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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
- 3 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
- 3 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
- 3 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
- 3 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
- 3 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
- 3 yrs ago
- 5 replies
- 1,254
- 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
- 3 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
- 3 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
- 4 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
- 4 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
- 4 yrs ago
- 3 replies
- 1,678
- 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
- 4 yrs ago
- 1 reply
- 1,380
- Using YNAB
- Answered
- Answered

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