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Re: Budget vs income report Are you wanting to track where the life insurance money goes? As far as the income from the insurance, you would name it "Life Insurance" or something and that would show up as income in the reports.…
- B's Gambit
- bs_GAMBIT
- 4 mths ago
- Using YNAB
- Reported - view
Re: Available in checking @Bruce @amp97 Appreciate the dialogue on this. Many many many years ago I started the practice of keeping $1,000 as a minimum in our checking because my husband traveled for work and often would pay…
- B's Gambit
- bs_GAMBIT
- 4 mths ago
- 1
- Using YNAB
- Reported - view
Re: Forgot to move money out of INM @Move Light Sound Life I would think that I've done this enough not to mess up, but apparently you are 100% correct, I need a list 😳 I think steps 1-5 I sometimes do over the course of 3 - 4 days…
- B's Gambit
- bs_GAMBIT
- 8 mths ago
- 1
- Using YNAB
- Reported - view
Re: Forgot to move money out of INM @satcook @Move Light Sound Life I love YNAB, but once I get off track, I'm like the proverbial deer in the headlights! That worked, I recategorized the funds by going to All Accounts, check the Dec.…
- B's Gambit
- bs_GAMBIT
- 8 mths ago
- 2
- Using YNAB
- Reported - view
Re: Forgot to move money out of INM @Move Light Sound Life Yes, the Jan budget column is a negative number. When I deleted it, it caused the TBB for Jan and Feb to become negative. Edit: @Move Light Sound Life said:…
- B's Gambit
- bs_GAMBIT
- 8 mths ago
- Using YNAB
- Reported - view
Re: Forgot to move money out of INM @nolesrule So wish my brain was wired -just a little differently. I'm not really sure what negative budgeting is. I honestly don't remember how I budgeted Jan.…
- B's Gambit
- bs_GAMBIT
- 8 mths ago
- Using YNAB
- Reported - view
Forgot to move money out of INM
Somehow I did not move money from INM back to TBB from Dec. to Jan. I don't have any idea what I did. But when searching all accounts for Jan. income events (to be moved to the Feb.…
- B's Gambit
- bs_GAMBIT
- 8 mths ago
- 9 replies
- 92
- Using YNAB
Re: Deleting a Category @Brad Warren THANK YOU! I don't know why I didn't get that step from your earlier response 🙄
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- Using YNAB
- Reported - view
Re: Deleting a Category @Vibrant @Superbone any other thoughts on this subject? I'm trying to delete a hidden category and having same problem as @Brad Warren . When I go back to Jan. 2019 the TBB funds are not there.…
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- Using YNAB
- Reported - view
Re: Budgeted and Activity columns? The budget column is the plan for your money. The activity column shows how you executed the plan. There will only be activity when you actually spend money. If your activity shows $-37.…
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- Setting Up Your Budget
- Reported - view
Re: Here's a Spreadsheet to Audit Your "Subscriptions" Category @ukimagic209 As I've stated elsewhere, I'm not that great with excel :) So something learned at 0430 is a good way to start the day! I'll play around with it after work, but you are correct,…
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- 1
- Using YNAB
- Reported - view
Re: Here's a Spreadsheet to Audit Your "Subscriptions" Category @ukimagic209 When I clicked on it, it was a "read only" file. But it looks great.
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- Using YNAB
- Reported - view
Re: Inspector differs from Reports on Avg. Spent, Why? @nolesrule Thanks for the tip, I did think it included the current month. So, I will have to live with -close is good enough- I guess .
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- 1
- Using YNAB
- Reported - view
Re: Inspector differs from Reports on Avg. Spent, Why? @nolesrule No, I was looking at the Dec budget screen. The Jan budget screen shows the avg. spent as 866.23 -I have not spend anything in this group in Jan.
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- Using YNAB
- Reported - view
Inspector differs from Reports on Avg. Spent, Why?
According to reports my average spent was $860.15 I did ensure that only the categories I wanted were selected and Jan - Dec 2020 was selected. As for Inspector ($879.…
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- 5 replies
- 64
- Using YNAB
Re: Viewing Money Reports Differently than Set in YNAB @ukimagic209 I didn't state that earlier, but that is exactly what I do. Prioritize within the functional groups. Also, the functional groups are prioritized as well so that Housing comes way before…
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- 1
- Using YNAB
- Reported - view
Re: Jan to be budgeted is RED but nothing before then is? @Irene O Yes, if you search the forum for Stealing From The Future you will find lots of info.
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- Using YNAB
- Reported - view
Re: Viewing Money Reports Differently than Set in YNAB @ukimagic209 After moving my categories to make a report (like you are interested in) a few times, I just permanently moved them into functional categories, some of mine being called: Housing,…
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- Using YNAB
- Reported - view
Re: Today is my last day owing $$$ - I have paid 65K paid in 3.5 years 🎉🎉 Congratulations 🎉🎉 @YnabLover Great job turning your finances around, it is inspiring to read.
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- 1
- YNAB Wins
- Reported - view
Re: Is there a way to compare spending and saving between 2 years? If you use the Tool Kit extension you can look at different categories and at different time periods. For example you can search certain categories such as groceries for the time period of Jan - Jun…
- B's Gambit
- bs_GAMBIT
- 9 mths ago
- Using YNAB
- Reported - view
Re: Net Worth Debt Ratio in Toolkit Report Thanks for pointing out the debt ratio @Superbone . I have one mortgage and 2 PIF CC. Still I didn't like seeing the percentage, so I finally added my 403b in the tracking area. Ha, much better.
- B's Gambit
- bs_GAMBIT
- 10 mths ago
- 3
- Tips & Tricks
- Reported - view
Re: Goals lure people in the wrong direction @Wessel said: People who use goals no longer prioritize when they assign dollars I think just the opposite. It is a priority that I save for a new furnace, roof, car etc.…
- B's Gambit
- bs_GAMBIT
- 11 mths ago
- 4
- Setting Up Your Budget
- Reported - view
Re: Need Help Overhauling Budget: Way too confusing @jestarr said: How do you have your budget setup to easily flow from category to category so that the priorities are in a logical order? I have my category groups set up as a hierarchy.…
- B's Gambit
- bs_GAMBIT
- 1 yr ago
- 2
- Setting Up Your Budget
- Reported - view
Re: Need History of ALL budget moves and assignments Just my two cents. An undo button on mobile devices would be awesome. Just this week I was having my son enter the cost of our takeout and he somehow un-budgeted that category.…
- B's Gambit
- bs_GAMBIT
- 1 yr ago
- 8
- Using YNAB
- Reported - view
Re: Show transactions in order of entering @dakinemaui Got it, thanks!
- B's Gambit
- bs_GAMBIT
- 1 yr ago
- 1
- Using YNAB
- Reported - view

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