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Are Payee Renaming Rules case sensitive?
I didn't see anything in the documentation specifying this. If I have a renaming rule set to: [Contains ] [7-ELEVEN] Will that also catch an item that comes in as 7-eleven?
- jredders
- jredders
- 57 min ago
- 2
- Using YNAB
Goals Questions
I need direction on how to set up a particular "Goal". Here's my example. I have a category called "Auto Maintenance". It is for routine upkeep, for example, oil changes, car washes, tires.…
- Loose Change
- Crazy_diamond
- 4 hrs ago
- 2 replies
- 20
- Loose Change3 hrs ago
- Using YNAB
Tracking Category Moves
Real Scenario - How do I track this? So, I got a bonus at work (Yea!), time to add a "New Truck" category! I put the bonus in - that was easy. Now, I bet I can find extra in other categories that I…
- Magenta Sun
- Magenta_Sun.7
- 5 hrs ago
- 2 replies
- 20
- RachelYNAB Support4 hrs ago
- Using YNAB
- Answered
- Answered
Renaming Rules: payee name + specific outflow?
I have insurance on two cars and one home with the same insurance company. I would like to auto rename Company XYZ to either Company XYZ (Honda), Company ZYZ (Ford),…
- Happy Habs
- Beige_Mask.12
- 9 hrs ago
- 2 replies
- 29
- Bruce4 hrs ago
- Using YNAB
Just started and I am STUCK.
So I am doing this manually and I have created my categories and budgeted the money. But now I have paid a few things and I can't enter them as paid. The transaction button doesn't allow me to see…
- Alice Blue Cornet
- Alice_Blue_Cornet.2
- 1 yr ago
- 6 replies
- 158
- RachelYNAB Support7 hrs ago
- Using YNAB
- Answered
- Answered
Income vs. Expense Report
Any chance you can make this report fit on a PDF? Smaller letters..... or more condensed report? I don't want to keep having to export to Excel.
- Slate Gray Hail
- Slate_Gray_Hail.9
- 23 hrs ago
- 2 replies
- 29
- Slate Gray Hail7 hrs ago
- Using YNAB
RED NUMBERS IN MY BUDGET HEADER
All of my categories in my current month are green, and my TBB is at $0.00. Yet my header shows red for Budgeted in March (see below). Why is this? What have I done wrong, and how can I fix this?…
- Skarecrow
- skarecrow
- 9 hrs ago
- 4 replies
- 27
- MatthewYNAB Support7 hrs ago
- Using YNAB
- Answered
- Answered
Is there a way to search in manage payees?
I have a gazillion payees and every so often I'd really like to clean them up, but the merchant keyword I need to find to collect them is often not at the front of the alphabetical list.…
- Annieland
- I was told there would be no math.
- Annieland
- 1 yr ago
- 2 replies
- 65
- 2
- jberd10 hrs ago
- Using YNAB
Next month holding or budget it into next month
Im curious what people do, I see some people say they use a next months holding category and some people budget straight into the following month. What do you do and why?…
- Nicellla
- Nicellla
- 3 days ago
- 22 replies
- 213
- 1
- Bruce13 hrs ago
- Using YNAB
Goals: Needed for spending - Repeat
The new goals are much more like what I want to use. I did find an issue with the Needed for spending type goal, and the ability to have it repeat. My budget includes a professional license that…
- Cyan Mixer
- Cyan_Mixer.9
- 8 mths ago
- 11 replies
- 311
- Dave W16 hrs ago
- Using YNAB
- Answered
- Answered
Quick way to cover Overspent categories
Hello, so I mainly use the iPhone YNAB app. Is there a fast way to clear all "Overspent Categories" ? I'm probably not budgeting correctly (only 3rd month using YNAB),…
- Quang
- Newb
- quang
- 6 days ago
- 9 replies
- 119
- Quang5 days ago
- Using YNAB
Transaction at the end of the month
Hello! I'd like advice on how to handle this particular issue. I shop for groceries on Sunday, and then use them over the next week. I run into an issue when that Sunday is the last day of the month,…
- Aquamarine Unicorn
- Aquamarine_Unicorn.2
- 4 days ago
- 12 replies
- 118
- Move Light Sound Life22 hrs ago
- Using YNAB
Advanced search string
Hi! Very excited to be using Ynab. I've imported years of data from RBC and categorizing it. How can one do an advanced search? For instance, I'd like to find dozens of recurring transactions in the…
- Happy Habs
- Beige_Mask.12
- yesterday
- 5 replies
- 20
- Happy Habsyesterday
- Using YNAB
- Answered
- Answered
Transfers no longer show me the original description
I have become accustomed to the fact that YNAB gets the category of transfers wrong more often that it gets it right (which may have been down to an errant payee rule that I've now removed).…
- Cadet Blue Deer
- Cadet_Blue_Deer.4
- yesterday
- 2 replies
- 26
- SgtBattenyesterday
- Using YNAB
Is YNAB right for me?
I am new to budgeting in general, and thought YNAB was going to work for me. But I think it is over-complicating something that I prefer to be simple, but I'm not sure if maybe I am missing…
- GrammySmells
- Grammysmells
- yesterday
- 2 replies
- 57
- Krysyesterday
- Using YNAB
Setting up connection to USAA
Hey! I’m new to YNAB. The first account I try to set up is my USAA bank account. It tells me right away that it’s “incompatible” (see attached). I’ve googled it and seen people say they successfully…
- Kmarie630
- Forest_Green_Mermaid.13
- 3 days ago
- 11 replies
- 42
- 1
- RachelYNAB Supportyesterday
- Using YNAB
Android Widget
It would be nice to have an Android desktop widget with selectable categories to see highly used category balances quickly
- Mike T
- Violet_Barnacle.1
- 1 yr ago
- 12 replies
- 454
- 11
- Periwinkle Fluteyesterday
- Using YNAB
How To Handle Reimbursements To be Paid Next Month?
I have a medical bill that I had to pay up front and get reimbursed through a health insurance, so I paid with a credit card and assigned it as medical expense category.…
- Blue Piccolo
- Blue_Piccolo.8
- 6 days ago
- 5 replies
- 102
- Ceeses3 days ago
- Using YNAB
Safe to now delete categories?
Saw this in the release notes and was overjoyed. I have had to Fresh Start more times than I can count with category deletions. Anyone tried it yet? In any event, thank you YNAB!…
- Saish Dawg
- saish_dawg
- 9 days ago
- 7 replies
- 178
- 1
- MXMOM6 days ago
- Using YNAB
Hmm, noticed this today in Up Next...
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 days ago
- 3 replies
- 85
- 1
- Periwinkle Fluteyesterday
- Using YNAB
Balances not correct for linked tracking accounts
I have a number of linked tracking accounts - 401k, 529c, and mutual funds. When I first linked them in YNAB, the balances were correct. However, over time the balances do not stay current,…
- Jerry
- Threepea
- 2 yrs ago
- 58 replies
- 1,472
- 9
- Coral Mixer2 days ago
- Using YNAB
Linked and Unlinked Deposit Accounts and Preventing Duplication of transactions
Hello, I am new to YNAB, I started this month using the tool but am having trouble wrapping my head around managing two budgets. Here is what I mean, in my current setup I have two checking accounts…
- Daniel Rodriguez
- Maroon_Pony.10
- 2 days ago
- 1 reply
- 14
- DelaYNAB Support2 days ago
- Using YNAB
How can I clear everything and start over.
Switched to another budget app and wasn't managing YNAB for several months. Now I want to come back to YNAB but everything is so out of wack I want to just delete everything and start like its a…
- Gold Cartridge
- Gold_Cartridge.15
- 2 days ago
- 2 replies
- 48
- Move Light Sound Life2 days ago
- Using YNAB
How Did I Do That??
I'm fairly new with this online subscription version. Used the old classic for years. I was just entering transactions and searching for a receipt, said to myself "whatever" and "Whatever" came up…
- Gold Cello
- Gold_Cello.9
- 4 days ago
- 5 replies
- 95
- Gold Cello2 days ago
- Using YNAB
- Answered
- Answered
Account Transfers have me LOST - anybody get this?
Hello and HELP! I like to reconcile my account on my phone, but I always mess up transferring across accounts and I don't know why. I also only do it occasionally (although the above picture would…
- Gold Cleric
- Gold_Cleric.3
- 3 days ago
- 8 replies
- 85
- nolesrule2 days ago
- Using YNAB

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