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  • YNAB4 and Dropbox pop up error

    I'm sticking with YNAB4 because managing mother's finances requires the check number column. It's working great and syncs with Dropbox properly across my devices.…
    • Rogue
    • Rogue
    • 5 mths ago
    • 2 replies
    • 49
    • 1
    • Rogue5 mths ago
    • Tips & Tricks
  • Which version of ynab to use

    A helpful member provided a link so I could restore the old version of ynab I had. Since I also started my free trial of the new online version, I’ve been inputting data into both to compare…
    • Happygirl
    • Happygirl
    • 6 mths ago
    • 6 replies
    • 154
    • NicoleYNAB Support5 mths ago
    • Tips & Tricks
  • Hidden Categories

    If I hide a category, should I move the money first? For example, I was working as a contractor and had to reserve money for tax withholdings, I've recently been made a full-time employee and I've…
    • charpbudgets
    • charpbudgets
    • 5 mths ago
    • 3 replies
    • 70
    • charpbudgets5 mths ago
    • Tips & Tricks
  • Financial tools and calculators

    Hi everyone, I was chatting with my sister and she told me about these resources on the Government of Canada website. I just used the credit card calculator and it had some good options to analyse…
    • Navy Blue Pegasus
    • Navy_Blue_Pegasus.2
    • 5 mths ago
    • 66
    • 3
    • Tips & Tricks
  • 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
    • 11 mths ago
    • 12 replies
    • 287
    • 1
    • Navy Blue Pegasus5 mths ago
    • Tips & Tricks
  • Healthy Budget Breakdown for Any Salary?

    Hi guys, So YNAB takes care of all budgeting and tracking mechanics - great! As I started using YNAB, I can now track all my spending, as well as all my passive accounts, very well.…
    • Turquoise Pony (da415ea2ba0b)
    • Turquoise_Pony_da415ea2
    • 3 yrs ago
    • 16 replies
    • 3,115
    • 3
    • PhysicsGal6 mths ago
    • Tips & Tricks
  • Accountant vs. Financial Planner

    YNAB helped me get to a point where I was able to purchase my first house! Closing on Friday *insert happy dance* but I believe this causes a need for some professional services and not sure where…
    • Reby Lynn
    • Rebylynn
    • 6 mths ago
    • 2 replies
    • 101
    • 1
    • Superbone6 mths ago
    • Tips & Tricks
  • ?anyone remember: planning with 3x5 note cards

    (We haven't been on this form in years because there is no feature to block jerks. Every community has them; good forums let you block them from seeing your posts.…
    • Fuch Pine
    • just a couple of fuchsia pineapples
    • fuchpine
    • 6 mths ago
    • 3 replies
    • 151
    • 2
    • Fuch Pine6 mths ago
    • Tips & Tricks
  • multiple bank accounts??

    I apologize if this gets a bit wordy and I do tend to overthink things so would like some input if there’s a simpler way or something I’m missing… I understand the difference between budget accounts…
    • BNL
    • Blue_Display.6
    • 6 mths ago
    • 9 replies
    • 269
    • PhysicsGal6 mths ago
    • Tips & Tricks
  • Using Referral Code After Registration

    After using YNAB for six months, I shared a referral code with some family members and encouraged them to try YNAB for themselves. I just learned from a family member that she signed up,…
    • Doctor J
    • Doctor_J
    • 6 mths ago
    • 1 reply
    • 66
    • 1
    • MatthewYNAB Support6 mths ago
    • Tips & Tricks
  • Self-Control / Motivation

    Hi all, I am currently on a binge of YNAB Youtube videos and podcasts - and I decided to do a Spending Freeze for July. My main rule, is no spending on non-necessities,…
    • Turquoise Snow
    • Turquoise_Snow.11
    • 6 mths ago
    • 5 replies
    • 163
    • 1
    • Turquoise Snow6 mths ago
    • Tips & Tricks
  • Removing initial incomplete month

    Hello everyone! Ive followed the instructions set forth in the link below but it did not really work. When I came back to the current month, there was a big negative number on TBB.…
    • Mario P.
    • Attorney
    • guarionex_48
    • 6 mths ago
    • 9 replies
    • 147
    • dakinemaui6 mths ago
    • Tips & Tricks
  • How to you adjust the right inflow column?

    Inflow in checking and credit cars got pushed to the far right and will not adjust (move over). I use Mac OS safari - latest releases
    • David Wheeler
    • DBW
    • 6 mths ago
    • 15 replies
    • 87
    • David Wheeler6 mths ago
    • Tips & Tricks
  • Yes, I know YNAB 4 isn't supported anymore, but...

    I wanted to see if I could re-download it, and I did. Even found my activation key It downloaded fine, but after it loads, it tells me "we're sorry but the budget folder has been deleted out from…
    • CrazyforYeshua
    • CrazyforYeshua
    • 6 mths ago
    • 16 replies
    • 290
    • HappyDance6 mths ago
    • Tips & Tricks
  • Cloud storage & Synchronization

    Hi I am using YNAB 4 & YNAB Classic for Android. I am using dropbox for cloud storage and synchronization! Lately dropbox is not working correctly with the latest update!…
    • Alice Blue Pegasus
    • Alice_Blue_Pegasus.8
    • 6 mths ago
    • 3 replies
    • 70
    • dakinemaui6 mths ago
    • Tips & Tricks
  • How much do I have in my checking account?  Should not the numbers be the same?  What am I missing?

    Hello! I am a YNAB 4 user. I know that support is no longer offered for YNAB 4, so I am hoping that I may find an answer to my questions here at the YNAB Forum,…
    • Orange Device
    • Orange_Device.11
    • 6 mths ago
    • 15 replies
    • 150
    • Orange Device6 mths ago
    • Tips & Tricks
  • Deposit Check/Cash Received

    I'm having trouble handling this situation: I deposited a check (with the teller instead of the ATM) but kept some cash to be used to pay for a budgeted category & some to keep as fun money in my…
    • CWnola
    • Tomato_Tape.5
    • 6 mths ago
    • 2 replies
    • 58
    • CWnola6 mths ago
    • Tips & Tricks
  • dividend interest

    How do you all handle dividend interest as a category? Since it's income, there are no budget categories for it. I want my dividend interest to show up in income when I pull income vs expenses…
    • Khaki Octopus
    • Khaki_Octopus.1
    • 6 mths ago
    • 1 reply
    • 95
    • WordTenor6 mths ago
    • Tips & Tricks
  • I don't budget a month ahead - Is that an issue?

    Any month that I am fully funding my categories and I have leftover money (i.e $200), I will add that to my emergency fund, as I am trying to have 6 months of liquidity.…
    • Green Filly
    • Green_Filly.5
    • 7 mths ago
    • 52 replies
    • 684
    • 1
    • Hot Pink Octopus6 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
    • 11 mths ago
    • 8 replies
    • 134
    • kiwegian6 mths ago
    • Tips & Tricks
  • Any easier way to import and categorize transactions on platforms like Venmo, Paypal, Amazon, Square, etc?

    Take Amazon as an example. My credit card shows 10-20 separate transactions per month labeled "Amazon.com" with zero context on what I bought. I would LOVE to be able to have some breadcrumb of a…
    • Turquoise Router
    • Turquoise_Router.3
    • 1 yr ago
    • 6 replies
    • 224
    • Cornelius Gemstone6 mths ago
    • Tips & Tricks
  • Filter Feature request on categories

    Hi, it would be great in the budget view if you could filter by category state, I often want to filter by over budget (credit card) so I can reallocate money from another category.…
    • GMD
    • Tan_Griffin.8
    • 6 mths ago
    • 4 replies
    • 74
    • GMD6 mths ago
    • Tips & Tricks
  • Price Drop - Cash Back apps.

    Does anyone use price drop or cash back apps like Paribus, Waldo or Earny? If so, what's your experience been like? Every penny counts, but I know there are privacy concerns as well.…
    • Cyan Android
    • Cyan_Android
    • 1 yr ago
    • 6 replies
    • 101
    • Steel Blue Memory6 mths ago
    • Tips & Tricks
  • Should dollar amounts match on CC payment and CC balance

    I've been pretty busy and haven't reconciled in a few weeks (never again). I just noticed that my Am Ex balance and what is available to pay on the card is different (I'm short $203.22).…
    • Spring Green Trumpet
    • Spring_Green_Trumpet.9
    • 6 mths ago
    • 2 replies
    • 43
    • Spring Green Trumpet6 mths ago
    • Tips & Tricks
  • True Expenses

    Any tips on how to deal with unexpected expenses? I have True Expenses categories that I'm not sure if or when I need to use it. I want to be able to move my True Expenses in future months if I need…
    • Jaime Jaurigue
    • jaims92
    • 6 mths ago
    • 7 replies
    • 293
    • Jaime Jaurigue6 mths ago
    • Tips & Tricks
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  • Q&A
    • Using YNAB
    • Setting Up Your Budget
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    • Announcements
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Important Links

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