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How to get rid of imaginary money
Hi everyone! My budget thinks that I have $14.04 that I don't actually have. I won't bore you with the story of how it got there in the first place, but there doesn't seem to be a way to make it go…
- bookbinder
- bookbinder
- 3 mths ago
- 7 replies
- 199
- NettieFIRE3 mths ago
- Tips & Tricks
Does anyone use YNAB with The Budget Mom?
I would love to know if there are any TBM users in here, and if so how do you combine the two? Thanks!
- Cadet Blue Drum
- Cadet_Blue_Drum
- 9 mths ago
- 5 replies
- 471
- 1
- Louise3 mths ago
- Tips & Tricks
What are your categories?
Hello! I am acutely nosy and would love to know how you categorise/set your budget up.
- 123rsic
- 23 yr old new grad tackling debt
- Cornflower_Blue_Viper.11
- 4 mths ago
- 6 replies
- 291
- 1
- WordTenor4 mths ago
- Tips & Tricks
Rolling over overspent amounts
Hi, We are wondering if it is possible to roll over the overages in categories vs having it automatically come from To Be Budgeted. Specifically, our electric bill varies greatly month to month,…
- Slate Gray Lion
- Slate_Gray_Lion
- 3 yrs ago
- 30 replies
- 5,430
- 3
- Coral Packet4 mths 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
- 2 yrs ago
- 36 replies
- 5,162
- 1
- Orange Cheetah4 mths ago
- Tips & Tricks
How should I handle transactions that I don't care to track in YNAB?
There are some transactions in my checking account that I don't really care to track because either they are meaningless to my monthly budget, such as loan money being deposited,…
- Victor Rodriguez
- Husband, Father, Software Engineer
- victropolis
- 1 yr ago
- 21 replies
- 811
- HappyDance4 mths ago
- Tips & Tricks
Using Scheduled Transactions for Cash-Flow Projection in YNAB
This question came up in another thread, and while the answer has been presented in the replies of many other topics, I don't think there's actually a post dedicated to it.…
- Move Light Sound Life
- move_light_sound_life
- 4 mths ago
- 5 replies
- 172
- 10
- nolesrule4 mths ago
- Tips & Tricks
Major Pay Decrease - Advice?
Hi everyone! I am hoping for some advice on budgeting and staying out of debt! I plan to go back to school to get my PhD in Clinical Psychology. This has been a dream of mine for a long time coming!…
- Alex
- ottobot
- 4 mths ago
- 8 replies
- 169
- Sky Blue Tugboat4 mths ago
- Tips & Tricks
No feature to copy categories?
Do we not have the ability to copy budgets without having to re-create each and every category. That should be simple and it's time consuming to have to do that.
- Mr. Alex
- mr_alex
- 1 yr ago
- 7 replies
- 230
- Rick Thomas4 mths ago
- Tips & Tricks
Imported several years of data, now have $580k "to be budgeted"
When I found Ynab, I guess I didn't fully realize the philosophy of Ynab and was planning on using it as a way to see how much I've spent over several years in different areas of my life (eg, food,…
- Happy Habs
- Beige_Mask.12
- 4 mths ago
- 5 replies
- 153
- Happy Habs4 mths ago
- Tips & Tricks
Socks. Can we talk about socks?
I'd like to talk about my socks. Really. It's kinda long, so get a drink and have a seat. I put away my socks without pairing them. I pick out my socks without looking at them.…
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 2 yrs ago
- 35 replies
- 619
- 4
- Sky Blue Tugboat4 mths ago
- Tips & Tricks
Any Dashboards or Templates to Analyze and Project using YNAB Exports?
I've started on a Workbook that takes the YNAB export and breaks it into various pivot tables with calculated fields, tables with actual and projected account balances, trends,…
- Slate Blue Nomad
- Slate_Blue_Nomad.11
- 5 mths ago
- 4 replies
- 109
- ukimagic2095 mths ago
- Tips & Tricks
car insurance help
Hi folks, I was looking at changing car insurance a few months ago and found a really useful thread here about relevant considerations in deciding on coverage amounts,…
- Cyan Boa
- Cyan_Boa.1
- 10 mths ago
- 1 reply
- 85
- Sean Vangill5 mths ago
- Tips & Tricks
Switching from Mvelopes!
Ok, I have been a long-time Mvelopes user - like 10+ years. I LOVED the methodology. I have tolerated the glitchiness. After being forced to 'upgrade' to Mvelopes 5,…
- Creekside Simplicity
- creeksidesimplicity
- 1 yr ago
- 26 replies
- 560
- 1
- Creekside Simplicity5 mths ago
- Tips & Tricks
US Income Taxes-Free Income Tax Preparation Available
I didn't want to piggyback on @MXMOM 's awesome post on tax assistance, so here is the US version of tax preparation assistance available. The IRS has a program called VITA (Volunteer Income Tax…
- Tobias
- Toviathan
- 5 mths ago
- 63
- 4
- Tips & Tricks
Canadian taxes - Community Volunteer Income Tax Program does taxes for free
I don't see any other place to post this so here goes. If you need help filing your taxes and you have a moderate to low income, you can access one of the free clinics .…
- MXMOM
- MXMOM
- 5 mths ago
- 1 reply
- 51
- 3
- MadDog5 mths ago
- Tips & Tricks
Choosing Between Two Categories For A Given Transaction
First time posting, and sorry if this has been covered elsewhere. I've gone back and forth over the years between two different approaches on how to select a category for certain transactions -…
- Green Cup
- Green_Cup.15
- 6 mths ago
- 3 replies
- 175
- jenmas5 mths ago
- Tips & Tricks
Extremely basic YNAB 4 question
I know it's unsupported as of 2019, but I would only be using it to refer to historical data. I have used it exclusively on the Mac, but now want to update to a newer MacOS that will take away my…
- Cadet Blue Wrench
- Cadet_Blue_Wrench.8
- 6 mths ago
- 12 replies
- 227
- JoeDid6 mths ago
- Tips & Tricks
Account notes
Is there a note field for accounts like the one in YNAB4? I used this a lot as a way to hold additional comments on the account for example current interest rate in the classic software.
- Orange Python
- Orange_Python.6
- 6 mths ago
- 2 replies
- 62
- Orange Python6 mths ago
- Tips & Tricks
Please sell unsupported YNAB 4 keys.
With everything that is going on in the world right now there are a lot of people who do not want all their financial information on Amazon servers. I know that developing an offline version of the…
- Blue Hail
- Blue_Hail.17
- 6 mths ago
- 2 replies
- 318
- 1
- Blue Hail6 mths ago
- Tips & Tricks
Archived Budget opening?
Did a Fresh Start on New Year's Day. Everything fine on my phone, thank goodness. But occasionally on my laptop my first budget, which is clearly marked as archived, opens instead of my new budget.…
- Laurie R
- Pink_Falafel.9
- 6 mths ago
- 3 replies
- 53
- Laurie R6 mths ago
- Tips & Tricks
Colored Flags
What do you use the colored flags on "all accounts" for?
- Purple Orchid
- Orchid_Falafel.3
- 2 yrs ago
- 13 replies
- 1,215
- Turquoise Major6 mths ago
- Tips & Tricks
Wrong email
After a successful free trial, I accidentally purchased my YNAB subscription under the wrong email address! Is there anyway to capture all that budgeting work from the previous email address/account…
- OrdinaryJoe
- DJ
- OrdinaryJoe
- 1 yr ago
- 2 replies
- 109
- Orange Wrench6 mths ago
- Tips & Tricks
YNAB method mind shift
I'm not too sure what category to put this under. I'm looking for help with the YNAB method, not the 4 rules and their definitions so much. More I've been using YNAB for years,…
- Silver Robot
- Silver_Robot
- 6 mths ago
- 35 replies
- 448
- Bruce6 mths ago
- Tips & Tricks
A method of tracking reimbursements
I've been using YNAB for years and one thing that has always been a pain is tracking reimbursements from friends, roommates, work, etc. As long as everything happens in the same month simply…
- JD
- probablyjd
- 6 mths ago
- 8 replies
- 212
- 2
- dakinemaui6 mths ago
- Tips & Tricks

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