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Lending Money - How to Track?
What is the best method for tracking money that has been loaned to family? Is there a way to set up to track repayment? Thanks!
- Khaki Welder
- Khaki_Welder.17
- 12 hrs ago
- 3 replies
- 27
- Ceeses2 hrs ago
- Using YNAB
More bulk edit functions
Hey there! I'd love to have the ability to bulk edit more fields on a set of selected transactions. For example, select a number of related transactions,…
- Meek
- Software Engineer
- meek
- 3 yrs ago
- 18 replies
- 1,496
- 7
- Slate Blue Boa10 hrs ago
- Using YNAB
- Answered
- Answered
Ready to Assign Category isn't changing
Hi! My ready to assign amount at the top isn't changing, despite my assigning transactions to it. I'm so confused! I wasn't able to reconcile before the month changed so I realize that I would have…
- Irene O
- Salmon_Cobra.13
- 2 days ago
- 26 replies
- 148
- Irene O11 hrs ago
- Using YNAB
Some questions R/E features / how I use YNAB
I'm not sure if these are feature requests or whether there's an existing way to do this in the current YNAB framework. Here are some things that I would like to do (but don't know how to):…
- Slate Gray Piranha
- Slate_Gray_Piranha.13
- yesterday
- 3 replies
- 67
- Move Light Sound Life12 hrs ago
- Using YNAB
Shuffling cash
I'm having a hard time thinking this through - how do you move piles of cash around in your budget, once the money is already removed from the checking account?…
- Sky Blue Banjo
- Sky_Blue_Banjo.17
- 7 days ago
- 20 replies
- 200
- MarisaYNAB Support13 hrs ago
- Using YNAB
Calendar View For Scheduled Transactions
This is a feature that I think would be wanted by many users of YNAB and shouldn't be all that difficult to add. Anyone here know whether this is a feature the development team is considering?…
- 10SNE1
- jagstyles
- 4 days ago
- 9 replies
- 55
- 1
- Saish Dawgyesterday
- Using YNAB
Bulk apply payee on transactions
Hi, I've noticed that I can bulk apply a category to all transactions, but I cannot bulk apply a payee. When will this feature be available? Thanks
- Jeffrey Hunt
- Purple_Battery.1
- 3 yrs ago
- 25 replies
- 957
- 3
- MarisaYNAB Supportyesterday
- Using YNAB
Ready To Assign discrepancy between Sept and Oct.
So, I've finally started to get a full month ahead on bills, but I keep having small discrepancies that I can't figure out. So right now in Sept I have $95.50 Ready To Assign.…
- estlincs
- Green_Cornet.13
- 6 days ago
- 2 replies
- 57
- estlincs6 days ago
- Using YNAB
- Answered
- Answered
Scroll with Keyboard in Accounts Screen
When I use the arrow (or page up/down) keys to move between transactions in the accounts screens and it gets to the bottom of whats visible, the selection just moves off the bottom.…
- dsmoot
- dsmoot
- 4 days ago
- 3 replies
- 28
- DelaYNAB Support3 days ago
- Using YNAB
Handling a down-payment goal
Hi guys! That's my first post here and English isn't my primary language so please be charitable. I have a goal to save 700 000$ to buy a house. I'm saving the amount 100 000$ since 2 years and…
- Orange Keyboard
- Orange_Keyboard.9
- 11 days ago
- 7 replies
- 81
- Ceeses2 days ago
- Using YNAB
Start of the week - Bug
Can you please implement the correct functionality for start of the week depending upon locale. UK starts the week on a Monday. It's very jarring using an interface where you have to double take…
- berksgr
- berksgr
- 4 days ago
- 10 replies
- 85
- DelaYNAB Support3 days ago
- Using YNAB
More or Customizable Reports
Anyone heard anything with regards to more reports or the ability to customize and save reports? That's an area severely lacking. I know this is a "look forward" software but historical data has…
- rlogue06
- rlogue06
- 12 days ago
- 7 replies
- 77
- kirstenw3 days ago
- Using YNAB
No Income, Living Off Of Savings - How Shall I Set Myself Up?
Dear YNAB Community, I have read a lot about budgetting over the last few days and totally understand the benefits of having a budget and I do wanna use YNAB for this.…
- Khaki Battery
- Khaki_Battery.8
- 2 yrs ago
- 4 replies
- 149
- PattyInColorado4 days ago
- Using YNAB
- Answered
- Answered
Canadians - Which Direct Importer Are You Using?
I'm growing exceedingly frustrated with Plaid. Some of the institutions I use aren't available and the ones that do, like TD Canada Trust, always have delay error messages for importing so it'll…
- 10SNE1
- jagstyles
- 7 days ago
- 2 replies
- 36
- 10SNE15 days ago
- Using YNAB
Emprise Bank
Is there anyone else that uses Emprise Bank as their bank? I am trying to link it to my YNAB and it never works. I really want to use YNAB but if I can't link my bank account it defeats the purpose.…
- PharmerZach
- Pharmacist
- Violet_Song.14
- 6 days ago
- 1 reply
- 23
- RachelYNAB Support5 days ago
- Using YNAB
The is absolutely ridiculousness!!!!
On my iPhone, I go into the app, see the little blue ball telling me I have new transactions to approve, categorize, etc. I do all of that. I'm up to date.…
- Mr. Alex
- mr_alex
- 3 wk ago
- 15 replies
- 335
- RachelYNAB Support5 days ago
- Using YNAB
How to make income show for present month
This question involves the YNAB toolkit, but given that it gets its data from the program, I figured this forum was still a good place for finding an answer.…
- mastump
- Retired
- Cornflower_Blue_Boat.11
- 2 wk ago
- 4 replies
- 119
- DexterCat5 days ago
- Using YNAB
How to remove Auto Assign from Mobile App?
This really, Really, REALLY has annoyed me. I was very comfortable with my process...it took me literally 5 minutes to distribute items on my mobile app on paydays and if I need to adjust,…
- Silver Trombone
- Silver_Trombone.17
- 2 mths ago
- 44 replies
- 856
- 14
- RachelYNAB Support6 days ago
- Using YNAB
Dark mode resets after YNAB refresh
Is anyone else seeing this problem? I will select the dark mode, and things will be fine for a while, but then a new YNAB version willl be released and it will ask to be refreshed...…
- HunkyDory
- Everything I learned about sex I learned from F-Troop
- HunkyDory
- 8 days ago
- 1 reply
- 34
- MarisaYNAB Support8 days ago
- Using YNAB
iOS and reconciled transactions
In the “All Accounts” view on my iPad, YNAB randomly forgets to hide reconciled transactions. This doesn’t seem to happen on individual accounts. It seems only to happen on “All Accounts.” I’m on 3.…
- Habanero Salsa
- Second generation user
- Aquamarine_Pony.8
- 9 days ago
- 5 replies
- 56
- MarisaYNAB Support8 days ago
- Using YNAB
Reconciling affects previous month's "Ready To Assign"
Hi, In the middle of the month, I reconciled one of my cash accounts, which created a reconciliation transaction of some negative amount. "Ready to Assign" is now negative,…
- AW
- awaw
- 10 days ago
- 5 replies
- 77
- MarisaYNAB Support8 days ago
- Using YNAB
BBVA not syncing
It's been a month now and I can't sync my BBVA account. I've tried closing the connections and re-logging in but nothing seems to work. Is anybody else having this problem?
- Steel Blue Saxophone
- Steel_Blue_Saxophone.15
- 10 days ago
- 1 reply
- 9
- MarisaYNAB Support9 days ago
- Using YNAB
Transaction report?
Is there anyway to get a report showing all the transactions I've had for my Christmas category? I know I can hover over that in the budget but I'd like to see all transactions (including purchases…
- MacGsMom
- Editor. Artist. Book fiend.
- bookgirl1010
- 2 yrs ago
- 16 replies
- 365
- 1
- Hot Pink Elk9 days ago
- Using YNAB
Phone app says I've assigned more than I have; web app does not
For the last week or so , my iPhone app has been saying "You assigned more than you have" with a negative amount, and a "Let's Fix That" button, all inside a red box at the top of the app.…
- Paul
- Aquamarine_Sun.10
- 13 days ago
- 3 replies
- 46
- Paul9 days ago
- Using YNAB
Import future Transactions with CSV
I make good use of your Scheduled transactions feature and I'd like to be able to plan out for the entire year my future pay cheques that have yet to be paid.…
- Abides
- bchernecki
- 1 yr ago
- 5 replies
- 213
- Purple Captain9 days ago
- Using YNAB

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