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Spending Report on Mobile App
Are there any plans to add the spending reports to the Mobile App? I’m encouraging my wife that we should be sitting down together quarterly to review our spending and now we did in comparison to…
- TJ Crutcher
- Lavender_stallion
- 4 yrs ago
- 38 replies
- 3,019
- 15
- Sky Blue Tugboat1 hr ago
- Using YNAB
- Answered
- Answered
Choosing a date for Monthly Spending Target
Hi all, Does choosing a date for a monthly Needed for Spending Target affect anything? This is the dropdown under 'Every' that defaults to 'End of the Month' but can be changed to any day 1-31.…
- Orange Griffin
- Orange_Griffin.9
- yesterday
- 2 replies
- 30
- Orange Griffin3 hrs ago
- Using YNAB
Any way to 'reconcile' budgets?
I imported all my data going back to 2019, because there is a lot of valuable information in there that has helped me greatly to get my budgets set up.…
- Hot Pink Wildcat
- Hot_Pink_Wildcat.13
- 4 days ago
- 53 replies
- 216
- MXMOM4 hrs ago
- Using YNAB
Plaid settlement?
Just Google if you haven’t heard. Anyone else concerned about this? If it’s already been discussed, I couldn’t find it.
- INAB26
- INAB26
- yesterday
- 2 replies
- 67
- Shara7 hrs ago
- Using YNAB
Do I need YNAB or an expense tracker
- I'm retired now - I have a nest egg of 165k - I have social security plus an annuity for month to month income. I get paid monthly. - I want to live off of my income, not my nest egg.…
- Truk
- Forest_Green_Display.10
- yesterday
- 24 replies
- 137
- RachelYNAB Support9 hrs ago
- Using YNAB
Buy Now - Pay Later questions
I am “new” to YNAB. I found it ages ago when I was in undergrad, learned a lot and didn’t need it for a long time. After getting married last year, my partner and I need a bit more guidance learning…
- LittleStarGirl
- Artist by day, nerd by night
- LittleStargirl
- 2 days ago
- 17 replies
- 171
- WordTenoryesterday
- Using YNAB
New Loan Accounts - How to Pay Off Previous Mortgage / Add Cash Out
I just refinanced my house, and took cash out. I have my old mortgage account linked on YNAB just as a tracking account. Now YNAB has a new loan type of Mortgage.…
- CJ ATX
- YNAB changed my life!
- Forest_Green_Device.16
- 2 days ago
- 2 replies
- 26
- DelaYNAB Supportyesterday
- Using YNAB
- Answered
- Answered
Budgeted Column Not Showing Up..
Hi There, Pretty new to YNAB, still navigating my way around :) How come I don't see the budgeted Column i only see Assigned, Activity and Available ? Thanks, Evan
- Evan
- Tired Of Living PayCheck To PayCheck
- Evand
- 3 days ago
- 10 replies
- 82
- MadDogyesterday
- Using YNAB
- Answered
- Answered
View/print budget goals?
Is there a way to see in a spreadsheet format my monthly goals for each budget category? Clicking on each category to view my goal is cumbersome. I would like to see my expected income/expenses…
- AJ
- Green_Android.11
- 1 yr ago
- 10 replies
- 130
- MarisaYNAB Support2 days ago
- Using YNAB
Reconcile loan account
Hello everybody, I am writing this message, because I am a bit confused. I set up a loan account for my mortgage loan. I set up a category, and there a transfer each month from my bank account to…
- Turquoise Boat
- Turquoise_Boat
- 2 days ago
- 16
- Using YNAB
Asked to assign more than I need to
I have a monthly payment at NOK 1102,-, every 15th day of the month. I assigned 1107,- by a mistake in January, and the transaction went by - leaving me 5,-.…
- Polar Cow
- PolarCow
- 4 days ago
- 2 replies
- 56
- Polar Cow2 days ago
- Using YNAB
- Answered
- Answered
White notification dot but no pending transactions?
From this page: https://docs.youneedabudget.com/article/172-link-account "If you have any transactions to import, approve, or categorize, you'll see a white notification dot to the left of the…
- Cornflower Blue Boat
- Cornflower_Blue_Boat.6
- 8 mths ago
- 15 replies
- 188
- SnowForce3 days ago
- Using YNAB
My Ready to assign is $107,000.
I just added 3 years of data and categorized the transactions. But the account started with a lot of savings anyways. How do I get the "Readytoassign" amount down to what my current income is?
- Truk
- Forest_Green_Display.10
- 3 days ago
- 25 replies
- 108
- MXMOM3 days ago
- Using YNAB
Issues with the app
We started using YNAB this week and love it. We do have an issue I’m hoping someone can shed some light on. When we log into the app a lot of the settings are not there.…
- jandawood
- jandawood
- 5 mths ago
- 12 replies
- 166
- Lavender Piccolo3 days ago
- Using YNAB
Positive Balance For Previous Months
I started searching the YNAB.Forum to find out how to deal with NEGATIVE balances in a prior month. I still don't understand the concept but I continue to search and read.…
- Paul2020
- paul2020
- 4 days ago
- 2 replies
- 44
- Periwinkle Flute4 days ago
- Using YNAB
Payee renaming rules with MEMO info and adding payee to multiple transactions
I can't understand if is possibile to user payee rename rules with information in MEMO's. If not how about add this feature? It would be useful! Is it possible to add payees to multiple transactions…
- Lorenzo G.
- godlo
- 3 yrs ago
- 3 replies
- 179
- 2
- AndyDaSilva524 days ago
- Using YNAB
Automatic suggestion of amount when recording a payment with Android
Hi, I see from one of your videos that we can record a payment in the Web version and YNAB will automatically suggest the amount of the transaction based on the number of transactions that have been…
- Samuel
- Samuel
- 10 days ago
- 5 replies
- 40
- MXMOM4 days ago
- Using YNAB
- Answered
- Answered
Ready to Assign issues
Hello! Was hoping y’all could help me figure out what’s going on here: I received a paycheck and made the category Ready to Assign, and I already had January’s expenses covered,…
- Sky Blue Network
- Sky_Blue_Network.17
- 6 days ago
- 8 replies
- 91
- MarisaYNAB Support5 days ago
- Using YNAB
Show transactions in order of entering
Is it possible to order transactions by the time I entered them, such that they are in the same order as on my bank statement?
- Salmon Guitar
- Salmon_Guitar.3
- 1 yr ago
- 39 replies
- 393
- 1
- Gold Python6 days ago
- Using YNAB
Still no way to bulk assign payees?
This has been asked and requested many times already, but most posts are well over a few years old, so I am asking again: Is there really no way to bulk assign payees?…
- Hot Pink Wildcat
- Hot_Pink_Wildcat.13
- 6 days ago
- 1 reply
- 35
- RachelYNAB Support6 days ago
- Using YNAB
TFSA's
First of all I am so glad I gave YNAB a chance. I've been using it for not even a month and it's changed the way I think about finances completely. I'm still getting used to it and I'm still trying…
- Hilariaun
- hilariaun
- 7 days ago
- 5 replies
- 59
- Beige Router6 days ago
- Using YNAB
- Answered
- Answered
How to track money distribution between two accounts
Suppose I have two accounts: personal & business. Certain categories money comes out of personal and others from business. Is there a natural way to know how much money should be transferred from…
- Capt Realtor
- captrealtor
- 7 days ago
- 2 replies
- 34
- Ceeses7 days ago
- Using YNAB
- Answered
- Answered
Loan Account
Is there a way to revert back to tracking accounts for loans? I hate the new loan account and I transferred them all?
- Beige Motherboard
- Beige_Motherboard.12
- 2 mths ago
- 8 replies
- 171
- 3
- Gary7 days ago
- Using YNAB
Deleting a transaction
I'm new to YNAB and entered a transaction in error. How do I delete it? Thank you, Barb S
- Hot Pink Violin
- Hot_Pink_Violin
- 3 yrs ago
- 4 replies
- 2,374
- Tan Yearling7 days ago
- Using YNAB
- Answered
- Answered
Thanks for the YouTube videos ❤️
I really love the YouTube videos. Thanks Hannah, Jesse, Ben, Kelly, and anyone I missed.
- PaulSue
- paulsue
- 9 mths ago
- 5 replies
- 75
- MXMOM7 days ago
- Using YNAB

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