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Re: Budgeting Bank Transfers @Toni The Tiger Even though this is going to sound more complicated (and will take some time to set up), I think the best solution is to give each business its own budget.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 days ago
- 2
- Method & Budgeting
- Reported - view
Re: syncforynab.com - UK (and soon more of Europe) Direct Import @Powder Blue Colt I can assure you this is not the case. Here's our privacy policy . We do not sell user data, ever, period. We even require you to opt in before we use your anonymized data for…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 days ago
- 1
- API & Integrations
- Reported - view
Re: Personal Taxes for self employed individual Hello, @Rick McLean ! I also have a small business, and whenever I earn income, I immediately budget a set percentage to my Quarterly Tax category, then send that money (whatever is available in the…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 days ago
- Accounts & Transactions
- Reported - view
Re: Budgeting Bank Transfers Hello, Toni! Do you have separate budgets for each business? Or are your businesses sharing a budget with your personal finances? The best way to handle this is going to depend on how many budgets…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 days ago
- 1
- Method & Budgeting
- Reported - view
Re: Possibility of Apple Card connections now? Hello, Jim! I don't think there have been any changes to the Apple Card API since we last looked at it, which means it's still impossible to import transactions from the Apple Card directly.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 6 days ago
- Accounts & Transactions
- Reported - view
Re: Australian Bank Auto-Import Update? Hello, @Gold Major ! We're materially closer to this than we were a year ago, but don't have anything to announce yet. Bank imports are hard —by far the hardest problem we deal with on a day-to-day…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 6 days ago
- 1
- App Functions
- Reported - view
Re: Confused by "cleared" vs "uncleared" credit card transactions @MXMOM Hey, I wrote that article! Glad you found it useful.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 9 days ago
- 2
- Accounts & Transactions
- Reported - view
Re: Handling Payment category when closing CC First off, congratulations! Hiding the Credit Card Payment category is the way to go. Closed accounts in YNAB aren't closed enough, in my opinion, and this is one way they can still cast a shadow on…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 9 days ago
- 1
- Credit Cards
- Reported - view
Re: Should my TFSA be a Tracking or Savings account? Hey, @Devon Fazekas ! I just answered your question here . I'm going to close replies in this thread just to avoid duplicates—hope that sounds okay.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 9 days ago
- Accounts & Transactions
- Reported - view
Re: TFSA accounts (Canada) @Devon Fazekas I think it's fine to keep a TFSA as a Budget account, as long as you know what you're getting into. Specifically, that means: If your TFSA is a regular savings account (with no…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 9 days ago
- Accounts & Transactions
- Reported - view
Re: Confused about using Splitwise+YNAB I promised a while back that I would share an approach to Splitwise that a colleague (Sarah) and I have been working on, so let me give it a shot here, and see what you think.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 9 days ago
- Credit Cards
- Reported - view
Re: Remaining To Be Budgeted in previous month despite deficit in current month Hello, @Silver Android ! The reason you're seeing a higher To be Budgeted is because of that reconciliation adjustment, which affects To be Budgeted directly.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- 1
- Method & Budgeting
- Reported - view
Re: How to Deal With Restricted Money @dakinemaui True story: the other day I bought some frozen tamales at the Japanese supermarket (?!) and they turned out to be really tasty. So I went back for more and realized they were $7 for two…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- 3
- Accounts & Transactions
- Reported - view
Re: Can't adjust opening balance on checking account @James In YNAB, you budget all your money—even money you're not planning to use this month or money in a savings account, so transferring that $1000 to a savings account isn't going to make is…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- 1
- Getting Started
- Reported - view
Re: Organising Savings & Investments Welcome, @Cyan Panther ! I'd like to make the case for not worrying about which account your savings are in. Here's why: By splitting your money among different savings accounts,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- 2
- Saving
- Reported - view
Re: The Official 2020 Debt Smackdown @internettie It happens! Thanks for keeping it real with the report, and we're here for you in the good months and the not-as-good. 😄
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- 7
- Community Challenges
- Reported - view
Re: Unable to link Target credit card Hello, David! Please fill out this form and our Direct Import team will help you get things back up and running. We aren’t able to troubleshoot Bank Importing issues in the forum ,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Credit Cards
- Reported - view
Re: Unable to sync with Capital One (checking) For folks that are having trouble with a connection, please fill out this form and our Direct Import team will help you get things back up and running.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: Switch from monthly subscription to yearly subscription? Yes, absolutely, @Patrick J. ! You can switch from the monthly to annual subscription any time you like. If you're subscribed through Apple, it may be a little trickier,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Getting Started
- Reported - view
Re: Navy Federal Import @Cornflower Blue Tiger If you haven't already, please report a Bank Importing issue and we'll get you fixed up!
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: Savings Account and Savings Tab do not match @dakinemaui Agreed. I'll make a note to see if we can update that article.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- 1
- Accounts & Transactions
- Reported - view
Re: Catching Up after 5 months? Another vote for a Fresh Start !
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Method & Budgeting
- Reported - view
Re: Transactions importing with completely incorrect Payee @Slate Gray Zebra This is a tough problem with payments and transfers in general. The best way to duck the issue is to just always enter these transactions (or use scheduled transactions) before…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: BECU no longer linking? For folks that are having trouble with a connection, please fill out this form and our Direct Import team will help you get things back up and running.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: View/print budget goals? Thanks for sharing your thoughts on this! If you’d like to submit this idea for consideration to our product team, please submit a Feature Request . If you'd just like to see the total of your…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Getting Started
- Reported - view

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