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Deleted category, Now showing 'overspent' ??
Hi folks, I recently deleted a budget category because I will no longer have that expense. When I deleted, YNAB asked me to assign it to another category, which I did.…
- Ivory Sound
- Ivory_Sound.3
- 3 mths ago
- 7 replies
- 123
- MatthewYNAB Support3 mths ago
- Tips & Tricks
Fun and Creative Budget Templates
Hello everyone I wanted to see everyone’s fun and creative ways that they budget their everyday lives. It’s 2020 I wanted to see new ways that help other people and the amazing ideas that they use.…
- Ace Of Spades
- AceOfSpades
- 3 mths ago
- 13 replies
- 452
- JohnnyDiamond3 mths ago
- Tips & Tricks
Paying CC off in full mid month
I'm curious to see what other YNABers do. If I pay my cc off in full on the 15th of February. Then I've put other charges on it between Feb 15-28. Do you make another payment at month end to clear…
- Spring Green Trumpet
- Spring_Green_Trumpet.9
- 3 mths ago
- 29 replies
- 481
- Heatskitchen3 mths ago
- Tips & Tricks
Happy with your budget categories? Please share!
I'm curious to know how people organize their budget categories. Thinking of making some changes for 2018 and would love to see what people use (and don't use). What are your budget categories?
- Ryan Oakley
- Side-Hustler
- oakley
- 2 yrs ago
- 141 replies
- 25,756
- 25
- Descriptor Noun3 mths ago
- Tips & Tricks
Cashback websites
So I just wanted to make a small post here about cashback websites, I couldn't see a rules page, but I just thought it would help out. However, the websites linked I know work in the UK,…
- Jonathan Stapley
- Tan_Battery_4de8fe56e75
- 2 yrs ago
- 6 replies
- 1,258
- 2
- nisnwot2 yrs ago
- Tips & Tricks
Great tip from YNAB YouTube: Fixed vs Flexi category groups
First off, I really love Hannah's videos, so fun to watch! Second, I think the "bonus" tip at the end of this video is great. It's about creating Fixed and Flexi category groups and really helps me…
- Rebecca D.
- Sky_Blue_Leopard.3
- 3 mths ago
- 3 replies
- 276
- 3
- Turquoise Major3 mths ago
- Tips & Tricks
moving transactions to a different account
I just entered a bunch of transactions to my checking account, instead of my cc account where they actually posted. Is there a way to move them without deleting and starting over in the other…
- Ivory Storm
- Ivory_Storm.3
- 3 mths ago
- 2 replies
- 35
- Ivory Storm3 mths ago
- Tips & Tricks
YNAB is too big to display properly. It doesn’t matter what browser. Am I the only one having this trouble? What can I do? Thanks.
- Nina Giraffe
- Cornflower_Blue_Android.8
- 3 mths ago
- 3 replies
- 98
- NicoleYNAB Support3 mths ago
- Tips & Tricks
How to categorise unexpected payments (of ambiguous category)
I'm curious how other people categorise certain irregular payments. In this particular situation I had to pay an insurance excess payment on a claim. So I'm curious whether people would categorise…
- Indigo Koala
- indigo_koala
- 3 mths ago
- 10 replies
- 216
- Chris Curtis3 mths ago
- Tips & Tricks
How do you use flags
So I wanted to get some ideas from other YNAB users about flags. I can't think of anything to use them for so how do you all use flags on your transactions?
- Coral Battery
- Coral_Battery.2
- 1 yr ago
- 20 replies
- 1,890
- 1
- Jade3 mths ago
- Tips & Tricks
Budgeting for annual or one time expenses
I've been using YNAB for a few months now and it has really improved my ability to manage my money. However, I'm having a hard time figuring out how to use the software to account for one time…
- D Thomas
- dthomas929
- 1 yr ago
- 23 replies
- 2,940
- PhysicsGal3 mths ago
- Tips & Tricks
I want the same budget amounts automatically every month
So, when the new month rolls around, I want to be able to use the exact same budget amounts that I STARTED with the previous month(this will presumably carry on all year).…
- Coral Rhythm
- hammockhead
- 3 mths ago
- 2 replies
- 142
- MatthewYNAB Support3 mths ago
- Tips & Tricks
Pre-tax commuter benefit
Hello wise YNAB forum, I am writing for some advice as I try to pick up the pieces of a debtful holiday season. 🙈 I poked around for the answer to this but couldn't find exactly what I was looking…
- originalorange
- originalorange
- 1 yr ago
- 6 replies
- 179
- Frank Castro3 mths ago
- Tips & Tricks
Managing Recurring Transactions
Is there a way to see all the recurring transactions I've set up, and edit them? I made a mistake on one and have a duplicate on another. I can fix them manually each month,…
- Gray Zebra
- Gray_Zebra.7
- 8 mths ago
- 7 replies
- 141
- 1
- WordTenor3 mths ago
- Tips & Tricks
Requesting official installer for YNAB 4 v4.3.857
I'm a longtime user of YNAB 4 and don't have any immediate plans to switch over to new YNAB as YNAB 4 meets all of my needs currently. In the last week or two I've begun receiving a notification…
- Ivory Song
- Ivory_Song.3
- 3 mths ago
- 1 reply
- 93
- NicoleYNAB Support3 mths ago
- Tips & Tricks
Feedback - love YNAB - but Reimbursements is difficult
I live in Norway, so my accounts are not linked directly. Even if I have to import transactions, I love YNAB. I am a PFM nerd and use a lot of time on my personal finances. We are a family of five.…
- NorwegianPFMNerd
- Founder
- Orchid_Octopus.10
- 3 mths ago
- 7 replies
- 85
- Terry Bauer3 mths ago
- Tips & Tricks
Budget isn't automatically showing the current month
When I log in I would like to see the current month (i.e. February), however, every time i log in it starts in January. This isn't a big deal now, but when we get to, say, August,…
- alr2dc
- Magenta_Ink.7
- 4 mths ago
- 4 replies
- 56
- FanessYNAB Support3 mths ago
- Tips & Tricks
Turning off auto-categorization of new transactions?
Hi, all, I'm overall a happy user of YNAB -- but the only way YNAB makes me seriously unhappy is by auto-categorizing newly imported transactions. I find it more confusing than helpful,…
- Philip
- pmw
- 1 yr ago
- 11 replies
- 900
- FanessYNAB Support3 mths ago
- Tips & Tricks
Good suggestion for those with family in other cities/states/countries
The article I read recommended having a "Gotta get there" category for those who have to get plane or train tickets if they suddenly needed to go "back home" or to wherever your family lives.…
- MXMOM
- MXMOM
- 4 mths ago
- 1 reply
- 63
- 5
- HappyDance4 mths ago
- Tips & Tricks
how to track credit overspending
I've been wrestling with the loss of the beloved red arrow for three months now, and I still haven't figured out how to work around it. My numbers consistently just don't add up.…
- Pink Cup
- Pink_Cup.5
- 4 mths ago
- 13 replies
- 160
- MsTJ4 mths ago
- Tips & Tricks
Using Credit Cards
I currently use my amazon credit card and pay it off ever month. I always seem to get my transactions messed when I try linking my credit card to YNAB so I can account for my credit card purchases.…
- The Big Lizbowski
- Just a person trying to not spend all my money.
- Steel_Blue_Mainframe.13
- 4 mths ago
- 2 replies
- 76
- FanessYNAB Support4 mths ago
- Tips & Tricks
Tracking Paid Item
Just curious on how everyone tracks paid items. For example, I have an item that is due on 1/25. I have submitted a payment to be done on 1/25, but am not sure how to reflect that in YNAB.…
- zyonuf79
- zyonuf79
- 4 mths ago
- 12 replies
- 237
- 1
- casner4 mths ago
- Tips & Tricks
"All Accounts" tab - Sort Capabilities
I find the "all accounts" view very helpful: the ability to manipulate the view via sorting is great. To this point, I am looking for an easy way to view all my actual purchases.…
- CallMeCat
- Silver_Keyboard.5
- 4 mths ago
- 1 reply
- 54
- FanessYNAB Support4 mths ago
- Tips & Tricks
Budget Webpage Default Month
I'm a long-time user of YNAB4 who has just recently switched to the web-based YNAB program. I have a minor issue that is bugging me. Whenever I open YNAB in an account page and then click on the…
- GV_GPT
- Alice_Blue_Violin.4
- 1 yr ago
- 3 replies
- 120
- Turquoise Cleric4 mths ago
- Tips & Tricks
Budget.ymeta missing on ynab4
Can anyone help me please? My ynab4 has lost my file. I had just added new transactions and I saw it sync to dropbox but then it crashed. I have tried to restore from dropbox but it tells me that…
- Katejo
- katejo
- 4 mths ago
- 17 replies
- 226
- 1
- dakinemaui4 mths ago
- Tips & Tricks

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