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Income for Next Month Category - When to Release Funds
Hello all, I've been using the Income for Next Month Category since I've started using YNAB and it has been working well. One question I do have about it though is:…
- Pianomanmatt
- pianomanmatt
- 4 mths ago
- 6 replies
- 189
- Superbone4 mths ago
- Tips & Tricks
Happy with your budget categories? Please share!
I'm curious to know how people organize their budget categories. Thinking of making some changes for 2018 and would love to see what people use (and don't use). What are your budget categories?
- Ryan Oakley
- Side-Hustler
- oakley
- 3 yrs ago
- 160 replies
- 33,227
- 35
- Maroon Keyboard4 mths ago
- Tips & Tricks
Medical Expense Tracking & HSA / DCFSA
Two part question : I really want to go back and track Medical Expenses in YNAB. At the moment, I track my HSA balance as a Tracking item. I reconcile monthly and it goes up or down depending.…
- Hot Pink Cornet
- Hot_Pink_Cornet.15
- 5 mths ago
- 4 replies
- 79
- PhysicsGal5 mths ago
- Tips & Tricks
Withdrawing from a category funded by multiple accounts.
How are people handling this? I have an emergency fund category and 3-5 different accounts (my checking and savings, my spouse checking and savings, and a joint account).…
- Turquoise Cleric (529dd8e44253)
- Turquoise_Cleric_529dd8
- 5 mths ago
- 4 replies
- 102
- 1
- nolesrule5 mths ago
- Tips & Tricks
I'm seriously irritated with how my past self spent money. Help!
I am new to YNAB, but I was raised with budgeting and I've run some sort of a budget with a savings element since I started earning aged 15. I have little to show for it though.…
- Old Hippie
- Not old. Maybe a hippie.
- Old_hippie
- 7 mths ago
- 21 replies
- 452
- 5
- Annieland5 mths ago
- Tips & Tricks
Negative TBB
I'm at a complete loss.... Today YNAB is showing negative $52.55 in TBB for June. I don't remember seeing this the other day. No problem, I assume I screwed something up and overspent cash.…
- Tomato Piranha
- Tomato_Piranha.9
- 5 mths ago
- 1 reply
- 83
- 1
- MatthewYNAB Support5 mths ago
- Tips & Tricks
Tips for knowing you are covered?
I woke up with anxiety fearful there isn't enough in my checking account to cover the first part of the month. I have plenty to cover the first part of the month.…
- Black cat
- Blue_Stallion.6
- 6 mths ago
- 30 replies
- 414
- nolesrule5 mths ago
- Tips & Tricks
Anyone doing receipt scanning?
Hello, I am on a trial and YNAB is my preferred way to go by far. However photographing receipts and being able to assign them to a payee is very important for me - helps me to keep track of medical…
- Tomato Clarinet
- Tomato_Clarinet.7
- 1 yr ago
- 2 replies
- 281
- 2
- Green Projector5 mths ago
- Tips & Tricks
Matching Split Transactions
Hello! I'm trying to match a split transaction and the "match" option in the dropdown just stays light grey (not selectable). I would think that if a bank total arrives and matches a split total for…
- Debtectomy
- All Debt Hurts US
- debtectomy
- 9 mths ago
- 4 replies
- 84
- MatthewYNAB Support5 mths ago
- Tips & Tricks
Chromebook Desktop Version on Chromebook
Using an Android App, "Crossover", I was able to install desktop version of YNAB for Windows on my Chromebook. I have been using it for a few months now without any major problems.…
- Navy Blue Projector
- Navy_Blue_Projector.1
- 3 yrs ago
- 5 replies
- 1,409
- Green Griffin5 mths ago
- Tips & Tricks
iOS 14.2 with YNAB 4 (Classic)
Just FYI to anyone who may end up searching the forum - after installing iOS 14.2, the YNAB Classic (for use with the desktop YNAB 4) was crashing on open.…
- a_different_joel
- YNAB 4 is objectively better.
- A_different_joel
- 11 mths ago
- 3 replies
- 500
- 9
- Blue Griffin6 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
- 2 yrs ago
- 35 replies
- 913
- 6
- DelaYNAB Support6 mths ago
- Tips & Tricks
Tricks for saving money on groceries?
I've had to get creative with this in the past little while, so I'd be curious to hear other strategies! I live in a cold climate, so local produce etc is limited during the winter months,…
- Ali H
- Navy_Blue_Flute.4
- 2 yrs ago
- 52 replies
- 1,159
- 6
- hpguru6 mths ago
- Tips & Tricks
multiple bank accounts??
I apologize if this gets a bit wordy and I do tend to overthink things so would like some input if there’s a simpler way or something I’m missing… I understand the difference between budget accounts…
- BNL
- Blue_Display.6
- 1 yr ago
- 10 replies
- 580
- hpguru6 mths ago
- Tips & Tricks
Tracking separate spending within a category
I'm expecting that at some point within the next two years I will go from sharing household expenses to being on my own. (See my journal for more detailed explanation.…
- Fuzzball Meows
- fuzzballmeows
- 6 mths ago
- 1 reply
- 65
- Move Light Sound Life6 mths ago
- Tips & Tricks
Bank Accounts Reconciled, but Available Amounts are Not Matching
Hi, I have an issue with my accounts. All of my accounts are reconciled and so the amount on the bank balance matches YNAB and all transactions are accounted for.…
- ChrissyLouHoo
- Alice_Blue_Trumpet.10
- 6 mths ago
- 11 replies
- 142
- nolesrule6 mths ago
- Tips & Tricks
Filter Feature request on categories
Hi, it would be great in the budget view if you could filter by category state, I often want to filter by over budget (credit card) so I can reallocate money from another category.…
- GMD
- Tan_Griffin.8
- 1 yr ago
- 5 replies
- 132
- 2
- BenMe6 mths ago
- Tips & Tricks
Filter Categories over Budget
Is there some type of "quick" filter to display only those categories over budget?
- Rick Martini
- anothermartini
- 1 yr ago
- 2 replies
- 98
- 1
- BenMe6 mths ago
- Tips & Tricks
Household vs. Groceries
I’m curious to know how others handle these two categories: household items (toilet paper, cleaning supplies, deodorant, toothpaste, etc.) and groceries (food items).…
- Talitha Koum
- talitha_koum
- 1 yr ago
- 45 replies
- 1,366
- 2
- Sky Blue Tugboat6 mths ago
- Tips & Tricks
How to use YNAB when living with roommate?
Hi! Let me start off by saying I'm a college student and this is my first time budgeting. Recently started using YNAB and am quite confused about how to manage living with roommates.…
- Gray Memory
- Gray_Memory.12
- 6 mths ago
- 3 replies
- 128
- RachelYNAB Support6 mths ago
- Tips & Tricks
Take some credit YNAB
No need to leave features that have been delivered as "in progress". And love seeing the progress. :^) https://www.youneedabudget.com/up-next/
- Saish Dawg
- saish_dawg
- 6 mths ago
- 2 replies
- 135
- 1
- Saish Dawg6 mths ago
- Tips & Tricks
YNAB Web Interface Question
In the recent post, https://www.youneedabudget.com/see-your-recent-money-moves/ I saw the interface with the goals with a progress bar. How do you set this up?
- carterbunch
- carterbunch
- 6 mths ago
- 14 replies
- 293
- DosBoss576 mths ago
- Tips & Tricks
Daily spending report?
Hi, the Report page has a Spending tab for showing a month-by-month summary of spending, with further breakdown by category (as described in this article ).…
- Aquamarine Router
- Aquamarine_Router.16
- 6 mths ago
- 1 reply
- 74
- Move Light Sound Life6 mths ago
- Tips & Tricks
Why isn't my "To Be Budgeted" amount changing?
I had all my March paychecks budgeted to spend April, so TBB was zero (yay!). Then I received a $2k travel refund from cancelled trip I wasn't expecting, and assigned that money as TBB; however,…
- Turquoise Commander
- Turquoise_Commander.16
- 6 mths ago
- 8 replies
- 117
- Vibrant6 mths ago
- Tips & Tricks
Use iPhone double tap to open YNAB
iPhone introduced a feature where you can double (or triple) tap the back of your phone to do certain functions set by you. A popular one is double tap for screenshot (I recommend using triple tap…
- MXMOM
- MXMOM
- 7 mths ago
- 3 replies
- 128
- 3
- Cirrus6 mths ago
- Tips & Tricks

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