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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
- 2 wk ago
- 2 replies
- 58
- Using YNAB
Re: Credit Card shows overspent after transfer to cash account @jenmas Perfect thank you, I can live with goofy behavior as long as it goes away of its own accord :) I guess the alternate workaround would be instead of a transfer,…
- RocketBran
- rocketbran
- 3 wk ago
- Using YNAB
- Reported - view
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
- 3 wk ago
- 4 replies
- 98
- Using YNAB
Re: Help! Overpaid CC... now what? @dakinemaui I have had conflicting experiences and just discovered something in my sandbox budget: any spending of the excess CC inflow on the same day the inflow occurred,…
- RocketBran
- rocketbran
- 1 mth ago
- Credit Cards & Debt
- Reported - view
Re: Still no Bank of America Connection @Orange Song Yeah i had the same, except my BofA checking acct was updating! And my 2 BofA CCs had the check mark and said they had updated at the same time that the checking account was,…
- RocketBran
- rocketbran
- 1 mth ago
- Using YNAB
- Reported - view
Re: Coming Soon: Pending Transactions Unrelated to my previous comment, my unlinked auto loan tracking category got a transaction marked as pending somehow. It must have happened when the outflow in my checking account was linked?…
- RocketBran
- rocketbran
- 1 mth ago
- Announcements
- Reported - view
Re: Coming Soon: Pending Transactions Pending transactions on Mobile create a lot of busy work and are mostly indistinguishable from posted/cleared transactions. If the response to wanting an off button is to just ignore them,…
- RocketBran
- rocketbran
- 1 mth ago
- 3
- Announcements
- Reported - view
Re: Still no Bank of America Connection @Superbone And don't forget that they sell your data, and this isn't Facebook tracking what cat photos you look at, it's a company that has details of every transaction that you have dutifully…
- RocketBran
- rocketbran
- 1 mth ago
- 1
- Using YNAB
- Reported - view
Re: Tip or Trick Needed: Paying a December Bill Early Puts November Category into the Red Here's an example. In November, you have $0 available in your Bills category. In December, you have +$400 budgeted into Bills, and +$400 available. You pay $100 of Bills in November.…
- RocketBran
- rocketbran
- 1 mth ago
- 1
- Tips & Tricks
- Reported - view
Re: Tip or Trick Needed: Paying a December Bill Early Puts November Category into the Red It sounds like you budgeted for them in December but paid them in November. Remove those dollars you budgeted in December and add them in November and that should fix it.…
- RocketBran
- rocketbran
- 1 mth ago
- 6
- Tips & Tricks
- Reported - view
Re: How would you categorize cash withdrawals? You can also do the ATM fee and the transfer to cash as a split transaction. I forgot to categorize the fee for this screenshot but you would do that too.
- RocketBran
- rocketbran
- 1 mth ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Downloading Cleared Transactions - Makes it Hard to Balance My Budget When you say "that I have posted ahead" do you mean that you are clearing transactions manually when they post, before they import? If you use Direct Import,…
- RocketBran
- rocketbran
- 1 mth ago
- Using YNAB
- Reported - view
Re: How many YNAB users are using Bank of America? BofA as my main bank, also have 5 other banks linked. So far I've found BofA to be one of the more reliable. On any given day I generally have one bank refuse to update (currently Citi) but it's…
- RocketBran
- rocketbran
- 1 mth ago
- Using YNAB
- Reported - view
Re: YNAB sync does not reflect true account balance @Slate Blue Mare I can spend $10,000 on a single transaction, and I can spend $10 in 1,000 transactions. Number of transactions is the only relevant thing.
- RocketBran
- rocketbran
- 1 mth ago
- 1
- Using YNAB
- Reported - view
Re: To be Budgeted does not go negative @nolesrule Agreed. You plan to spend the money in the future, but you've allocated those dollars now. It should sit in a category until the time comes.…
- RocketBran
- rocketbran
- 1 mth ago
- 2
- Using YNAB
- Reported - view
Re: Riding the Float, Smartly? (for 1 month) @dakinemaui The "official" way sounds broken, see my thoughts above. I don't get how it doesn't simply remove your ability to budget? I appreciate the pragmatism,…
- RocketBran
- rocketbran
- 2 mths ago
- Tips & Tricks
- Reported - view
Re: Riding the Float, Smartly? (for 1 month) Sorry I don't mean for that to sound as aggressive as it did, I'm just mildly frustrated at what I see as a limitation of the software and a hole in the method.
- RocketBran
- rocketbran
- 2 mths ago
- Tips & Tricks
- Reported - view
Re: Riding the Float, Smartly? (for 1 month) @Vibrant So if I get this approach right, it's: 1) Cover the expense by zeroing other categories, e.g. Groceries. 2) Spend whatever you spend in Groceries, and other categories.…
- RocketBran
- rocketbran
- 2 mths ago
- 1
- Tips & Tricks
- Reported - view
Riding the Float, Smartly? (for 1 month)
I am currently refinancing my house and I've run into a bit of a conundrum. Because my property tax is due in November, and my closing date got pushed into early November, I have to pay my $5,…
- RocketBran
- rocketbran
- 2 mths ago
- 10 replies
- 196
- Tips & Tricks
Re: Rent or buy a home? This is a great calculator to compare renting vs buying. It's a little USA-centric with some of the tax defaults, but should work internationally. https://www.nytimes.…
- RocketBran
- rocketbran
- 2 mths ago
- 4
- Dealing with Debt
- Reported - view
Re: Credit card/Funds TBB Does the amount available in the CC Payment field match the CC balance? My first thought is you budgeted to pay off the full card balance, but didn't pull the money out of other categories to cover…
- RocketBran
- rocketbran
- 2 mths ago
- Credit Cards & Debt
- Reported - view
Re: Inheritance money- How to budget @The Artist Formerly Known As Also want to add: auto loans are often medium to low interest debt. Only you know your circumstances, but investing that amount and keeping the loan sometimes works out…
- RocketBran
- rocketbran
- 2 mths ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Overhaul for Payees... My main complaint is that it's very cumbersome to sort through and clean up, and so I just don't. Especially once you're accumulated hundreds of payees over the years,…
- RocketBran
- rocketbran
- 2 mths ago
- 4
- Using YNAB
- Reported - view
Handling Payment category when closing CC
I recently closed a few credit cards that I paid off (yay!), and I closed the accounts in YNAB as well, but the Payment category persists. What is the best way to deal with this?…
- RocketBran
- rocketbran
- 4 mths ago
- 2 replies
- 53
- Credit Cards & Debt
Re: Off budget mortgage account doesn't account for interest in payments I think it depends who your lender is for how well it works and if interest is accounted for. My mortgage never worked right, I recall it pulling interest but I think it did it twice.…
- RocketBran
- rocketbran
- 6 mths ago
- Using YNAB
- Reported - view

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RocketBran

rocketbran

Portland, OR

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