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  • Budget progress information piecharts

    I suddenly noticed little piecharts on some of my budget rows, I'm struggling to see what they are telling me, I've tried to find a reference in the Release Notes but cannot see it,…
    • iwaddo
    • iwaddo77
    • 2 yrs ago
    • 7 replies
    • 764
    • iwaddo2 yrs ago
    • Tips & Tricks
  • YNAB online vs. Desktop?

    I've have YNAB on my desktop V4 and I somehow got onto the online version. I set up my budget but it doesn't transfer to my desktop version. The online version is $83. a year after the 34 day trial.…
    • Sadula
    • Magenta_Storm.1
    • 2 yrs ago
    • 3 replies
    • 1,257
    • Jannelle2 yrs ago
    • Tips & Tricks
  • July 19th Release Note Query

    "When a category has net positive spending, meaning the total amount of spending in the category is actually a positive amount (i.e. spent $100, got $150 in refunds),…
    • iwaddo
    • iwaddo77
    • 2 yrs ago
    • 9 replies
    • 942
    • 2
    • Jannelle2 yrs ago
    • Tips & Tricks
  • Does upgrading bring all my old data along?

    I've gotten sidetracked a while, I am still on YNAB 4 but want to upgrade. One of the things I really like are all the historical reports so I can compare year over year spending trends.…
    • Coral Sloth
    • Coral_Sloth.2
    • 2 yrs ago
    • 3 replies
    • 267
    • FanessYNAB Support2 yrs ago
    • Tips & Tricks
  • How to Catch Up

    I have fallen off the wagon over the last couple of months and haven't entered transactions or budgeted since the first of February. What is the best practice here? Should I just do a fresh start?…
    • Ella
    • Gray_Battery
    • 2 yrs ago
    • 5 replies
    • 1,084
    • Orange Mainframe2 yrs ago
    • Tips & Tricks
  • referral code?

    Hello, how can I get a referral code?
    • Gold Moose
    • Gold_Moose
    • 2 yrs ago
    • 4 replies
    • 681
    • FanessYNAB Support2 yrs ago
    • Tips & Tricks
  • Dealing with Point/Cash rewards

    Hi, I read this page and I'm not clear on the best way to handle this. https://classic.youneedabudget.com/support/article/credit-card-points-and-rewards I'm using YNAB Classic. We have PC Points...…
    • Violet Device
    • Violet_Device
    • 2 yrs ago
    • 9 replies
    • 1,047
    • 1
    • HappyDance2 yrs ago
    • Tips & Tricks
  • Web opens in wrong month

    Hi, When I use the app budget opens straight to July, when I open on the it goes back to May then I have to move to July, I do have red categories in May but let these come of TBB in June,…
    • Gray Drill
    • Gray_Drill.2
    • 2 yrs ago
    • 2 replies
    • 1,015
    • Gray Drill2 yrs ago
    • Tips & Tricks
  • Withheld funds

    I have an investment property and my property manager collects and distributes the funds. Last month they withheld some money $5 so I was paid that this month, but it has upset my budget.…
    • Blue Dragon
    • Blue_Dragon.2
    • 2 yrs ago
    • 204
    • Tips & Tricks
  • Previewing the impact that future scheduled transactions will have on an account balance?

    My current [checking] account has £x in it. I have eleven direct debits due to go out of it over the next week or so. I've set these up as recurring so they're showing in the account as future…
    • Pikayo
    • Pikayo
    • 2 yrs ago
    • 10 replies
    • 696
    • Pikayo2 yrs ago
    • Tips & Tricks
  • First time import after fresh start causing budget issues

    I did a fresh start on 4/7/18 and entered the current (cleared) balance from my checking acct like usual. But when I did my first import, transactions prior to 4/7 came in,…
    • Slate Blue Sander
    • Slate_Blue_Sander
    • 2 yrs ago
    • 4 replies
    • 682
    • FanessYNAB Support2 yrs ago
    • Tips & Tricks
  • is it possible to link monthly payments with calendars?

    I really appreciate YNAB5 (i come from the previous version), and after 1 year of use, I'd like to know if there is a way to add in a calendar (outlook, icalendar or others) planned expenses (i.e.…
    • Antonio D.
    • IT project manager
    • Ivory_Hail.1
    • 2 yrs ago
    • 5 replies
    • 723
    • 4
    • Robert Neville2 yrs ago
    • Tips & Tricks
  • How to carry over standard budget amounts to the next month?

    I've just started using YNAB, and am wondering, if I want to budget say $500 for groceries each month, how can I make that number (and all my other standard budget #s) automatically appear in the…
    • Steel Blue Tape
    • Steel_Blue_Tape.2
    • 2 yrs ago
    • 2 replies
    • 492
    • 1
    • FanessYNAB Support2 yrs ago
    • Tips & Tricks
  • how to budget expenses on another currency and show thoses expenses in the report in my currency

    Hi, Every couple weeks I go to US and had some expenses, like gas, groceries. I usually pay in US cash fo thoses expenses, meaning I exchange for some us cash.…
    • Slate Blue Vacuum
    • Slate_Blue_Vacuum
    • 2 yrs ago
    • 216
    • Tips & Tricks
  • Check your local credit union for KASASA account

    Last year my local credit union switched over to offering accounts from "Kasasa" I converted and moved from my normal account that had fees over to a $7.…
    • vw_bugg
    • vw_bugg
    • 2 yrs ago
    • 1 reply
    • 414
    • 1
    • FanessYNAB Support2 yrs ago
    • Tips & Tricks
  • Cashback sites - UK

    I'm sure many people already use cashback sites, but if anyone is not aware of them they are a way of getting cashback when shopping online. Often the cashback is a small percentage of whatever you…
    • Tim D
    • gsix14
    • 2 yrs ago
    • 1 reply
    • 496
    • FanessYNAB Support2 yrs ago
    • Tips & Tricks
  • Graduating from YNAB?

    I'm in my trial period and I can see the benefits of the method. But I'm struggling to see the value of ongoing spending of CAD$7-10 a month (depending on exchange rate).…
    • Navy Blue Cyborg
    • Navy_Blue_Cyborg.1
    • 2 yrs ago
    • 22 replies
    • 2,065
    • vw_bugg2 yrs ago
    • Tips & Tricks
  • Keep track of WAMed categories?

    Is there a way I can view which budget categories I WAMed throughout the month. I typically budget and use about $150/month for unexpected expenses. Some of the money goes to categories where I…
    • Bakari
    • Bakari45
    • 2 yrs ago
    • 14 replies
    • 1,414
    • HappyDance2 yrs ago
    • Tips & Tricks
  • Paying credit card and "to be budgeted" increases

    I use my credit card for nearly all expenses and pay it off each month with money from my checking account (in YNAB transferring payment from checking to credit card).…
    • Sarah A
    • Sea_Green_Crab
    • 2 yrs ago
    • 4 replies
    • 826
    • Sarah A2 yrs ago
    • Tips & Tricks
  • Credit Card Transactions

    Hello! I just joined YNAB today and I was wondering if someone could tell me whether this program would be useful for someone who purchases 99% of things with credit cards that are then paid from a…
    • LAWYERMOM88
    • lawyermom88
    • 2 yrs ago
    • 4 replies
    • 545
    • TeaPot2 yrs ago
    • Tips & Tricks
  • Instructor said to budget using monthly funding goal?

    I entered in my monthly funding goal for every category and now it seems to have messed up my budget somehow. I dont know how this monthly funding goal interacts with the budgeted column.…
    • Purple Vacuum
    • Purple_Vacuum.2
    • 2 yrs ago
    • 4 replies
    • 1,710
    • nolesrule2 yrs ago
    • Tips & Tricks
  • Exporting transactions to Excel (YNAB4)

    Hi, I'm still using YNAB 4 (nYNAB scares me!) I'm trying to export transactions for a specific category, but can't seem to get it to work. When I look in YNAB4,…
    • Navy Blue Yearling
    • Navy_Blue_Yearling.2
    • 2 yrs ago
    • 8 replies
    • 1,788
    • Jannelle2 yrs ago
    • Tips & Tricks
    • Answered
    • Answered
  • Transitioning from Moneywell

    I'm a little unsure of the YNAB way of doing things compared to Moneywell. In Moneywell, when you create a budget, you create the plan of how much money will be automatically added to each…
    • JeromyW
    • jeromyw
    • 2 yrs ago
    • 3 replies
    • 479
    • JeromyW2 yrs ago
    • Tips & Tricks
  • Trick to "skip" funding a Goal in the Current Month (remove the orange warning while keeping the future goal!)

    I recently accidentally stumbled upon this handy trick and posted about it in my journal, and it seems it's likely of use to others, so I figured I'd make a separate post to share! SCENARIO :…
    • Resistant Punch Roller
    • Back to YNAB 10 years later!
    • resistantpunchroller
    • 2 yrs ago
    • 21 replies
    • 4,890
    • 19
    • ynaber26132 yrs ago
    • Tips & Tricks
  • Newbie - with empty categories

    So, I just got paid and gave every dollar a job! Yay. In doing this, I realize that it is going to take FOREVER to age my money 30 days. I have been budgeting every paycheck for years so the money…
    • YnabLover
    • ynabLover
    • 2 yrs ago
    • 7 replies
    • 845
    • YnabLover2 yrs ago
    • Tips & Tricks
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  • Q&A
    • Using YNAB
    • Setting Up Your Budget
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