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Any paid consultant that can help me setup YNAB?
Is there anybody out there who would help set up my account, budgets and do initial categorizing of purchases for me? I would happily pay to have someone take care of these initial steps for me.…
- Sky Blue Colt
- Sky_Blue_Colt.3
- 3 wk ago
- 1 reply
- 92
- 2
- FanessYNAB Support3 wk ago
- Tips & Tricks
How do you seek answers?
This question might be a little biased since we're on a community, but I'd like to try a survey with one question. This had been rolling around in my head while reading posts Thanks!…
- Ben Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 1 mth ago
- 3 replies
- 70
- Ben Khaki Storm4 wk ago
- Tips & Tricks
Budget Webpage Default Month
I'm a long-time user of YNAB4 who has just recently switched to the web-based YNAB program. I have a minor issue that is bugging me. Whenever I open YNAB in an account page and then click on the…
- GV_GPT
- Alice_Blue_Violin.4
- 4 wk ago
- 2 replies
- 53
- GV_GPT4 wk ago
- Tips & Tricks
Please explain: $600 savings
"On average, new budgeters save $600 by month two and more than $6,000 the first year!" What does this actually mean? How does YNAB get this data?
- Navy Blue Cyborg
- Navy_Blue_Cyborg.1
- 10 mths ago
- 42 replies
- 2,707
- 1
- elphaba1 mth ago
- Tips & Tricks
Where to sell old electronics to generate cash
Hello, all- (Note to moderators: Not sure if this topic is in the best area of the forum, so please do move if you feel another area is best.) I notice a few of you have mentioned selling unused…
- Slate Blue Pilot
- Slate_Blue_Pilot
- 1 mth ago
- 5 replies
- 67
- Slate Blue Pilot1 mth ago
- Tips & Tricks
Credit Freeze
What does the community think: https://www.creditkarma.com/id-theft/i/how-to-freeze-credit/
- Ben Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 2 mths ago
- 5 replies
- 78
- Ben Khaki Storm1 mth ago
- Tips & Tricks
Pay for a consultant to set it up?
Is there anybody who helps people set up their accounts, budgets and does initial categorizing of purchases for them? I would gladly pay to have someone take care of those initial steps. Thanks.…
- Powder Blue Song
- Powder_Blue_Song.4
- 6 mths ago
- 8 replies
- 723
- 1
- FanessYNAB Support1 mth 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
- Senior Software Engineer
- Superbone
- 1 mth ago
- 4 replies
- 106
- 5
- Superbone1 mth ago
- Tips & Tricks
Yellow traffic light (signal)
What does a yellow traffic light or signal mean? There is a serious post, although some may doubt that. I'd like to hear from the community on their answers to the question before tossing in my two…
- Ben Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 1 mth ago
- 36 replies
- 388
- Cadet Blue Nomad1 mth ago
- Tips & Tricks
Toolkit drop down menu not there
Could someone who is a pro with the toolkit offer advice please? The feature where the drop down menu from Budgets has stopped populating with the name of my budgets,…
- lindsay_g
- Beige_Banjo.3
- 2 mths ago
- 8 replies
- 92
- RCC1 mth ago
- Tips & Tricks
- Answered
- Answered
Tracking Medical Expenses/ Insurance
How do people track their medical expenses? On this I’m talking specifically about their claims vs what they pay or insurance pays. I’m thinking the best way to attack this is an excel sheet.…
- flyou10
- flyou10
- 1 mth ago
- 2 replies
- 69
- Patzer1 mth ago
- Tips & Tricks
Tips and Tricks to Cut Spending
Not sure if there is a thread already devoted to this, but I'd love to read how everyone saves on bills, makes extra money, hits savings goals as a result.…
- Amanda L
- Amanda_L
- 11 mths ago
- 7 replies
- 1,423
- 1
- Ben Khaki Storm1 mth ago
- Tips & Tricks
Reimbursement Handling
Hello, New to YNAB and cannot figure out a good method for reimbursement. I looked at the Support Articles and knowledge database but cannot find something that works for me.…
- Davis Vang
- itsdayvis
- 1 mth ago
- 6 replies
- 77
- nolesrule1 mth ago
- Tips & Tricks
Autopay vs manual pay
Morning. At what point was everyone comfortable setting accounts up on Autopay? Right now I am manually going into each website and setting up payment.
- katiecarson1976
- katiecarson1976
- 1 mth ago
- 20 replies
- 258
- Louie1 mth ago
- Tips & Tricks
How do I know if I'm doing better?
Hi All In the last couple of days of December 2018 I made a decision to start YNAB again (I used YNAB when I was a single mum about 8 years ago) as I knew I needed to ensure I stayed on top of…
- Cadet Blue Stallion
- Cadet_Blue_Stallion.5
- 1 mth ago
- 6 replies
- 167
- Cadet Blue Stallion1 mth ago
- Tips & Tricks
Categorizing Expenses?
Hi all, I know categories are a personal thing, but I guess I'm wondering how y'all would categorize expenses that might normally be considered under one category (for instance,…
- Black Orchid
- black_orchid
- 2 mths ago
- 9 replies
- 186
- Cadet Blue Nomad1 mth ago
- Tips & Tricks
Colored Flags
What do you use the colored flags on "all accounts" for?
- Purple Orchid
- Orchid_Falafel.3
- 2 mths ago
- 10 replies
- 231
- Cadet Blue Nomad1 mth ago
- Tips & Tricks
Canadian Credit Card suggestions
Given the issues with PC Financial, does anyone have a any suggestions for alternate cards that support file based importing (preferably QFX)? I don't really care about automated importing but…
- MTRing
- MTRing
- 1 mth ago
- 1 reply
- 19
- FanessYNAB Support1 mth ago
- Tips & Tricks
Categories Hacking
So, I am running YNAB with roughly 60 Categories, and felt at the beginning that I was quite clever with the groups and the categories.... but now I have to say, I am wondering about a better way.…
- Eric Poulin
- ericpoulin
- 2 mths ago
- 84 replies
- 1,206
- dalewking1 mth 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
- 1 mth ago
- 4 replies
- 175
- nolesrule1 mth ago
- Tips & Tricks
Money Savings Ideas
Are money savings ideas outside the scope of this community? Example: Switched every light in the house to LEDs from CFLs and FLs, payback was in less than 3 months.…
- Ben Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 2 mths ago
- 12 replies
- 199
- 1
- Ben Khaki Storm1 mth ago
- Tips & Tricks
Sweepstakes, etc. are a short circuiting in my thinking?
Another discussion topic: sweepstakes, lottery, drawings, and similar activities. I'm using YNAB. I'm giving every dollar a job. I understand it will take a while to get out of the mess I am in.…
- Ben Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 2 mths ago
- 11 replies
- 152
- Ben Khaki Storm1 mth ago
- Tips & Tricks
YNAB Book
I received my book and like it a lot. However, much of it sounds like what I've read or watched on the blog, guides, and videos. Of course, those things are scattered and the book is organized.…
- Ben Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 2 mths ago
- 8 replies
- 535
- 3
- Ben Khaki Storm1 mth ago
- Tips & Tricks
In-House Payee Cleansing
Can we get a video of how this In-House Payee Cleansing from your newsletter works i have tried adding some renaming rules but it does not rename them all the numbers are still their
- jason congdon
- Blue_Boa.1
- 2 mths ago
- 1 reply
- 52
- FanessYNAB Support2 mths ago
- Tips & Tricks
Including savings in your Reports?
The answer to this one may be obvious... I have categories for money I'm saving and I transfer this money to another linked bank account. So the transfer doesn't show up as "spent" money.…
- Cornflower Blue Cornet
- Cornflower_Blue_Cornet.2
- 11 mths ago
- 7 replies
- 803
- canman2 mths ago
- Tips & Tricks

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