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Budgeting & income reporting questions
My husband and I are new to YNAB and are coming from using Quicken for tracking but not budgeting. In Quicken we categorized income (salaries, other taxable, and non-taxable).…
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- 2 replies
- 441
- Setting Up Your Budget
Re: Order of Paying Down by Category Type It looks like you've thought through your priorities and come up with a decent plan. No one except you can make the decision about what is most important to you.…
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- 2
- Dealing with Debt
- Reported - view
Re: My Budget Categories @Aritavashkai , I like how your categories have the date first. I do a similar thing with my Monthly Bills group and Dated Sinking Funds group but with the date after the words.
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- 1
- Tips & Tricks
- Reported - view
Re: Color Adjustments 🎨 @Janelle , I agree with @Tif_Ann . The contrast is still too low. I'm new, so I don't know how bad it was before, but it certainly isn't good yet. Still somewhat difficult to read.
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- Announcements
- Reported - view
Re: Why do you prefer manual input over direct import? I use cash whenever possible.
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- Using YNAB
- Reported - view
Re: Teacher Summer Pay @Orange Welder, i f you have a recurring transaction for your paycheck, could you build the transfer into the splits? I have done a similar thing for my husband's Flex Spending Account deposit each…
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- Using YNAB
- Reported - view
Re: Floating Unused Money in Checking? The key to remember is that location and purpose are independent. You have $X in your checking account. Part of it has the job of "maintain minimum balance" as @Herman said.…
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- Setting Up Your Budget
- Reported - view
Re: Happy with your budget categories? Please share! I'm still in my trial period. My categories have changed several times in the past 6 weeks. At first I had my categories grouped almost exactly like we had them in Quicken.…
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- Tips & Tricks
- Reported - view
Re: Lump Sum coming in....How best to use it? I agree that you should roll your pension into another tax-favored retirement account of some sort. Even without considering any tax penalties you might have,…
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- Dealing with Debt
- Reported - view
Re: FSA that is used with a prefunded debit card, not as reimbursements @nolesrule , that makes sense. I can see 2 ways to do the transactions. Transfer our amount to it each paycheck. If my husband spends more than he has put in then the balance will go negative in…
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- Using YNAB
- Reported - view
Re: My Memo Tags for Recurring Payments That's very helpful! Do you make a change to the memo for the "month" ones after you have manually made the payment or sent a check?
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- Tips & Tricks
- Reported - view
FSA that is used with a prefunded debit card, not as reimbursements
My husband just started a new job and is now contributing to an FSA for medical expenses. Due to the FSA rules, the entire amount is available for use immediately. He contributes $12 per paycheck.…
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- 3 replies
- 585
- Using YNAB
Re: Can moving money between categories look like a transaction even though there is no account involved? I just figured this out myself. Instead of deleting, I'm going to leave this here for someone else. Instead of putting the gross amount in TBB, I made one more split with the inflow amount being…
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- 2
- Setting Up Your Budget
- Reported - view
Can moving money between categories look like a transaction even though there is no account involved?
I would like to be able to see a history of money "moves" from TTB (or another category) into my savings fund category. If I use the Move Money tool or just change the budget amount,…
- Pezimaniac
- YNAB Newbie
- Pezimaniac
- 3 yrs ago
- 5 replies
- 899
- 1
- Setting Up Your Budget

Pezimaniac

Pezimaniac

YNAB Newbie

Kansas

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I've been tracking my money very well since my very first job. I started budgeting for the first time after 20+ years of marriage with Dave Ramsey's Financial Peace University using a spreadsheet. We're switching to YNAB and replacing Quicken (desktop), My Expenses (app used for entering transactions on the fly & importing to Quicken), and an Excel spreadsheet budget - all with one program and wonderfully integrated app. Loving it so far!