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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
- 6 days ago
- App Functions
- 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
- 6 days ago
- 1
- App Functions
- 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
- 2 wk ago
- 2
- App Functions
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @dakinemaui True, I didn't think to delete it. This should work.
- glynab
- glynab
- 2 wk ago
- App Functions
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @Beige Unicorn Cool thanks, I'll give it a try next time.
- glynab
- glynab
- 2 wk ago
- App Functions
- 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
- 2 wk ago
- 1
- App Functions
- 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
- 1 mth ago
- App Functions
- 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
- 1 mth ago
- App Functions
- 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
- 1 mth ago
- App Functions
- 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
- 1 mth ago
- App Functions
- 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
- 1 mth ago
- App Functions
- 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
- 1 mth ago
- App Functions
- 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
- 1 mth ago
- App Functions
- 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
- 1 mth ago
- App Functions
- 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
- 1 mth ago
- App Functions
- 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
- 1 mth ago
- App Functions
- 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
- 1 mth ago
- App Functions
- 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
- 1 mth ago
- App Functions
- 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
- 1 mth 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
- 1 yr ago
- 4
- Credit Cards
- 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
- 1 yr ago
- 1
- Method & Budgeting
- Reported - view
Re: Need History of ALL budget moves and assignments Although I was in great hands, ultimately YNAB failed me on this one and it is unforgivable. Sometimes I give YNAB a pass for things I don't like, but not this time.…
- glynab
- glynab
- 2 yrs ago
- 3
- App Functions
- Reported - view
Re: Need History of ALL budget moves and assignments @Faness Faness, I'm not just looking for how to fix it, I'm looking for how it happened. On which day and from what device? Is there any way you can help with that?
- glynab
- glynab
- 2 yrs ago
- 3
- App Functions
- Reported - view
Need History of ALL budget moves and assignments
Once again, a mistake was made (or a YNAB Bug) where my TBB is clearly not correct. It is absolutely inconceivable that there is not a mechanism in place to figure out why.…
- glynab
- glynab
- 2 yrs ago
- 121 replies
- 2,492
- 14
- App Functions
- Answered
- Answered

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