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Importing past year data - can it mess up current month funds?
I want to leverage YNAB to past expenses trend, to get big picture on expenses/income/tax trend, etc. However, I am worried once i start importing previous year transactions,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 3 mths ago
- 6 replies
- 77
- dakinemaui3 mths ago
- Tips & Tricks
Automatic Decimal
Just switching from Quicken and am curious - Q allows auto decimal placement. For instance, I want to type 12345 and have it appear as 123.45 without having to type the decimal. Is that possible?
- Tim
- tjorrino
- 3 mths ago
- 6 replies
- 90
- 1
- Tim3 mths ago
- Tips & Tricks
Tracking Account for income taxes withheld -> Asset or liability?
I am doing split transactions to record grossPay and then Topline ==>TBB - NetPay 1.)Inflow - GrossPay 2.)Outflow - Deductions aka Separate Category for all payroll taxes(FIT, SIT, FICA-SS,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 3 mths ago
- 20 replies
- 79
- dakinemaui3 mths ago
- Tips & Tricks
Days of Buffering
For many months my days of buffering worked just fine. For the past few months (maybe 6), it shows ??? and says "Your budget history is less than 15 days. Go on with YNAB a while.…
- bneuge12
- bneuge12
- 2 yrs ago
- 10 replies
- 2,435
- Silver Disk3 mths ago
- Tips & Tricks
How to enter upcoming bills into YNAB
When watching the I think how to deal with yellow overspending introductory video, I noticed there was an upcoming bill that he entered the money for. Is this done by entering future bills into the…
- Lavender Piranha
- Lavender_Piranha.11
- 4 mths ago
- 2 replies
- 88
- dakinemaui4 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
- 2 yrs ago
- 29 replies
- 5,053
- 3
- Violet Lobster4 mths ago
- Tips & Tricks
Budget Settings (international)
Hi, I have 1 account with 2 different Budgets, My first budget is working just fine, using notation for currency €123.456,78 My second budget WON'T change currency notation from standard to the same…
- René Steurs
- Retired Professor Electronics
- renesteurs
- 4 mths ago
- 2 replies
- 55
- René Steurs4 mths ago
- Tips & Tricks
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
- 4 mths ago
- 9 replies
- 203
- nolesrule4 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
- 4 mths ago
- 4 replies
- 106
- Ramses Rodriguez4 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
- 1 yr ago
- 11 replies
- 141
- Superbone4 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
- 4 mths ago
- 1 reply
- 99
- FanessYNAB Support4 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
- 4 mths ago
- 7 replies
- 155
- 1
- dakinemaui4 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
- 4 mths ago
- 52
- 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
- 5 mths ago
- 5 replies
- 148
- Blivius4 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
- 4 mths ago
- 3 replies
- 51
- jenmas4 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
- 4 mths ago
- 1 reply
- 37
- 1
- nolesrule4 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
- 4 mths ago
- 9 replies
- 70
- dakinemaui4 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
- 5 mths ago
- 17 replies
- 366
- 1
- Bruce4 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
- 4 mths ago
- 3 replies
- 44
- dakinemaui4 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
- 4 mths ago
- 3 replies
- 36
- dakinemaui4 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
- 7 mths ago
- 21 replies
- 612
- 1
- Navy Blue Foal4 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
- 4 mths ago
- 2 replies
- 60
- 1
- nolesrule4 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
- 5 mths ago
- 18 replies
- 419
- ynaber26134 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
- 4 mths ago
- 5 replies
- 200
- dakinemaui4 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
- 5 mths ago
- 10 replies
- 143
- 1
- Sky Blue Harp4 mths ago
- Tips & Tricks

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Go to Help Docs

Importing past year data - can it mess up current month funds?

Automatic Decimal

Tracking Account for income taxes withheld -> Asset or liability?

Days of Buffering

How to enter upcoming bills into YNAB

Rolling over overspent amounts

Budget Settings (international)

jumping in too many hoops

I fell off the band wagon! How do I get back on?

401k Rollover Where? Wealthfront?

Extend my trial, please?

Anyone know of a cheap, simple, cash forecast tool / app?

YNAB4 on Catalina

Can't access YNAB4 after macOS Catalina update - Help needed please!!!

Do I need to pay tax in this situation?

Tax paperwork handling strategy - which has been successful for you every year

Vacation Credit ?

Any APPS or strategy similar to YNAB

'To Be Budgeted' amount when you have a shared credit card

New Country, New Bank : best practices for YNAB starting now

Is there a way to buy a license for YNAB4 again? Many people have been asking me how to get YNAB4.

ynab all future scheduled transactions for the year not showing up

Emergency/Doomsday Budget?

Letting funds roll over vs. budgeting into next month

Reports are showing the same value for each month (YNAB 4)

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