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Problem importing Payee transactions with same 3 char names
When I do an Import from my Chase bank to get my bill paid transactions, I've discovered an anomoly with respect to the names of the payees, which in turn, become part of the budget and Categories.…
ps56k
ps56k
2 yrs ago
1
reply
164
Using YNAB
Re: ATM transaction for next month
Finally figured it out.... I think. Cash Account - not obvious how to create this type of account.... not mentioned anywhere. - Add Account - READ the top text,…
ps56k
ps56k
2 yrs ago
2
Setting Up Your Budget
Reported - view
Re: ATM transaction for next month
I was also wondering how to handle ATM cash withdrawals, along with the actual category of spending... I currently just record the ATM withdrawal as an expense in a Category called "ATM Withdrawal",…
ps56k
ps56k
2 yrs ago
Setting Up Your Budget
Reported - view
Re: Beginning - Where do I put all this money?
@jenmas tnx - yeah, after playing with the various combinations, I finally stumbled onto the mix of - Budget but NOT Spend - the "reserve" amount to set aside.....…
ps56k
ps56k
2 yrs ago
Setting Up Your Budget
Reported - view
Re: Beginning - Where do I put all this money?
Revisting the topic - from a YNAB logistics AND wanting to keep a single Rainy Day fund. I just added an existing Money Market account to my YNAB.... it has a starting balance of around $20k...…
ps56k
ps56k
2 yrs ago
Setting Up Your Budget
Reported - view
How to handle Property Taxes - paid twice a year
Our local Property Taxes are paid twice a year - June 1st and September 1st - We pay about $8,000 - paid in two $4,000 installments. Trying to decide if I should just use one goal for the $8,…
ps56k
ps56k
2 yrs ago
5
replies
1,198
Setting Up Your Budget
Answered
Answered
Re: How to handle and "view" accrued savings, goals, and don't touch money
The link to the Forum is not on the actual "usage" screen.... after you log into YNAB -
ps56k
ps56k
2 yrs ago
Using YNAB
Reported - view
Re: Beginning - Where do I put all this money?
I don't see how a Rainy Day Fund (savings) should be broken down into other sub categories... Doesn't make any sense to me.... If I have $20k set aside as the OP mentions,…
ps56k
ps56k
2 yrs ago
1
Setting Up Your Budget
Reported - view
Re: Starting Balance in checking shows as income
@Steve tnx for the reply - I can see the overall intent, but I personally would rather have a "budget" that reflects the monthly income and monthly expenses balanced against that income without…
ps56k
ps56k
3 yrs ago
Using YNAB
Reported - view
Re: Starting Balance in checking shows as income
@Faness at YNAB I have the same general issue with YNAB - how to fence off some balance within the checking account.... like a starting balance, or keeping a minimum balance.…
ps56k
ps56k
3 yrs ago
1
Using YNAB
Reported - view
How to handle and "view" accrued savings, goals, and don't touch money
I've started with YNAB and seeing how things work and look over a few months. One area I'm having trouble with, is how to "reserve" money, either via a "goal" or a Category like "don't touch".…
ps56k
ps56k
3 yrs ago
3
replies
1,677
1
Using YNAB
Dividends reinvested appear as Payments vs Inflow
I have a Vanguard bond mutual fund - that pays out monthly dividends, which are re-invested. I have the fund listed as an Account - to be able to Direct Import.…
ps56k
ps56k
3 yrs ago
1
reply
1,373
Using YNAB
Answered
Answered
ps56k
ps56k
16
14
0
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