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Re: "Pending Transactions" import feature breaking my budget @Nicole Just followed the link to provide a bit of feedback supporting this feature, it works great for me as is. I had 5 pending transactions this morning.…
- glynab
- glynab
- 1 mth ago
- 1
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget Quick thought. It looks like some users don't like that they go through the effort approving what appears to be a valid match only to find out that it was only pending.…
- glynab
- glynab
- 1 mth ago
- 1
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget A few weeks in and I still appreciate this feature. The conversation of "did someone go to the gas station yesterday and forget to tell me?" happens quicker than it did,…
- glynab
- glynab
- 1 mth ago
- 5
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @VoltaicShock I feel for you. I believe you have an issue. I just hope that it gets fixed rather than removed.
- glynab
- glynab
- 2 mths ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget Not to say others are not having problems, but I have Chase and this is working great for me. I appreciate the feature and hope it doesn't go away.
- glynab
- glynab
- 2 mths ago
- 1
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget Well, I was able to try this out. Match worked great and completely solved my question. It is also nice to know that I can delete it if things are out of whack. Overall, I like the pending activity.…
- glynab
- glynab
- 3 mths ago
- 2
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @dakinemaui True, I didn't think to delete it. This should work.
- glynab
- glynab
- 3 mths ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @Beige Unicorn Cool thanks, I'll give it a try next time.
- glynab
- glynab
- 3 mths ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget 2 Questions: 1) Some, but not all pending transactions show up with a "Pending" prefix in the name. If I match them and then edit to the real name, will the final cleared version still match?…
- glynab
- glynab
- 3 mths ago
- 1
- Using YNAB
- Reported - view
Re: Need History of ALL budget moves and assignments @B's Gambit It seems everyone has some sort of mental or notes method for keeping track of what happened. No one would need their own method if YNAB had the ability to show that money moved between…
- glynab
- glynab
- 3 mths ago
- Using YNAB
- Reported - view
Re: Need History of ALL budget moves and assignments @WordTenor Don't recall saying that. And an audit trail would help reinforce Rules 1 and 2, the ones I value more. Rule 3 is certainly still available for a fallback when the unexpected expense…
- glynab
- glynab
- 3 mths ago
- Using YNAB
- Reported - view
Re: Need History of ALL budget moves and assignments @dakinemaui @WordTenor I suppose I could just have one category and a notes section with my entire budget in it. Every time I earn, spend or change I could just edit the notes.
- glynab
- glynab
- 3 mths ago
- Using YNAB
- Reported - view
Re: Need History of ALL budget moves and assignments If life were all about Rule 3, I could do that without YNAB. One bank account and pay the bills that come in... I personally put a lot more weight on planning and categorization using Rules 1 and 2.…
- glynab
- glynab
- 3 mths ago
- Using YNAB
- Reported - view
Re: Need History of ALL budget moves and assignments @WordTenor What you like to remember is what I would like presented to me by the software.
- glynab
- glynab
- 3 mths ago
- Using YNAB
- Reported - view
Re: Need History of ALL budget moves and assignments I am sure that many of you use features that I don't. I don't try to debate you into not needing them. Rule 3, the overspending rule? Was my repair bill unexpectedly too high? No,…
- glynab
- glynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: Need History of ALL budget moves and assignments @Vibrant Those complainers made a conscious decision, this complainer did not. However, I wouldn't hold it against one of those complainers wanting accountability... Everyone has their own needs.
- glynab
- glynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: Need History of ALL budget moves and assignments @dakinemaui In my case, money moved out of the category due to a third reason - I made a mistake. I don't generalize a mistake as something more important.…
- glynab
- glynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: Need History of ALL budget moves and assignments @nolesrule For me it is the same. Money left a category. Would be nice to know when and why.
- glynab
- glynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: Need History of ALL budget moves and assignments @nolesrule Not sure why I can't see when money moves from one category to another. Should I give up on seeing when money goes out to a payee as well?
- glynab
- glynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: Need History of ALL budget moves and assignments @Superbone I don't need to convince you. It is a problem for me. This isn't about looking forward or backward, it is about accountability. Glad it is working out for you.…
- glynab
- glynab
- 4 mths ago
- 1
- Using YNAB
- Reported - view
Re: Need History of ALL budget moves and assignments It's still a big deal to me... Even 2 years later...
- glynab
- glynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: Is it possible to keep a ledger of when / how much money is moved from bucket to bucket Very disappointed with not being able to track movement of funds. I've spent countless hours tracking down mistakes (why does this category not look correct) or figuring out that someone else moved…
- glynab
- glynab
- 4 mths ago
- 1
- Tips & Tricks
- Reported - view
Re: Help: Hit buttons under Quick Budget and messed everything up! Crazy that you can't account for every time money is moved (intentionally, unintentionally, in the background due to a button click, etc...). I feel your pain.
- glynab
- glynab
- 1 yr ago
- 2
- Tips & Tricks
- Reported - view
Re: Change in Credit Card summary @Faness I also think this was a bad move. I had to figure out which 2 places to look to see what the delta was (knowing there was a delta, but the summary told me everything was great).…
- glynab
- glynab
- 2 yrs ago
- 4
- Credit Cards & Debt
- Reported - view
Re: Best way to handle monthly expenses that are billed annually I have a "Yearly" Category Group. Under that, there are multiple Categories that are named by their intent and when they are typically paid out. For instance "Dropbox, JUL, $8.25".
- glynab
- glynab
- 2 yrs ago
- 1
- Setting Up Your Budget
- Reported - view

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