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Re: Is zero based not for me? YNAB is a lot more Now focused than it seems like you want. If your only focus is yearly, then that is a different focus. On the other hand, if you want to control your spending,…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- 2
- Method & Budgeting
- Reported - view
Re: Does YNAB have a "notepad?" Oh, and don't forget Scheduled Transactions, which are often used as reminders.
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- 2
- App Functions
- Reported - view
Re: Does YNAB have a "notepad?" You can attach notes to almost everything - categories, accounts, months, goals, and the memo field in transactions. What would you like to note that isn't currently available?…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- 2
- App Functions
- Reported - view
Re: Total available + TBB doesn't match TOTAL Budget I had something like this happen to me when I used the Mobile app to enter transactions and didn't realize that I had used a + for a transaction instead of a - for the transaction.…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: Using Goals for a Monthly Template If you use the Toolkit for YNAB , you can change the color for this situation to blue, preserving the real meaning of the orange blocks.
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- 1
- Method & Budgeting
- Reported - view
Re: Setting to set "Monday first" Any properly done UIM would use the computer's default, so that it would be the least intrusive to the user. Of course, that does require global thinking and a bit more programming.
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- 1
- App Functions
- Reported - view
Re: Setting to set "Monday first" @The Late Heavy Bombardment Or the ISO standard yyyy-mm-dd which is even more logical with the most significant to the left!
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- App Functions
- Reported - view
Re: managing low-interest debt @Ivory Storm When you do a transfer from the CC to the HELOC, you may show a negative Activity and/or Budgeted for the CC. Be sure to check that the CC company gets its "minimum payment" every month,…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- 2
- Managing Debt
- Reported - view
Re: Why does Credit Card Auto-payment need to be categorized? My Payee for my autopay shows as Payment:Main Checking and doesn't require a category.
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Credit Cards
- Reported - view
Re: managing low-interest debt If you are using the YNAB CC account, it should automatically allocate the amounts of purchases made on the card to the CC Available, which should be used to keep the CC balance in bounds.…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Managing Debt
- Reported - view
Re: Using Goals - I think about it differently. Is that ok??? Now if the team at YNAB would just finish the feature of making that kind of goals have automatic rollover at years' end...
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Method & Budgeting
- Reported - view
Re: Using Goals - I think about it differently. Is that ok??? It's fun to read the forums when somebody comes up with a new way of using YNAB! I like your idea and will try it myself.
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Method & Budgeting
- Reported - view
Re: Starting to lose a lot of faith in this software @Orchid Sound It could also be the bank limiting how far back the import goes. I have had this happen with File based import, so I suspect it could happen with direct import also.
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: Budgeting my savings @Earl Wenger On your Budget screen, the amounts from 3. should show at the top as TBB (To Be Budgeted). You can budget that amount to the Savings Categories to get the TBB to zero.…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Getting Started
- Reported - view
Re: Budgeted amount for CC $0 in new month @Cornflower Blue Clarinet Any outstanding charges that were unpaid when you created the CC Account should have been included in the initial balance. That is,…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- 1
- Credit Cards
- Reported - view
Re: Budgeted amount for CC $0 in new month The Account column should always match what the CC company says you owe, if their website is current and there are no pending purchases. That is the purpose of Reconcile Account,…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Credit Cards
- Reported - view
Re: Budgeting my savings That is the Accounts screen, for a specific Account. Since you have just started, when you created the Saving account in YNAB it should have asked you for the opening balance of the account.…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- 3
- Getting Started
- Reported - view
Re: Budgeted amount for CC $0 in new month The Budget column in the CC category is useful if the CC is not PIF, and you are paying down a balance. In that case, you put the extra to be paid in that column.…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Credit Cards
- Reported - view
Re: Budgeted amount for CC $0 in new month The way CC's are meant to work in YNAB is that purchases on the CC automatically get allocated from the Activity column of that CC, and add to the Available total.…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Credit Cards
- Reported - view
Re: Any way to make target goals by date RECURRING? @Silver Inspector I use both Scheduled Transactions and Goals rather heavily. Yes, I am buffered, which makes it easier. The Scheduled amounts do show up if you select a Category in the Budget…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Method & Budgeting
- Reported - view
Re: Budgeting my savings Generally, the screen names are Budget and Accounts and Transactions. When you say savings screen, which of the screens is that?
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Getting Started
- Reported - view
Re: A YNAB Savings Widget Target goal by Date, I only have the one that shows up in this app. Spending goal by Date, I have several, and Target Goal without a Date are in my budget, but don't show up.
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- 1
- API & Integrations
- Reported - view
Re: "To be Budgeted" amount of the previous month changes after adding transactions I occasionally find that a transaction actually happened in the previous month, or one that was entered for the previous month actually happened in this month.…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- Method & Budgeting
- Reported - view
Re: A YNAB Savings Widget Only one of my dozens of goals showed up?
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- API & Integrations
- Reported - view
Re: Do I have to set the budget amount for each category manually per month? I've been using YNAB for a lot of years. I use the Quick Budget feature every month, and have a huge number of Scheduled Transactions and Goals which both feed into the Quick Budget.…
- casner
- Now retired, and figuring out transitions
- casner
- 2 wk ago
- 3
- Method & Budgeting
- 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