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Re: Suggestions for Receipt Storage on a Mac (hopefully an alternative to Neat Cloud) I don't have a personal recommendation for this, but wanted to comment and bump this post, in case any other community members do!
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 3 days ago
- Small Business
- Reported - view
Re: Still no way to bulk assign payees? I can see that you already got in touch with our product team about this - thanks so much for doing that! But you're right that at this point, bulk payee editing isn't available in YNAB.…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 3 days ago
- Using YNAB
- Reported - view
Re: Ready to Assign issues @Sky Blue Network Yes, I'd first check for overspending in January - be sure to look at any hidden categories, too, just in case. If you're still struggling to figure it out,…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 3 days ago
- Using YNAB
- Reported - view
Re: Less stressful than anticipated! 😨 Heck yes! This is such an awesome win - and I'm so glad to hear that the reconciliation process wasn't too painful after some time away. I hope you enjoyed the season,…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 3 days ago
- YNAB Wins
- Reported - view
Re: White notification dot but no pending transactions? @SnowForce Thanks so much! Just shot you an email!
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 4 days ago
- 1
- Using YNAB
- Reported - view
Re: How to track money distribution between two accounts @Capt Realtor This is a great question! Before I dive into an answer, I'd first recommend considering separating your personal and business accounts into different budgets.…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 4 days ago
- 2
- Using YNAB
- Reported - view
Re: anyone interested in doing a challenge to get our legal/financial house in order? @MXMOM Marisa's out, but I think I've gotcha! Just approved and edited the requested post - I added a couple of questions here to make sure I'm following your request.…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 4 days ago
- Join A Challenge
- Reported - view
Re: anyone interested in doing a challenge to get our legal/financial house in order? @MXMOM Before I delete the above (now duplicate) comment, I want to make sure I got the appending/editing/links right. Can you let me know: Does this post look how you want it at this point?…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 4 days ago
- Join A Challenge
- Reported - view
Re: ETFCU and LMCU 3% checking - too good to be true? Worth it? @Purple Lobster We can't always give definitive stats on financial institutions (and connection stats are always subject to change), but you can definitely reach out to support to ask if there are…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 4 days ago
- Saving & Investing
- Reported - view
Re: Thanks for the YouTube videos ❤️ @MXMOM Most of the folks in the videos have a big hand in writing/producing these themselves, but the whole marketing team works together to make these fun videos - on YT, Tiktok, all over!
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 4 days ago
- Using YNAB
- Reported - view
Re: White notification dot but no pending transactions? @SnowForce I'd love to take a closer look here and determine nothing buggy is afoot 🧐Would you be up for enabling Support Access so I can take a closer look? From there,…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 4 days ago
- 1
- Using YNAB
- Reported - view
Re: Transactions importing with completely incorrect Payee @Jennifer This sounds like some payee cleansing that's a little too aggressive. I'm reaching out to you via email so that we can work together to get to the bottom of this!
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 4 days ago
- Using YNAB
- Reported - view
Re: Forgetting to budget for next month rent @viperswipe Here are two articles ( one Help Doc and one blog post ) about the CC float! I know this is a ton of information - let us know how it's going. You've got this 💪
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 4 days ago
- Setting Up Your Budget
- Reported - view
Re: Uk bank sync. @Ivory Mermaid We haven't changed anything on our end that I know of, but there are tons of factors that can impact the cadence/functionality of imports.…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 6 days ago
- 1
- Using YNAB
- Reported - view
Re: MBNA - Linking (Canada) @Mini-T I'm sorry to hear that you're having trouble finding your financial institution on the list! I'm happy to help, but since we can't work on direct import connections in the Forum,…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 6 days ago
- Using YNAB
- Reported - view
Re: Manual entry - so easy @MXMOM Thanks for sharing! I'll be sure to pass it along to the team in case they missed the mention 😊
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 6 days ago
- Tips & Tricks
- Reported - view
Re: Forgetting to budget for next month rent @viperswipe I wanted to pop in with some resources to accompany the replies you've already gotten! I really like using Monthly Savings Builder Target types for things that are due right at the first…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 6 days ago
- 3
- Setting Up Your Budget
- Reported - view
Re: Making the web app a real app @berksgr It sounds like the core of your request is that you're wondering if YNAB will launch a desktop app vs. a web app - am I understanding that correctly?…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 6 days ago
- Using YNAB
- Reported - view
Re: Reports @Byrrus This is a really cool idea! Would you be up for submitting it to our Product team as a request?
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 6 days ago
- API & Integrations
- Reported - view
Re: Tangled mess with my savings account @RoadRunner1984 You've gotten excellent advice here! Those savings dollars are in your budget, so the next step is moving money to make sure they're doing savings jobs if that is your intention.…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 6 days ago
- Using YNAB
- Reported - view
Re: Linking Credit One/Target CCs @Alemap Since we can't troubleshoot direct import issues in the Forum, I'm sending you an email now with some details on what's going on here - I shot you an email, too,…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 6 days ago
- Using YNAB
- Reported - view
Re: The filtering options in the "Trends" view of the spending report are awesome Awh, this is so kind! I also love the trends view, most especially when I'm planning my budget for the new year. I'll be sure the team sees this lovely message 😊
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 6 days ago
- Tips & Tricks
- Reported - view
Re: Refunds on Money You Never Had @Magenta Welder Okay, yes, this is super helpful! Since the refund occurred in the next month, here's what happened: The initial transaction created overspending in December (represented by money…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 10 days ago
- Credit Cards & Debt
- Reported - view
Re: Refunds on Money You Never Had @Magenta Welder Credit card refunds can feel a bit mind-bending for sure - we can figure it out together! I'd love to gather a couple more details that will help us get this return all sorted in…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 10 days ago
- Credit Cards & Debt
- Reported - view
Re: Ready to Assign - Dec - makes Jan over assigned? @Gray Clarinet I'm sure we can figure it out! Let's first have you check for overspending in January first - that's the most likely culprit. Be sure to check hidden categories, too!…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 10 days ago
- Using YNAB
- Reported - view

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