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Re: Searching for Payee Transactions Also check Date Filters
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 3 wk ago
- Using YNAB
- Reported - view
Re: Using Scheduled Transactions for Cash-Flow Projection in YNAB @Bruce It just simplifies it. Yes, longer time earning interest, but also if you have an extra heavy month on your main card you are less likely to have to transfer money back to checking if there's…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 3 wk ago
- 1
- Tips & Tricks
- Reported - view
Re: Using Scheduled Transactions for Cash-Flow Projection in YNAB Thank you for writing this up. I don't know how many times I've had this discussion. The one additional step I do to make things even easier is that I have our primary credit card auto pay from the…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 3 wk ago
- 3
- Tips & Tricks
- Reported - view
Re: What job do you give your savings? @ynaber2613 @ynaber2613 said: I also have a general savings category to throw extra money into which I do not have a current plan for. So do I. it has the boring category name of "Taxable Investing".…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 3 wk ago
- 3
- Saving & Investing
- Reported - view
Re: Credit Cards! So confusing The credit card row is the Credit Card Payment category. It doesn't automatically reflect the credit card balance, you have to use YNAB properly in order for that to happen.…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 4 wk ago
- 3
- Credit Cards & Debt
- Reported - view
Re: Balances not correct for linked tracking accounts @Navy Blue Hammerhead depends on your definition of impractical. I update at my 13 investment accounts manually at the end of every month and it works just fine.…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 4 wk ago
- 1
- Using YNAB
- Reported - view
Re: Payment from another source Inflow categorized as To be Budgeted. It will lower the account balance but not affect the budget.
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 4 wk ago
- 1
- Credit Cards & Debt
- Reported - view
Re: Moving Monthly Savings Builder funds to another category @Aquamarine Orca @Aquamarine Orca said: Like in my example - I did budget $100 which was my goal. But if I were to move $50 from my saved amount it first takes it from my most recent budgeted $100…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 4 wk ago
- Using YNAB
- Reported - view
Re: Moving Monthly Savings Builder funds to another category A monthly savings builder measures success on how much you budget to the category in that month. If your budgeted number is less than the target Budgeted number it will show as not meeting the goal.
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 4 wk ago
- 1
- Using YNAB
- Reported - view
Re: Cleared Balance Higher Than Actual Account @SgtBatten my credit cards never include the pending transactions in the current balance. And it shouldn't because any pending transaction (not just security deposits or $1 auths) is subject to…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- Using YNAB
- Reported - view
Re: Some really good stuff in today's web release I just used Approve All. I started hooking up my accounts now that Capital One works. 👍
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- 4
- Announcements
- Reported - view
Re: Need help with credit cards @satcook also making a payment from an off budget account.
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- Credit Cards & Debt
- Reported - view
Re: college savings & Roth @Ivory Storm I don't recommend holding it in Roth because it's precious tax advantaged space I would not give up for anything. Use it for retirement savings only.…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- Parenting
- Reported - view
Re: college savings & Roth @Ivory Storm we have Florida Prepaid so locking away money in a 529 seemed unnecessary if they didn't go to college.
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- 1
- Parenting
- Reported - view
Re: Budgeting money for next month @Powder Blue Harp That works okay for fixed expenses, but fails for discretionary spending categories, because you could accidentally spend, for example, next month's grocery money this month.…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- 4
- Setting Up Your Budget
- Reported - view
Re: Next month holding or budget it into next month @Ivory Storm said: does this suggest that lots of WAMing undermines that kind of mental cohesion? I don't think so. What you originally budget is just a best guess. Sometimes you guess wrong.…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- 4
- Using YNAB
- Reported - view
Re: Next month holding or budget it into next month @Ivory Storm all the money you have for your budget in the month you have all at once. No deciding what to fund with each check, which is something you have to do when you budget paycheck to…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- 1
- Using YNAB
- Reported - view
Re: college savings & Roth I would not put money I absolutely want my kid to have into my retirement account. We opened custodial brokerage accounts for our kids and tax gain harvest every year in amounts below the kiddie tax…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- Parenting
- Reported - view
Re: Just started and I am STUCK. @GrammySmells https://docs.youneedabudget.com/article/32-adding-transactions
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- 2
- Using YNAB
- Reported - view
Re: Is YNAB right for me? If you've never learned how to use an account register, now's a good time to start doing it along with the budgeting. The budget is not a checklist. it's designed as a system to allocate the money…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- 1
- Using YNAB
- Reported - view
Re: Next month holding or budget it into next month @Nicellla No. I budget a calendar month using all the income received in the previous calendar month. I don't budget until all the income has arrived. That's 4-5 paychecks in our household,…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- 1
- Using YNAB
- Reported - view
Re: Why is my "to budget" amount more than I have in my bank account? In the future-most month you can access: Total Available + TBB = Sum of cash-based accounts + Credit card accounts with positive balances Or put another way,…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- 1
- Credit Cards & Debt
- Reported - view
Re: Next month holding or budget it into next month If you are still budgeting money to your categories with every paycheck or income event, you are still budgeting paycheck to paycheck. It's not just a matter of convenience.…
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- 11
- Using YNAB
- Reported - view
Re: Is there any way to add goal to Category Type? @Salmon Mixer I just use a spreadsheet.
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Is there any way to add goal to Category Type? I would recommend managing asset allocation externally.
- nolesrule
- Been waiting 5 years for the Stealing From the Future fix...
- nolesrule
- 1 mth ago
- Setting Up Your Budget
- Reported - view

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Been waiting 5 years for the Stealing From the Future fix...

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