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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
- 11 mths ago
- 45 replies
- 1,207
- 2
- Sky Blue Tugboat2 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
- 10 mths ago
- 9 replies
- 487
- 1
- Navy Blue Leopard2 mths ago
- Tips & Tricks
How to use YNAB when living with roommate?
Hi! Let me start off by saying I'm a college student and this is my first time budgeting. Recently started using YNAB and am quite confused about how to manage living with roommates.…
- Gray Memory
- Gray_Memory.12
- 2 mths ago
- 3 replies
- 107
- RachelYNAB Support2 mths ago
- Tips & Tricks
Take some credit YNAB
No need to leave features that have been delivered as "in progress". And love seeing the progress. :^) https://www.youneedabudget.com/up-next/
- Saish Dawg
- saish_dawg
- 2 mths ago
- 2 replies
- 129
- 1
- Saish Dawg2 mths ago
- Tips & Tricks
YNAB Web Interface Question
In the recent post, https://www.youneedabudget.com/see-your-recent-money-moves/ I saw the interface with the goals with a progress bar. How do you set this up?
- carterbunch
- carterbunch
- 2 mths ago
- 14 replies
- 270
- DosBoss572 mths ago
- Tips & Tricks
Daily spending report?
Hi, the Report page has a Spending tab for showing a month-by-month summary of spending, with further breakdown by category (as described in this article ).…
- Aquamarine Router
- Aquamarine_Router.16
- 2 mths ago
- 1 reply
- 69
- Move Light Sound Life2 mths ago
- Tips & Tricks
Why isn't my "To Be Budgeted" amount changing?
I had all my March paychecks budgeted to spend April, so TBB was zero (yay!). Then I received a $2k travel refund from cancelled trip I wasn't expecting, and assigned that money as TBB; however,…
- Turquoise Commander
- Turquoise_Commander.16
- 2 mths ago
- 8 replies
- 107
- Vibrant2 mths ago
- Tips & Tricks
Use iPhone double tap to open YNAB
iPhone introduced a feature where you can double (or triple) tap the back of your phone to do certain functions set by you. A popular one is double tap for screenshot (I recommend using triple tap…
- MXMOM
- MXMOM
- 3 mths ago
- 3 replies
- 121
- 3
- Cirrus2 mths ago
- Tips & Tricks
Is the To be Budgeted box red most of the time for you, too?
I understand the philosophy that one cannot count on future wages, so YNAB only shows you how much income has been transferred to your bank account right now ,…
- Happy Habs
- Beige_Mask.12
- 3 mths ago
- 6 replies
- 258
- Cirrus2 mths ago
- Tips & Tricks
Feedback on ways to stick to a budget
Hi All Earlier this week I made a conscious decision to only spend $50 per month on Amazon to cut back on unnecessary spending. I was thinking a way to achieve this would be to just add crap to the…
- Blue Cheetah
- Blue_Cheetah.14
- 3 mths ago
- 13 replies
- 287
- 1
- Cirrus2 mths ago
- Tips & Tricks
I feel like I have too many categories -- help!
I'm just entering my second month of using YNAB. I've watched a ton of videos from YNAB itself and fellow users, but I feel like I can't get a handle on my categories.…
- Pineapple Gal
- Goal-Getter
- Orchid_Wrench.11
- 3 mths ago
- 23 replies
- 627
- Nicellla2 mths ago
- Tips & Tricks
Category Names
I find myself wishing I had better names for my categories. Right now I have Bills (things due on a certain date with a set amount), Necessary Expenses (things I need every month but doesn't have a…
- Emma Catherine
- Civil engineer getting back on track
- emmacatherine
- 1 yr ago
- 59 replies
- 4,415
- 3
- Spring Green Leopard2 mths ago
- Tips & Tricks
Questions to Fix My Budget
After using YNAB for a couple of years I felt like I had a reasonably good handle on my budget, but I felt like I was missing the final 10%. After going over the four YNAB rules a few times,…
- Breau
- Breau
- 2 mths ago
- 2 replies
- 74
- 5
- Breau2 mths ago
- Tips & Tricks
How to get rid of imaginary money
Hi everyone! My budget thinks that I have $14.04 that I don't actually have. I won't bore you with the story of how it got there in the first place, but there doesn't seem to be a way to make it go…
- bookbinder
- bookbinder
- 2 mths ago
- 7 replies
- 196
- NettieFIRE2 mths ago
- Tips & Tricks
Does anyone use YNAB with The Budget Mom?
I would love to know if there are any TBM users in here, and if so how do you combine the two? Thanks!
- Cadet Blue Drum
- Cadet_Blue_Drum
- 8 mths ago
- 5 replies
- 465
- 1
- Louise2 mths ago
- Tips & Tricks
What are your categories?
Hello! I am acutely nosy and would love to know how you categorise/set your budget up.
- 123rsic
- 23 yr old new grad tackling debt
- Cornflower_Blue_Viper.11
- 3 mths ago
- 6 replies
- 284
- 1
- WordTenor2 mths 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
- 3 yrs ago
- 30 replies
- 5,419
- 3
- Coral Packet3 mths ago
- Tips & Tricks
Budgeting for annual or one time expenses
I've been using YNAB for a few months now and it has really improved my ability to manage my money. However, I'm having a hard time figuring out how to use the software to account for one time…
- D Thomas
- dthomas929
- 2 yrs ago
- 36 replies
- 5,052
- 1
- Orange Cheetah3 mths ago
- Tips & Tricks
How should I handle transactions that I don't care to track in YNAB?
There are some transactions in my checking account that I don't really care to track because either they are meaningless to my monthly budget, such as loan money being deposited,…
- Victor Rodriguez
- Husband, Father, Software Engineer
- victropolis
- 1 yr ago
- 21 replies
- 781
- HappyDance3 mths ago
- Tips & Tricks
Using Scheduled Transactions for Cash-Flow Projection in YNAB
This question came up in another thread, and while the answer has been presented in the replies of many other topics, I don't think there's actually a post dedicated to it.…
- Move Light Sound Life
- move_light_sound_life
- 3 mths ago
- 5 replies
- 163
- 10
- nolesrule3 mths ago
- Tips & Tricks
Major Pay Decrease - Advice?
Hi everyone! I am hoping for some advice on budgeting and staying out of debt! I plan to go back to school to get my PhD in Clinical Psychology. This has been a dream of mine for a long time coming!…
- Alex
- ottobot
- 3 mths ago
- 8 replies
- 169
- Sky Blue Tugboat3 mths ago
- Tips & Tricks
No feature to copy categories?
Do we not have the ability to copy budgets without having to re-create each and every category. That should be simple and it's time consuming to have to do that.
- Mr. Alex
- mr_alex
- 1 yr ago
- 7 replies
- 220
- Rick Thomas3 mths ago
- Tips & Tricks
Imported several years of data, now have $580k "to be budgeted"
When I found Ynab, I guess I didn't fully realize the philosophy of Ynab and was planning on using it as a way to see how much I've spent over several years in different areas of my life (eg, food,…
- Happy Habs
- Beige_Mask.12
- 3 mths ago
- 5 replies
- 151
- Happy Habs3 mths ago
- Tips & Tricks
Socks. Can we talk about socks?
I'd like to talk about my socks. Really. It's kinda long, so get a drink and have a seat. I put away my socks without pairing them. I pick out my socks without looking at them.…
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 2 yrs ago
- 35 replies
- 615
- 4
- Sky Blue Tugboat3 mths 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
- 4 mths ago
- 4 replies
- 104
- ukimagic2094 mths ago
- Tips & Tricks

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