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Reconcile & Rollover Catching up?
So we had our third child and I dropped the ball on our usual daily/weekly YNAB tending. All of my accounts in the 'all accounts' and individual accounts are accurately currently reconciled.…
- Luneta
- Dance
- luneta
- 2 mths ago
- 3 replies
- 58
- Using YNAB
Re: Vacation expense categorization techniques I've added a #VacationLocationYear for i.e. PA_2021 to the memo field. This way I can search. However, when in the Reports it seems I can only filter by categories NOT by memo fields nor # hash tags.…
- Luneta
- Dance
- luneta
- 2 mths ago
- Setting Up Your Budget
- Reported - view
Re: Using 2 budgets @Rachel Thank you!
- Luneta
- Dance
- luneta
- 2 mths ago
- Using YNAB
- Reported - view
Re: Using 2 budgets Thank you! This is exactly the type of reply information I was aiming for; very helpful. I will proceed to set up a separate budget so we have 2. This will simplify everything.…
- Luneta
- Dance
- luneta
- 2 mths ago
- Using YNAB
- Reported - view
Using 2 budgets
One USA budget and one budget abroad? We use YNAB for our home base in the USA and given that we are spending 6+ months abroad I am debating between creating an 'Abroad' category or setting up a…
- Luneta
- Dance
- luneta
- 2 mths ago
- 5 replies
- 76
- Using YNAB
Re: Vacation expense categorization techniques @dakinemaui We use YNAB for our home base in the USA and given that we are spending 6+ months abroad I am debating between creating an 'Abroad' category or setting up a second budget all together.…
- Luneta
- Dance
- luneta
- 2 mths ago
- Setting Up Your Budget
- Reported - view
Re: Vacation expense categorization techniques @JoelKelley envelope meaning category or payee?
- Luneta
- Dance
- luneta
- 3 mths ago
- Setting Up Your Budget
- Reported - view
Re: Vacation expense categorization techniques Hello, Thank you for this post. I'd like to know if you guys think I could do the same for our situation. The children and I are spending 6 months abroad and my husband comes and goes from our home.…
- Luneta
- Dance
- luneta
- 3 mths ago
- Setting Up Your Budget
- Reported - view
Re: Catching Up after 5 months? @Granny Bogle Thank you!
- Luneta
- Dance
- luneta
- 9 mths ago
- Setting Up Your Budget
- Reported - view
Re: Bank of America Credit Card Parent and Sub Accounts? @dakinemaui Ha! I love this idea, and then when you get the total at check out you finish the manual entry on the spot. Gives me something to look forward to :)
- Luneta
- Dance
- luneta
- 11 mths ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Bank of America Credit Card Parent and Sub Accounts? @dakinemaui Thank you, ok. I will use one single account in YNAB for transactions from sub 1 & 2 and delete the current account that has payments only. I think this will help tremendously.…
- Luneta
- Dance
- luneta
- 11 mths ago
- Setting Up Your Budget
- Reported - view
Re: Bank of America Credit Card Parent and Sub Accounts? @dakinemaui Thank you for the response. I'm not sure I'm understanding correctly. You have a single account in YNAB where you manually enter the payments made in the parent account,…
- Luneta
- Dance
- luneta
- 11 mths ago
- Setting Up Your Budget
- Reported - view
Bank of America Credit Card Parent and Sub Accounts?
Hello, we have a Bank of America Master Card for our LLC that has 1 parent account with payments and 2 sub accounts with transactions. Does anyone have experience in how to handle this in YNAB.…
- Luneta
- Dance
- luneta
- 11 mths ago
- 6 replies
- 41
- Setting Up Your Budget
Re: Allowance for Young Children @Tomato Tape do you have any examples, like an education savings? I will look into this idea, good one, thank you.
- Luneta
- Dance
- luneta
- 1 yr ago
- Parenting
- Reported - view
Re: Catching Up after 5 months? @dakinemaui thank you. got it.
- Luneta
- Dance
- luneta
- 1 yr ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Catching Up after 5 months? Thank you all. I have to re connect my accounts because of the Plaid change within YNAB. So I'm trying to re link all of the accounts first. Aiming to do it today so I can have the September 1st…
- Luneta
- Dance
- luneta
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: Catching Up after 5 months? @dakinemaui would you do an adjustment if necessary to reconcile, otherwise I feel I would have to go back and clean up 5 months.
- Luneta
- Dance
- luneta
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: Allowance for Young Children And since I gather we will start with a very small amount, wondering if easiest to keep it within the 'kids' category rather than a 'cash account'? Or how families handle small allowances within…
- Luneta
- Dance
- luneta
- 1 yr ago
- Parenting
- Reported - view
Allowance for Young Children
Hello, We have a son who will turn 5 in September and a daughter who will turn 3 in December. A year ago we said we would start giving our then 4 year old son a weekly allowance.…
- Luneta
- Dance
- luneta
- 1 yr ago
- 5 replies
- 139
- Parenting
Re: Children allowance and purchases We have a son who will turn 5 in September and a daughter who will turn 3 in December. A year ago we said we would start giving our then 4 year old son a weekly allowance.…
- Luneta
- Dance
- luneta
- 1 yr ago
- Parenting
- Reported - view
Bank of America Master Card CORP parent account & individual cards
Hello, we have a Bank of America Master Card for our Small Business which has a parent account, CORP, and 2 'sub accounts' individual credit cards. I'm having trouble balancing it within YNAB and in…
- Luneta
- Dance
- luneta
- 1 yr ago
- 14
- Setting Up Your Budget
Catching Up after 5 months?
Hello, I started using YNAB in January 2020 and right when quarantine started I paused and have not touched it for 5 months. I have 2 kids under 5 home full time so my 'computer work' time is…
- Luneta
- Dance
- luneta
- 1 yr ago
- 15 replies
- 285
- 1
- Setting Up Your Budget

Luneta

luneta

Dance

Mexico City & USA

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New to YNAB in January 2020