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Re: A different way to look at YNAB (as a near term LMP) The concept is interesting. I feel that I don't have enough time (interest?) to track investments in such detail. Like many others, my investments use the two-bucket style.…
- casner
- Now retired, and figuring out transitions
- casner
- 3 wk ago
- Saving & Investing
- Reported - view
Re: Auto-assign when bank transfer occurs Regarding the original question, if I understand it as phrased: I use Scheduled Transactions heavily - probably 200 of them in my budget. I have found that I can assign various amounts to different…
- casner
- Now retired, and figuring out transitions
- casner
- 3 wk ago
- Saving & Investing
- Reported - view
Re: New to investing. Should I open an IRA? @ynaber2613 Second the advice on Roth. As someone who only used IRAs and 401k for the last 45 years, I wish I had put some of that into Roth. When it comes to retirement time,…
- casner
- Now retired, and figuring out transitions
- casner
- 7 mths ago
- 1
- Saving & Investing
- Reported - view
Re: Some really good stuff in today's web release @Annieland Agreed! That change is really annoying. I don't see the reason for it, as Select All is an almost never desired outcome.
- casner
- Now retired, and figuring out transitions
- casner
- 7 mths ago
- Announcements
- Reported - view
Re: Some really good stuff in today's web release Does the Approve All also cancel the filter created by clicking on the "4 transactions to import"? I've asked for that a lot of times over the several years of nYNAB.
- casner
- Now retired, and figuring out transitions
- casner
- 7 mths ago
- Announcements
- Reported - view
Re: Age of Money - Twenty-twenty! I started the year with a Fresh Start, for my first year of retirement. Made pretty good progress for the year!
- casner
- Now retired, and figuring out transitions
- casner
- 9 mths ago
- 3
- Join A Challenge
- Reported - view
Re: Coming Soon: Pending Transactions My Costco credit card pending imports seems to work just fine, and the match prompts me differently than for Cleared transactions. Since I have usually put the transactions in manually,…
- casner
- Now retired, and figuring out transitions
- casner
- 10 mths ago
- Announcements
- Reported - view
Re: Starting Balance Incorrect? The bank balance should match your Cleared Balance in YNAB, not the Working Balance. The difference between the two are the transactions that you know about that your bank doesn't yet (or hasn't…
- casner
- Now retired, and figuring out transitions
- casner
- 10 mths ago
- 1
- Using YNAB
- Reported - view
Re: Age of Money - Twenty-twenty! At the start of the year, I was hoping for 110 days AOM. It still seems to be going up! Although, now that I'm retired, and drawing from my nest egg, the DOB is really that source's buffering.…
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- 2
- Join A Challenge
- Reported - view
Re: 3 computers 3 looks.... how do I fix. Toolkit allows saving the options into a text file; see the Bug Report section. You can then import that into another computer. No clue for YNAB, but there really aren't that many options there.
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- API & Integrations
- Reported - view
Re: Goal and Future Transaction Question To rephrase @dakinemaui , Categories are for allocating and pre-allocating expenses. Accounts are useful places to have your money reside while waiting for Categories to need the money.…
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- 1
- Using YNAB
- Reported - view
Re: True expenses for certain grocery items? We have a Groceries/Household category. But we are also members of a CSA (Community Supported Ag riculture) farm. And a poultry/beef farm. And quarterly CHEESE! (We live in WI;…
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Manually set "To Be Budgeted Amount" Yes to savings categories. And when the actual saving account is too big, move to Tracking (investment) accounts. Also, allocate various amounts to your True Expense categories,…
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: Age of Money - Twenty-twenty! I thought it had stabilized, but it went up a bunch this month? Not really sure why, as transactions are pretty stable.
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- 4
- Join A Challenge
- Reported - view
Re: Defect Introduced on Overspending Calculation? I have seen this a couple of times, and each time it was a transaction that took place at the end of the previous month (underfunded) that I didn't notice before the month rolled over.
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: Do you bother inputting pending transactions? The way that I use to reduce the effort is to use Scheduled Transactions for everything I can. I have about 200 scheduled transactions. Some of them, where I don't know the exact amount ahead of…
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Age of Money - Twenty-twenty! My AOM has been steadily rising every month from my Fresh Start on 1/1/2020. But June is a couple days less than May, so my guess is that I have finally arrived at a stable number.…
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- 3
- Join A Challenge
- Reported - view
Re: Who has goals for everything? I have about 50 categories, and I use goals for all but a handful of them. The new goals have made this even more practical, so I love them. After using Quick Budget,…
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- 5
- Setting Up Your Budget
- Reported - view
Re: Age of Money - Twenty-twenty! My AOM seems to have stabilized. After a Fresh Start in January, it is currently 113, last month it was 110, and the month before it was 107. It was going up about 1 day per day earlier in the year.
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- 2
- Join A Challenge
- Reported - view
Re: Moving funds to cover a CC overspent category When I see the CC Overspent notice, I look at the Categories first. If I WAM the category that is overspent, then the CC Overspent goes away automatically.…
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- Credit Cards & Debt
- Reported - view
Re: Quarantine Cooking @MXMOM Pancakes for dinner!
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- 2
- Fun Money
- Reported - view
Re: Quarantine Cooking @Amy H I had a sourdough starter going for a year or so before the pandemic, and have been using it a lot. Trying out some of the new sourdough recipes that have flooded FB since the stay at home…
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- 1
- Fun Money
- Reported - view
Re: Quarantine Cooking We have gone from weekly Costco runs to 3-4 week intervals. I was noticing that food prices are up quite a bit though, and some others have noticed it also.…
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- 1
- Fun Money
- Reported - view
Re: Calling all veteran YNABers @Superbone and for me, autopay so I don't have to worry about upcoming CC payment. I still keep track of it, but don't worry any more.
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- 1
- Tips & Tricks
- Reported - view
Re: To Be budgeted wont allow me to move money with out effecting the next month in a negative way, there a loop. any ideas? And that is a real big pain. I wish the number just made TBB negative, as it is a lot easier to track in the current month and figure out how to reallocate the $. One thing I miss from YNAB4.
- casner
- Now retired, and figuring out transitions
- casner
- 1 yr ago
- Setting Up Your Budget
- Reported - view

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casner

casner

Now retired, and figuring out transitions

Wisconsin

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Engineer, pilot, brewer, sound guy, bicyclist, and family budgeter