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Re: Struggling to get accurate balances which match the bank As @dakinemaui said, first get your YNAB checking and savings accounts to match the real accounts. Make sure every imported item has the appropriate category(ies) assigned to it,…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 10 hrs ago
- Accounts & Transactions
- Reported - view
Re: I can finally breathe ... @Greenpotato My personal favorite is YNAB's very own Hannah! Maybe not as detailed and in-depth, but very enjoyable and funny!
- Periwinkle Flute
- Sky_Blue_Flute.9
- yesterday
- 5
- YNAB Wins
- Reported - view
Re: We make enough income, but we're broke for two pay cycles. @SgtBatten I'm imagining what "rolling with lunches" is!
- Periwinkle Flute
- Sky_Blue_Flute.9
- 6 days ago
- 4
- Method & Budgeting
- Reported - view
Re: Beyond Fed Up @JonDale Of course you can want Direct Import to work well if you use it. If it's not working then you should contact YNAB support. If, instead, one chooses to complain in a public forum and claim…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 6 days ago
- App Functions
- Reported - view
Re: Reconciling Amazon Transactions @Getting control That's exactly how I do it at work (I'm a bookkeeper for a preschool and they can order hundreds of items per month where most orders are split into multiple charges).…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 7 days ago
- 1
- Accounts & Transactions
- Reported - view
Re: Beyond Fed Up @MXMOM But... that's 10 seconds during which you could have been doing more important things - like checking Facebook or complaining about how hard manual entry is.…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 7 days ago
- 7
- App Functions
- Reported - view
Re: Lack of working Account Linking is going to drive me away @Slate Blue Case Not sure! If I did them all at once maybe 5 or 6 minutes? But they would have been entered over the course of the weekend as well, since I enter daily.…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 9 days ago
- 1
- Accounts & Transactions
- Reported - view
Re: Beyond Fed Up @MXMOM and always pay with cash!
- Periwinkle Flute
- Sky_Blue_Flute.9
- 10 days ago
- 1
- App Functions
- Reported - view
Re: Lack of working Account Linking is going to drive me away @MJC So I did an experiment. Last week I linked my busiest credit card and spent a couple of days getting used to how imports worked. Today I imported 14 new transactions.…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 10 days ago
- 10
- Accounts & Transactions
- Reported - view
Re: Lack of working Account Linking is going to drive me away @MJC Do you realize that just manually entering your transactions for 3 accounts might take you 10 mins or less per day (including daily reconciliation)?…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 10 days ago
- 1
- Accounts & Transactions
- Reported - view
Re: Lack of working Account Linking is going to drive me away @Forest Green Memory Most of us did "completely upend our financial lives" when we decided to learn to budget the YNAB way. And for many, that upheaval turned out to be life-changing.…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 2 wk ago
- 4
- Accounts & Transactions
- Reported - view
Re: Need Help Overhauling Budget: Way too confusing I don't suppose suggesting you create a "House" category and throwing $10,000 into it every year would be helpful, would it? (Or maybe $15,000 if you live in my house!…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- Method & Budgeting
- Reported - view
Re: Need Help Overhauling Budget: Way too confusing @Cadet Blue Commander I cheat and actually have a category named "WAM" with $150 in it just in case I need to WAM. I have very few categories I'd be willing to pull from in the case of an occasional…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- Method & Budgeting
- Reported - view
Re: Order of transactions in the register @Jorelle Tuvillo No, I do all budgeting "work" on the PC. Very occasionally I will use the mobile app to look something up if I absolutely have to, but generally I don't like using it...
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- Accounts & Transactions
- Reported - view
Re: Order of transactions in the register @Jorelle Tuvillo Even 20 doesn't really seem like it would be a big deal (sort by amount if you're having trouble locating specific transactions). But I'm a bookkeeper for a preschool and when I…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- Accounts & Transactions
- Reported - view
Re: Money stuck in last month's To Be Budgeted @dakinemaui Hmm, ok. I guess I didn't realize you could "reconcile" something that didn't actually reconcile. Thanks!
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- 1
- Getting Started
- Reported - view
Re: Order of transactions in the register I don't understand. Why does it matter in which order you entered them? I either enter my charges when I check my bank/credit card accounts (usually daily) in which case I just clear them as I enter…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- 1
- Accounts & Transactions
- Reported - view
Re: Money stuck in last month's To Be Budgeted @dakinemaui What is a reconciliation adjustment?
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- Getting Started
- Reported - view
Re: YNAB and Checking Account Not Matching @Move Light Sound Life Yeah, that has never happened at my house either. Nor have credit card purchases from Postmates, CVS or 7-11 ever happened on my credit card without my knowledge!…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- 1
- Accounts & Transactions
- Reported - view
Re: Total Budgeted $0.00 after budgeting expenses for the month. Help. @dakinemaui I think I'll just start mine now! :)
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- 1
- Method & Budgeting
- Reported - view
Re: Total Budgeted $0.00 after budgeting expenses for the month. Help. @dakinemaui Jeez Louise, of course you're right! I'm sorry @Gold Major ignore my comment please.
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- 1
- Method & Budgeting
- Reported - view
Re: Total Budgeted $0.00 after budgeting expenses for the month. Help. @Gold Major please read @dakinemaui 's comments below; your method at best is convoluted.... However, if you're doing what you explain, your problem mechanically-speaking is when you cover the…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- Method & Budgeting
- Reported - view
Re: Credit card red after paid in full what does it mean? @Superbone Well, apparently not perfect! It's the FICO score and I didn't know it went up to 900 :( Oh well... But thanks for reminding me it's time to get my annual credit reports.
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- 1
- Credit Cards
- Reported - view
Re: Credit card red after paid in full what does it mean? @Superbone it started out as a contest between my sister to see who could have the highest score by a certain day (I won!). I actually don't really care what it is either as long as it's good - like…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- 1
- Credit Cards
- Reported - view
Re: Credit card red after paid in full what does it mean? @lfw57 Just going to share a little of my story here... I, too, had plenty of funds to pay all of my credit cards in full. I had been doing that for 25 years and religiously tracking my budget in…
- Periwinkle Flute
- Sky_Blue_Flute.9
- 3 wk ago
- Credit Cards
- Reported - view

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