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Re: Scheduled transactions Without using flags yet, today my water bill came, and per an earlier suggestion I logged into the Credit Union and entered the payment date and amount FIRST,…
- casner
- Now retired, and figuring out transitions
- casner
- 4 days ago
- 2
- Tips & Tricks
- Reported - view
Re: Creating separate budgets for personal and business If you are filing Schedule C for your taxes, try creating an additional budget for your sole proprietorship, and make the categories right off Schedule C.…
- casner
- Now retired, and figuring out transitions
- casner
- 11 days ago
- 1
- Small Business
- Reported - view
Re: Evidence of aged categories. Having just retired, I have a lot of money and no income, as @WordTenor mentioned. My AOM is slowly climbing, though my Toolkit days of buffering is steady.…
- casner
- Now retired, and figuring out transitions
- casner
- 11 days ago
- 1
- Tips & Tricks
- Reported - view
Re: When do scheduled transactions affect To Be Budgeted? Once you get to the point with Scheduled Transactions and Goals set up for most categories, you may try the Quick Budget (and Undo, when it doesn't work like you thought it would).…
- casner
- Now retired, and figuring out transitions
- casner
- 12 days ago
- Tips & Tricks
- Reported - view
Re: Calling all YNAB Wizards! @Faness I do that as I can in my Journal here - Transitioning to Retirement
- casner
- Now retired, and figuring out transitions
- casner
- 12 days ago
- 1
- Announcements
- Reported - view
Re: What's your thoughts on my categories? Your categories are just that - your categories and priorities. It took me a few years and a half-dozen major reorganizations of my categories before I got where I am now,…
- casner
- Now retired, and figuring out transitions
- casner
- 12 days ago
- Tips & Tricks
- Reported - view
Re: Scheduled transactions Thanks for the suggestions! I will look at how they fit with what I have been doing. Never really figured out a good use for flags before, so I may try that first.
- casner
- Now retired, and figuring out transitions
- casner
- 12 days ago
- Tips & Tricks
- Reported - view
Scheduled transactions
I use a LOT of scheduled transactions and goals, and I also use auto-pay on my bills whenever possible. It cuts down on my time doing stuff I don't like to do so I can concentrate on things I care…
- casner
- Now retired, and figuring out transitions
- casner
- 12 days ago
- 15 replies
- 173
- Tips & Tricks
Re: 850! It's possible! @Powder Blue Pony I could push the number higher by taking out a loan, and by using a store credit card and paying it off over time. But since I am now debt free (including no mortgage) I don't want…
- casner
- Now retired, and figuring out transitions
- casner
- 12 days ago
- 2
- YNAB Wins
- Reported - view
Re: Calling all YNAB Wizards! Now retired and answering more posts here. Hope to be helpful somehow.
- casner
- Now retired, and figuring out transitions
- casner
- 13 days ago
- 1
- Announcements
- Reported - view
Re: 850! It's possible! Mid 830's for me, because I don't have enough types of loans (none, actually) and they want to see regular installment payments.
- casner
- Now retired, and figuring out transitions
- casner
- 13 days ago
- 1
- YNAB Wins
- Reported - view
Re: Does anyone in a couple budget alone? My wife managed the money for the first 35 years of marriage. At some point, I realized we were in credit sink (like credit float, but increasing debt) and I took over.…
- casner
- Now retired, and figuring out transitions
- casner
- 1 mth ago
- 2
- Money & Relationships
- Reported - view
Re: YNAB imports creating false totals from Investment/Brokerage accounts I have several tracking investment accounts, some with direct import. You are correct, the Betterment direct import is nearly useless. The suggestions of @nolesrule and @Faness are better than what…
- casner
- Now retired, and figuring out transitions
- casner
- 2 mths ago
- 1
- Investing & Retirement
- Reported - view
Re: How to enter 401k /IRA contributions I'm using YNAB to track net worth, so something like @nolesrule does. While I was working, I had a Payroll virtual account I used to always split our paychecks into gross income, net income,…
- casner
- Now retired, and figuring out transitions
- casner
- 2 mths ago
- 1
- Investing & Retirement
- Reported - view
Re: Gauging monthly income for retirement? I'm in the first month after retirement, so I am working on that exact question. No mortgage, cars paid off, credit cards paid in full monthly. With 6 years of YNAB background data,…
- casner
- Now retired, and figuring out transitions
- casner
- 2 mths ago
- Investing & Retirement
- Reported - view
Re: 1Password and other options I used KeePass for a decade or so, but switched to LastPass after reading an analysis by a security wonk that I really trust. It has its ups and downs,…
- casner
- Now retired, and figuring out transitions
- casner
- 2 mths ago
- 1
- Tips & Tricks
- Reported - view
Re: Alliant Credit Union - Two-factor Authentication @Nicole I removed the account, restarted the browser, and reconnected. It took two logins, a PIN response, and about 12 minutes to connect, with three dialogs after the PIN dialog.…
- casner
- Now retired, and figuring out transitions
- casner
- 2 mths ago
- Bank Importing
- Reported - view
Re: Alliant Credit Union - Two-factor Authentication I have tried the disconnect/reconnect, and the troubleshooter. Troubleshooting does not work, because the dialog presents the choice of how I want to receive the PIN,…
- casner
- Now retired, and figuring out transitions
- casner
- 2 mths ago
- Bank Importing
- Reported - view
Re: Alliant Credit Union - Two-factor Authentication My credit union has gone to 2FA every login, and that doesn't work with YNAB any more. Do I have any options? This is my primary banking account(s).
- casner
- Now retired, and figuring out transitions
- casner
- 2 mths ago
- Bank Importing
- Reported - view
Re: Increasingly slow performance in Web App @Patzer Since I am retiring in July (August with vacation) I am thinking of a Fresh Start myself. Did you wait a bit to see what categories made sense first?
- casner
- Now retired, and figuring out transitions
- casner
- 7 mths ago
- Tips & Tricks
- Reported - view
Re: Has anyone tried teaching a short course on budgeting and YNAB? Any recommendations? That is how I managed my transition to YNAB and being the family budgeter, after 30+ years of leaving it to my spouse. I realized I had no idea where money was going when I started.
- casner
- Now retired, and figuring out transitions
- casner
- 8 mths ago
- 1
- Money & Relationships
- Reported - view
Re: Buffer vs future months @HappyDance That sounds similar to where I have settled with my Buffer category; I go into the next month and move TBB to Buffer when I get income. That way the income and outflow are in the same…
- casner
- Now retired, and figuring out transitions
- casner
- 8 mths ago
- 1
- Method & Budgeting
- Reported - view
Re: Nonexistent deposits with linked account It took me about two months working with support to finally quash the import errors. They were sometimes from another account, and sometimes they were the balance on the account represented as a…
- casner
- Now retired, and figuring out transitions
- casner
- 9 mths ago
- Bank Importing
- Reported - view
Re: Age of Money 2019 I would consider this a stable income/expense stream!
- casner
- Now retired, and figuring out transitions
- casner
- 9 mths ago
- 4
- Community Challenges
- Reported - view
Re: Asset Tracking, but how far? @Patzer I do the same, but I only use YNAB. I don't have Quicken, and see no reason to pay for another program or learning curve. I get a monthly updated net worth; ignoring cars, library, etc.
- casner
- Now retired, and figuring out transitions
- casner
- 10 mths ago
- 1
- Investing & Retirement
- 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