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Re: YNAB weekly RECON day and daily streak count @Nicole Yes, I use a habit tracker in a bullet journal to track my streak. I was inspired by the streak counters on other apps to start tracking my daily checks in the budget.…
- Lavender Trombone
- aka Kate
- Lavender_Trombone
- 11 mths ago
- 2
- Setting Up Your Budget
- Reported - view
YNAB weekly RECON day and daily streak count
I do my weekly YNAB reconciliation, but to keep it fun, I call it my recon day (as in reconnaissance!). It's all part of my plan to keep up: ongoing manual entry at point of purchase (or at the…
- Lavender Trombone
- aka Kate
- Lavender_Trombone
- 11 mths ago
- 3 replies
- 80
- 3
- Setting Up Your Budget
Re: How often do you work on your budget and reconcile? Daily/Weekly/Monthly? I'm with @WordTenor , and the blog post that @faness_ynab mentioned ( https://www.youneedabudget.com/budgeting-routine/ ) is a good simple method pretty similiar to what I do.…
- Lavender Trombone
- aka Kate
- Lavender_Trombone
- 2 yrs ago
- Setting Up Your Budget
- Reported - view
Re: Figuring out if I have reasonable goals and scheduled transaction amounts @adriana01 I do 1 & 3 already; will have to try 2. Thanks for the idea. @dakinemaui That’s something I hadn't thought to try. Thanks—I’ll give a go.
- Lavender Trombone
- aka Kate
- Lavender_Trombone
- 2 yrs ago
- Setting Up Your Budget
- Reported - view
Re: Figuring out if I have reasonable goals and scheduled transaction amounts Thanks, @nicole_ynab , that's a helpful start. I was hoping I could get a report/view that showed the details per category on a single screen so I could sort of "rule 3" my way through the areas…
- Lavender Trombone
- aka Kate
- Lavender_Trombone
- 2 yrs ago
- Setting Up Your Budget
- Reported - view
Figuring out if I have reasonable goals and scheduled transaction amounts
(if I’ve missed the answer to this in support or other forum threads, please feel free to link) I've been using YNAB about 18 months, and I'm committed to the system and 4 rules.…
- Lavender Trombone
- aka Kate
- Lavender_Trombone
- 2 yrs ago
- 5 replies
- 184
- Setting Up Your Budget
Mortgage Bought by Another Bank
My mortgage got purchased by another bank. I track the account in YNAB. Which way is better... Keep the account and change the bank link/import to the new bank Close the old YNAB tracking account…
- Lavender Trombone
- aka Kate
- Lavender_Trombone
- 2 yrs ago
- 2 replies
- 48
- Using YNAB

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