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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 yr ago
- 5 replies
- 301
- 3
- pgauntlett2 mths ago
- Tips & Tricks
Feature Request - Buffer - Does This Make Sense To Others?
I was thinking of submitting a feature request, but was curious if anyone else though this was useful or if they could help refine my thinking? I'd love to get your feedback before submitting this!…
- Breau
- Breau
- 2 mths ago
- 16 replies
- 217
- 2
- NettieFIRE2 mths ago
- Tips & Tricks
How do you handle medical expenses?
This isn't exactly an FSA/HSA question, and it isn't exactly a categories question. I'm not really sure what it is. But I'm looking for a better way to handle medical (and pharmacy-adjacent)…
- Fuzzball Meows
- fuzzballmeows
- 2 mths ago
- 7 replies
- 238
- Bad Mister Frosty2 mths ago
- Tips & Tricks
Exporting data FROM an account in YNAB
Hi All, Newbie alert. I know I can export a Budget, but that only includes a sum of categories by month. It does not include the individual transactions.…
- I Love Horses
- Forest_Green_General.5
- 2 yrs ago
- 8 replies
- 420
- 2
- Tan Pegasus2 mths ago
- Tips & Tricks
Fun with Emoticons in YNAB and Windows 10
I learned how to add emoticons to my category names in Windows 10 and it's a lot of fun so I thought I'd share. Just edit your category name, put the cursor where you want an emoticon,…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 yrs ago
- 8 replies
- 658
- 7
- RachelYNAB Support2 mths ago
- Tips & Tricks
Categories for next month
I want to know about a catagory I need delete for the next month. Example. I cancel a subscription, so I don't need it on the budget in August. Or I got Tires for my car in July,…
- Dutch
- Salmon_Cup.12
- 2 mths ago
- 7 replies
- 110
- 1
- NicoleYNAB Support2 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
- 67 replies
- 3,359
- 11
- MarisaYNAB Support2 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
- 1 yr ago
- 10 replies
- 635
- 1
- Powder Blue Transistor2 mths ago
- Tips & Tricks
Credit Card - rectify difference
I don't use the web based version very often but i just noticed the "rectify difference" option that appears to "force" the total budgeted for the credit card to match the credit card balance.…
- MXMOM
- MXMOM
- 3 mths ago
- 12 replies
- 156
- MXMOM3 mths ago
- Tips & Tricks
Consolidating categories into one for CC spending?
So, I've been using YNAB for a few months now and I've found my categories have continued multiplying, which I realize will happen, but I feel like I need to simplify in order to keep me on top of…
- Pineapple Gal
- Goal-Getter
- Orchid_Wrench.11
- 3 mths ago
- 13 replies
- 123
- WordTenor3 mths ago
- Tips & Tricks
Funding True Expenses - focus or even distribution?
I do not have enough income to fund all of my true expenses to the extent that they probably need funding each month. What is the best distribution of the funds I do have available to fund true…
- Fuzzball Meows
- fuzzballmeows
- 3 mths ago
- 9 replies
- 134
- Gnarwhal3 mths ago
- Tips & Tricks
Account balance
I’ve been using YNAB for about 8 months. Recently I went back and started reconciling some accounts and came a across a large surplus in my checking account.…
- Slate Gray Horn
- Slate_Gray_Horn.8
- 3 mths ago
- 1 reply
- 62
- LaurenYNAB Support3 mths ago
- Tips & Tricks
Using YNAB to plan ahead
Hello all! I've been using YNAB for a few months now. I wanted to ask if there is a way to generate a report that lets me understand the average monthly outflow/inflow for certain categories?…
- Dan
- dan.1
- 3 mths ago
- 2 replies
- 89
- Dan3 mths ago
- Tips & Tricks
'Spending rate' metric?
Is there a way to view a metric that shows something like an average daily/weekly spending rate? I guess you can get a feel for what rate you're spending at by how quickly your budgets are shrinking,…
- Chris Beaumont
- chrisbeaumont.1
- 3 mths ago
- 3 replies
- 115
- Vibrant3 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…
- Frugal Dragon
- Assistant Winemaker
- Frugal_Dragon
- 1 yr ago
- 62 replies
- 2,794
- 3
- Frugal Dragon3 mths 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 yr ago
- 2 replies
- 315
- 4
- Coral Colt3 mths ago
- Tips & Tricks
Augment YNAB Notes with Soulver
When a category keeps tracks of multiples items, I like to keep track of those items in YNAB's Notes. Because Soulver is excellent at interpreting text and numbers together it makes it very easy to…
- Breau
- Breau
- 3 mths ago
- 65
- 1
- Tips & Tricks
Income for Next Month Category - When to Release Funds
Hello all, I've been using the Income for Next Month Category since I've started using YNAB and it has been working well. One question I do have about it though is:…
- Pianomanmatt
- pianomanmatt
- 3 mths ago
- 6 replies
- 182
- Superbone3 mths 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
- 160 replies
- 33,032
- 35
- Maroon Keyboard3 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
- 4 mths ago
- 26 replies
- 386
- katsmeow4 mths ago
- Tips & Tricks
Medical Expense Tracking & HSA / DCFSA
Two part question : I really want to go back and track Medical Expenses in YNAB. At the moment, I track my HSA balance as a Tracking item. I reconcile monthly and it goes up or down depending.…
- Hot Pink Cornet
- Hot_Pink_Cornet.15
- 4 mths ago
- 4 replies
- 78
- PhysicsGal4 mths ago
- Tips & Tricks
Withdrawing from a category funded by multiple accounts.
How are people handling this? I have an emergency fund category and 3-5 different accounts (my checking and savings, my spouse checking and savings, and a joint account).…
- Turquoise Cleric (529dd8e44253)
- Turquoise_Cleric_529dd8
- 4 mths ago
- 4 replies
- 101
- 1
- nolesrule4 mths ago
- Tips & Tricks
I'm seriously irritated with how my past self spent money. Help!
I am new to YNAB, but I was raised with budgeting and I've run some sort of a budget with a savings element since I started earning aged 15. I have little to show for it though.…
- Old Hippie
- Not old. Maybe a hippie.
- Old_hippie
- 6 mths ago
- 21 replies
- 450
- 5
- Annieland4 mths ago
- Tips & Tricks
Negative TBB
I'm at a complete loss.... Today YNAB is showing negative $52.55 in TBB for June. I don't remember seeing this the other day. No problem, I assume I screwed something up and overspent cash.…
- Tomato Piranha
- Tomato_Piranha.9
- 4 mths ago
- 1 reply
- 82
- 1
- MatthewYNAB Support4 mths ago
- Tips & Tricks
Tips for knowing you are covered?
I woke up with anxiety fearful there isn't enough in my checking account to cover the first part of the month. I have plenty to cover the first part of the month.…
- Black cat
- Blue_Stallion.6
- 5 mths ago
- 30 replies
- 412
- nolesrule4 mths ago
- Tips & Tricks

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