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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
- 4 days ago
- Accounts & Transactions
- 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
- 6 days ago
- Accounts & Transactions
- Reported - view
Re: Budgeting income straight to categories instead of TBB @dakinemaui It sounds like the account the housing is paid from may be joint with the roommate. If the ownership of the account is different and this is not a marriage-style roommate arrangement,…
- Herah
- Orange_Clarinet.7
- 12 days ago
- Method & Budgeting
- Reported - view
Re: Credit Card, HELOC, and timing @dakinemaui Does that work when there isn't $30K in Amex? I would not have expected that YNAB would let you drive the available payment negative that way.…
- Herah
- Orange_Clarinet.7
- 3 wk ago
- Managing Debt
- Reported - view
Re: Credit Card, HELOC, and timing @dakinemaui @satcook You're right, of course, Amex was yellow in September because of the scheduled transaction to pay it off. I suppose I could have just not scheduled it.
- Herah
- Orange_Clarinet.7
- 3 wk ago
- Managing Debt
- Reported - view
Credit Card, HELOC, and timing
I wonder whether there's a better way to handle this... We made a large purchase which we intended to cover by drawing from our HELOC. We used American Express (it just works out better for…
- Herah
- Orange_Clarinet.7
- 3 wk ago
- 6 replies
- 43
- Managing Debt
Goal for constant cushion?
I have a "Stuff I Forgot" category that I would like to keep $100 in all the time. That is, I have $100 in it now, and if I spend or WAM any of it I want it to turn yellow right away (as an unmet…
- Herah
- Orange_Clarinet.7
- 1 mth ago
- 5 replies
- 72
- Method & Budgeting
Guiding adult and near-adult children
My daughters (one will graduate university this fall, the other will be a junior) have been collecting COVID unemployment, much more than they were taking home from their part-time jobs,…
- Herah
- Orange_Clarinet.7
- 3 mths ago
- 3 replies
- 79
- Parenting
Re: Credit Card Questions - But not the ones you think As others have said, categories don't live in accounts; dollars live in accounts. It's like water in a swimming pool that has a deep end and a shallow end.…
- Herah
- Orange_Clarinet.7
- 3 mths ago
- 8
- Getting Started
- Reported - view
Re: How to handle Credit Card Refund After Account is Closed When you deposit the check, record it as a transfer from the credit card, and then move the $99 from available payment to TBB. That will make YNAB reflect reality without being dependent on the…
- Herah
- Orange_Clarinet.7
- 5 mths ago
- Credit Cards
- Reported - view
Re: College freshman owes me more than he can pay? @Peter I'm embarassed to say how small my kids' allowance is...since they were on meal plans, they have no expenses at all, and we cover clothes, etc. on a case-by-case basis...…
- Herah
- Orange_Clarinet.7
- 5 mths ago
- Parenting
- Reported - view
Re: College freshman owes me more than he can pay? @satcook Jobhunting on Long Island is a bit problematic right now. He could probably get something in food service, but DH has some medical history and DD1 quit her coffee shop job in part because…
- Herah
- Orange_Clarinet.7
- 5 mths ago
- Parenting
- Reported - view
College freshman owes me more than he can pay?
My son's school sent a partial refund for housing and dining after they closed the campus due to COVID-19, a few thousand dollars. It was direct-deposited into his checking account (universities…
- Herah
- Orange_Clarinet.7
- 5 mths ago
- 14 replies
- 277
- Parenting
Re: HSA account I did the rough math like this: Look at the premiums they will deduct from your paycheck and multiply by the number of paychecks in a year. That's the minimum cost;…
- Herah
- Orange_Clarinet.7
- 6 mths ago
- Saving
- Reported - view
Re: Being able to easy find and use Budget for Upcoming for multiple categories which have scheduled transactions On the web app, they will be yellow with a calendar icon.
- Herah
- Orange_Clarinet.7
- 6 mths ago
- Method & Budgeting
- Reported - view
Re: Reconciling including pending transactions This was a big mess. There were actually errors earlier in the timeline that just happened to almost equal the pending transactions. I just spent almost an hour straightening it all out.…
- Herah
- Orange_Clarinet.7
- 9 mths ago
- Credit Cards
- Reported - view
Reconciling including pending transactions
I'm probably overthinking this... But the balance shown in the American Express app apparently includes pending charges. To reconcile I have to mark them cleared.…
- Herah
- Orange_Clarinet.7
- 9 mths ago
- 5 replies
- 244
- Credit Cards
Pre-orders and Kickstarters
My husband's hobby involves making a lot of pre-orders (because items sell out and may never be available again). The business model is that when they get enough pre-orders they start production,…
- Herah
- Orange_Clarinet.7
- 9 mths ago
- 3 replies
- 69
- Method & Budgeting

Herah

Orange_Clarinet.7

Long Island, NY

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