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Re: Managing cash withdrawals. @Silver Rhythm totally agree. I guess I was trying to confirm that your current options are more limited than you previously had, not argue your method was never valid.
- SgtBatten
- SgtBatten
- yesterday
- 1
- Using YNAB
- Reported - view
Re: Managing cash withdrawals. Hey Jason, @Silver Rhythm said: I then lose tracking on where this transaction was conducted, I see no value in knowing this which is fine, I accept you may have a reason to track where you withdrew…
- SgtBatten
- SgtBatten
- yesterday
- Using YNAB
- Reported - view
Re: Managing cash withdrawals. @Silver Rhythm said: if there are no other splits to be added, then the splitting is removed entirely. Assuming you spent all the cash in one go then does it matter if the transaction is in the…
- SgtBatten
- SgtBatten
- yesterday
- Using YNAB
- Reported - view
Re: Equity vs Equality in a shared budget My wife and I pool everything except a small no questions asked allowance of $150 each per fortnight. My work allows me to receive my pay in multiple bank accounts so it was easy to setup 3…
- SgtBatten
- SgtBatten
- yesterday
- 1
- Money & Relationships
- Reported - view
Re: Transfer to Roth IRA? To summarise the responses above. The transfer to a tracking account (Roth IRA in this case) is an expense on your budget and needs to be budgeted for.…
- SgtBatten
- SgtBatten
- yesterday
- 1
- Using YNAB
- Reported - view
Re: How to automatically create transactions using Tasker, AutoWeb and YNAB. @Silver Tape It might be something to do with your notification having commas. It also might be not be handling credits properly given the format would be different and the number of words in the…
- SgtBatten
- SgtBatten
- 2 days ago
- API & Integrations
- Reported - view
Re: Searching for an amount in all accounts and.... Towards the top left of the web page you can select "All Accounts" to view every transaction, then search in the top right.
- SgtBatten
- SgtBatten
- 7 days ago
- Using YNAB
- Reported - view
Re: Flagging both sides of a transfer? Not currently and it is very annoying.
- SgtBatten
- SgtBatten
- 9 days ago
- Using YNAB
- Reported - view
Re: Money Rollover Question Couple of things it could be. Did you already start budgeting in January thus reducing your TBB amount to $0? You mention overspending already but it's often a cause of this.…
- SgtBatten
- SgtBatten
- 9 days ago
- Dealing with Debt
- Reported - view
Re: How to automatically create transactions using Tasker, AutoWeb and YNAB. @Dimitris Zeus Yes i agree that if you have an alternate notification than just google pay itself such as a bank notification, then that will work better because it captures every transaction,…
- SgtBatten
- SgtBatten
- 9 days ago
- API & Integrations
- Reported - view
Re: How to automatically create transactions using Tasker, AutoWeb and YNAB. @Dimitris Zeus it would almost certainly be quite simple to make it work with any notification the provides enough information such as amount and payee and preferably account or card number.…
- SgtBatten
- SgtBatten
- 9 days ago
- 1
- API & Integrations
- Reported - view
Re: How to automatically create transactions using Tasker, AutoWeb and YNAB. @Silver Tape The payee should be set as the variable %payee during the tasker profile running. if you used my template and turn on test mode what flashes up for payee?…
- SgtBatten
- SgtBatten
- 9 days ago
- API & Integrations
- Reported - view
Re: How to automatically create transactions using Tasker, AutoWeb and YNAB. hi @pixelartist87 Just so I can follow best did you use my template? Are you using Google or Samsung pay? Any chance you can share the text of a Google/Samsung pay notification?…
- SgtBatten
- SgtBatten
- 11 days ago
- API & Integrations
- Reported - view
Re: Coming Soon: Pending Transactions Sweet another feature not available in most countries. Thanks team
- SgtBatten
- SgtBatten
- 1 mth ago
- Announcements
- Reported - view
Re: Credit Card Account and Payment Category Not Matching @Orchid Mainframe You simply budget $20 to the card to make the available amount match the card balance and move on.
- SgtBatten
- SgtBatten
- 1 mth ago
- 3
- Credit Cards & Debt
- Reported - view
Re: Question: Delete Category: New Update @dakinemaui totally agree. The only reason I suggest two options is to placate whatever silly logic some is using to say it's a bad idea to move the budgeted funds already
- SgtBatten
- SgtBatten
- 1 mth ago
- 1
- Using YNAB
- Reported - view
Re: Question: Delete Category: New Update @dakinemaui I think a simple dialogue like before with two options. This category has transactions and funds budgeted to it, what would you like to do with them? move transactions to this category:…
- SgtBatten
- SgtBatten
- 1 mth ago
- 1
- Using YNAB
- Reported - view
Re: Question: Delete Category: New Update Absolutely terrible choice. We all gave you plenty of solutions to fix the actual concern and instead you make it so much worse.
- SgtBatten
- SgtBatten
- 2 mths ago
- 3
- Using YNAB
- Reported - view
Re: Delete and combine categories creates big problems When you delete a category it asks where you want to move the transactions, it just needs one more drop down box asking where you want to move the budgeted funds.…
- SgtBatten
- SgtBatten
- 2 mths ago
- 2
- Using YNAB
- Reported - view
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
- 2 mths ago
- 3
- Using YNAB
- 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
- 2 mths ago
- 3
- Using YNAB
- 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
- 2 mths ago
- 2
- Using YNAB
- 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
- 2 mths ago
- 2
- Setting Up Your Budget
- 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
- 2 mths ago
- Using YNAB
- 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
- 4 mths ago
- Tips & Tricks
- Reported - view

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