Please enable JavaScript to continue!

Tips & Tricks
All topics

Community

Announcements

About this Forum

Journals

Community Challenges

Managing Debt

YNAB Wins

Investing & Retirement

Saving

Small Business

Student Life

Parenting

Travel

Money & Relationships

Tips & Tricks

API

Q&A

App Functions

Getting Started

Method & Budgeting

Accounts & Transactions

Credit Cards

Budgeting on Mobile

Debt

Bank Importing

Help Docs

Community Guide

Follow

Anyone using Google Voice or a Cheap Plan?
I'm done with my iPhone contract. One thing going for me is that I have a work iPhone, fully paid for. Plus I have my personal iPhone. What I want to do is cancel my personal phone plan, $77.…
- John Herman
- Bassman
- 2 mths ago
- 1 reply
- 142
- Silvia Park2 mths ago
- Tips & Tricks
Worst Financial Decision You've Ever Made?
Hi Everyone! On the heels of witnessing a terrible financial decision, I thought it wouldn't be a bad idea to share the worst money handling scenarios you've seen or personally dealt with.…
- Til Debt Do Us Part
- Divorcing Debt - Not Each Other
- debt_do_us_part
- 3 mths ago
- 14 replies
- 613
- 2
- MXMOM2 mths ago
- Tips & Tricks
My goal is to have my money be older than me (53)
- MXMOM
- MXMOM
- 2 mths ago
- 123
- Tips & Tricks
Anybody know about a 2x a year "EXTRA" paycheck ?
My friend swears that there is a trick that a lot of people don’t know about and that is an “ extra paycheck ” that occurs twice a year. She states she’s been doing this for years and the extra…
- RAH
- 💰Trust your budget!
- Rah.1
- 3 mths ago
- 5 replies
- 539
- MXMOM2 mths ago
- Tips & Tricks
pressing pause - how to reflect in YNAB
I think I have "spent" the same money twice. Before YNAB I did what many of you did to keep track of sinking funds and emergency funds and planned purchase funds - I had separate bank accounts for…
- MXMOM
- MXMOM
- 3 mths ago
- 1 reply
- 165
- FanessYNAB Support2 mths ago
- Tips & Tricks
Create categories that are not tracked
In short… my state (SC) allows 529s to be used for private education. But to do this requires moving money around to an account not tracked by YNAB. There are some outflows I don't wanted counted by…
- Philip Meissner
- Slate_Blue_Cornet.3
- 3 mths ago
- 4 replies
- 379
- dakinemaui3 mths ago
- Tips & Tricks
Categorizing vacations?
I'm very happy with my YNAB categories so far: they're (mostly) mutually exclusive and help me to understand where my money is going. But I'm not sure how to categorize my vacation spending;…
- Philip
- pmw
- 7 mths ago
- 10 replies
- 900
- WordTenor3 mths ago
- Tips & Tricks
Apple Pay Feature Suggestion
I love YNAB for budgeting, I also love using ApplePay and the notifications that come along with making the purchase on the card. If, like other areas on the phone,…
- Silver General
- Silver_General.1
- 3 mths ago
- 1 reply
- 354
- FanessYNAB Support3 mths ago
- Tips & Tricks
What YNAB entries do you suggest for this scenario?
Hey all you YNAB experts - what YNAB entries do you suggest for this tangled web....? My bank provides a "Holiday Gifts" account service where each pay I make auto deposits to my Holiday Gifts…
- BoomerPilot
- Drank the YNAB Coolaid in May 2018
- Sea_Green_Orca
- 3 mths ago
- 3 replies
- 198
- BoomerPilot3 mths ago
- Tips & Tricks
Difference between underfunded and overspent
Hi! I just started using YNAB and have everything set for October and easing into November. I am still waiting for some money to come in to cover some of the costs incurred in October,…
- Lavender Hammerhead
- Lavender_Hammerhead.5
- 3 mths ago
- 3 replies
- 345
- FanessYNAB Support3 mths ago
- Tips & Tricks
Reconcile and compare with your bank... looking for $0.04 cents 😲
I was literally looking for a $0.04 cent difference from my YNAB and actual bank balance. I just couldn't figure it out and didn't want to waste too much time searching.…
- RAH
- 💰Trust your budget!
- Rah.1
- 3 mths ago
- 1 reply
- 405
- 3
- FanessYNAB Support3 mths ago
- Tips & Tricks
My Memo Tags for Recurring Payments
I thought I'd share my little system for tagging recurring payment, using the memo field. This reduces my stress when looking at my upcoming payments (Scheduled Transactions).…
- ukimagic209
- ukimagic209
- 6 mths ago
- 5 replies
- 677
- 7
- Digital Diva3 mths ago
- Tips & Tricks
Extension ? to see the balance column in the Account section?
Hi How can I see the balance column in the Account Section? This will be a real win for me. I think I read somewhere that you can download and extension?? of some sort. I don't know. Please help.
- RAH
- 💰Trust your budget!
- Rah.1
- 3 mths ago
- 1 reply
- 356
- HappyDance3 mths ago
- Tips & Tricks
Have Cash, but made a Credit Transaction
Hi! I don't know how to work this out in my budget. I have been selling items on Facebook, and keeping the cash in my wallet. I entered the transactions into my YNAB budget under the budgeted…
- Budget-ish
- Orchid_Welder.1
- 3 mths ago
- 9 replies
- 372
- Budget-ish3 mths ago
- Tips & Tricks
When to Transfer to Savings
New YNABber here. The interest rate on my savings account is much higher than that in my checking account. When should I be transferring funds in excess of my short-term needs into savings in order…
- Lavender Jackal
- Lavender_Jackal.4
- 3 mths ago
- 2 replies
- 490
- WordTenor3 mths ago
- Tips & Tricks
What is Everyone Going As For Halloween and Does Anyone Have Any Tips for this Halloween Season?
Hi everyone! I'm trying not to get too crazy with my Halloween costumes this year but I absolutely love Halloween and getting dressed up. I have a couple of ideas for some costumes that won't cost…
- Kate
- Joyful Technical Writer 🌴
- sweet_sunshine
- 4 mths ago
- 12 replies
- 565
- 2
- Mamacita3 mths ago
- Tips & Tricks
Wish List and Wish Farm--How Do you Do Yours & Where To Put Them?
Morning all, So I was taking a workshop yesterday and Kelly brought up the "Wish Farm" in relation to a question I had, I guess I had heard it mentioned but never explained.…
- Ruff16965 (05bd62cee897)
- Tomato_Mask_05bd62cee89
- 5 mths ago
- 6 replies
- 1015
- 3
- Mamacita3 mths ago
- Tips & Tricks
How to categorise money movements between accounts?
*** EDIT - Realised that I've likely posted this in the wrong place so I've put the question in the transaction forum. Sorry! *** I have linked a joint checking account and a joint savings account…
- Aquapanther
- Aquapanther
- 3 mths ago
- 415
- Tips & Tricks
Setting a "Total Budgeted to account" goal?
I'm trying to figure out the best workaround to this type of budgeting for travel. Say I think a trip will cost $1,000. I set a travel goal for $1,000 total, including flights, accommodation,…
- Devan Anne
- devananne
- 11 mths ago
- 12 replies
- 2195
- 2
- Heather is not Sea Green4 mths ago
- Tips & Tricks
When you go off plan... and it's a bit late to WAM...
So, I went waaaay off plan at the end of September. I got a surprise invitation and decided to go for it. It was the weekend of 29th/30th and there was nothing left in the budget to WAM unless I…
- Pikayo
- Pikayo
- 4 mths ago
- 14 replies
- 958
- 1
- Pikayo4 mths ago
- Tips & Tricks
Catching up when I miss a month of budgeting
Hello everyone, I had a couple of rough months dealing with health issues and neglected to keep up my diligent YNAB-ing habits. I'm digging in to get caught up and have budgeted this month and…
- Maroon Cornet
- Maroon_Cornet.2
- 4 mths ago
- 2 replies
- 516
- Target Date4 mths ago
- Tips & Tricks
Best budgeting date?
I am in a dilemma. I receive my monthly salary on every 25th of the month. When I budgeted my ynab on the 25th, it was then gone on the 1st of the next month.…
- Slate Blue Trombone
- Slate_Blue_Trombone.2
- 4 mths ago
- 5 replies
- 592
- Pikayo4 mths ago
- Tips & Tricks
Credit Cards
Since Ynab forums does not have a feedback section (why, by the way?) I will post this here. Since the beginning of this year I use the browser version of Ynab, switching from the desktop app.…
- Bernd
- bernd_salewski
- 7 mths ago
- 8 replies
- 1829
- Abbi Waxman4 mths ago
- Tips & Tricks
How often do YOU reconcile?
I normally enter transactions as they happen and don't import from the bank. I will usually reconcile once at the beginning of the month when the previous months statement comes out.…
- vw_bugg
- vw_bugg
- 8 mths ago
- 18 replies
- 1733
- Violet Carpenter4 mths ago
- Tips & Tricks
E Wallet Funds
Hi Dear YNABers, Currently we are in the era of funding the ewallet which can be accepted in more stores. To fund the E-Wallet, I usually get the fund from one of my credit card.…
- Slate Blue Trombone
- Slate_Blue_Trombone.2
- 4 mths ago
- 3 replies
- 351
- Slate Blue Trombone4 mths ago
- Tips & Tricks

1 2 3 4 5 11 Next

Back to top

Start Your Free YNAB Trial

Important Links

Community Guidelines

Feature Requests

Categories

View all topics

Top Contributors

Help Docs

Still have a question? Want to view the official guide on your topic?

Go to Help Docs

YNAB.

Follow YNAB to get support and lots of great ideas on budgeting

Powered by Forumbee