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Re: Rename Catergory heading, ie Credit card payments Just wanted to let folks know I got in touch with Support. They confirmed it is a bug (you should not be able to manually add categories to the ‘Credit Card Payments’ group,…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- 4
- App Functions
- Reported - view
Re: Rename Catergory heading, ie Credit card payments Appreciate all the replies. Interestingly, my question is no longer about why I can’t rename categories under the Credit Card Payments group. I understand why that is now.…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Rename Catergory heading, ie Credit card payments @dakinemaui That’s what I’m thinking. I’ll see what official Support has to say.
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Rename Catergory heading, ie Credit card payments @WordTenor Interesting. I definitely cannot rename the bug category (created in the CC Payments category group in the mobile app). It cannot be renamed in the mobile app or the web version.…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Rename Catergory heading, ie Credit card payments @WordTenor I actually don’t have any card account set up. I think the problem is that the mobile app allowed me to add categories under the Credit Card Payments category, which may be a bug.…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Rename Catergory heading, ie Credit card payments @jenmas Yep. I think the issue is that the mobile app allows you to manually add a category under Credit Card Payments, which may be a bug, because the web-based version does not.…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Rename Catergory heading, ie Credit card payments @nolesrule I’ll definitely check with Support on that. You can easily do that in the mobile app, but apparently not in the Web version. That would make sense,…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Rename Catergory heading, ie Credit card payments @WordTenor I don’t have any credit card accounts set up, and I don’t want to name the category group. I want to rename a category within the Credit Card Payments category group,…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Rename Catergory heading, ie Credit card payments @WordTenor Do you know why a credit card payment category can’t be renamed? In order to work around this, I create a new credit card payment category, and hide the one I don’t want.…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Repeating transactions @Zaire Yes, I may do that. It’s not a big deal though because, as you do, I can look at my upcoming / scheduled transactions — most of those will repeat.…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- 1
- App Functions
- Reported - view
Re: Repeating transactions @Zaire Sure. I have attached one screenshot of the mobile version (indicating the transaction repeats), and one from the web (which does not show whether the transaction repeats).
Attachments
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Running balance @Faness Hi - That’s great to hear about the redesign of the mobile app. Thankfully, the Web app runs great on Safari on the iPad. I believe I submitted my question through the Web.…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- 1
- App Functions
- Reported - view
Re: Repeating transactions @dakinemaui Actually I just realized I used the day of the month in the Category. This helped me when setting up my budget to make sure I didn’t forget anything.…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Budget vs Tracking Account? Kind of late to the party on this question...I linked all my credit union accounts to YNAB, and it shows my loans as Tracking accounts, and my checking and savings as Budget accounts,…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- Method & Budgeting
- Reported - view
Re: Repeating transactions @dakinemaui Thanks! I’m actually using the ‘blue’ flag to indicate automatic payments (which are essentially repeating), so that’s probably good enough.…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Repeating transactions @JC No problem creating repeating transactions on the Web or mobile versions of YNAB; I just wanted to see if there was a way to tell if a transaction repeats.…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Repeating transactions @Superbone I know how to create repeating transactions; I just wanted to see if there’s an easy way to see if a transaction was one that repeated. The iPad version of YNAB clearly shows that,…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- App Functions
- Reported - view
Re: Colored Flags Does a repeating transaction marked with a flag continue to display the flag when it next repeats?
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- Tips & Tricks
- Reported - view
Repeating transactions
Is there a way in the Web version of YNAB to indicate when a transaction repeats? I have several transactions that have entered manually (paychecks that repeat every other week,…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- 13 replies
- 98
- App Functions
Running balance
Is there a way to see a running balance of my checking account in the iPad version of YNAB? It is available in the Web version under Accounts > View > Show Running Balance.…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 1 mth ago
- 2 replies
- 43
- App Functions
Move credit card payment to a new group
How do you move a category from the “Credit Card Payments” group to a new group? I am using the mobile version; While in the Budget module, I select Edit,…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 3 mths ago
- 2 replies
- 43
- App Functions
Re: Reorder categories and groups (Safari on iPad) @Nicole True. Safari on iPad is getting a lot better, but not 100% there yet. For now, I’ll just use the mobile app when reordering categories. Thanks for the help!
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 3 mths ago
- 1
- Budgeting on Mobile
- Reported - view
Re: Reorder categories and groups (Safari on iPad) @Tomato Tamale Yeah, I will just have to use both for now. Thanks!
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 3 mths ago
- Budgeting on Mobile
- Reported - view
Reorder categories and groups (Safari on iPad)
I am using the web-based version of YNAB (using Safari) on an iPad. How to you reorder categories and category groups? The drag-and-drop method I’ve seen on tutorials doesn’t seem to work.…
- Sea Green Saxophone
- Sea_Green_Saxophone.9
- 3 mths ago
- 4 replies
- 59
- Budgeting on Mobile
- Answered
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