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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
- 4 hrs 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
- 8 hrs 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
- 8 days 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
- 9 days 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
- 2 wk 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
- 2 wk 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
- 2 wk ago
- 2
- Credit Cards & Debt
- Reported - view
Re: Categorizing Transfers in Android App? Set the payee, not the category.
- Herah
- Orange_Clarinet.7
- 3 wk 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 wk 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
- 1 mth 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
- 1 mth 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
- 2 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
- 2 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
- 3 mths ago
- Using YNAB
- 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
- 3 mths ago
- Setting Up Your Budget
- 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 mths ago
- Dealing with 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 mths ago
- Dealing with 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 mths ago
- 6 replies
- 99
- Dealing with 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
- 4 mths ago
- 5 replies
- 78
- Setting Up Your Budget
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
- 5 mths ago
- 3 replies
- 88
- 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
- 5 mths ago
- 8
- Credit Cards & Debt
- 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
- 7 mths ago
- Credit Cards & Debt
- 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
- 7 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
- 7 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
- 8 mths ago
- 14 replies
- 336
- Parenting

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Herah

Orange_Clarinet.7

Long Island, NY

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