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Re: Move rolled over money from a category to savings @Bruce I totally agree with everything you say. My problem is just to understand what to do the first days of the month until I get paid again. I could cheat and write every expenses in the previous…
- Helter Skelter
- helter_skelter
- 4 mths ago
- Using YNAB
- Reported - view
Re: Move rolled over money from a category to savings Thank you guys for the replies. I really appreciate your help! @satcook @Bruce @WordTenor @dakinemaui I would move everything in December but the problem is that I get paid on the sixth of every…
- Helter Skelter
- helter_skelter
- 4 mths ago
- Using YNAB
- Reported - view
Move rolled over money from a category to savings
Hi guys, I jump straight away to an example so it's easier (I hope) to understand my problem: I have a grocery shopping category of $250 per month, so let's say that I budgeted $250 in December.…
- Helter Skelter
- helter_skelter
- 4 mths ago
- 10 replies
- 236
- Using YNAB
Re: How to budget when your monthly budget cycle doesn't start the first day of the month @Navy Blue Pegasus That makes perfect sense! I didn't think about it this way but you are absolutely right! It still feels a bit weird that you budget $300 on that month but if you move things…
- Helter Skelter
- helter_skelter
- 5 mths ago
- 2
- Using YNAB
- Reported - view
Re: How to budget when your monthly budget cycle doesn't start the first day of the month @Superbone Ok got this one too. The only way to make it work "my way" is to transfer the money in the previous month and let rollover only the categories where I want the rollover to happen and not…
- Helter Skelter
- helter_skelter
- 5 mths ago
- Using YNAB
- Reported - view
Re: How to budget when your monthly budget cycle doesn't start the first day of the month @Superbone Thanks! It is clear now. So it is manual with a shortcut 😁
- Helter Skelter
- helter_skelter
- 5 mths ago
- 1
- Using YNAB
- Reported - view
Re: How to budget when your monthly budget cycle doesn't start the first day of the month @Superbone that’s one way to see it but I moved $50 from the available column not from the budgeted’s one. The way I see it is that I budgeted $300 but I have more money available ($50 more) so if I…
- Helter Skelter
- helter_skelter
- 5 mths ago
- Using YNAB
- Reported - view
Re: How to budget when your monthly budget cycle doesn't start the first day of the month @Superbone how would I select them? Manually?
- Helter Skelter
- helter_skelter
- 5 mths ago
- Using YNAB
- Reported - view
Re: How to budget when your monthly budget cycle doesn't start the first day of the month Sorry guys for being a pain but here's another one related to same matter that it's driving me mad. Say I budgeted $300 in December on groceries and I spend only $250 (in December).…
- Helter Skelter
- helter_skelter
- 5 mths ago
- Using YNAB
- Reported - view
Re: How to budget when your monthly budget cycle doesn't start the first day of the month @dakinemaui Definitely not by much but I don't see why I should be able to check it? What if I want to know how much I spent on groceries on the week before Christmas?
- Helter Skelter
- helter_skelter
- 5 mths ago
- Using YNAB
- Reported - view
Re: How to budget when your monthly budget cycle doesn't start the first day of the month @dakinemaui I will re-phrase it: how can I search how much I spent on a specific category from Dec 7th to Jan 6th?
- Helter Skelter
- helter_skelter
- 5 mths ago
- Using YNAB
- Reported - view
Re: How to budget when your monthly budget cycle doesn't start the first day of the month @dakinemaui I saw that but you can only search by month without going into more details. Even I change my way of thinking about the budget and switch to a (calendar) monthly period,…
- Helter Skelter
- helter_skelter
- 5 mths ago
- Using YNAB
- Reported - view
Re: How to budget when your monthly budget cycle doesn't start the first day of the month @Superbone Totally agree, I just used it as example but yes I will use it as a master category with more specific jobs for the savings money
- Helter Skelter
- helter_skelter
- 5 mths ago
- 2
- Using YNAB
- Reported - view
Re: How to budget when your monthly budget cycle doesn't start the first day of the month Thank you so much to both @Superbone and @dakinemaui for the very useful info you gave me. I am starting to understand how it works. A couple of things just to clarify:…
- Helter Skelter
- helter_skelter
- 5 mths ago
- 2
- Using YNAB
- Reported - view
How to budget when your monthly budget cycle doesn't start the first day of the month
Hi guys, I am new to YNAB and I love it so far. I was using a simple spreadsheet until now and I want to understand how to transition to YNAB and use it properly.…
- Helter Skelter
- helter_skelter
- 5 mths ago
- 29 replies
- 261
- Using YNAB
- Answered
- Answered

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