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Re: How to tell difference between scheduled and imported transactions I flag/tag all my scheduled transaction with a color so I can easily tell them apart from other transaction.
- sgarelick
- sgarelick
- 13 days ago
- 3
- Accounts & Transactions
- Reported - view
Re: How often do you work on your budget and reconcile? Daily/Weekly/Monthly? I spend about 5 minutes every morning reconciling accounts. I use a hybrid manual and linked method in that I enter in all my transactions manually but still have linking turned on in case there are…
- sgarelick
- sgarelick
- 4 mths ago
- 2
- Method & Budgeting
- Reported - view
Re: Can we talk about the buffer? @Superbone I've been doing it slightly differently and am wondering if there's a significant difference. Set up recurring paycheck transactions in the scheduler categorized as "To be Budgeted".…
- sgarelick
- sgarelick
- 6 mths ago
- 5
- Tips & Tricks
- Reported - view
Re: Has anyonefigured out good approach to FSA and Dependent Care accounts in YNAB? It’s income but can’t be moved around so they are tricky. @starlady09 I also try to keep things simple and budget for the expense using my regular income. When I get the FSA Reimbursement, I treat it as extra found money and budget the money directly to my…
- sgarelick
- sgarelick
- 6 mths ago
- Accounts & Transactions
- Reported - view
Re: Budgeting Income @Eric Poulin At the end of the month, I sweep any leftover money out of categories like this so the balance becomes zero before I fund for the next month.…
- sgarelick
- sgarelick
- 6 mths ago
- Getting Started
- Reported - view
Re: When will YNAB be ready for advanced users? @bobbucy Out of curiosity, is there a particular reason you don't leave the toolkit turned on? The main reason I could think of is that if there is some problem,…
- sgarelick
- sgarelick
- 6 mths ago
- App Functions
- Reported - view
Re: Inspector: Total Activity Use? @Rick If I understand it, the argument is that when using a CC, no money has really left your budget. The money does not leave until you pay the CC. Seems to me that if YNAB renamed the field it…
- sgarelick
- sgarelick
- 6 mths ago
- Getting Started
- Reported - view
Re: Inspector: Total Activity Use? I think I read it's only showing cash activity and some have suggested that it should be relabeled.
- sgarelick
- sgarelick
- 6 mths ago
- 1
- Getting Started
- Reported - view
Re: When will YNAB be ready for advanced users? How many of you advanced users are using the toolkit to compensate for some of these issues?
- sgarelick
- sgarelick
- 6 mths ago
- 3
- App Functions
- Reported - view
Re: New Month, Total Budgeted: $0? @Rick So you had a lump sum in TBB and the you selected all the categories you wanted to fund and clicked the Underfunded link?
- sgarelick
- sgarelick
- 6 mths ago
- Getting Started
- Reported - view
Re: New Month, Total Budgeted: $0? @sgarelick If you follow what I suggested above, even the categories that have funds in them when you switched over to June would go back to TBB. You'd have to move the remaining TBB dollars left…
- sgarelick
- sgarelick
- 6 mths ago
- Getting Started
- Reported - view
Re: New Month, Total Budgeted: $0? @Rick I think the easiest thing to do would be to select all the categories you funded and click the link to make the Available amount 0; that way all the funds will move back to TBB and then you…
- sgarelick
- sgarelick
- 6 mths ago
- Getting Started
- Reported - view
Re: New Month, Total Budgeted: $0? @Rick I think what you should have done was: Move all unallocated dollars to TBB Fund from TBB (using the unfunded link) Put any remaining dollars left in TBB back in the unallocated category
- sgarelick
- sgarelick
- 6 mths ago
- Getting Started
- Reported - view
Re: New Month, Total Budgeted: $0? @nolesrule Doesn't the unfunded link (which he says he used) pull only from TBB?
- sgarelick
- sgarelick
- 6 mths ago
- Getting Started
- Reported - view
Re: Too much money in a category In that case, I'm assuming your TBB is RED. All you need to do is enter the correct amount in the budgeted field for that category (i.e. override the $8,000 to the correct value).
- sgarelick
- sgarelick
- 6 mths ago
- 1
- Method & Budgeting
- Reported - view
Re: Rolling over monthly goals For monthly categories like groceries or gas (those categories that I replenish each month), I sweep the leftover money out of the categories to TBB at the end of the month (leaving the categories…
- sgarelick
- sgarelick
- 6 mths ago
- Method & Budgeting
- Reported - view
Re: Purposely allowing for Overspending, to help keep your budget @Captain Taniele Would creating a separate category for each vacation you want to take solve the problem. Once you've taken one of the vacations, you could move any remaining money that specific…
- sgarelick
- sgarelick
- 6 mths ago
- 1
- Method & Budgeting
- Reported - view
Re: Moving from Mvelopes ... @Bruce @Rick It was a slightly hard pill to swallow to start paying for something I haven't paid for in years (YNAB is now a line item in my budget) but I'm glad I moved over.…
- sgarelick
- sgarelick
- 6 mths ago
- 2
- Getting Started
- Reported - view
Re: Happy with your budget categories? Please share! Here what I came up with. Fixed Expenses - Monthly - this group is for expenses that occur monthly and the amounts are fixed Variable Expenses - Monthly - this group is for expenses that occur…
- sgarelick
- sgarelick
- 6 mths ago
- Tips & Tricks
- Reported - view
Re: What is Considered Income? I would put the reimbursement back into the category it was spent from (i.e. clothing). In the end, you really didn't end up buying the shirt since you returned it so the net effect on your clothing…
- sgarelick
- sgarelick
- 6 mths ago
- 1
- Getting Started
- Reported - view
Re: Moving from Mvelopes ... For those of you who are Lifetime Mvelopes members who are making the switch to YNAB, what are you doing with your Mvelopes accounts? I don't know if I should cancel my account or just let it sit…
- sgarelick
- sgarelick
- 6 mths ago
- Getting Started
- Reported - view
Re: Buffer vs future months @nolesrule Got it; so you never really fund future months in YNAB (never fund June while you're in may), you just hold money in a buffer for the next month (income in May is held in a buffer to fund…
- sgarelick
- sgarelick
- 7 mths ago
- Method & Budgeting
- Reported - view
Re: Buffer vs future months @nolesrule Sorry if I'm slow or asking the same question multiple times (-; So for example, if the current month is May and you have the funds to do so:…
- sgarelick
- sgarelick
- 7 mths ago
- Method & Budgeting
- Reported - view
Re: Buffer vs future months @nolesrule Does this mean that you suggest not ever really funding future months, you just hold income in the current month in a category "Income for Next Month" and then fund that next month on the…
- sgarelick
- sgarelick
- 7 mths ago
- Method & Budgeting
- Reported - view
Re: Moving from Mvelopes ... @Rick totally agree. Really sad because I was a huge evangelist for mvelopes over the years. They screwed up big time.
- sgarelick
- sgarelick
- 7 mths ago
- Getting Started
- Reported - view

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