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Can't open budgets for second user/account on iPhone after update
Dear YNAB, We updated to version 2.16.1 on an iPhone 6s today. We can still open our church's budget, but when we log out and attempt to log in to our personal budget (totally different users,…
- Khaki Foal
- Khaki_Foal.16
- 20 hrs ago
- 2 replies
- 20
- DelaYNAB Support1 hr ago
- Using YNAB
Referring a friend to YNAB
I'm currently on the student free trial period but my friend wants to join YNAB, is there a way to give her a link whilst still on the free trial period?
- Silver Major
- Silver_Major.12
- 11 hrs ago
- 1 reply
- 18
- DelaYNAB Support1 hr ago
- Using YNAB
Forced update of tracking accounts
Can I force an update of investment accounts that I am tracking? How often will they update automatically?
- Budget Lover
- Tomato_Lobster.5
- 1 yr ago
- 6 replies
- 54
- Superbone2 hrs ago
- Using YNAB
Include Scheduled Transactions in Income v Expense Report
I am still using the Windows app but was thinking it was probably time to move to the web-based app but I have an issue. I need the "spent" total and budget categories to include ALL transactions…
- CSchleter
- cschleter
- 3 days ago
- 20 replies
- 98
- 1
- DelaYNAB Support2 hrs ago
- Using YNAB
How do I refresh?
Just wondering how to refresh my account so they all show the correct balances and bring in any new transactions? Does it happen daily or is there a refresh button I can click?…
- Heather Ryan
- heatherryan
- 2 yrs ago
- 41 replies
- 5,550
- 2
- K-Rod3 hrs ago
- Using YNAB
Venmo Linking
What's the plan for supporting linking Venmo accounts? Just switched from Quicken and had that functionality. For people who make money through Venmo this really seems like a necessary feature.
- Slate Blue Flute
- Slate_Blue_Flute.10
- 8 mths ago
- 41 replies
- 1,178
- 8
- DelaYNAB Support4 hrs ago
- Using YNAB
Opening ynab3 and ynab4 files
I have more than one old ynab3 and ynab4 files I need to open for audit purposes. How can I do that?
- Shmuel Kessler
- Steel_Blue_Camera.9
- 6 mths ago
- 3 replies
- 65
- DelaYNAB Supportyesterday
- Using YNAB
Do I have a Problem?
I've been using YNAB for a period of months; still learning the finer nuances of it. But now I'm finding myself checking all accounts twice a day to check for updates in spending.…
- Cornflower Blue Boat
- Cornflower_Blue_Boat.11
- 2 days ago
- 4 replies
- 104
- 3
- HedgeMageyesterday
- Using YNAB
Credit Card Transactions showing up in Checking Account
I have all kinds of transactions that are showing up under my checking account that were actually made using a credit card (we put everything on a rewards card and then pay at the end of the month).…
- jasonc75
- jasonc75
- 3 days ago
- 4 replies
- 65
- WordTenor2 days ago
- Using YNAB
Checkbox behavior
I use the checkbox a lot, not only in the Register but also in the Budget... Normally I select 4 or 5 rows to do some action on them... To unselect them I seem to recall I'd select on the "master"…
- Rick Thomas
- laburante.1
- 1 mth ago
- 17 replies
- 244
- Numbers Nerd2 days ago
- Using YNAB
How can I tell if I can afford a new monthly payment in less that three months?
I watched YNAB’s Can I Afford This? video about determining whether you can afford a new monthly payment and the advice was to pretend to pay it for three months.…
- Forest Green Moose
- Forest_Green_Moose.11
- 8 days ago
- 8 replies
- 177
- 1
- Mx Emmin2 days ago
- Using YNAB
zero out prior month overspending
I'm restarting my budgeting. I would like to figure out how to zero out prior month overspending by, say, transferring money from a savings category so I can start with a clean slate.…
- cegcs
- cegcs
- 8 days ago
- 7 replies
- 137
- cegcs4 days ago
- Using YNAB
- Answered
- Answered
Target Balance Goal and Reduce overfunding quick budget
I am playing around with goals a bit as a way to notify me when a category that I fund the same amount every month reaches a cap so I can stop funding it until it falls below the cap again.…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 9 days ago
- 11 replies
- 197
- 2
- nolesrule5 days ago
- Using YNAB
Weird to be budgeted issue
Due to moving house and cleaning and being tired as heck, I haven't touched my budget in two weeks (two paycheques worth). I sat down to get it sorted out today,…
- Space Cadet
- spacecadet007
- 8 days ago
- 9 replies
- 140
- jenmas5 days ago
- Using YNAB
- Answered
- Answered
Plaid issues
Since YNAB has moved to Plaid I have to reauthorize connections regularly - Chase, Alliant, American Express (hasn't worked in a few weeks, but "usually resolves itself").…
- tntmm6
- Violet_Projector.4
- 7 days ago
- 2 replies
- 51
- 1
- DelaYNAB Support6 days ago
- Using YNAB
- DelaYNAB Support
- dela_ynab
- 6 days ago
- Reported - view
@tntmm6 @Casual Trooper We'd love to get these direct import hiccups solved for you! Since we can't troubleshoot import issues in the Forum, I'm sending you both emails so we can get these…
Can I import a budget from one YNAB account to another?
Hi folks, A few weeks ago, my wife created her own YNAB budget, and shortly after encouraged me to do the same. So I started a trial account and have it complete.…
- wsalopek
- Gold_Koala.14
- 1 yr ago
- 9 replies
- 707
- 1
- DelaYNAB Support6 days ago
- Using YNAB
- FanessYNAB Team
- Faness_YNAB
- 1 yr ago
- Reported - view
Hi @wsalopek and @JR5445 ! I wish I had better news, but currently, there isn't a way to transfer budgets between YNAB accounts. You can export your transactions and budget in CSV format and then…
YNAB Savings Account
Hi, I have set up a TFSA account in YNAB and transferring money from my checking account. The transaction shows up as "category not needed" yet I also have set up a budget line item "TFSA" savings.…
- Slate Blue Lion
- Slate_Blue_Lion.10
- 9 mths ago
- 5 replies
- 140
- HappyDance7 days ago
- Using YNAB
Wage allocation and account transfers
Hi I am a new user, currently in the free trial period but have already signed up for a year. I want to check that I have set something up correctly. On my payday I have set up a scheduled…
- Luke
- Slate_Blue_Wizard.9
- 9 days ago
- 2 replies
- 36
- RachelYNAB Support9 days ago
- Using YNAB
- Answered
- Answered
Get rid of the "Get Started" banner at top?
Is there any way to get rid of this banner? I get that it is supposed to help me get started by walking me through six different types of YNAB transactions.…
- Jerry
- Threepea
- 2 yrs ago
- 25 replies
- 766
- 3
- RachelYNAB Support9 days ago
- Using YNAB
Logging directly into browser on mobile
I am searching for a way to view my account on my mobile device without downloading the app. Is this possible ??
- Erica Trofa
- Forest_Green_Cleric.2
- 3 yrs ago
- 51 replies
- 8,423
- 16
- MarisaYNAB Support9 days ago
- Using YNAB
YNAB doesn't carry forward negative balances and this screws up everything
I've been using YNAB since their version 4 Desktop App days, and quite frankly the Desktop App is still my favorite. I have an almost constant problem with the web app version because it will not…
- Brandon
- theBrandler
- 2 yrs ago
- 827 replies
- 10,630
- 64
- nolesrule9 days ago
- Using YNAB
Double approve pending transactions, once on android and once on desktop
Whenever I have pending transactions, if I am at my desktop, I open ynab and approve them. Then later on I see those same transactions needing approval on my android and on my apple when I had my…
- Mr. Alex
- mr_alex
- 12 days ago
- 6 replies
- 84
- lindsay_g10 days ago
- Using YNAB
"Reduce Overfunding"
I played around with the reduce overfunding function yesterday, and thought I understood how it works. But now the month has rolled over and I'm confused.…
- Fuzzball Meows
- fuzzballmeows
- 2 mths ago
- 9 replies
- 397
- 1
- RachelYNAB Support10 days ago
- Using YNAB
Re-import deleted transactions
Hi there, I came across an annoying feature/bug combination it seems: I imported a file with 41 transaction, YNAB (web) told me it imported 41. However, there were only 36 transactions.…
- Cornflower Blue Banjo
- Cornflower_Blue_Banjo
- 3 yrs ago
- 75 replies
- 6,217
- 13
- DelaYNAB Support11 days ago
- Using YNAB
- Answered
- Answered
Feature Request - Record Payment - Use Cleared Amount Instead of Working Balance
Hi YNAB, This isn't a bug but a feature request. I wasn't sure where else to request this as I didn't see a feature request area. It would be helpful if the record payment functionality on credit…
- Spring Green Ink
- Spring_Green_Ink
- 2 yrs ago
- 8 replies
- 315
- 4
- CarrJar11 days ago
- Using YNAB
- Answered
- Answered

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