How to enable Javascript

Latest Posts

Re: How to track down funding error @Khaki Disk Yes, absolutely! Have a look at the Budget Template , and let me know if you think this will work. (I use it in my own budget and love it.)
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 23 hrs ago
- Using YNAB
- Reported - view
Re: I just set up Open Banking with my accounting software in 45 seconds @Le Mirador All around the world, in dozens of different currencies, people are budgeting successfully with YNAB. Some of those people have access to Direct Import. Some don't.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 23 hrs ago
- Using YNAB
- Reported - view
Re: Problem with repeating goals? A repeating goal will start again in the month after you meet the goal, and I'm going to argue that this is the correct design decision, but it could probably be clearer what's happening.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- yesterday
- Using YNAB
- Reported - view
Re: Feature Request: Merge uncleared transactions. Hello, @Christopher Brown ! This is a perennial issue, and here's one of my favorite forum threads about it, if you haven't already come across it. I find I'm using the "buy a gift card and then pay…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- yesterday
- Using YNAB
- Reported - view
Re: How to track down funding error @Khaki Disk A "money moves" (audit trail) feature is on our roadmap , but I would definitely recommend using goals as @dakinemaui described. Please let me know if you need any help setting that up!
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- yesterday
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @glynab I like this idea a lot. May I ask you to submit it as a Feature Request ? Thanks very much! To everyone: I want to clarify that you can't simply ignore pending transactions if you enter…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- yesterday
- Using YNAB
- Reported - view
Re: Spending Report on Mobile App @Maroon Memory Since you're using an iPad Pro, you should be able to load the web version of YNAB in Safari by going to app.youneedabudget.com and logging in.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- yesterday
- Using YNAB
- Reported - view
Re: Starting month with negative balance Hello, @Jenny ! I think there are two things that might have caused this: As @dakinemaui said, it could be that you made a balance adjustment while reconciling an account in December.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- yesterday
- Setting Up Your Budget
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @nolesrule I get that this represents extra effort on this account for information that you don't find useful. I'm not sure what else to tell you—the feature is here to stay and is unlikely to…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 days ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @nolesrule Yes, it's an extra click. But aren't you already looking over and approving matched transactions in bulk?
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 3 days ago
- Using YNAB
- Reported - view
Re: Goals Question @BoDEAN I would select the date you'll be submitting the payment for that bill.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 3 days ago
- Setting Up Your Budget
- Reported - view
Re: Allocated money directly to Credit cards @Cadet Blue Grizzly That's right! Then, once you've done that, if your Credit Card Payment category is still short (due to overspending in past months or other issues),…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 3 days ago
- 1
- Credit Cards & Debt
- Reported - view
Re: Overspent CC category @Slate Blue Viper Email sent!
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 3 days ago
- Credit Cards & Debt
- Reported - view
Re: Starting Balance Incorrect? Starting Balances do show up incorrectly every now and then, but this doesn't necessarily indicate there will be any issues moving forward. Fortunately,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 days ago
- 1
- Using YNAB
- Reported - view
Re: Ability to change the Quick Budget presets? @Maroon Lobster I think the cat is far enough out of the bag for me to say that a feature similar to this is coming. I don't have an ETA yet, however! It's going to be based in part on the dates of…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 days ago
- Setting Up Your Budget
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @dakinemaui The pending subsection won't appear if all of your pending transactions have been entered into the register, either because: You clicked Enter Now on the pending transaction,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 4 days ago
- 3
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @FTroopmom If you haven't gotten in touch with support yet, please do! This is probably an importing issue unrelated to pending transactions, but we'd definitely like to take a look and make sure.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 5 days ago
- 2
- Using YNAB
- Reported - view
Re: Overspent CC category In addition to all the good advice from the forum, I'd be happy to take a look at your budget and let you know what caused the red in your Credit Card Payment category.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 6 days ago
- Credit Cards & Debt
- Reported - view
Re: Capital One Disaster @Maroon Disk Hi there! Thanks for giving YNAB a try. When you have a moment, please fill out this form and our Direct Import team will be in touch promptly to see whether we can get you connected to…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 6 days ago
- Using YNAB
- Reported - view
Re: How to import categories from csv @Pink Admiral I completely understand the impulse to want to import past transactions from your old budget... but that's not the way YNAB wants to help you.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 6 days ago
- Using YNAB
- Reported - view
Re: USAA auto syncing @VoltaicShock That workflow is called OAuth, and we're supporting it already for some YNABers who use Chase, and I hope it's going to come to USAA early next year.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 6 days ago
- Using YNAB
- Reported - view
Re: Credit card transactions not importing @Maroon Elk I see you've been in touch with support (thank you!) and I just sent you an email.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 11 days ago
- Credit Cards & Debt
- Reported - view
Re: Ally Cashback credit card now TD Bank @Navy Blue Yeti Done—check your inbox!
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 11 days ago
- Using YNAB
- Reported - view
Re: Ally Cashback credit card now TD Bank Hello, @Navy Blue Yeti ! You should be able to select the transactions you want to move in YNAB, and then click Edit > Move to Account. You won't need to enter credentials to do this,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 11 days ago
- Using YNAB
- Reported - view
Re: Chase Credit Card Import Issue @Superbone Thanks for getting in touch. I'm really frustrated about the issues we're having with Chase, too, and I promise we'll take a look right away.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- 1
- Using YNAB
- Reported - view

1 2 3 4 5 27 Next

YNAB Support

Matthew

matthew_ynab

YNAB Support

Seattle

727
591
3

Follow

https://youneedabudget.com/