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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
- 12 days 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
- 2 wk 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
- 2 wk ago
- 3
- Announcements
- Reported - view
Re: Discover Card "temporarily delayed" I use Mint also. The DS connection to Mint works well. I don't see why YNAB is having so many problems.
- jayne_m
- jayne_m
- 2 mths ago
- 1
- Bank Importing
- 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
- 2 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
- 2 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
- 3 mths 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
- 3 mths 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
- 3 mths 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
- 5 mths ago
- API & Integrations
- Reported - view
Re: funny balances... Enter -38.21 in the budget cell for the credit card.
- jayne_m
- jayne_m
- 1 yr 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
- 1 yr 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
- 1 yr 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
- 1 yr 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
- 1 yr 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
- 1 yr 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
- 1 yr 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
- 1 yr 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
- 1 yr 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
- 1 yr 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
- 1 yr 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
- 1 yr ago
- 1
- Credit Cards
- Reported - view
Re: YNAB Classic vs. New YNAB No, but there is a workaround. What some people do is have a holding category called "next month's budget" or something similar. They budget this month's checks there as money comes in.…
- jayne_m
- jayne_m
- 1 yr ago
- 1
- Method & Budgeting
- Reported - view
Re: Dates & balances not lining in regard to CC payment Can you manually change the starting balance on your checking account to the amount hat is $600.38 higher?
- jayne_m
- jayne_m
- 1 yr ago
- Accounts & Transactions
- Reported - view
Re: Checkbook Woes What is the reason they give for “not eligible”. Will they process checks if you purchase them elsewhere? If so, I have always bought my checks on line (no longer because I use USAA and they give me…
- jayne_m
- jayne_m
- 1 yr ago
- Tips & Tricks
- Reported - view

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