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Re: Deleting a Category @Brad Warren Hmm. I didn't see that behavior. Did you use the red arrow in previous YNABs? Maybe that's it as I had cleaned those up previously. However, past months really don't matter.…
- Superbone
- YNAB convert since 2008
- Superbone
- 11 days ago
- Using YNAB
- Reported - view
Re: What banks support automatic imports? Ally most certainly does work and I think Capital One does too. Report a Bank Importing Issue
- Superbone
- YNAB convert since 2008
- Superbone
- 12 days ago
- Using YNAB
- Reported - view
Re: Political Donations Category? Thanks all. I ended up adding an additional Giving category for non-tax deductible giving. I've been giving out a lot of $20s lately to homeless people too.
- Superbone
- YNAB convert since 2008
- Superbone
- 12 days ago
- Setting Up Your Budget
- Reported - view
Re: Breaking the YNAB Addiction @Krys Yup. Nothing to break.
- Superbone
- YNAB convert since 2008
- Superbone
- 12 days ago
- 2
- Join A Challenge
- Reported - view
Political Donations Category?
I'm just curious what category those who make political donations use in their budget. I never donated politically until 2020. I used my Charity category but it's not charity and it's not tax…
- Superbone
- YNAB convert since 2008
- Superbone
- 13 days ago
- 9 replies
- 98
- Setting Up Your Budget
- Answered
- Answered
Re: Filter AND vs OR I was looking for a NOT the other day. Wanted to see all my charity except for one payee. Thinking about it, I'll probably just change the category for that one payee.
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- Tips & Tricks
- Reported - view
Re: To Roll Over or Not to Roll Over 401(k)? Advice? @Annieland You might look into rolling your husband’s traditional IRA into his 401k. Then he can start a backdoor Roth as well without the pro-rata consideration.…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- 2
- Saving & Investing
- Reported - view
Re: To Roll Over or Not to Roll Over 401(k)? Advice? However, even if that's the case, I'm with @jwehrer for this situation. For that amount of funds, I'd consolidate it at Vanguard. If you can afford to pay the taxes, roll it over into your Roth.
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- 2
- Saving & Investing
- Reported - view
Re: To Roll Over or Not to Roll Over 401(k)? Advice? @jwehrer said: Apparently you can't edit a post in the forum. Click the three vertical dots in the upper right of your post. You can edit it within the first 30 minutes of its posting.
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- 1
- Saving & Investing
- Reported - view
Re: Going back and changing credit card setup @Violet Lobster If you’re always a PIF CC user and you don’t care to use and learn the new CC system, I can show you how to make CCs work exactly like they did in YNAB 4.…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- Credit Cards & Debt
- Reported - view
Re: Going back and changing credit card setup @Violet Lobster For a PIF CC, you shouldn't have to budget to the credit card payment category once the Payment balance matches your CC balance in the opposite direction.…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- 1
- Credit Cards & Debt
- Reported - view
Re: Overspent Categories Going Into New Month @Din Djarin said: Do I allocate funds in December, and let the excess roll into January? Yes.
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- Using YNAB
- Reported - view
Re: Overspent Categories Going Into New Month @Din Djarin It will show reality. You spent what you spent when you spent it. 😄
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- 5
- Using YNAB
- Reported - view
Re: More than a decade using YNAB @Mrs Awesome Budget https://www.toolkitforynab.com/
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- YNAB Wins
- Reported - view
Re: I never use Payee - am I missing out on anything?? Huh? There are no Payees on category transfers which is what TBB is. Also, TBB isn't associated with just your checking account. It is the sum of all budget accounts.…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- 2
- Using YNAB
- Reported - view
Re: Help setting up (paid every 2 weeks, I have months of buffer) @nolesrule said: Our current 'secret" formula is: I prefer to improvise. But then again, I am a jazz guy.
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- 1
- Setting Up Your Budget
- Reported - view
Re: New Year Plan: Fresh Start? Or Just Continue On W/ Current Budget @dakinemaui This is great. I copied this down if I ever have to do this. It really is the most important thing about my long history. Very occasionally,…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- 1
- Using YNAB
- Reported - view
Re: New Year Plan: Fresh Start? Or Just Continue On W/ Current Budget @WhoMovedMyCheese I hide old categories and sometimes merge them. A couple months ago, as an exercise, I cleaned up all my 10 years worth of hidden categories.…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- Using YNAB
- Reported - view
Re: More than a decade using YNAB @Annieland I too started with YNAB Pro although I don't think I really got off the ground until YNAB 3. Yeah, not sure how you missed the migrations over the years.…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- YNAB Wins
- Reported - view
Re: More than a decade using YNAB @Katejo Well, you're already doing the credit cards as checking accounts so that's a big one. Next is old Rule 4: Live on Last Month’s Income Create a savings category called Income for Next Month…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- 1
- YNAB Wins
- Reported - view
Re: More than a decade using YNAB @Annieland Not just YNAB 4 but going back to YNAB 3 transactions as well (since I migrated my 3 data to 4 at the time of that upgrade). Keeping your previous data has always been a migration option.
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- YNAB Wins
- Reported - view
Re: New Year Plan: Fresh Start? Or Just Continue On W/ Current Budget I have 10 years of history so you know my answer. I love looking at my net worth graph over time.
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- 1
- Using YNAB
- Reported - view
Re: More than a decade using YNAB @Katejo Yes, it took me a couple years before I finally made the switch. Pretty happy with it now and I can do everything I did in YNAB 4 in nYNAB with a few easy workarounds.…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- YNAB Wins
- Reported - view
Re: Multiple Savings Accounts @nolesrule Yep. Save deliberately. Not via gimmicks.
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- 2
- Setting Up Your Budget
- Reported - view
Re: More than a decade using YNAB @Katejo Glad it worked out so well for you! It sounds like they may have improved the import process since I last did it. I had to do quite a bit of cleanup to get it to match my YNAB 4 budget at…
- Superbone
- YNAB convert since 2008
- Superbone
- 2 wk ago
- YNAB Wins
- Reported - view

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Superbone

Superbone

YNAB convert since 2008

San Diego, CA

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