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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
- 3 days 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 wk 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 wk 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 wk 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 wk 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
- 3 wk 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
- 3 wk 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
- 3 wk 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
- 5 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
- 6 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
- 6 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
- 7 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
- 7 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
- 8 mths ago
- 1
- Investing & Retirement
- Reported - view
Re: Transactions importing twice? I'm working with Support on the same issue. So far I'm sending screen shots and deleting the duplicate imports. Have you also had bogus imports of the current balance of the account as an income…
- casner
- Now retired, and figuring out transitions
- casner
- 8 mths ago
- Bank Importing
- Reported - view
Re: How granular are your subcategories? Another consideration: Goals. I have tried both more and less granularity, but when Goals became a part of YNAB, I found a good resolution. I have a Goal for most categories If I merge too many…
- casner
- Now retired, and figuring out transitions
- casner
- 8 mths ago
- Tips & Tricks
- Reported - view
Re: Goals for "Tracking" dollars @nolesrule I forgot to mention that. Sorry. Keeping the variable accounts all in Tracking accounts, so I don't have to deal with that stuff in the Budget; it only shows up in the Net Worth report.
- casner
- Now retired, and figuring out transitions
- casner
- 9 mths ago
- Investing & Retirement
- Reported - view
Re: Betterment's new Smart Saver account and YNAB @JCadd Since the end of August, so I have 4 months performance, my net gain is 0.3%. That would bring my annualized performance to 0.9%. Yet they claim 2.09% based on that time frame.…
- casner
- Now retired, and figuring out transitions
- casner
- 9 mths ago
- Investing & Retirement
- Reported - view
Re: Using YNAB to manage investments; limit to # of accounts? @doctor_who I have about 15 accounts on budget, and about 15 accounts Tracking. Plus another 10 closed accounts. No problems with slow or quirky performance yet.…
- casner
- Now retired, and figuring out transitions
- casner
- 9 mths ago
- 1
- Investing & Retirement
- Reported - view
Re: Spending down retirement account I have my 401k as a tracked account, along with my IRA. Income from SSA, transfers from 401k, IRA, pension, etc. would all go into TBB, then get budgeted as you have all along.…
- casner
- Now retired, and figuring out transitions
- casner
- 9 mths ago
- 1
- Accounts & Transactions
- Reported - view
Re: High Interest Savings Account @Ivory Screwdiver https://www.depositaccounts.com/community/ask/23478-revocable-living-trust-savings-accounts.html
- casner
- Now retired, and figuring out transitions
- casner
- 9 mths ago
- Saving
- Reported - view
Re: High Interest Savings Account @jenmas And they do mention living trusts topic, so may have information for @Ivory Screwdiver
- casner
- Now retired, and figuring out transitions
- casner
- 9 mths ago
- Saving
- Reported - view
Re: Betterment's new Smart Saver account and YNAB @nolesrule So far, with several months in the Betterment Saving account, I'm not impressed. Also, their claimed rate of return doesn't seem to match the rate I calculate from the actual balance…
- casner
- Now retired, and figuring out transitions
- casner
- 9 mths ago
- Investing & Retirement
- Reported - view
Re: Goals for "Tracking" dollars @nolesrule I like to keep my budget portion as clean as possible, and to me keeping variable accounts in the budget seems like unnecessary budget entries.…
- casner
- Now retired, and figuring out transitions
- casner
- 9 mths ago
- Investing & Retirement
- Reported - view
Re: Betterment's new Smart Saver account and YNAB @JCadd I set up the Betterment account thinking I could use the automatic transfer to keep a viable balance in my checking account. Unfortunately, they don't allow automatic from my Credit Union.…
- casner
- Now retired, and figuring out transitions
- casner
- 9 mths ago
- 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

YNAB.

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