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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
- 216
- 2
- dakinemaui6 mths ago
- Tips & Tricks
Filter AND vs OR
Is there a way to filter but make the search inclusive? Right now multiple tags result in OR type clauses. I would like AND. Thanks
- RIP_MSMoney
- Software Developer at Microsoft
- rip_ms_money
- 1 yr ago
- 13 replies
- 342
- 1
- Superbone6 mths ago
- Tips & Tricks
See date of last reconciliation?
Hi, I currently have way too many credit cards with balances (working on that!) and they are all on different cycles. Most of them do not have additional transactions other than interest every month,…
- Pink Piccolo
- Pink_Piccolo.10
- 6 mths ago
- 3 replies
- 47
- 1
- dakinemaui6 mths ago
- Tips & Tricks
New site that converts Norwegian bank / card transaction lists to YNAB importable CSV files
I have created a web site for converting common Norwegian bank/credit card transaction lists provided in Excel (xls/xlsx) format to YNAB importable CSV files.…
- Ziggy Stardust99
- ziggy_stardust99
- 7 mths ago
- 1 reply
- 59
- 1
- Ziggy Stardust996 mths ago
- Tips & Tricks
My bank account amount does not match whats showing on ynab
I manually enter all of my transactions and make sure my amounts match exactly however yesterday I had a $300 difference and today I entered in 4 transactions and now have a $320 difference.…
- Steel Blue Gazelle
- Steel_Blue_Gazelle.15
- 7 mths ago
- 3 replies
- 122
- Katejo7 mths ago
- Tips & Tricks
Flow Sheet on Spending
I have been using YNAB for almost a year and have not quite achieved that "ah-ha" moment. As the new year and a new month approaches, I would like to start making better choices financially.…
- Sea Green Foal
- Sea_Green_Foal.6
- 7 mths ago
- 19 replies
- 287
- 1
- Ivory Storm7 mths ago
- Tips & Tricks
Loaning money to a category
Hi all, I've been a YNAB user for years and it's amazing, but there are some nuances that cause me to use it in a less-than-ideal way that I am interested in discussing.…
- Gunner
- Gunner
- 7 mths ago
- 20 replies
- 413
- Superbone7 mths ago
- Tips & Tricks
Migrating from Ynab4
Has anyone done this very recently? I have just been looking at the following and I am wondering how well it works? It still refers to checking whether I have the latest version of Ynab4.…
- Katejo
- katejo
- 7 mths ago
- 51
- Tips & Tricks
Goals and budget rollover
I have monthly goals attached to my categories. They aren't fully funded but Ynab shows green instead of yellow. Does Ynab update weekly to still keep me on target to reach my goals or do I have to…
- Gold Hammer
- Gold_Hammer.12
- 7 mths ago
- 1 reply
- 162
- satcook7 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
- 1 yr ago
- 6 replies
- 327
- Tozovac7 mths ago
- Tips & Tricks
Online clothes shopping
Does anyone have a good suggestion for this? I have a hard time budgeting for clothes. I previously shopped some online, but with covid, I'm shopping 100% online.…
- Crystal Leonard
- crystal_cake
- 1 yr ago
- 2 replies
- 145
- dakinemaui1 yr ago
- Tips & Tricks
Net Worth Debt Ratio in Toolkit Report
As I wrapped up November and updated all my accounts for my net worth report, I noticed a cool new feature of the Toolkit Net Worth report: Debt Ratio.…
- Superbone
- YNAB convert since 2008
- Superbone
- 7 mths ago
- 7 replies
- 160
- 2
- B's Gambit7 mths ago
- Tips & Tricks
Dealing with large overspend in November
I'm a long time YNABer who is up against their first material overspend since buffering themselves out 1 month. Combination of large unexpected home related expenses,…
- jestarr
- jestarr
- 7 mths ago
- 6 replies
- 143
- 1
- Ivory Storm7 mths ago
- Tips & Tricks
Tip or Trick Needed: Paying a December Bill Early Puts November Category into the Red
Last week, I paid two bills a few weeks early. They weren't due until the 1st or 2nd week of December, but I already had the money in my account (and they were budgeted in December,…
- Debtectomy
- All Debt Hurts US
- debtectomy
- 8 mths ago
- 18 replies
- 420
- dakinemaui8 mths ago
- Tips & Tricks
Current year vs prior year income/spending report in Excel
Has anyone set up a current vs prior year report in Excel with exported data? I really think this would be helpful in YNAB itself but they seem to have assumed no one runs reports.…
- MXMOM
- MXMOM
- 8 mths ago
- 2 replies
- 103
- MXMOM8 mths ago
- Tips & Tricks
Where is the free PDF for the YNAB Audiobook?
In the audio book it states to get your free PDF for the audio book from the provider you purchased it from. I purchased from Audible but can find no mention.
- Alice Blue Barnacle
- Alice_Blue_Barnacle
- 3 yrs ago
- 49 replies
- 1,748
- 3
- Lavender Lion8 mths ago
- Tips & Tricks
To Fresh Start or not to Fresh Start...
...that is the question and I know it's been discussed before on the old forum and here. But it seems like a good time of year to start the discussion again.…
- ChicagoFlyer
- chicgoflyr
- 3 yrs ago
- 31 replies
- 6,679
- 2
- Nina Giraffe8 mths ago
- Tips & Tricks
- Answered
- Answered
Budget for "Grooming" or Personal Expenses
So, I know I have a non-trivial amount of money I spend regularly on soap, razors, haircuts, etc. Do many people have a personal or other category named just for such personal grooming items?…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 8 mths ago
- 5 replies
- 344
- FanessYNAB Team8 mths ago
- Tips & Tricks
Budgeting the whole month with money you don’t have
There was recently a question by someone that couldn’t wrap their mind around the “only budget the money you have” philosophy but I can’t find it @Faness maybe you know.…
- MXMOM
- MXMOM
- 8 mths ago
- 148
- Tips & Tricks
What is Your Budget's Name?
Hi everyone! I've always had a difficult time naming my budget in YNAB and I've been wondering what other people name their budgets. And now I have a place to ask!…
- Kate
- Joyful Technical Writer 🌴
- sweet_sunshine
- 3 yrs ago
- 108 replies
- 10,286
- 8
- Mamba8 mths ago
- Tips & Tricks
Change of Environment
I am starting to realize that the reason Budgeting is so hard and not sticking for me is because my environment is not surrounded with Financially smart decisions/Awareness.…
- Greenpotato
- Just a Boy on a Budget
- devoted2development
- 9 mths ago
- 6 replies
- 279
- MXMOM8 mths ago
- Tips & Tricks
Riding the Float, Smartly? (for 1 month)
I am currently refinancing my house and I've run into a bit of a conundrum. Because my property tax is due in November, and my closing date got pushed into early November, I have to pay my $5,…
- RocketBran
- rocketbran
- 8 mths ago
- 10 replies
- 204
- MXMOM8 mths ago
- Tips & Tricks
My cash balance is off!
Hi all - I am in the Uk and still using YNAB 4 until it falls over... I have a 'cash' budget account which got used alot while I was doing building work (I also use it for the dog walker,…
- Alice Blue Leopard
- Alice_Blue_Leopard.9
- 8 mths ago
- 2 replies
- 103
- dakinemaui8 mths ago
- Tips & Tricks
Great financial book for post secondary students (Canadian)
This is a really great book for parents and students who are approaching the topic of post secondary education. Don't let the title dissuade you. More money for Beer and Textbooks
- MXMOM
- MXMOM
- 9 mths ago
- 61
- Tips & Tricks

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