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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
5 mths ago
4
replies
132
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
6 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths ago
6
replies
77
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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths 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
7 mths ago
1
Setting Up Your Budget
Reported - view
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EP
Epphonehome
Substitute Teacher
New Mexico
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