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Where to but the budget for future months
New to YNAB. I have 3-4 months of money sitting in my old emergency fund savings account. Should I 1 create a category called 3 Months Savings and just keep it in there or 2 actually fill out the…
- Sky Blue Saxophone
- Sky_Blue_Saxophone.3
- 2 mths ago
- 2 replies
- 158
- Superbone2 mths ago
- Tips & Tricks
Steps to assign same spending category
Hello, I tried to search this: assign category to multiple entries If you have 5 entries for the same spending category, how do you do it for all at one time vs 1 by 1 by 1 by... Thanks,
- Khaki Pegasus
- Khaki_Pegasus.4
- 2 mths ago
- 4 replies
- 61
- dakinemaui2 mths ago
- Tips & Tricks
Budget and TBB maybe are misaligned???
I've reconciled my budget accounts to the point that they're tracking my recent spending just right. However, I have an emergency fund category that's off by +$247.05. Do I subtract that $247.…
- Grahamps
- Taking one step each day
- grahamps
- 2 mths ago
- 9 replies
- 112
- dakinemaui2 mths ago
- Tips & Tricks
Reconcile early, reconcile often
Hey everybody, I've been using YNAB since 2013 and my budgeting road to where I'm finally happy with my finances, my budget and my use of YNAB has been long and bumpy.…
- Peter
- Professional Designer, Web Developer
- lasty
- 2 mths ago
- 18 replies
- 243
- 7
- dakinemaui2 mths ago
- Tips & Tricks
How I fixed direct import issues
Ever since YNAB switched to plaid I had to authenticate with my bank every day and go through the MFA process twice each time. Super annoying! So I thought, what if I unlink my bank,…
- Rich M
- rich.1
- 2 mths ago
- 1 reply
- 89
- 2
- FanessYNAB Support2 mths ago
- Tips & Tricks
Budgeting in the future technical question
I've heard talk of people budgeting in future months as a way of getting ahead financially using YNAB and I've always wondered how this works because I can't go more than one month ahead.…
- PhysicsGal
- Nerdy female homo sapien
- physicsgal
- 2 mths ago
- 5 replies
- 141
- dakinemaui2 mths ago
- Tips & Tricks
Find which hidden account has a balance?
Howdy gang! I'm a longtime YNAB user and have several dozen hidden categories from retiring old debts and savings goals over the years. At some point, I managed to hide one with a balance of $1.…
- GeekInOhio
- geekinohio
- 3 mths ago
- 4 replies
- 88
- 1
- GeekInOhio2 mths ago
- Tips & Tricks
Staying motivated and persisting through doubt
HI all, Just curious if you have any tips and tricks on sticking with it. I have a little money in the bank and as I start to go through the budget and give every dollar and start to see it all…
- Binary
- binary
- 3 mths ago
- 25 replies
- 202
- Binary3 mths ago
- Tips & Tricks
Transfers to Savings not showing in Activity
I've been using YNAB for about 5 months now and haven't had this issue yet. I do this every week. I have a checking and two savings accounts all linked and connected to YNAB.…
- mng622
- Forest_Green_Guitar.11
- 3 mths ago
- 1 reply
- 51
- dakinemaui3 mths ago
- Tips & Tricks
Has anyone exported several years of YNAB 4.0 into Quicken or other?
Hi, Has anyone successfully exported all their YNAB transactions (with links across accounts) to Quicken for Mac?
- Tozovac
- Alice_Blue_Sun.1
- 10 mths ago
- 2 replies
- 143
- Tozovac3 mths ago
- Tips & Tricks
My nYNAB feedback
Giving nYNAB a whirl for a second time two years later... With that said, I started using YNAB Pro way back in 2007 when there wasn’t even multiple account registers,…
- Joel
- Joel
- 2 yrs ago
- 43 replies
- 3,583
- 29
- Superbone3 mths ago
- Tips & Tricks
Calling all veteran YNABers
I love reading your replies in all threads - a lot of lightbulb moments. So I'm hoping you'll share some of your wisdom and tales of what brought you here: why you started YNAB,…
- dangerosity
- Aquamarine_Piranha.9
- 3 mths ago
- 53 replies
- 534
- Friendly_gal3 mths ago
- Tips & Tricks
Introducing Sheets For YNAB
Hi all! I'm excited to announce the release of Sheets For YNAB , a Google Sheets add-on that simplifies importing YNAB budget data into a spreadsheet 🙂 YNAB is amazing,…
- elson23
- elson23
- 1 yr ago
- 10 replies
- 738
- 3
- dakinemaui3 mths ago
- Tips & Tricks
Real Expense ==> Reports that can show money spent + money budgeted(but NOT spent)
Current YNAB REPORTS only shows what has been spent, but NOT which has only been budgeted (and not yet spent) Is there any kind of report, which combines expenses, and budgeted TRUE expenses,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 3 mths ago
- 6 replies
- 91
- 1
- dakinemaui3 mths ago
- Tips & Tricks
Downloading Transactions - Which one to keep?
Hi, I have scheduled transactions but also download transactions. Oftentime, downloaded transactions are matched to scheduled transactions already in the register.…
- crinkles
- crinkles
- 3 mths ago
- 5 replies
- 69
- NicoleYNAB Support3 mths ago
- Tips & Tricks
Making annual goals for discretionary expenses to control annual spending
Hello YNAB community! Long time lurker, first time poster here. I've been using YNAB since 2018 and its definitely helped me a lot. However, I always wanted that "planning" ahead of time aspect to…
- Magenta Piano
- Magenta_Piano
- 3 mths ago
- 4 replies
- 80
- dakinemaui3 mths ago
- Tips & Tricks
We took True Expenses/Goals to the next level...
We have been using YNAB for years and we were always having to cover overspending in our Groceries and Going Out categories. Our idea of how much we should spend in these categories was not matching…
- Powder Blue Cornet
- Powder_Blue_Cornet.16
- 3 mths ago
- 10 replies
- 328
- 6
- Alexrandia3 mths ago
- Tips & Tricks
Amazon Order History Report!!!
This was posted over on the Facebook YNAB Fans group by someone (not me) but I have seen alot of people having problems with the Amazon order reconciliation so I thought I would post this here in…
- MXMOM
- MXMOM
- 3 mths ago
- 1 reply
- 147
- 2
- Alexrandia3 mths ago
- Tips & Tricks
What's the best way to build up regular spending categories?
Take medical: this category funds monthly prescriptions, but also semi-annual dentist appointments, glasses every two years, and the occasional 4-6 weeks of physio.…
- dangerosity
- Aquamarine_Piranha.9
- 3 mths ago
- 14 replies
- 202
- dangerosity3 mths ago
- Tips & Tricks
Increasingly slow performance in Web App
As my number of accounts and financial transactions continue to grow over time, I notice the YNAB web application seems to be slower and slower. There's an increasing delay between when I submit an…
- PapaShawn
- papashawn
- 1 yr ago
- 33 replies
- 694
- 6
- NicoleYNAB Support3 mths ago
- Tips & Tricks
Trying Out the YNAB Buffer
"Buffer" - Money that allows you to separate the timing of your budgetary actions from the event of your paycheck while following the YNAB method of making decisions with dollars in hand.…
- Move Light Sound Life
- move_light_sound_life
- 6 mths ago
- 54 replies
- 1,348
- 6
- WordTenor3 mths ago
- Tips & Tricks
Seasonality
How do people deal with seasonality in their budgets, especially if the first month is negative. For example, I set aside $200/mnth for lawn care, even thought it is only costing me $100/mnth at the…
- Ivory Captain
- Ivory_Captain.9
- 3 mths ago
- 9 replies
- 103
- Ivory Captain3 mths ago
- Tips & Tricks
Split Transaction "fix", March 17 Release
The release notes have this to say: "Now, if you split your transaction but only add one sub-transaction, we’ll create a regular transaction." A number of people use a one-line split to record a…
- dakinemaui
- dakinemaui
- 4 mths ago
- 15 replies
- 160
- 2
- pnbjam3 mths ago
- Tips & Tricks
Accruals
What is the best way to categorize saving for a "real expense" which may come intermittently, but is more or less predictable. Things come to mind such as HOA expenses (quarterly) or car taxes…
- Silver Screwdiver
- I like to screw things up.
- Silver_Screwdiver.2
- 3 mths ago
- 3 replies
- 85
- dakinemaui3 mths ago
- Tips & Tricks
Overspent/Underspent
I am new to YNAB and I have a basic understanding problem when it comes to some of the monthly budgeting. Let's say you budget $500 for groceries and hit a real number of $800 but then you have to…
- Silver Screwdiver
- I like to screw things up.
- Silver_Screwdiver.2
- 3 mths ago
- 2 replies
- 91
- dakinemaui3 mths ago
- Tips & Tricks

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