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Re: Budgeting for first time Homeowner I put my closing costs, such as appraisal and recording fees, in the mortgage category. I put the prepaid items, such as insurance, in insurance, Eventually I made one category called “Roof over my…
- jayne_m
- jayne_m
- 1 mth ago
- 1
- Method & Budgeting
- Reported - view
Re: I am looking for plugin ideas I don’t know how complicated this would be but I really miss seeing multiple months on the screen, having this month and next month would be great.
- jayne_m
- jayne_m
- 1 mth ago
- API & Integrations
- Reported - view
Re: All Transactions Uncatagorized In the "old" YNAB, we had the ability to restore a previous version. It was a nice feature among many that we lost when they went to a subscription model. Sigh.
- jayne_m
- jayne_m
- 7 mths ago
- 1
- Credit Cards
- Reported - view
Up Next
In the Up Next section, all of the topics have been released. Does this mean the developers aren't working on any improvements? I sure hope not because there are lots of feature request subscribers…
- jayne_m
- jayne_m
- 7 mths ago
- 2 replies
- 93
- 3
- App Functions
Re: Assigned split transactions to new category -> erased all splits This is a great example of why YNAB a should enable restoration of a previous version, as we had with YNAB4.
- jayne_m
- jayne_m
- 9 mths ago
- 1
- Accounts & Transactions
- Reported - view
Re: Coming soon: Running Balance! @Tomato Inspector In your account register, click on view (between the toggles for reconciled and filter.
- jayne_m
- jayne_m
- 9 mths ago
- 1
- Announcements
- Reported - view
Re: Coming soon: Running Balance! I filled out the survey. I much preferred the toolkit running balance as when I resorted the date column, it was correct and I was able to look at my transactions top down.…
- jayne_m
- jayne_m
- 9 mths ago
- 3
- Announcements
- Reported - view
Re: Extra "To Be Budgeted" in nYNAB vs YNAB 4 After Migration Your “payment” amount for credit cards should equal the balance in your credit card account, but with a positive sign (should be green). For instance, your first credit card has a red -$47.74.…
- jayne_m
- jayne_m
- 11 mths ago
- 2
- Method & Budgeting
- Reported - view
Re: Does YNAB "Learn" Regular Transactions and Enter Them Automatically? YNAB isn’t that smart that it would learn a transaction. You need to set it up as a recurring transaction and then it will appear for approval on the scheduled date.
- jayne_m
- jayne_m
- 11 mths ago
- 1
- Tips & Tricks
- Reported - view
Re: Still Confused on Handling Cash I have a wallet account as an on budget account (not a tracking account). When I spend money at Starbucks, I enter a transaction in the wallet for $5 with a category of eating out.…
- jayne_m
- jayne_m
- 1 yr ago
- Accounts & Transactions
- Reported - view
Re: Categories Missing If they were hidden, the transactions wouldn’t show as needing a category. That happens when a category is deleted. Is it possible you deleted the category in error?…
- jayne_m
- jayne_m
- 1 yr ago
- 2
- App Functions
- Reported - view
Re: Does anyone here make money blogging? I read a lot of home decorating blogs (don’t judge). One thing I notice is that these bloggers provide links to what they’ve bought for their homes, which leads me to think they get an affiliate…
- jayne_m
- jayne_m
- 1 yr ago
- Small Business
- Reported - view
Re: Using IFTTT with the API This thread is 11 months old. Is YNAB a service on IFTTT?
- jayne_m
- jayne_m
- 1 yr ago
- API & Integrations
- Reported - view
Re: funny balances... Enter -38.21 in the budget cell for the credit card.
- jayne_m
- jayne_m
- 2 yrs ago
- 1
- Method & Budgeting
- Reported - view
Re: Credit Card payment from Tracked Account If you spend on the credit card, then it should be on budget. If not, it’s okay to leave it as a tracking account. If you decide to move it on budget, create a new budget account and then copy and…
- jayne_m
- jayne_m
- 2 yrs ago
- Accounts & Transactions
- Reported - view
Re: Using a CC as primary purchasing for the points Enter a transfer transaction in the register from your bank account to your credit card account. You will want to make sure the amount of the transaction is no larger than the amount on the budget…
- jayne_m
- jayne_m
- 2 yrs ago
- 2
- Method & Budgeting
- Best Answer
- Reported - view
Re: funny balances... There are a number of reasons why your credit card payment category may not match your account not balance. Here is a resource from a YNAB instructor. https://forum.youneedabudget.…
- jayne_m
- jayne_m
- 2 yrs ago
- Method & Budgeting
- Reported - view
Re: transfers, VISA payments and reconcilinh @Alice Blue Sander When you did the transfer, did you accidentally record it as a credit to checking and a withdrawal from the credit card account in the account register?
- jayne_m
- jayne_m
- 2 yrs ago
- Accounts & Transactions
- Reported - view
Re: My husband has $9k in credit card debt and is coming around to creating a budget. How do I help without overwhelming him? My son is a budgeter and his wife is not. What they agreed on is he handles all the money and gives her X to run the house (groceries, kids needs, clothes, etc.).…
- jayne_m
- jayne_m
- 2 yrs ago
- 1
- Managing Debt
- Reported - view
Re: Income confusion You should put income as to be budgeted. If you record it directly to an expense category, then it will net against your expenditures and you won’t have an accurate picture of what you spent.…
- jayne_m
- jayne_m
- 2 yrs ago
- 2
- Accounts & Transactions
- Reported - view
Re: Math just doesn't add up...potential reconcile error I wouldn’t fresh start over $1.75 either. Did you have any budgeted money left over from Feb. With no categories selected, does your available in the inspector equal the sum of your cash accounts?…
- jayne_m
- jayne_m
- 2 yrs ago
- App Functions
- Reported - view
Re: suddenly cannot open budget on phone Have you tried deleting and reinstalling the app? Sometimes that works.
- jayne_m
- jayne_m
- 2 yrs ago
- App Functions
- Reported - view
Re: Help, afraid I will sabotage myself. Money is fungible in YNAB so it doesn’t matter in which account your money resides. Try to get used to making spending decisions based on category balance instead of bank account balance.…
- jayne_m
- jayne_m
- 2 yrs ago
- 3
- Method & Budgeting
- Reported - view
Re: Setting a "Total Budgeted to account" goal? You could budget and have goals for separate categories such as flights and everything else, since you are probably paying for the flights sooner.
- jayne_m
- jayne_m
- 2 yrs ago
- Tips & Tricks
- Reported - view
Re: Credit Card Issues Are you using the toolkit so you can see a running balance? I find it easier to spot errors when I can see a running balance and know when it last matched up.
- jayne_m
- jayne_m
- 2 yrs ago
- 1
- Credit Cards
- Reported - view

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