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Re: Where's my Quick Budget spending goal? I started reviewing my goals with this feature in mind, and the more I look at it, the more I realize how complex it is. For example, how exactly does Needed For Spending Weekly work with…
- Herah
- Orange_Clarinet.7
- 10 days ago
- 1
- Using YNAB
- Reported - view
Re: Where's my Quick Budget spending goal? @Matthew Also, the Order Logic section doesn't mention scheduled transactions, although the summary says they are considered. I guess they get interleaved with the Needed For Spending goals?
- Herah
- Orange_Clarinet.7
- 10 days ago
- Using YNAB
- Reported - view
Re: Where's my Quick Budget spending goal? @Nicole If you have many goals with the same date (like end-of-month), what order will they be funded in?
- Herah
- Orange_Clarinet.7
- 11 days ago
- 1
- Using YNAB
- Reported - view
Re: Quick way to cover Overspent categories @Rachel In the Android app there's an entire-budget QuickBudget button (the lightning bolt at the top). Is that not available in iOS?
- Herah
- Orange_Clarinet.7
- 1 mth ago
- Using YNAB
- Reported - view
Re: Savings Goals Category for Starting Balance @TamaleLlama You probably want option 1 (a tracking account). The balance of the tracking account is your total amount saved. Your category tracks how much is leaving your budget.…
- Herah
- Orange_Clarinet.7
- 1 mth ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Move budgeted money to line of credit Is the HELOC a budget account, a tracking account, or completely outside YNAB? If it's in the budget: transfers between budget accounts don't affect the budget at all.…
- Herah
- Orange_Clarinet.7
- 1 mth ago
- Dealing with Debt
- Reported - view
Re: New user! Kinda lost. @911Dispatcher Many new users' first question is "where do I put my total grocery budget for the month", because with most budgeting systems that's where you start.…
- Herah
- Orange_Clarinet.7
- 2 mths ago
- 1
- Using YNAB
- Reported - view
Re: "Reconciliation Balance Adjustments" required regularly" @Harry Slaughter said: As I mentioned, Quicken and other tools provide a screen of all transactions since the last reconciliation. You can then change the cleared flag of transactions as needed to…
- Herah
- Orange_Clarinet.7
- 2 mths ago
- Using YNAB
- Reported - view
Re: Previous month budgeted amounts overspent? @Melissa Credit overspending is yellow, not red. Red in the current month always has to be fixed. YNAB handles red in past months automatically, as Matthew points out,…
- Herah
- Orange_Clarinet.7
- 2 mths ago
- Using YNAB
- Reported - view
Re: "Reconciliation Balance Adjustments" required regularly" @Harry Slaughter I used Quicken for around 20 years, and reconciliation in YNAB honestly seems pretty much the same. The main difference is that it happens right in the register instead of popping…
- Herah
- Orange_Clarinet.7
- 2 mths ago
- 1
- Using YNAB
- Reported - view
Re: Not sure if YNAB is right for me...confused? @Annieland You know the fundraiser nights schools have at pizza or yogurt places, where the school sends home flyers and then gets a percentage of the revenue for the day? Our Catholic high school,…
- Herah
- Orange_Clarinet.7
- 2 mths ago
- 1
- Using YNAB
- Reported - view
Re: Budget: Credit Card Payment "Available" Category @mertzynab If the transaction was budgeted, then the money was moved. If the transaction was not budgeted, then the category is yellow. On the webapp, look for the exclamation point/credit card icon.…
- Herah
- Orange_Clarinet.7
- 2 mths ago
- Using YNAB
- Reported - view
Re: Budget: Credit Card Payment "Available" Category On the web, click the number in the Activity column to get the list of transactions. On mobile, tap the category and then Details, then Activity.
- Herah
- Orange_Clarinet.7
- 2 mths ago
- 1
- Using YNAB
- Reported - view
Re: "Reconciliation Balance Adjustments" required regularly" @monkeyhanger I click Reconcile first; YNAB tells me how far out I am; I clear and enter stuff until it ties out; finally I click Done and do the reconciliation dance.…
- Herah
- Orange_Clarinet.7
- 3 mths ago
- 2
- Using YNAB
- Reported - view
Re: Budgeted Credit card payment then paid it. All messed up now. Is the CC account balance wrong, or just the Available amount in the category? Did you enter the payment as a transfer from checking to the CC, or just as an outflow from checking?…
- Herah
- Orange_Clarinet.7
- 3 mths ago
- Credit Cards & Debt
- Reported - view
Re: Going back and changing credit card setup @Violet Lobster Are you paying the statement balance as soon as you get the statement, or on the due date? If you pay on the due date, which is 3 or 4 weeks after the statement closing date,…
- Herah
- Orange_Clarinet.7
- 3 mths ago
- Credit Cards & Debt
- Reported - view
Re: Unable to use "Pay off balance" goal after fresh start @Annieland yeah, it looked like he'd blown past it, so I repeated it with more words. 🙂
- Herah
- Orange_Clarinet.7
- 3 mths ago
- 1
- Credit Cards & Debt
- Reported - view
Re: Unable to use "Pay off balance" goal after fresh start @Slate Gray Cup Is the CC balance in the left sidebar *negative* 9K? If not maybe the starting balance imported with the wrong sign, and if you fix that transaction it will behave better?
- Herah
- Orange_Clarinet.7
- 3 mths ago
- 2
- Credit Cards & Debt
- Reported - view
Re: Categorizing Transfers in Android App? Set the payee, not the category.
- Herah
- Orange_Clarinet.7
- 3 mths ago
- 1
- Using YNAB
- Reported - view
Re: My Balances Are Off & I don't know where. @dakinemaui I actually don't understand what a Fresh Start is supposed to achieve for a newbie. If your accounts are messed up, reconcile and make the adjustment (but don't make an adjustment every…
- Herah
- Orange_Clarinet.7
- 3 mths ago
- 2
- Using YNAB
- Reported - view
Re: Why does CC "available balance" keep getting thrown off? @VoltaicShock if you're on the float it won't ever match. Here's why: At the beginning of December I get the Amex bill. It reflects November spending, and it's due at the end of December.…
- Herah
- Orange_Clarinet.7
- 3 mths ago
- 2
- Credit Cards & Debt
- Reported - view
Re: Can't trust my budget again! What am I doing wrong? There are a few technical terms that may be tripping you up as well. In YNAB "budget" means to put money into the virtual envelope. The Budgeted column shows what you've put into the envelope this…
- Herah
- Orange_Clarinet.7
- 4 mths ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Category Overspending Colour inconsistency Web/Mobile I would be surprised too. The Android app shows cash overspending in red, and credit overspending in orange, same as the web app. If the iOS app doesn't match, that seems like a bug.
- Herah
- Orange_Clarinet.7
- 5 mths ago
- 1
- Using YNAB
- Reported - view
Re: Accounts Equal out budget budget doesnt @Greenpotato We can't see $600 in that screenshot -- it only shows $154, the rest is cut off. Do you have access to a computer? The full screen shows more overview and makes it easier to figure this…
- Herah
- Orange_Clarinet.7
- 5 mths ago
- Using YNAB
- Reported - view
Re: Why are my accounts not accurate, and my to be budgeted amount wrong?! @Violet Ink Are any of the imported transactions income?
- Herah
- Orange_Clarinet.7
- 5 mths ago
- Using YNAB
- Reported - view

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Herah

Orange_Clarinet.7

Long Island, NY

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