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jumping in too many hoops
Hi there, I have been using YNAB for about a month now and I am pulling my hairs out trying to match numbers. I input every transactions by hand do be more aware of my spending.…
- Pink Piano
- Pink_Piano.3
- 2 mths ago
- 9 replies
- 196
- nolesrule2 mths ago
- Tips & Tricks
I fell off the band wagon! How do I get back on?
S0, I stopped inputting my transactions and Im afraid iv lost track of where I last was. What is the easiest way to pick up where I left off? Should I just simply reconcile accounts and input new…
- Ramses Rodriguez
- A millennial on a mission to having a positive Net Worth
- ramses_rodriguez
- 2 mths ago
- 4 replies
- 102
- Ramses Rodriguez2 mths ago
- Tips & Tricks
401k Rollover Where? Wealthfront?
I have an old employer that I have and I want to rollover my 401k to an IRA. The question is, where do I roll it over to? I want something with low fees and that is easy.…
- flyou10
- flyou10
- 11 mths ago
- 11 replies
- 134
- Superbone2 mths ago
- Tips & Tricks
Extend my trial, please?
Figured this "down time", I wanted to take a better look at YNAB. So could you extend my trial, please.
- Pink Leopard
- Pink_Leopard.6
- 2 mths ago
- 1 reply
- 94
- FanessYNAB Support2 mths ago
- Tips & Tricks
Anyone know of a cheap, simple, cash forecast tool / app?
I have been using YNAB for several years now and have made peace with its lack of a forecasting tool, however I’ve recently found myself wanting one again.…
- DexterCat
- DexterCat
- 2 mths ago
- 7 replies
- 150
- 1
- dakinemaui2 mths ago
- Tips & Tricks
YNAB4 on Catalina
Here is a link to a script that converts YNAB4 from 32bit to 64bit. This actually works! Ran this script. Then upgraded to Catalina. Now shows up as 64 bit in Mac system report. Works perfectly.…
- Blivius
- Alice_Blue_Tugboat.3
- 2 mths ago
- 50
- Tips & Tricks
Can't access YNAB4 after macOS Catalina update - Help needed please!!!
please help! I went to the website and got restarted on line but I still can't figure out how to access my YNAB4 files on my computer!!!
- Violet Stallion
- Violet_Stallion.4
- 3 mths ago
- 5 replies
- 125
- Blivius2 mths ago
- Tips & Tricks
Do I need to pay tax in this situation?
Hello YNAB forums, This software is helping me get my sh** together. It's been a long time coming. I'm hoping someone in the community knows if I need to pay tax in the following situation.…
- Mark
- Aspiring Personal Finance Warrior
- aspiring_mark
- 2 mths ago
- 3 replies
- 51
- jenmas2 mths ago
- Tips & Tricks
Tax paperwork handling strategy - which has been successful for you every year
Wondering if anyone has a better way of handling tax paperwork recurrently every year. For example: 1.)Any kind of spreadsheet as a checklist to refer? 2.…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 2 mths ago
- 1 reply
- 37
- 1
- nolesrule2 mths ago
- Tips & Tricks
Vacation Credit ?
I booked a house for Spring Break and it was paid for using my Visa CC. The company I rented from is returning the money because of the Coronavirus. This is for a few thousand dollars,…
- Spring Green Trumpet
- Spring_Green_Trumpet.9
- 2 mths ago
- 9 replies
- 69
- dakinemaui2 mths ago
- Tips & Tricks
Any APPS or strategy similar to YNAB
I am new user of YNAB, and so far in love with it. Wondering why didn't i do this all these years. With that said, I consider this APP as my biggest win for 2020.…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 2 mths ago
- 17 replies
- 364
- 1
- Bruce2 mths ago
- Tips & Tricks
'To Be Budgeted' amount when you have a shared credit card
I have a shared credit card with my wife and split transactions in ynab 50/50 between my own categories and 'Wife's half' (this is where I'll book her payments as well).…
- Khaki Battery
- Khaki_Battery.8
- 2 mths ago
- 3 replies
- 43
- dakinemaui2 mths ago
- Tips & Tricks
New Country, New Bank : best practices for YNAB starting now
Hi Everyone I just relocated to a new country (and have a new bank account) and wondering what would you advise in terms of budgeting? I'm lucky enough to have no rent to pay,…
- Lavender Hail
- Lavender_Hail.7
- 2 mths ago
- 3 replies
- 33
- dakinemaui2 mths ago
- Tips & Tricks
Is there a way to buy a license for YNAB4 again? Many people have been asking me how to get YNAB4.
I've been raving about the app that changed our lives, and sadly, they know I stay away from the nYNaB. But is there any other legitimate alternative to owning this app for them? Plus,…
- Slate Gray Hammerhead
- Slate_Gray_Hammerhead.6
- 5 mths ago
- 21 replies
- 553
- 1
- Navy Blue Foal2 mths ago
- Tips & Tricks
ynab all future scheduled transactions for the year not showing up
YNAB(or toolkit) has an excellent feature of Running Balance. This gives an great uber level overview of how much balance I need to finish my yearly obligations overall.…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 2 mths ago
- 2 replies
- 58
- 1
- nolesrule2 mths ago
- Tips & Tricks
Emergency/Doomsday Budget?
I just read Kristin Wong's latest advice column for Joint Accounts, and she mentions that one way someone with an insecure job can alleviate anxiety about spending is to prepare an "emergency…
- Kamerlingh
- Lavender_Display.9
- 3 mths ago
- 18 replies
- 399
- ynaber26132 mths ago
- Tips & Tricks
Letting funds roll over vs. budgeting into next month
If I have $20 left over in my Dining Out category at the end of the month, should it be moved into the next month or left where it is to rollover? Assuming the funds aren't needed to cover any…
- Mango Box
- Mango_Box
- 2 mths ago
- 5 replies
- 187
- dakinemaui2 mths ago
- Tips & Tricks
Reports are showing the same value for each month (YNAB 4)
Hi, I posted about this a little while ago but still haven't found a fix. All of my reports now look like this, there's no difference between each month: It's also running *incredibly* slowly.…
- Sky Blue Harp
- Sky_Blue_Harp.4
- 3 mths ago
- 10 replies
- 142
- 1
- Sky Blue Harp2 mths ago
- Tips & Tricks
Get paid last day of the month and pay bills for the next month
Still considered a YNAB newbee. Here's my question: I got paid today (last day of the month) and paid my bills (which are actually for the 1st pay of next month).…
- Dave and Lisa
- Beige_Welder.3
- 3 mths ago
- 9 replies
- 328
- 1
- farfromtheusual2 mths ago
- Tips & Tricks
Tax withholding calculator
I found this very handy and wanted to share: https://www.irs.gov/individuals/tax-withholding-estimator It was very close to our tax results this year, much closer than advertised estimate tools.…
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 2 mths ago
- 4 replies
- 136
- Khaki Storm2 mths ago
- Tips & Tricks
Feature request to allow category pinning on web budget screen?
Is this possible? Would be nice to stick cats that are pressing on the top of the budget instead of scrolling down each time to see whats happening or whats needing attention, etc
- Turquoise Hail
- Turquoise_Hail.4
- 2 mths ago
- 1 reply
- 29
- FanessYNAB Support2 mths ago
- Tips & Tricks
"Fresh start" by returning all $ to TBB?
Can I take every dollar that I have budgeted over the next 3 months (as far out as my budget goes) and return it all to TBB? Then I would basically start over and reallocate all that money?…
- Slate Blue Cyborg
- Slate_Blue_Cyborg.1
- 2 mths ago
- 5 replies
- 124
- FanessYNAB Support2 mths ago
- Tips & Tricks
(YNAB 4) Can I export my data, then re-import it and keep the categories?
Hi, My database is corrupt so my current plan is to export everything to QIF files and then re-import them into a new budget (very slow going with over 100 QIFs!) This seems to be working,…
- Sky Blue Harp
- Sky_Blue_Harp.4
- 2 mths ago
- 32
- Tips & Tricks
Struggling with managing payroll change...
My wife and I have been YNAB users for several years. She gets paid monthly (1st of the month), and I got paid on the 1st and 15th of every month (24 pay periods per year).…
- Cyan Camera
- Cyan_Camera.6
- 4 mths ago
- 8 replies
- 163
- dakinemaui2 mths ago
- Tips & Tricks
Budgeting for "whatever" money, categorizing after
Sorry if this has already been posted, i'm very new to the app and the community. I've been working out of budgeting "buckets" forever and I love this method of budgeting.…
- Orange Wildcat
- Orange_Wildcat.8
- 3 mths ago
- 1 reply
- 64
- dakinemaui3 mths ago
- Tips & Tricks

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