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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
- Lavender_Trombone
- 4 mths ago
- Method & Budgeting
- 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
- Lavender_Trombone
- 4 mths ago
- Method & Budgeting
- 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
- Lavender_Trombone
- 4 mths ago
- Method & Budgeting
- 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
- Lavender_Trombone
- 4 mths ago
- 5 replies
- 127
- Method & Budgeting
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
- Lavender_Trombone
- 7 mths ago
- 2 replies
- 40
- Accounts & Transactions

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