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I can't figure out where I'm stealing from the future, but YNAB insists that I am.
Hi folks. I'm probably missing something obvious here, but I'm about to tear my hair out. I thought I'd figured out how careful I needed to be with budgeting in future months,…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 4 replies
- 153
- Setting Up Your Budget
Re: How would you factor a partner's savings into your budget? @dakinemaui said: If Partner buys your portion of Groceries, recognize a) he owes you less and b) you get groceries. Therefore, you'll want to update both your groceries (decrease) and Partner…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: Issues with transaction matching @Matthew Ah, that’s what I was missing! Thanks for clarifying.
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- Using YNAB
- Reported - view
Re: Issues with transaction matching @Superbone yep, that's right. I deleted the second one. I just wish YNAB would start matching properly again, it's a little irritating to delete the imported transactions just because they can't be…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- Using YNAB
- Reported - view
Re: Issues with transaction matching @Matthew Thanks for the response! I thought that might be the case, but, selecting each transaction individually, there's no option to "unmatch." If the transaction had imported twice,…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- Using YNAB
- Reported - view
Issues with transaction matching
Hi folks! I've been having this issue for about a week, and I was wondering if anyone else had encountered this and found a quick fix. I like to manually enter my transactions as they happen,…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 6 replies
- 154
- Using YNAB
Re: How would you factor a partner's savings into your budget? @dakinemaui Wow. Thank you so much for taking the time to explain all this to me! This is so helpful. I can definitely see the benefits of the partner spending category here - I think I'll take some…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 1
- Setting Up Your Budget
- Reported - view
Re: How would you factor a partner's savings into your budget? @dakinemaui said: Regardless of whether you use a Covid category or it winds up in the reimbursement / Partner Spending category, you should directly categorize this inflow into your Savings account…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: How would you factor a partner's savings into your budget? @dakinemaui I hadn't yet made a "partner spending category," but I think that might be best. Gonna have a few more cups of coffee, read around a bit on that, then look at implementing it.…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- Setting Up Your Budget
- Reported - view
How would you factor a partner's savings into your budget?
Sorry for the clunky title, I really wasn't sure how to express this succinctly. This is a minor little thing (I think), but thought I'd ask y'all how you might handle this scenario.…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 8 replies
- 102
- Setting Up Your Budget
Re: Issues Linking to Discover @Dave M. Yay! So glad it's working well for you too. Mine is now updating on schedule - it actually caught a transaction before I had manually entered it today!
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 1
- Using YNAB
- Reported - view
Re: The Official 2020 Debt Smackdown @farfromtheusual Thank you!! It was, frankly, awful. I'm really grateful I was able to finally get the system to acknowledge me. I guess if there's any silver lining to my period of post-grad…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 1
- Join A Challenge
- Reported - view
Re: Transactions stopped importing I'd report the issue to support using this link: https://youneedabudget.typeform.com/to/pI0042 I was having issues as well, and support was extremely helpful in resolving my issues across multiple…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 2
- Using YNAB
- Reported - view
Re: Issues Linking to Discover I had the same problems and just unlinked the accounts for awhile. After having some success (I think) working with support on some issues with my other accounts, I decided to try and relink it.…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- Using YNAB
- Reported - view
Re: Monthly Spend Goals @Stu Stirling I recently asked this question, too - unfortunately, it seems that the software won't behave the way we'd like it to until the actual first of the month,…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: The Official 2020 Debt Smackdown Updates, March - May: I definitely forgot I had joined this... sorry about that. I have the memory of a particularly confused goldfish. I set a monthly reminder to update this!…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 3
- Join A Challenge
- Reported - view
Re: A little confused about how months work... @dakinemaui yep, this is exactly what happens. Can't have two goals for the same category of two different types, regardless of the month.
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 1
- Setting Up Your Budget
- Reported - view
Re: A little confused about how months work... @Elastic Squirrel Your explanation about how goals work month to month makes sense to me, and I think things are clicking a bit better now. Unfortunately, when I tried your fix,…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: A little confused about how months work... @dakinemaui Hah! Thanks for the chuckle, and for all your help in this thread!
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 1
- Setting Up Your Budget
- Reported - view
Re: A little confused about how months work... @nolesrule Okay, gotcha. Thank you for clarifying! I just wanted to make sure I wasn't missing something here. The idea of having to wait until it's literally June to have YNAB accurately tell me…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 2
- Setting Up Your Budget
- Reported - view
Re: A little confused about how months work... @Elastic Squirrel I've tried it both ways (Monthly and Monthly Contribution) - same result with both goal types.
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: A little confused about how months work... @Elastic Squirrel Huh, okay. I have tried this and it doesn't show that I've met my goal for June - it says I need to fund it by an additional $12 to meet it.…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: Guilt over good money news due to COVID? @Christina Slachter I'm in pretty much the same boat. My partner is a PhD student and is keeping the same income as he would have had prior to COVID-19 (i.e.…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 1
- Money & Relationships
- Reported - view
Re: A little confused about how months work... @Elastic Squirrel Forgive me if this is a little redundant, but I'm on three hours of sleep and not nearly enough coffee - just to clarify, you're saying that if I have the money today,…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: A little confused about how months work... @dakinemaui Huh. That's just weird to me. It just seems like it could be a lot more helpful to be able to click over to June and see whether or not I've set aside enough to cover my prescriptions by…
- EP
- Substitute Teacher
- Epphonehome
- 1 yr ago
- 1
- Setting Up Your Budget
- Reported - view

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