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Manage payees in mobile
Hi, Is there a way of managing payees on my phone? I see on my phone that the payees are not correct, but I have to wait until I'm in front of my computer to fix it.…
- Orange Clarinet
- Orange_Clarinet.2
- 2 yrs ago
- 5 replies
- 807
- 5
- Maroon Cyborg2 wk ago
- Using YNAB
Annual Grocery Expenditure
Am I right in assuming if I want to see my annual grocery bill it has to be in it's own category? I currently have it under household expenses. Btw I love reading all the Q&A's from others,…
- Violet Panther
- Violet_Panther.3
- 2 wk ago
- 24 replies
- 226
- 1
- Annieland2 wk ago
- Using YNAB
Being able to mark part of split transactions with colored flags would be a nice feature.
I wish there was a way to mark part of a split transaction with a colored flag. I mark different things such as work related / tax deductible, and FSA, etc with different colored flags.…
- JENocide
- jenOCIDE
- 2 yrs ago
- 2 replies
- 474
- 2
- Gary Griffin2 wk ago
- Using YNAB
- Answered
- Answered
Mortgage was pulled early - How to incorporate into next month?
My mortgage is usually paid on the 2nd. However due to holiday, it came out of my account today. So for December, I paid on Dec 2 and Dec 31 mortgage (showing overspent now) How can I make the Dec…
- BoDEAN
- (air)Bus Driver
- bodean
- 2 wk ago
- 2 replies
- 79
- dakinemaui2 wk ago
- Using YNAB
Overspent Categories Going Into New Month
Hi everyone, I just checked YNAB this morning and got a direct deposit from work. Since the month ends tomorrow and I have a couple slightly overspent categories,…
- Din Djarin
- mando
- 2 wk ago
- 7 replies
- 87
- 1
- WordTenor2 wk ago
- Using YNAB
Scanning/Adding Receipts: Why?
Hey YNAB Forum-ers (okay, that needs work...)! A pretty common request that comes through the feedback & feature request channels is the ability to be able to scan/attach a picture of a receipt to a…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 2 yrs ago
- 265 replies
- 13,145
- 42
- Sky Blue Tugboat2 wk ago
- Using YNAB
- FanessYNAB Support
- Faness_YNAB
- 10 mths ago
- 3
- Reported - view
At the moment, we aren't able to incorporate receipt scanning into YNAB. We spent a cycle inquiring about this option, but the technology just isn't there at the moment for us to work receipts into…
Jan to be budgeted is RED but nothing before then is?
I'm trying to figure this out. In December, if I put in any 'to be budgeted' it was not going to Dec's to be budgeted (even with a date of today). When I went forward to January,…
- Irene O
- Salmon_Cobra.13
- 2 wk ago
- 6 replies
- 95
- dakinemaui2 wk ago
- Using YNAB
Transaction from one payee on AMEX never imports
I use a grocery delivery service that charges my AMEX each week I get a delivery. The charge is never the same amount. YNAB seems to always miss this particular payee in any import.…
- ChicagoFlyer
- chicgoflyr
- 2 wk ago
- 3 replies
- 45
- ChicagoFlyer2 wk ago
- Using YNAB
What does the import button do?
Hi all! I'm looking to understand what this button is supposed to do. I've read that you cannot currently make YNAB sync bank transactions on command (an unfortunate limitation,…
- James
- james
- 1 yr ago
- 6 replies
- 187
- sgarelick2 wk ago
- Using YNAB
- Answered
- Answered
Budgeting issue/puzzle!
Hello guys, Can a YNAB ninja help me solve this puzzle? On my budget account "RBC Crdt Crd", I've assigned the category "Inflow: To be Budgeted" to all inflows for a total of $2 200.91 (pic 1).…
- Tarik
- tarik
- 2 wk ago
- 1 reply
- 56
- dakinemaui2 wk ago
- Using YNAB
Credit Card shows overspent after transfer to cash account
Used my CC to buy myself a $500 gift card to support a local business that I frequent. I added the gift card as an unlinked cash account in YNAB, and set the purchase as a transfer from the CC to…
- RocketBran
- rocketbran
- 2 wk ago
- 4 replies
- 98
- RocketBran2 wk ago
- Using YNAB
Uncleared Balance
I'm trying to reconcile my YNAB to my bank statement (I've just been eyeballing it), and I'm hung up on the uncleared balance. My bank total matches my YNAB total,…
- Hot Pink Elk
- Hot_Pink_Elk.9
- 3 mths ago
- 3 replies
- 127
- Beige Dragon2 wk ago
- Using YNAB
- Answered
- Answered
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
- 2 yrs ago
- 12 replies
- 1,322
- 6
- Moon River2 wk ago
- Using YNAB
- Answered
- Answered
Reconcile
Is there any way to tell when the last time I reconciled YNAB with my checking account? This would make life a lot easier instead of searching things I have already reconciled.…
- Steel Blue Ink
- Steel_Blue_Ink.10
- 2 wk ago
- 2 replies
- 52
- dakinemaui2 wk ago
- Using YNAB
"Pending Transactions" import feature breaking my budget
I have not posted in quite a while, but this new Pending Transactions feature is breaking my reconciliation process. I just sent the message below to the help email,…
- kmorgan221
- kmorgan221
- 3 mths ago
- 221 replies
- 2,324
- 3
- Budget_NC2 wk ago
- Using YNAB
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 2 mths ago
- Reported - view
Hi all! There is trend in the thread, and I wanted to post a few quick updates: Pending Transactions (Direct Import issue) When duplicate transactions are importing as cleared in your register (with…
Missing recently approved transactions
I just approved about 9 transactions and then they all disappeared. I tried logging out and back in... what do I need to do to get these transactions back? This has never occurred before. THanks
- Magenta Stallion
- Magenta_Stallion.3
- 1 yr ago
- 22 replies
- 302
- 1
- Gray Mill2 wk ago
- Using YNAB
To Be Budgeted or Not To Be Budgeted?
Hello! This always perplexes me...if I have budgeted say $1000 for Christmas, and I spend $100 at some store for gifts, then I go back to that store and return $25 worth of the gifts I originally…
- embeesea
- Steel_Blue_Crab.4
- 2 wk ago
- 5 replies
- 136
- WordTenor2 wk ago
- Using YNAB
- Answered
- Answered
Categorizing Transfers in Android App?
Am I missing something? I don't see transfers as an option from the Android app. I'm trying to categorize a credit card payment
- Gold Piranha
- Gold_Piranha.8
- 2 wk ago
- 2 replies
- 61
- Gold Piranha2 wk ago
- Using YNAB
My budget got messed up and idk how
so a couple days ago I was going into Jan 2021 with money I needed to budget, I logged in today to budget the money and now I got a negative balance to budget.…
- Solus
- Web Designer
- Gray_Clarinet.11
- 2 wk ago
- 1 reply
- 71
- DelaYNAB Support2 wk ago
- Using YNAB
login with google or apple
Hi, is there any benefit to YNAB if I sign in with apple or google accounts. Not sure if this is just potential user convenience / security over using poor passwords or there is futher benifit…
- M B
- Sky_Blue_Song
- 2 wk ago
- 1 reply
- 49
- DelaYNAB Support2 wk ago
- Using YNAB
Is there a way to compare spending and saving between 2 years?
Once thing I miss about another aggregator / budget tool that I used to use is the ability to compare 2 years spending and save between each other. I gives me an idea of how my needs or habits have…
- ikomrad
- Chief YNAB Specialist
- ikomrad
- 2 wk ago
- 2 replies
- 68
- DelaYNAB Support2 wk ago
- Using YNAB
Spending summary comparison between years
Hello all 👋 I would like to have a Summary comparison between my spendings over 2017 and 2018. Report - Summary Trends view seems to be the most close to it, but the info is grouped by month,…
- Sandrina
- sandrinap
- 2 yrs ago
- 3 replies
- 199
- 2
- ikomrad2 wk ago
- Using YNAB
- Answered
- Answered
NavyFederal again...
I have not been able to import for several days. Today, I got the message that the app cannot connect to Navy Fed. I followed the troubleshooting instructions only to now have a message that it…
- Slate Gray Clarinet
- Slate_Gray_Clarinet.15
- 1 mth ago
- 5 replies
- 57
- Tan Banjo2 wk ago
- Using YNAB
I just set up Open Banking with my accounting software in 45 seconds
Why can't YNAB do this? Literally, setting up a bank account (Barclays) to auto import into FreeAgent (my online accounting software) - took 45 seconds,…
- John Smith
- JohnSmith
- 1 yr ago
- 89 replies
- 1,686
- 12
- ddlawson2 wk ago
- Using YNAB
Reconciliation
. I reconcile my budget twice a week. I primarily use cash as I live in a rural area. I often find that my cash that is reconciled in YNAB is either above or below what I actually have.…
- Aquamarine Mixer
- Aquamarine_Mixer.13
- 3 wk ago
- 9 replies
- 147
- PhysicsGal3 wk ago
- Using YNAB

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