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Re: Why are my accounts not accurate, and my to be budgeted amount wrong?! @Violet Ink if you reconcile everything it's as good as starting over. I imagine so anyway. I've always made the effort to find and correct the error. No adjustment transactions and no fresh starts…
- SgtBatten
- SgtBatten
- 10 days ago
- 3
- Accounts & Transactions
- Reported - view
Re: Beyond Fed Up Mate I've been paying for the subscription service since it came out and paid for ynab 4 before that. Auto Import isn't even available in my country. Ynab is better without auto imports.
- SgtBatten
- SgtBatten
- 10 days ago
- 3
- App Functions
- Reported - view
Re: Why are my accounts not accurate, and my to be budgeted amount wrong?! @Violet Ink almost certainly your auto imports are the source of the changes but not necessarily a problem. If TBB is changing when auto imports happen then something is categorised as TBB and…
- SgtBatten
- SgtBatten
- 10 days ago
- 2
- Accounts & Transactions
- Reported - view
Re: We make enough income, but we're broke for two pay cycles. @dakinemaui exactly this. All 4 paychecks for the month can be budgeted ahead without worrying about what gets funded first, just too to bottom because its next month, not right now.…
- SgtBatten
- SgtBatten
- 10 days ago
- 2
- Method & Budgeting
- Reported - view
Re: CC accounts repeatedly do not reconcile @Home School Rocks I think you need to show us the issue and we will likely be able to identify the cause. Screenshots of the bank account and ynab perhaps. Anonymised purchases if you want
- SgtBatten
- SgtBatten
- 10 days ago
- Accounts & Transactions
- Reported - view
Re: Vacation Expenses Prior to Vacation If you use a monthly goal you could manage it a bit easier. In the month you make your airbnb payment you YNAB will say you did not meet your goal however you know it is because you transferred…
- SgtBatten
- SgtBatten
- 1 mth ago
- Tips & Tricks
- Reported - view
Re: Budgeting future income Make it a goal of yours to get one month ahead. In your case your buffer category will become useful as soon as you can get it up to $500 because the rest of your income usually arrives on the 1st…
- SgtBatten
- SgtBatten
- 1 mth ago
- 4
- Method & Budgeting
- Reported - view
Re: Exclude Categories from Budget/Activity @dakinemaui I don't use a reimbursement category so can't do that. I can see the appeal though
- SgtBatten
- SgtBatten
- 1 mth ago
- Method & Budgeting
- Reported - view
Re: Connecting accounts to goals Simplify your life and reduce you bank accounts to one or two only. Use ynab and trust the numbers
- SgtBatten
- SgtBatten
- 1 mth ago
- 2
- Accounts & Transactions
- Reported - view
Re: Exclude Categories from Budget/Activity @dakinemaui I do this also for both the OPs scenarios. Occasionally I go back and add the reimbursement in the previous month though, especially if it is big because I dislike the way it gets…
- SgtBatten
- SgtBatten
- 1 mth ago
- Method & Budgeting
- Reported - view
Re: Categorizing Amazon purchases You don't really explain what is cumbersome about it. When you make the purchase enter it in ynab straight away and categorise it. You can set it for a future date if you want to wait until it gets…
- SgtBatten
- SgtBatten
- 1 mth ago
- Tips & Tricks
- Reported - view
Re: Overspending on True Expenses Just add an off budget account with $0 balance. Transfer money from it to an on budget account. the negative off budget balance is the "debt" you owe yourself.…
- SgtBatten
- SgtBatten
- 1 mth ago
- Method & Budgeting
- Reported - view
Re: Last Month's To Be Budgeted Amount Not Carried Over? @Devyn Elliot It's not so much that you have overspent but that you have already budgeted the $60 in Sep. So when you budget it in August you are using it twice and this is reflected in the…
- SgtBatten
- SgtBatten
- 1 mth ago
- Method & Budgeting
- Reported - view
Re: CC accounts repeatedly do not reconcile If by @F. D. Bryant III said: eventually just stops being able to reconcile you mean that you cannot get your bank account (credit card) balance to match YNAB then reality is that there is at least…
- SgtBatten
- SgtBatten
- 1 mth ago
- Accounts & Transactions
- Reported - view
Re: Suggestion - Drag and Drop Transaction order for easy Reconciliation @Faness I achieve this by simply clearing them in YNAb in the order they appear on my bank statement. So the cleared total in YNAB matches the running balance of the bank statement.…
- SgtBatten
- SgtBatten
- 1 mth ago
- 1
- Tips & Tricks
- Reported - view
Re: Transcactions not matching @Brady Last i read a few months ago all API added transactions were considered imports. Has this changed?
- SgtBatten
- SgtBatten
- 1 mth ago
- API & Integrations
- Reported - view
Re: How to automatically create transactions using Tasker, AutoWeb and YNAB. Here is my latest template. Added an error message notification on failure. Added "Done" message once task is complete. Minor bug fix to prevent an error with the import failing when you make…
Attachment
- SgtBatten
- SgtBatten
- 1 mth ago
- API & Integrations
- Reported - view
Re: How to automatically create transactions using Tasker, AutoWeb and YNAB. @rownie23 I'm having an interesting issue where the task doesn't seem to be firing consistently if the phone is locked. The only security i have on google pay is to wake the phone so I don't…
- SgtBatten
- SgtBatten
- 5 mths ago
- API & Integrations
- Reported - view
Re: Sync Australian bank transactions to YNAB with Budget Feeder @Gary @Trainee Researcher IndeedI was. I used this guide to update mine recently https://support.youneedabudget.com/t/809b01/how-to-automatically-create-transactions-using-tasker-autoweb-and-ynab I…
- SgtBatten
- SgtBatten
- 6 mths ago
- 1
- API & Integrations
- Reported - view
Re: Sync Australian bank transactions to YNAB with Budget Feeder @Gary you can use tasker on your phone to automatically enter the transactions if you use your phone to tap and pay. Hooks into the YNAB API nicely.
- SgtBatten
- SgtBatten
- 6 mths ago
- 1
- API & Integrations
- Reported - view
Re: How to automatically create transactions using Tasker, AutoWeb and YNAB. @Johannes haha oh I see. That step actually requires you to create the items that then show in step 17. You press the plus icon to add actions. If you can see my post below I just uploaded a…
- SgtBatten
- SgtBatten
- 6 mths ago
- API & Integrations
- Reported - view
Re: How to automatically create transactions using Tasker, AutoWeb and YNAB. Hey guys. I wanted to share my project template which can be used after step 17 of the original post above. There are instructions included inside the task to walk you through the rest.…
Attachment
- SgtBatten
- SgtBatten
- 6 mths ago
- API & Integrations
- Reported - view
Re: How to automatically create transactions using Tasker, AutoWeb and YNAB. Then you can edit the values for each action depending on what's required.
- SgtBatten
- SgtBatten
- 6 mths ago
- API & Integrations
- Reported - view
Re: How to automatically create transactions using Tasker, AutoWeb and YNAB. Then on the next screen select the action you need to edit.
- SgtBatten
- SgtBatten
- 6 mths ago
- API & Integrations
- Reported - view
Re: How to automatically create transactions using Tasker, AutoWeb and YNAB. @Johannes in tasker select tasks and then chose the task you have made for this purpose.
- SgtBatten
- SgtBatten
- 6 mths ago
- API & Integrations
- Reported - view

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