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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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jayne_m
jayne_m
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