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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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