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Jump from Transaction in the Register to the Category in the Budget
Hi, I found this Q&A which answers the question the other way around for iOS but I was wondering whether there is a way to jump to a row in the budget whilst viewing a transaction in the register.…
- iwaddo
- iwaddo77
- 1 mth ago
- 1 reply
- 57
- FanessYNAB Support1 mth ago
- Tips & Tricks
How to track overages without losing sight of the rest of the month?
Ok so every month my wife and I create our budget and then daily as my bank account transactions come in I go through the motions. There are usually some overages.…
- Michael Paterson
- Software Engineer/Cloud Architect
- devlife33
- 1 mth ago
- 8 replies
- 149
- Vibrant1 mth ago
- Tips & Tricks
Utilities lock in rate or not?
It's that time of year when I consider locking into electric and natural gas rates. I pick this time because usually the gas rates are the lowest for the year, not always,…
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 1 mth ago
- 5 replies
- 125
- Khaki Storm1 mth ago
- Tips & Tricks
How to get ahead next month when the budgets are filled ?
Hi all, I have a couple questions about budgeting ahead. Hopefully this hasn't been answered a million times, but my search-fu isn't finding this exact scenario.…
- Turquoise Cheetah
- Turquoise_Cheetah.5
- 1 mth ago
- 9 replies
- 179
- Turquoise Cheetah1 mth ago
- Tips & Tricks
Can we talk about the buffer?
The cash buffer is a huge part of why YNAB is a great way to manage your finances. Reading other posts, I think I see a couple of different ways that people handle that buffer.…
- All About the Numbers
- Hot_Pink_Mill_f9e491b4d
- 1 yr ago
- 69 replies
- 6,296
- 5
- Move Light Sound Life1 mth ago
- Tips & Tricks
Multi-Currency by Rafael Millán?
Has anyone used this? I can't find any reviews or detailed descriptions. Thoughts? Successes? Problems encountered? Thanks in advance for any info.
- jzero
- Coral_Thunder.2
- 1 mth ago
- 2 replies
- 51
- jzero1 mth ago
- Tips & Tricks
What now?
I've filled out budgets for this month and next with the money I have, I've begun my journey with "1 Day" old money, I've linked accounts and added manual transactions for those that can't be linked,…
- Pesto
- Client Services
- pesto
- 1 mth ago
- 6 replies
- 168
- ChicagoFlyer1 mth ago
- Tips & Tricks
Looking for Advice to budget properly - Photo Tripod Heads
Semi budget related since I need to budget appropriately for whatever I choose. :) My primary plan for my extra August paycheck is to upgrade some of my photo gear.…
- TechieM2
- IT Professional and General Geek
- techiem2
- 1 mth ago
- 5 replies
- 100
- TechieM21 mth ago
- Tips & Tricks
Reconcile way off
I am trying to reconcile my account. I have both my savings, checking, and credit card (secured) all linked, although separate budgets. Does YNAB add all those totals together or is it actually that…
- Slate Blue Trumpet
- Slate_Blue_Trumpet.4
- 1 mth ago
- 8 replies
- 120
- monkeyhanger1 mth ago
- Tips & Tricks
Struggling with one-time expenses that change month to month
Hi, YNABers. I'm coming from EveryDollar and am struggling with how to account and track one-time expenses on a month-to-month basis. i.e. In July, under my house improvement category grouping,…
- Coral Colt
- Project Manager
- Coral_Colt.7
- 1 mth ago
- 6 replies
- 128
- Coral Colt1 mth ago
- Tips & Tricks
Notes Hack
So we can keep notes on the Month, although this notes section is pretty small, and we can keep notes on the budget categories or memos on the transactions.…
- jamesx4
- Software Engineer
- jamesx4
- 1 mth ago
- 1 reply
- 110
- 2
- lindsay_g1 mth ago
- Tips & Tricks
How Many Categories?
Good morning all, So I have been listening to the old podcasts for YNAB and I worked my way up to #133. One of the things that Jesse talks about is simplifying and cutting down the number of…
- Ruff16965 (05bd62cee897)
- Tomato_Mask_05bd62cee89
- 1 yr ago
- 19 replies
- 1,952
- 1
- lindsay_g1 mth ago
- Tips & Tricks
Caution: Watch you ATT BILL
I noticed my autodebit was higher than normal. Apparently they sent out an email May 10 thanking you for your order. The order you supposedly placed was for 5G that you did not agree to or sign up…
- Stacy C
- nursepower
- 1 mth ago
- 3 replies
- 91
- Stacy C1 mth ago
- Tips & Tricks
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
- 51 replies
- 6,560
- 6
- WordTenor1 mth ago
- Tips & Tricks
Red card
New to YNAB- but curious if people purchase Target gift cards with their red card to save the 5% on things like Netflix, etc...?
- Blue Falcon
- Blue_Falcon.8
- 2 mths ago
- 5 replies
- 129
- jenmas2 mths ago
- Tips & Tricks
Car Replacement Budget Strategy?
I'm a bit far off from this yet (early '21 I should finish off the car), but I know it is recommended by some to keep budgeting a car payment monthly after paying off your car to prepare for the…
- TechieM2
- IT Professional and General Geek
- techiem2
- 4 mths ago
- 75 replies
- 479
- bevocat1 mth ago
- Tips & Tricks
Side menu
Hello all. I have somehow made the side menu so narrow and cramped that I can't see the account names. Literally first two or three letters and that's all Any idea how to fix this please?…
- lindsay_g
- Beige_Banjo.3
- 2 mths ago
- 2 replies
- 87
- lindsay_g1 mth ago
- Tips & Tricks
Uncatergorized Transaction
Have you ever had an uncatergorized Transaction (in the category) that will not allow you to categorize it? Help!
- Aquamarine Boa
- Aquamarine_Boa.7
- 2 mths ago
- 2 replies
- 69
- FanessYNAB Support2 mths ago
- Tips & Tricks
Minimize Navigation Pane
Hey folks. Apologies if this has been asked before. I did search for it before starting this thread. Daily I am comparing my checking account to YNAB to ensure I haven't missed any transactions (SO…
- Beige Drill
- orangey_Drill
- 2 mths ago
- 2 replies
- 61
- Beige Drill2 mths ago
- Tips & Tricks
Budget with paycheck
Hi everyone, I am a beginner with YNAB. I linked my bank accounts and my budget. However, I don’t want to budget with the money I currently have in the bank. I want to budget with my paychecks.…
- Noob Saver
- Sky_Blue_Wrench.6
- 2 mths ago
- 13 replies
- 288
- Beige Drill2 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
- 2 mths ago
- 7 replies
- 87
- flyou102 mths ago
- Tips & Tricks
Use FSA to reimburse Ride-sharing cost for medical appointments
So I'm going to be having a procedure and I don't have anyone available to drive me to/from my appointments. I will not be physically up to driving myself or using public transportation,…
- bevocat
- Sometimes, It Just Sucks to Be You
- bevocat
- 2 mths ago
- 2 replies
- 46
- FanessYNAB Support2 mths ago
- Tips & Tricks
Fresh start: better way to track prior transactions?
I've been using YNAB for years and have done multiple fresh starts. I know that I can go back to previous budget files and export to a CSV if I want to view that data.…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 2 mths ago
- 4 replies
- 111
- dakinemaui2 mths ago
- Tips & Tricks
Your notes below the month and year
I'm curious what kind of notes you leave for yourself below the month and year in the header row. Do you note what made that month's budget special? Do you leave inspirational motivational notes…
- Peter
- Professional Designer, Web Developer
- lasty
- 2 mths ago
- 10 replies
- 135
- CallMeCat2 mths ago
- Tips & Tricks
How to deal with planned small one-time expenses
Each month, when I sit down with my wife to plan budget for the next month, we come up with a bunch of things we want to buy on that specific month. Maybe a toy, maybe clothes, maybe something else.…
- Maurycy Zarzycki
- Programmer
- maurycy
- 2 mths ago
- 11 replies
- 221
- dakinemaui2 mths ago
- Tips & Tricks

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