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Need to print reports
I know you all must be eager to save trees, but unfortunately, sometimes we need to share information, sometimes with accountants and the like. Please give us the opportunity at least create a PDF…
- Dan Stratton
- husband & office manager
- Navy_Blue_Cleric
- 3 yrs ago
- 36 replies
- 2,955
- 12
- MatthewYNAB Support3 wk ago
- Using YNAB
- Answered
- Answered
How to budget for family vacation when I pay up front and everyone pays me back later
I'm the family vacation planner/organizer for my family (my family, my dad, and my 4 siblings and their families). I book all our lodging in advance, track any other purchases made,…
- Powder Blue Trumpet
- Powder_Blue_Trumpet.17
- 1 mth ago
- 3 replies
- 93
- Move Light Sound Life4 wk ago
- Using YNAB
Need History of ALL budget moves and assignments
Once again, a mistake was made (or a YNAB Bug) where my TBB is clearly not correct. It is absolutely inconceivable that there is not a mechanism in place to figure out why.…
- glynab
- glynab
- 3 yrs ago
- 165 replies
- 3,383
- 15
- Slate Gray Admiral4 wk ago
- Using YNAB
- Answered
- Answered
Sorting transactions by entry order
Hi! Every morning I manually put in the transactions from the day prior into YNAB. When I put in the transactions, however, they're not ordered/sorted by the order in which I've entered them.…
- Silver Panther
- Silver_Panther.6
- 4 wk ago
- 3 replies
- 51
- Silver Panther4 wk ago
- Using YNAB
Savings category not reconciling with savings account
Greetings! I know I don't need to separate my savings into a different account, but for now I do like having my tax savings in a separate account so I feel like it's protected.…
- Linda in Barrie
- linda_barrie
- 1 mth ago
- 11 replies
- 95
- Linda in Barrie1 mth ago
- Using YNAB
How to categorize HELOC inflow to budget.
So, I am doing a home project and dipped into my HELOC. I Transferred 10 K from the heloc to my checking for the payment of a bill. I wrote the check out of the checking (not the heloc) What do you…
- tgpratt
- Overworked CFO of the family
- Salmon_Filly.4
- 1 mth ago
- 1 reply
- 20
- MatthewYNAB Support1 mth ago
- Using YNAB
Trackers on YNAB?
Just curious why the web version of YNAB has a tracker? First, given my financial information is what is on the page, this is a bit troubling. Second, I pay for the service (which I enjoy immensely).…
- Saish Dawg
- saish_dawg
- 1 mth ago
- 15 replies
- 253
- 1
- Saish Dawg1 mth ago
- Using YNAB
Accounted-for debits showing in the red in budget
I recently did a reset of my budget and also linked my accounts. The problem is that a few major debits that were already taken out of my checking account balance appeared in YNAB as new debits.…
- Lavender Snow
- Lavender_Snow.8
- 1 mth ago
- 2 replies
- 62
- Lavender Snow1 mth ago
- Using YNAB
'Category not needed'
When I transfer money from one account to another, the inflow on my YNAB is not allowing me to categorize the inflow. As a result, I don't think it is getting in my 'To be budgeted' box.…
- Sea Green Saxophone
- Sea_Green_Saxophone.11
- 1 mth ago
- 5 replies
- 114
- Sea Green Saxophone1 mth ago
- Using YNAB
Is it possible to remove an Income Source within the "Income v Expense" report?
I noticed I had a couple of income sources that are listed that I would not list as an income source in my report. I understand that these listed as is due to categorizing them as TBB.…
- Clover I
- Clover_I
- 1 mth ago
- 4 replies
- 83
- Melissa1 mth ago
- Using YNAB
- Answered
- Answered
Multiple Goals
Someone already mentioned something similar to this, however, I'd like to further illustrate something that would be useful from my perspective, as well.…
- Eric
- Internet Phone Repair
- bluepop13
- 3 yrs ago
- 9 replies
- 1,824
- 4
- Slate Blue Pilot (2903ac015cdb)1 mth ago
- Using YNAB
- Answered
- Answered
Budget is completely messed up.
I receive a bonus at the end of the year. I budgeted that against a variety of future expenditures I knew were coming. On the 31st of December I had budgeted every penny and had a $0.…
- TMACMI
- Orange_Cheetah.8
- 1 mth ago
- 3 replies
- 87
- DelaYNAB Support1 mth ago
- Using YNAB
Password Protect Budgets?
Is there a way to password protect individual budgets? We share with our younger kids, but they don't need to see our budget.
- TeamTJ
- TeamTJ
- 1 yr ago
- 7 replies
- 389
- 6
- Steve1 mth ago
- Using YNAB
Living Within Your Means YNAB Style
What does it mean to "live within your means" when using YNAB? It was easy to define when I used a monthly budget tracker. I was good as long as my income met or exceeded my expenses.…
- Slate Gray Wrench
- Slate_Gray_Wrench.9
- 1 mth ago
- 57 replies
- 603
- nolesrule1 mth ago
- Using YNAB
Categories Missing
Hello YNAB, I tried to input a transaction, and realized that several categories in my budget had disappeared. These were all the most basic categories (gas, groceries, etc.…
- Navy Blue Case
- Navy_Blue_Case.5
- 1 yr ago
- 9 replies
- 159
- MatthewYNAB Support1 mth ago
- Using YNAB
Sure wish I could opt out of pending
Broken in so many ways. My credit union pending transactions shows inflows as outflows and vice versa. Many emails with support resulted in "sorry, it might be fixed sometime in the future.…
- TheCat
- TheCat
- 1 mth ago
- 1 reply
- 61
- 1
- TheCat1 mth ago
- Using YNAB
Pending transactions automatic inflow category
I'm having trouble with the pending transactions coming in as "inflow" when they are actually "outflow" transactions. When I try and enter them it is very cumbersome to have to change them all over…
- Christi_74
- Christi_74
- 5 mths ago
- 3 replies
- 74
- TheCat1 mth ago
- Using YNAB
Categories Missing in Current Month Budget on iPad
When I am in the current month budget on my iPad, a lot of my categories are missing from the Budget Screen. If I go to the previous month, all the categories are present.…
- louisw
- louisw
- 1 yr ago
- 3 replies
- 49
- Sea Green Commander1 mth ago
- Using YNAB
- Answered
- Answered
Having Trouble YNAB budgeting across multiple accounts
Hi all, Looking for some help/advice/guidance on transferring and YNAB budgeting across multiple accounts. Some background. All our pays/cash goes into our everyday account.…
- Jay Melv
- Welding the best Oranges.
- Orange_Welder.10
- 1 mth ago
- 4 replies
- 102
- Jay Melv1 mth ago
- Using YNAB
Underfunded is Greater than Amount Needed to Satisfy All Categories
When I select all Categories, my Underfunded for May is $3324.26. It scared me because that far exceeds my remaining income for the month. Since there was no way to see just a list of what was…
- Salmon Storm
- Salmon_Storm.9
- 1 mth ago
- 9 replies
- 143
- MatthewYNAB Support1 mth ago
- Using YNAB
Future transaction and split it to budget
Hi. I've learning to use YNAB and can't understand how to do that: I have future transaction, for example my yearly insurance payment, and usually I split this amount for each month.…
- Sea Green Hammerhead
- Sea_Green_Hammerhead.4
- 2 yrs ago
- 5 replies
- 96
- Slate Blue Pilot (2903ac015cdb)1 mth ago
- Using YNAB
- Answered
- Answered
Suddenly the pressure is off— what next?
Someone raised this on the facebook group: if the loans are repaid, you get a raise, or your income rises, how do you make sure you dont fritter the extra dollars?…
- Cirrus
- Living mobile and solo
- miriamnz
- 1 mth ago
- 8 replies
- 172
- 1
- Cirrus1 mth ago
- Using YNAB
What exactly would be a month ahead?
My wife gets paid on the 15th of a month, and me around the 25th. I’ve read most folks refer to being a month ahead as using this month’s money to budget for next month?…
- Slate Blue Cyborg
- Slate_Blue_Cyborg.9
- 1 mth ago
- 24 replies
- 382
- Getting control1 mth 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
- 3 yrs ago
- 29 replies
- 3,252
- MatthewYNAB Support1 mth 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
- 3 yrs ago
- 15 replies
- 1,439
- 6
- Aquamarine Router1 mth ago
- Using YNAB
- Answered
- Answered

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