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Re: Setting up connection to USAA @Kmarie630 No worries at all! I was feeling bad for not having more insight, so I'm so glad you let us know that you figured it out 😊
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 15 hrs ago
- Using YNAB
- Reported - view
Re: Setting up connection to USAA @Kmarie630 Hey there! I'm so glad to hear you were able to get connected. I double-checked on our end and things are looking good there, too! It does look like our emails were going to the right…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 17 hrs ago
- Using YNAB
- Reported - view
Re: The Official 2021 Debt Smackdown @Rachel March check-in: another $917 down! I'm SO motivated by the idea of getting this monthly amount back to work for us in other areas. A more official update: Starting Balance: $11,…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 2 days ago
- 4
- Join A Challenge
- Reported - view
Re: How To Handle Reimbursements To be Paid Next Month? @Blue Piccolo this is a great question! Since the initial expense created credit overspending , when you roll into the new month, the available column in your "medical expense" category will reset…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 5 days ago
- Using YNAB
- Reported - view
Re: Quick way to cover Overspent categories @Quang You can use the Quick Budget functions on the mobile app, as well! You just won't be able to select multiple categories at a time. In the mobile app:…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 5 days ago
- 1
- Using YNAB
- Reported - view
Re: The Official 2021 Debt Smackdown @mandiferous This is awesome! I never get over how powerful having an accurate picture of true expenses can be. Once you know you're preventing future debt creation,…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 6 days ago
- 2
- Join A Challenge
- Reported - view
Re: Budgeting money for next month @DaisyChain This is the best problem to have! Oh - and welcome to YNAB, by the way! If all of your categories for March are funded, you can absolutely toggle forward to April and start budgeting…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 7 days ago
- Setting Up Your Budget
- Reported - view
Re: Merging categories @Quang On iOS, when you choose to delete a category, all transactions in that category will become uncategorized, and all budgeted funds will return to To be Budgeted.…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 12 days ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Transfer if budget from Simple Hi there, and welcome! I know YNAB can be a pretty big shift in thinking at first, and the initial setup is relatively hands-on by design (here's a link to our Get Started Guide that you might find…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 12 days ago
- Using YNAB
- Reported - view
Re: Bi Weekly Goals @Sky Blue Mixer Hey there! Thanks for chiming in with your added request and for the helpful info 😊If you haven't already, our Product team would love to officially record your "vote" for this…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 13 days ago
- Setting Up Your Budget
- Reported - view
Re: Exporting transactions with check # field? @Tonya Mac - Hey there! @WordTenor is correct here - only the default YNAB fields will export using the "Export Budget" feature, even with those Toolkit fields enabled.
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 13 days ago
- Using YNAB
- Reported - view
Re: Student Trial @Beige Viper I can relate, too 😆 You're exactly right on all accounts, here! If you wanted to get her set up with her own YNAB account, then once she's got some proof of college-student-hood in…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 2 wk ago
- Using YNAB
- Reported - view
Re: YNAB and CIBC Canada @Khaki Lion We'd love to take a peek and see if we can get that CIBC connection up and running for you! You can get in touch with us by reporting a Bank Importing Issue and we'll take a closer look.
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 2 wk ago
- Using YNAB
- Reported - view
Re: Budget in advance Everyone here is right on! You'll make a plan with the dollars you have on day one of your budget. Then, as new inflows come in, you'll give those dollars jobs, too.…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 2 wk ago
- Setting Up Your Budget
- Reported - view
Re: American Express transactions not importing (Again) @Magenta Cyborg We'd love to take a closer look at your AmEx connection. I've just sent you a message so that we can help you get to the bottom of this!
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 2 wk ago
- Using YNAB
- Reported - view
Re: The Official 2021 Debt Smackdown @farfromtheusual 100% absolutely!
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 2 wk ago
- 2
- Join A Challenge
- Reported - view
Re: The Official 2021 Debt Smackdown February check-in: another $917 down! Slow and steady and boring 😆
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 2 wk ago
- 5
- Join A Challenge
- Reported - view
Re: Option to search by memo AND export to file @Turquoise Hail Hey there! Our current reports options won't allow you to break down spending by memo. You can submit a feature request directly to our product team about this here ,…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 2 wk ago
- Setting Up Your Budget
- Reported - view
Re: Rant - Sync outside of USA @Jari @Slate Blue Cartridge Hey there! I definitely understand how frustrating the wait has been here. Our transactions team is working on an update to share with users about where we are in the…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 2 wk ago
- API & Integrations
- Reported - view
Re: $2,600 down $168,000 to go @Jessie Madden said: Now we have it set up to save slowly over time for birthdays, auto maintenance, clothes, subscriptions, medical, and vet visits. This means less money at the debt at once BUT we…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 2 wk ago
- Dealing with Debt
- Reported - view
Re: Which path should I be taking? @jmorse I think everyone is right on track here! For many folks, by embracing true expenses, they are eliminating many of the things they might otherwise use an emergency fund for (like car repairs…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 2 wk ago
- Setting Up Your Budget
- Reported - view
Re: Checking account won’t reconcile. @Superbone asks a great clarifying question here! If it's been a while since you reconciled , it can sometimes be best to make a Reconciliation Balance Adjustment and move on.…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 2 wk ago
- Using YNAB
- Reported - view
Re: positive number on credit card @cpshaye You're exactly right! When your balance went positive, those $123 would have been added to your To be Budgeted amount. It can be easy to miss,…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 3 wk ago
- 1
- Credit Cards & Debt
- Reported - view
Re: Find matching transaction? @Blue Sander - hey there! When new transactions import, you can see the bank import details by clicking into the payee field. From there, you'll expand "Bank Import Details" to see the raw data from…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 3 wk ago
- Using YNAB
- Reported - view
Re: Goal Dates at the 1st of the Month and Proper Month Budgeting This is such a great question! The short answer here is that if you've set a Needed For Spending goal (which is the goal type I would typically recommend here),…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 3 wk ago
- Setting Up Your Budget
- Reported - view

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