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Re: Transferring from one account to another, real life delay not able to reflect in YNAB? @Breanne To add to this: anything you can do to reduce the number of transfers you have to make is going to make your budget so much simpler. It seems like it would be a small thing, but it's not.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- 6
- Using YNAB
- Reported - view
Re: Paying down Credit Cards (Include Interest In Goals) @Budget Conquistador This is coming to YNAB! It wasn't an easy add-on, but I think you're going to enjoy it. 😁
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- 1
- Credit Cards & Debt
- Reported - view
Re: How to export current balances of all accounts, both Budget accounts and Tracking accounts? I think @nolesrule is right that the API is the easiest way to grab those balances. Or if you're more comfortable with Excel macros, you could total all of the transactions in each account,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Using YNAB
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Re: Why is Ynab categorizing an expense as cash spent when it was a Credit Card expense @Blue Wildcat While we don't recommend that approach, I know some people swear by it, and as long as you know what you're doing and aren't on the credit card float, it can work fine.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Credit Cards & Debt
- Reported - view
Re: How to handle HSA account Hello, @HoosierJeff ! The key question here is whether your HSA account is a Budget account or a Tracking account. In other words, if you look in the left-hand sidebar on the YNAB website (or the…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Newbie Income vs Expense Report Question Hello, @Mike T ! This is going to be a little complicated. I'm going to preface the explanation by saying that of all the useful numbers on the Income v Expense report,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: Why does my trial version of ynab looks different @Alice Blue Octopus Hello! Thanks very much for giving YNAB a try. There are a couple of reasons your trial might look different than you're expecting.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: Why is Ynab categorizing an expense as cash spent when it was a Credit Card expense @nolesrule If you see this type of thing come up again, it's almost always caused by a positive balance on the card. Not that the card couldn't be classified as a checking account,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Credit Cards & Debt
- Reported - view
Re: Feature Request: Collapsible Categories on Mobile Thanks for sharing your thoughts on this—I'd definitely use this feature, too. If you’d like to send this idea over to our Product team for consideration, please submit a Feature Request .
- MatthewYNAB Support
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- matthew_ynab
- 4 mths ago
- Using YNAB
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Re: Help me figure out my cc error? (probably easy one!) @cpshaye Or there's that—I'm glad you found it! I've done the same thing.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Credit Cards & Debt
- Reported - view
Re: Help me figure out my cc error? (probably easy one!) I bet the card balance went positive in April due to the credit, and when that happens, it's easy for money that should have been in the Credit Card Payment category to end up elsewhere in your…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Credit Cards & Debt
- Reported - view
Re: Anyone else tired of fixing their account links and doing free work for YNAB? Hello, @Alice Blue Major ! This is something that's a constant struggle, and while we've taken a lot of steps to improve the Direct Import experience, we still have a long way to go, too.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- YNAB Wins
- Reported - view
Re: Using Google Apps Script with the API @David Bright Here's the answer from Alan, one of our developers: Thanks for reaching out about this! You can absolutely get the split transaction information.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- API & Integrations
- Reported - view
Re: Credit card never has enough money set aside for payment? @Le Mirador Glad to hear it! I'm still happy to pop in if something doesn't seem right.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Credit Cards & Debt
- Reported - view
Re: Credit card never has enough money set aside for payment? @Le Mirador I think one or both of two things are happening here: After the month rolls over, you have overspending that creeps in at the end of the previous month.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Credit Cards & Debt
- Reported - view
Re: Available in checking @Annieland It's a real cheap hack, but you can always put the minimum balance in the account name. That won't do anything to prevent you from going below the minimum, of course,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: YNAB referral link??? @Tan Major If you can't find the referral link it's due to one of three reasons: 1. You're subscribed through Apple. If that's the case, and you still want to use the referral program, we can help!…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: Can someone please tell me where Budget for Upcoming went? @Coral Crab Yes, it should be! Just in case it isn't, feel free to check with me again anytime. :)
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: Available money turns yellow when I move remaining money Hello, @John Bohan ! First off, I agree—it would be great if there was a way to say, "I'm in charge of this budget, and this goal did what I intended. Stop turning the category yellow!" However,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Setting Up Your Budget
- Reported - view
Re: Can someone please tell me where Budget for Upcoming went? @Coral Crab Okay, I heard back right away! This fix is still a few weeks off—it's a high priority, but there's a bigger project (something on our Up Next page) that needs to ship first.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: American Express Re-Authenticate Every Day Since we can't troubleshoot direct import issues in the Forum, I'm sending you an email now so we can start solving this together! For anyone else who comes across this thread,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- 1
- Using YNAB
- Reported - view
Re: Can someone please tell me where Budget for Upcoming went? @Coral Crab I'll check in with the developers and let you know ASAP.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Using YNAB
- Reported - view
Re: Annual budget spent unevenly over the year @Plethora An annual spending goal will help you plan your spending fo the year, but it still won't allow you to roll overspending into the next month. An annual spending goal really means,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- 1
- Using YNAB
- Reported - view
Re: Long term planning difficult with YNAB If you want to test out how an increased obligation will affect your budget going forward, Hannah has a video going over our favorite method: Can I Afford This?
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- 4
- Using YNAB
- Reported - view
Re: Can't add PC financial Bank account Hello, @Cadet Blue Saxophone ! Thanks for letting us know you're experiencing this. Because we can't troubleshoot direct import issues in the Forum, will you please give us more detail about what's…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 mths ago
- Using YNAB
- Reported - view

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