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"Moving money" in past month causes SFTF?
I've been YNABbing for about 3 months now and wanted to start to get an idea of my average true spending in some categories so I can budget more accurately going forward.…
- Salmon Boa
- Salmon_Boa.4
- 2 mths ago
- 7 replies
- 160
- Salmon Boa2 mths ago
- Tips & Tricks
One Month Ahead
I am a YNAB Newbie so please forgive me for a dumb question. My husband and I are a full month ahead in our incomes and have been for a while. Historically I would just drop this month's paychecks…
- Wendy Valencia
- Steel_Blue_Cup.3
- 2 mths ago
- 11 replies
- 225
- dakinemaui2 mths ago
- Tips & Tricks
YNAB Basic release notes
After my little big investigation (this topic - https://support.youneedabudget.com/t/367n3a/ynab-basic ) I've found some release notes of original YNAB (excel spreadsheet).…
- Igor Grigorev
- i_gigorieff
- 3 mths ago
- 8 replies
- 199
- JoeDid2 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
- 3 mths ago
- 21 replies
- 227
- 3
- Patzer2 mths ago
- Tips & Tricks
YNAB Toolkit
Can anybody tell me where to go to ask questions about the Toolkit? I know it's not supported by YNAB. I followed the link in the extension to the Github page ...…
- Flower Power
- Hot_Pink_Mill.4
- 2 mths ago
- 5 replies
- 110
- Ben2 mths ago
- Tips & Tricks
Budget data display for 3 months
Is there a way to display three months of budget data, similar to what was available in ynab 4
- Purple Drum
- Purple_Drum.1
- 2 mths ago
- 2 replies
- 60
- Patzer2 mths ago
- Tips & Tricks
Saving Bank Statements
The bank still mails me a paper statement. I'm trying to figure out if I need to keep it around. I can scan it into my computer - but I can also download anything I need should I need it.…
- Annamarie
- Annamarie
- 3 mths ago
- 8 replies
- 96
- JoeDid3 mths ago
- Tips & Tricks
- Answered
- Answered
alllll messsed up! Is there. PHONE number to call ynab??
I clicked on a budget report, and now my whoooooole thing is WRONG!!!!!
- Forest Green Thunder
- Forest_Green_Thunder.5
- 3 mths ago
- 16 replies
- 267
- jenmas3 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
- 3 mths ago
- 33 replies
- 429
- 1
- Ali H3 mths ago
- Tips & Tricks
Syncing with OneDrive
I am using YNAB4 and don't really want a DropBox account. Will the program sync with OneDrive? If so, what's the trick. I have it set up on the desktop, installed YNAB4 and OneDrive on my desktop,…
- Sea Green Hammer
- Sea_Green_Hammer
- 3 mths ago
- 1 reply
- 64
- Ben3 mths ago
- Tips & Tricks
Can YNAB automatically categorize my imported transactions?
I know mint does this feature for the past 3 months but currently looks like YNAB does not do it? I suppose they want you to manually sort each and every transaction.
- Powder Blue Screwdiver
- Powder_Blue_Screwdiver.3
- 3 mths ago
- 2 replies
- 86
- bevocat3 mths ago
- Tips & Tricks
Blurred out numbers
Hi, I seem to have accidentally switched on some sort of privacy mode so all the numbers are blurred out. I can't see how to switch this back and haven't come up with anything in Search.…
- Pikayo
- Pikayo
- 3 mths ago
- 5 replies
- 99
- JoeDid3 mths ago
- Tips & Tricks
Quick way to enter in a monthly expense
I am hoping to request a feature or ask if its possible to empty a category with as few clicks as possible. Ex: each month I pay my mortgage. Instead of going to the account section,…
- Turquoise Display
- Turquoise_Display.5
- 3 mths ago
- 2 replies
- 56
- jenmas3 mths ago
- Tips & Tricks
Negative Cat. from last month
Maybe I'm too curious. I've been reading about YNAB not rolling over negative categories at the end of the month. I wanted to see what happens and didn't take the time to create a play budget,…
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 3 mths ago
- 42 replies
- 322
- Khaki Storm3 mths ago
- Tips & Tricks
Looking for a report
I'm trying to determine how much am I scheduled to spend this month. Since I have all of my predictable expenses scheduled, is there a way I can find their total without having to add them up…
- Billy Clark
- billygovols
- 3 mths ago
- 3 replies
- 50
- Billy Clark3 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
- 1 yr ago
- 25 replies
- 4,499
- 1
- Cat Anastasiou3 mths ago
- Tips & Tricks
How to track peer-to-peer loan investments
I'm using Funding Circle, which is a peer-to-peer lending platform. So I set this up in YNAB as a tracking account, adding my initial investment amount as an inflow and then adding a single inflow…
- Christiaan
- christiaan
- 4 mths ago
- 3 replies
- 56
- ChrissyYNAB Support3 mths ago
- Tips & Tricks
catagories
How do I edit the catagories
- Cyan Panther
- Cyan_Panther.5
- 3 mths ago
- 1 reply
- 36
- Ben3 mths ago
- Tips & Tricks
Weekly spending category, last week of the month
I have set up 4 spending categories (week 1, week 2, week 3, week 4) to use for spending money. My question is how to handle that toward the end of the month.…
- Race4life
- Spring_Green_Grizzly
- 3 mths ago
- 4 replies
- 73
- 1
- Race4life3 mths ago
- Tips & Tricks
HOW do you get a month ahead? What am I missing?
Is it just spending less than what you make and the rest gets rolled over? I'm a little confused on this. And does anyone have any tips for making this process smoother?
- Stacy C
- nursepower
- 3 mths ago
- 31 replies
- 516
- Julie3 mths ago
- Tips & Tricks
Ideas for teen who earns cash and doesn't want to track it
I am working with my 16 year old to use a budget in YNAB. After an initial try, she decided she doesn't want to track cash. I think she means every little cash purchase.…
- Magenta Guitar
- Magenta_Guitar
- 3 mths ago
- 4 replies
- 83
- adriana013 mths ago
- Tips & Tricks
Tips on using credit cards on YNAB
Hello! So we have a couple of travel credit cards that we use to accrue miles for future vacations. We use one of these cards to pay many of our monthly expenses, mainly groceries, gas etc.…
- tdbates
- Salmon_Falafel.2
- 3 mths ago
- 12 replies
- 123
- tdbates3 mths ago
- Tips & Tricks
How to deal with "rounding up" apps
Before I found YNAB, I started using Qapital, which is an app that rounds up all purchases to the nearest dollar and puts it in a savings account with them, where you can also use a credit card.…
- Julie
- sandhills_rider
- 3 mths ago
- 16 replies
- 214
- 1
- BarcosBarcosBarcos3 mths ago
- Tips & Tricks
Any paid consultant that can help me setup YNAB?
Is there anybody out there who would help set up my account, budgets and do initial categorizing of purchases for me? I would happily pay to have someone take care of these initial steps for me.…
- Sky Blue Colt
- Sky_Blue_Colt.3
- 3 mths ago
- 1 reply
- 109
- 2
- FanessYNAB Support3 mths ago
- Tips & Tricks
How do you seek answers?
This question might be a little biased since we're on a community, but I'd like to try a survey with one question. This had been rolling around in my head while reading posts Thanks!…
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 3 mths ago
- 3 replies
- 72
- Khaki Storm3 mths ago
- Tips & Tricks

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