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Quick question about goals
It seems to me that if one is fully funding a monthly goal in advance each month, even if only on the last day of the previous month, then the "Needed for Spending" goal and the "Monthly Savings…
- Hot Pink Dragon
- Hot_Pink_Dragon.16
- 8 days ago
- 2 replies
- 65
- Hot Pink Dragon7 days ago
- Using YNAB
Quick stupid question
Quick stupid question here. Can anyone tell me what the red number here next to "budget" is and what it means? Thanks!
- Hot Pink Horse
- Hot_Pink_Horse.12
- 8 days ago
- 9 replies
- 100
- Superbone8 days ago
- Using YNAB
Is anyone linking an Apple Card to your accounts?
I'm not sure how what to use for the User ID/Password. I tried using my Apple ID and password and Goldman Sachs bank but that's not working. Ideas? Thanks!
- Hot Pink Case (575c58fc1ddc)
- Hot_Pink_Case_575c58fc1
- 5 mths ago
- 17 replies
- 1,288
- 3
- Jonathan8 days ago
- Using YNAB
CapitalOne
I finally have the momentum with my wife to start budgeting, so I created an account and tried to add our primary financial tool— our capitalone card. Only after trying to connect it a number of…
- Powder Blue Saxophone
- Powder_Blue_Saxophone.10
- 9 days ago
- 3 replies
- 59
- 1
- MatthewYNAB Support8 days ago
- Using YNAB
I created a scheduled repeating transaction and now my budget is negative
I budget $800 for my student loan each month and it comes out on the 31st. It was taking a long time to clear for December on YNAB while other transactions afterwards had already cleared so I…
- Coral Storm
- Coral_Storm.14
- 9 days ago
- 8 replies
- 125
- dakinemaui8 days ago
- Using YNAB
YNAB doesn't carry forward negative balances and this screws up everything
I've been using YNAB since their version 4 Desktop App days, and quite frankly the Desktop App is still my favorite. I have an almost constant problem with the web app version because it will not…
- Brandon
- theBrandler
- 1 yr ago
- 807 replies
- 9,827
- 57
- a_different_joel9 days ago
- Using YNAB
Balances not correct for linked tracking accounts
I have a number of linked tracking accounts - 401k, 529c, and mutual funds. When I first linked them in YNAB, the balances were correct. However, over time the balances do not stay current,…
- Jerry
- Threepea
- 2 yrs ago
- 48 replies
- 1,213
- 8
- Hot Pink Pegasus9 days ago
- Using YNAB
Here's a Spreadsheet to Audit Your "Subscriptions" Category
Like I assume many of you do, I have a category that combines a number of payments for annual subscriptions, all which come out at various times during the year.…
- ukimagic209
- ukimagic209
- 2 wk ago
- 31 replies
- 250
- 5
- ukimagic20910 days ago
- Using YNAB
Linked / Not Linked Indicator
Does anyone else think it would be nice to have a linked vs not-linked indicator under the account transaction pages? YNAB was getting confused with a series of 10$ transactions from Dunkin' Donuts…
- Lavender Sidewinder
- Lavender_Sidewinder.9
- 11 days ago
- 4 replies
- 73
- 1
- Lavender Sidewinder10 days ago
- Using YNAB
Can't unapprove or uncategorize or edit transaction without approving???
YNAB has a special high priority workflow for things that are unapproved and/or uncategorized. I love it, it helps put things in my face that I need to deal with and work on.…
- Pink Drum
- Pink_Drum.15
- 10 days ago
- 7 replies
- 82
- dakinemaui10 days ago
- Using YNAB
Deleting a Category
Can I simply delete a category when I no longer need it? In my case I no longer want to have an emergency fund - but I seem to remember trying to delete a category before and finding it threw off…
- Powder Blue Trumpet (431519b6bd2d)
- Powder_Blue_Trumpet_431
- 2 yrs ago
- 23 replies
- 3,027
- Powder Blue Trumpet (431519b6bd2d)10 days ago
- Using YNAB
- Answered
- Answered
Searching for an amount in all accounts and....
Good morning all, Quick question I am probably overlooking it but how do I search for an amount in all accounts? I get a check about every 2 weeks for a side job. the amount is always the same $150.…
- tgpratt
- Overworked CFO of the family
- Salmon_Filly.4
- 10 days ago
- 3 replies
- 35
- dakinemaui10 days ago
- Using YNAB
USAA auto syncing
Since I use USAA's CyberCode Text for login, and since all members of USAA will be moving to MFA in the near future, can we have the option to turn off auto-syncing?…
- Magenta Hammer
- Magenta_Hammer.4
- 1 mth ago
- 13 replies
- 123
- 3
- Pink Drum10 days ago
- Using YNAB
New Year Plan: Fresh Start? Or Just Continue On W/ Current Budget
I started YNAB Jan 1st, 2020, have used it successfully throughout this year, and plan to continue using it in 2021. So...what's your view on the best approach:…
- WhoMovedMyCheese
- WhoMovedMyCheese
- 2 wk ago
- 15 replies
- 249
- Von Pow10 days ago
- Using YNAB
Great Lakes Asking for Pin Answer?
Hi, I am trying to sync YNAB with my student loans which are through "My Great Lakes". The bank is available to sync, however, after I put in my ID and PW, it asks me to answer my PIN question.…
- Phil1121
- Aquamarine_Packet.13
- 10 days ago
- 1 reply
- 54
- RachelYNAB Support10 days ago
- Using YNAB
Savings Goals vs. Spending Goals
I have categories where I want to allocate a certain amount each month (regardless of the balance), but also be able to spend from it without having to add in additional funding for the month.…
- Erica
- EricaM
- 2 wk ago
- 4 replies
- 91
- Bruce11 days ago
- Using YNAB
How much spent at a specific vendor
Is there a way to see how much money I spent at a specific vendor over a certain time period? The vendor in question is amazon . . . my spending there is in lots of different categories so it's not…
- Ivory Storm
- Ivory_Storm.3
- 13 days ago
- 4 replies
- 77
- Erica11 days ago
- Using YNAB
Why is the default for transactions 'uncleared'?
@Dan (actually at anyone, but this was going to be an answer to Dan in a different forum and I realised I should put it here) I had a very confusing series of problems with transactions not matching…
- lindsay_g
- Beige_Banjo.3
- 2 yrs ago
- 56 replies
- 2,566
- 1
- dakinemaui11 days ago
- Using YNAB
Finding a positive balance in many hidden categories
I've been running my same budget for a long time and I hide categories I'm done with so there are a large number of them. One has crept in with a small positive balance that I'd like to find and…
- Macnai
- macnai
- 2 wk ago
- 6 replies
- 112
- Macnai11 days ago
- Using YNAB
- Answered
- Answered
Cleared Transactions - Confusing!
Every time I import transactions from my banking accounts to YNAB they import as already cleared--obviously they have cleared if they imported. However,…
- Navy Blue Mare
- Navy_Blue_Mare
- 1 yr ago
- 13 replies
- 640
- Spring Green Hail11 days ago
- Using YNAB
Pending Transactions
Hello, I was waiting for Pending Transactions to roll out but just read it should be rolled out to everyone by now. Is it available for manual entry in the web app? My bank does not sync,…
- Rebecca
- meeulk
- 11 days ago
- 1 reply
- 38
- Bruce11 days ago
- Using YNAB
Flagging both sides of a transfer?
Is there an easy way to flag both sides of a transfer the same color when you enter the transactions? I add a color when I enter it, but then i need to go in and find it in the other account and…
- RocketBran
- rocketbran
- 12 days ago
- 2 replies
- 58
- RachelYNAB Support11 days ago
- Using YNAB
Moving tracking funds to budget
Recently new user here, finding YNAB very helpful. I have a question about how to handle tracking account funds when you need to move them to the budget.…
- Drawn and Quartered
- drawn_and_quartered
- 11 days ago
- 4 replies
- 37
- dakinemaui11 days ago
- Using YNAB
- Answered
- Answered
How to separate imported transactions from bank
So for a year I was manually putting in everything. This year I want to try linking YNAB with my bank. My question is how you all deal with transactions that go into multiple categories?…
- Ben Schinkel
- Forest_Green_Panther.16
- 12 days ago
- 2 replies
- 35
- Ben Schinkel12 days ago
- Using YNAB
CashApp
I've been using my CashApp for risky overseas purchases and also have one for buisness purchases. Has anyone successfully attached one of these accounts to YNAB?
- Silver Ink
- Silver_Ink
- 8 mths ago
- 5 replies
- 216
- 2
- kgist12 days ago
- Using YNAB

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