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Downloading Transactions - Which one to keep?
Hi, I have scheduled transactions but also download transactions. Oftentime, downloaded transactions are matched to scheduled transactions already in the register.…
- crinkles
- crinkles
- 1 mth ago
- 5 replies
- 66
- NicoleYNAB Support1 mth ago
- Tips & Tricks
Making annual goals for discretionary expenses to control annual spending
Hello YNAB community! Long time lurker, first time poster here. I've been using YNAB since 2018 and its definitely helped me a lot. However, I always wanted that "planning" ahead of time aspect to…
- Magenta Piano
- Magenta_Piano
- 1 mth ago
- 4 replies
- 75
- dakinemaui1 mth ago
- Tips & Tricks
We took True Expenses/Goals to the next level...
We have been using YNAB for years and we were always having to cover overspending in our Groceries and Going Out categories. Our idea of how much we should spend in these categories was not matching…
- Powder Blue Cornet
- Powder_Blue_Cornet.16
- 1 mth ago
- 10 replies
- 305
- 6
- Alexrandia1 mth ago
- Tips & Tricks
Amazon Order History Report!!!
This was posted over on the Facebook YNAB Fans group by someone (not me) but I have seen alot of people having problems with the Amazon order reconciliation so I thought I would post this here in…
- MXMOM
- MXMOM
- 1 mth ago
- 1 reply
- 138
- 2
- Alexrandia1 mth ago
- Tips & Tricks
What's the best way to build up regular spending categories?
Take medical: this category funds monthly prescriptions, but also semi-annual dentist appointments, glasses every two years, and the occasional 4-6 weeks of physio.…
- dangerosity
- Aquamarine_Piranha.9
- 1 mth ago
- 14 replies
- 188
- dangerosity1 mth ago
- Tips & Tricks
Increasingly slow performance in Web App
As my number of accounts and financial transactions continue to grow over time, I notice the YNAB web application seems to be slower and slower. There's an increasing delay between when I submit an…
- PapaShawn
- papashawn
- 1 yr ago
- 33 replies
- 660
- 6
- NicoleYNAB Support1 mth 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
- 4 mths ago
- 54 replies
- 1,146
- 6
- WordTenor1 mth ago
- Tips & Tricks
Seasonality
How do people deal with seasonality in their budgets, especially if the first month is negative. For example, I set aside $200/mnth for lawn care, even thought it is only costing me $100/mnth at the…
- Ivory Captain
- Ivory_Captain.9
- 1 mth ago
- 9 replies
- 99
- Ivory Captain1 mth ago
- Tips & Tricks
Split Transaction "fix", March 17 Release
The release notes have this to say: "Now, if you split your transaction but only add one sub-transaction, we’ll create a regular transaction." A number of people use a one-line split to record a…
- dakinemaui
- dakinemaui
- 1 mth ago
- 15 replies
- 156
- 2
- pnbjam1 mth ago
- Tips & Tricks
Payee field empty on iPhone app
All of a sudden today, the Payee field won't show in my app. It will allow me to deduct from category and everything else syncs, but still shows an empty Payee field,…
- Cyclemonster
- Development Officer
- cyclemonster
- 1 mth ago
- 1 reply
- 24
- MatthewYNAB Support1 mth ago
- 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
- 1 mth ago
- 2 replies
- 107
- 2
- Drew1 mth ago
- Tips & Tricks
Accruals
What is the best way to categorize saving for a "real expense" which may come intermittently, but is more or less predictable. Things come to mind such as HOA expenses (quarterly) or car taxes…
- Silver Screwdiver
- I like to screw things up.
- Silver_Screwdiver.2
- 1 mth ago
- 3 replies
- 77
- dakinemaui1 mth ago
- Tips & Tricks
Overspent/Underspent
I am new to YNAB and I have a basic understanding problem when it comes to some of the monthly budgeting. Let's say you budget $500 for groceries and hit a real number of $800 but then you have to…
- Silver Screwdiver
- I like to screw things up.
- Silver_Screwdiver.2
- 1 mth ago
- 2 replies
- 87
- dakinemaui1 mth ago
- Tips & Tricks
Importing past year data - can it mess up current month funds?
I want to leverage YNAB to past expenses trend, to get big picture on expenses/income/tax trend, etc. However, I am worried once i start importing previous year transactions,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 1 mth ago
- 6 replies
- 77
- dakinemaui1 mth ago
- Tips & Tricks
Automatic Decimal
Just switching from Quicken and am curious - Q allows auto decimal placement. For instance, I want to type 12345 and have it appear as 123.45 without having to type the decimal. Is that possible?
- Tim
- tjorrino
- 1 mth ago
- 6 replies
- 86
- 1
- Tim1 mth ago
- Tips & Tricks
Tracking Account for income taxes withheld -> Asset or liability?
I am doing split transactions to record grossPay and then Topline ==>TBB - NetPay 1.)Inflow - GrossPay 2.)Outflow - Deductions aka Separate Category for all payroll taxes(FIT, SIT, FICA-SS,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 1 mth ago
- 20 replies
- 75
- dakinemaui1 mth ago
- Tips & Tricks
Days of Buffering
For many months my days of buffering worked just fine. For the past few months (maybe 6), it shows ??? and says "Your budget history is less than 15 days. Go on with YNAB a while.…
- bneuge12
- bneuge12
- 1 yr ago
- 10 replies
- 2,246
- Silver Disk1 mth ago
- Tips & Tricks
How to enter upcoming bills into YNAB
When watching the I think how to deal with yellow overspending introductory video, I noticed there was an upcoming bill that he entered the money for. Is this done by entering future bills into the…
- Lavender Piranha
- Lavender_Piranha.11
- 1 mth ago
- 2 replies
- 83
- dakinemaui1 mth ago
- Tips & Tricks
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
- 2 yrs ago
- 29 replies
- 5,018
- 3
- Violet Lobster1 mth ago
- Tips & Tricks
Budget Settings (international)
Hi, I have 1 account with 2 different Budgets, My first budget is working just fine, using notation for currency €123.456,78 My second budget WON'T change currency notation from standard to the same…
- René Steurs
- Retired Professor Electronics
- renesteurs
- 1 mth ago
- 2 replies
- 52
- René Steurs1 mth ago
- Tips & Tricks
jumping in too many hoops
Hi there, I have been using YNAB for about a month now and I am pulling my hairs out trying to match numbers. I input every transactions by hand do be more aware of my spending.…
- Pink Piano
- Pink_Piano.3
- 1 mth ago
- 9 replies
- 196
- nolesrule1 mth ago
- Tips & Tricks
I fell off the band wagon! How do I get back on?
S0, I stopped inputting my transactions and Im afraid iv lost track of where I last was. What is the easiest way to pick up where I left off? Should I just simply reconcile accounts and input new…
- Ramses Rodriguez
- A millennial on a mission to having a positive Net Worth
- ramses_rodriguez
- 2 mths ago
- 4 replies
- 102
- Ramses Rodriguez2 mths ago
- Tips & Tricks
401k Rollover Where? Wealthfront?
I have an old employer that I have and I want to rollover my 401k to an IRA. The question is, where do I roll it over to? I want something with low fees and that is easy.…
- flyou10
- flyou10
- 11 mths ago
- 11 replies
- 134
- Superbone2 mths ago
- Tips & Tricks
Extend my trial, please?
Figured this "down time", I wanted to take a better look at YNAB. So could you extend my trial, please.
- Pink Leopard
- Pink_Leopard.6
- 2 mths ago
- 1 reply
- 93
- FanessYNAB Support2 mths ago
- Tips & Tricks
Anyone know of a cheap, simple, cash forecast tool / app?
I have been using YNAB for several years now and have made peace with its lack of a forecasting tool, however I’ve recently found myself wanting one again.…
- DexterCat
- DexterCat
- 2 mths ago
- 7 replies
- 150
- 1
- dakinemaui2 mths ago
- Tips & Tricks

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