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"Pending Transactions" - How to handle a situation
I used my credit card to pay for dinner at a restaurant. I added a tip to my bill. I entered the amount into my credit card register for the amount including the tip.…
- Terry Bauer
- Providex Programmer
- tlbauer56
- 3 mths ago
- 7 replies
- 253
- Using YNAB
Re: handling paychecks This is probably one of the best videos you can watch. This is what pulled me away from YNAB 4. Give every category into which you plan to put money a goal.…
- Terry Bauer
- Providex Programmer
- tlbauer56
- 5 mths ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Budget Screen Messed Up? I had to turn off both "Allow Resizing of Side Menu" and "Collapse Side Menu" in order to resolve the issue.
- Terry Bauer
- Providex Programmer
- tlbauer56
- 6 mths ago
- API & Integrations
- Reported - view
Re: Not able to get into YNAB Resolved for me as well.
- Terry Bauer
- Providex Programmer
- tlbauer56
- 7 mths ago
- 1
- Using YNAB
- Reported - view
Re: Not able to get into YNAB It's 8:40 am EDT, and I'm having the problem as well.
- Terry Bauer
- Providex Programmer
- tlbauer56
- 7 mths ago
- 1
- Using YNAB
- Reported - view
Can't Manage Connections ...
I am unable to select the "Manage Connections" option from the drop down menu. Nor can I access a credit card account to link it to my bank. Every time I try either of these, I get this message:…
- Terry Bauer
- Providex Programmer
- tlbauer56
- 8 mths ago
- 4 replies
- 46
- Using YNAB
Re: Feedback - love YNAB - but Reimbursements is difficult Maybe this video will help: https://www.youtube.com/watch?v=d1GQbytjj3s
- Terry Bauer
- Providex Programmer
- tlbauer56
- 11 mths ago
- Tips & Tricks
- Reported - view
Re: Reconciliation adjustment *every month*? Is this in reference to a credit card account or your checking account? Is it possible that you weren't really off at all and that it is the adjustments that are causing the problem?…
- Terry Bauer
- Providex Programmer
- tlbauer56
- 11 mths ago
- Using YNAB
- Reported - view
Re: Budget to pay off credit card or throw into savings I just took the Financial Peace University course by Dave Ramsey. He recommends (as Baby Step #1) that you stash away $1000 as an emergency fund before you begin to attack debt.…
- Terry Bauer
- Providex Programmer
- tlbauer56
- 11 mths ago
- Dealing with Debt
- Reported - view
Re: Import future Transactions with CSV Why would you want to import 12 future dated transactions? Just create a scheduled transaction to repeat monthly. I used to budget out 12 months at a time using YNAB4.…
- Terry Bauer
- Providex Programmer
- tlbauer56
- 11 mths ago
- Using YNAB
- Reported - view
Re: How to handle a Note Receivable @dakinemaui , Thank you for taking the time to reply. Something you said started a wee flicker in my lightbulb! I'm going to give it a try and report my findings ... thanks again!
- Terry Bauer
- Providex Programmer
- tlbauer56
- 1 yr ago
- 2
- Credit Cards & Debt
- Reported - view
Re: iOS trick I somehow missed Android user feeling short changed ... 😏
- Terry Bauer
- Providex Programmer
- tlbauer56
- 1 yr ago
- Tips & Tricks
- Reported - view
How to handle a Note Receivable
Ok, here's the scoop: I loaned my daughter some money. And, I borrowed that money from my 401(k). (yes, I know!) I am trying to find the best way to set this up in YNAB.…
- Terry Bauer
- Providex Programmer
- tlbauer56
- 1 yr ago
- 2 replies
- 73
- Credit Cards & Debt
Pinning the Register Date Order
I know that you can click on the "Date" column at the top of the register to change the date sort order. But is there a way to pin the date order to stay in a particular order.…
- Terry Bauer
- Providex Programmer
- tlbauer56
- 1 yr ago
- 1 reply
- 53
- Using YNAB

Terry Bauer

tlbauer56

Providex Programmer

Schertz, TX

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