadet Blue Wrench
- Cadet_Blue_Wrench.8
- 2 mths ago
- 12 replies
- 194
- JoeDid2 mths ago
- Tips & Tricks
Month Ahead vs Emergency Fund
Hey everyone, Looking for some advice. I'm currently trying to get a month ahead in my budget while also saving for an emergency fund. I put away about $200/month for the emergency fund and I'm…
- J Crippen
- Assistant Winemaker
- J_crippen
- 9 mths ago
- 55 replies
- 2,211
- 3
- Happily Obsessed Budgeter2 mths ago
- Tips & Tricks
Account notes
Is there a note field for accounts like the one in YNAB4? I used this a lot as a way to hold additional comments on the account for example current interest rate in the classic software.
- Orange Python
- Orange_Python.6
- 2 mths ago
- 2 replies
- 59
- Orange Python2 mths ago
- Tips & Tricks
Please sell unsupported YNAB 4 keys.
With everything that is going on in the world right now there are a lot of people who do not want all their financial information on Amazon servers. I know that developing an offline version of the…
- Blue Hail
- Blue_Hail.17
- 2 mths ago
- 2 replies
- 292
- 1
- Blue Hail2 mths ago
- Tips & Tricks
Trying Out the YNAB Buffer
"Buffer" - Money that allows you to separate the timing of your budgetary actions from the event of your paycheck while following the YNAB method of making decisions with dollars in hand.…
- Move Light Sound Life
- move_light_sound_life
- 1 yr ago
- 56 replies
- 2,389
- 9
- Gironaso2 mths ago
- Tips & Tricks
Archived Budget opening?
Did a Fresh Start on New Year's Day. Everything fine on my phone, thank goodness. But occasionally on my laptop my first budget, which is clearly marked as archived, opens instead of my new budget.…
- Laurie R
- Pink_Falafel.9
- 2 mths ago
- 3 replies
- 53
- Laurie R2 mths ago
- Tips & Tricks
Colored Flags
What do you use the colored flags on "all accounts" for?
- Purple Orchid
- Orchid_Falafel.3
- 2 yrs ago
- 13 replies
- 1,171
- Turquoise Major2 mths ago
- Tips & Tricks
Wrong email
After a successful free trial, I accidentally purchased my YNAB subscription under the wrong email address! Is there anyway to capture all that budgeting work from the previous email address/account…
- OrdinaryJoe
- DJ
- OrdinaryJoe
- 10 mths ago
- 2 replies
- 108
- Orange Wrench3 mths ago
- Tips & Tricks
YNAB method mind shift
I'm not too sure what category to put this under. I'm looking for help with the YNAB method, not the 4 rules and their definitions so much. More I've been using YNAB for years,…
- Silver Robot
- Silver_Robot
- 3 mths ago
- 35 replies
- 437
- Bruce3 mths ago
- Tips & Tricks
A method of tracking reimbursements
I've been using YNAB for years and one thing that has always been a pain is tracking reimbursements from friends, roommates, work, etc. As long as everything happens in the same month simply…
- JD
- probablyjd
- 3 mths ago
- 8 replies
- 173
- 2
- dakinemaui3 mths ago
- Tips & Tricks
Filter AND vs OR
Is there a way to filter but make the search inclusive? Right now multiple tags result in OR type clauses. I would like AND. Thanks
- RIP_MSMoney
- FinTech Programmer
- rip_ms_money
- 1 yr ago
- 13 replies
- 299
- 1
- Superbone3 mths ago
- Tips & Tricks
See date of last reconciliation?
Hi, I currently have way too many credit cards with balances (working on that!) and they are all on different cycles. Most of them do not have additional transactions other than interest every month,…
- Pink Piccolo
- Pink_Piccolo.10
- 3 mths ago
- 3 replies
- 42
- 1
- dakinemaui3 mths ago
- Tips & Tricks
Matching Split Transactions
Hello! I'm trying to match a split transaction and the "match" option in the dropdown just stays light grey (not selectable). I would think that if a bank total arrives and matches a split total for…
- Debtectomy
- All Debt Hurts US
- debtectomy
- 3 mths ago
- 2 replies
- 37
- dakinemaui3 mths ago
- Tips & Tricks
New site that converts Norwegian bank / card transaction lists to YNAB importable CSV files
I have created a web site for converting common Norwegian bank/credit card transaction lists provided in Excel (xls/xlsx) format to YNAB importable CSV files.…
- Ziggy Stardust99
- ziggy_stardust99
- 3 mths ago
- 1 reply
- 58
- 1
- Ziggy Stardust993 mths ago
- Tips & Tricks
My bank account amount does not match whats showing on ynab
I manually enter all of my transactions and make sure my amounts match exactly however yesterday I had a $300 difference and today I entered in 4 transactions and now have a $320 difference.…
- Steel Blue Gazelle
- Steel_Blue_Gazelle.15
- 3 mths ago
- 3 replies
- 121
- Katejo3 mths ago
- Tips & Tricks
Flow Sheet on Spending
I have been using YNAB for almost a year and have not quite achieved that "ah-ha" moment. As the new year and a new month approaches, I would like to start making better choices financially.…
- Sea Green Foal
- Sea_Green_Foal.6
- 3 mths ago
- 19 replies
- 286
- 1
- Ivory Storm3 mths ago
- Tips & Tricks

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