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Re: Setting up connection to USAA @Kmarie630 Hi there! I'd recommend checking your bulk or spam email inbox—we replied to your emails, but if you haven't received the replies, that's no help!…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 21 hrs ago
- Using YNAB
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Re: Feedback on ways to stick to a budget @Blue Cheetah You'll need to budget for that category each month, but you can use Goals to remind yourself to do so, if you like.
- MatthewYNAB Support
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- matthew_ynab
- 21 hrs ago
- Tips & Tricks
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Hmm, noticed this today in Up Next...
- MatthewYNAB Support
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- matthew_ynab
- yesterday
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Re: Transaction report? @Gold Orca I get it. I agree with you that this is something that should be part of YNAB, and I hope that someday it will. However, I do #3: I do the export, open it in an Excel-like product :),…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 days ago
- Using YNAB
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Re: Someone please explain (simply) TBB and available funds in YNAB? Oh, and I love the bicycle analogy! I'm always looking for better ways to distinguish between building up your True Expenses categories vs continuing to fund them.
- MatthewYNAB Support
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- matthew_ynab
- 2 days ago
- 1
- Setting Up Your Budget
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Re: Someone please explain (simply) TBB and available funds in YNAB? @Move Light Sound Life Sorry about that! I'll be less unequivocal in the future.
- MatthewYNAB Support
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- matthew_ynab
- 2 days ago
- 1
- Setting Up Your Budget
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Re: Transaction report? @Gold Orca May I ask you to walk me through your tax reporting process? I ask because I'm in the same boat: I have a small business with lots of transactions in various categories,…
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- matthew_ynab
- 2 days ago
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Re: Someone please explain (simply) TBB and available funds in YNAB? @Melissa Some of them are definitely still up! For example, here's Dave teaching Set Up Your Budget .
- MatthewYNAB Support
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- matthew_ynab
- 2 days ago
- 2
- Setting Up Your Budget
- Reported - view
Re: Credit confusion @Magenta Cup Thanks, Dave! I can't roll things back and see exactly what happened, but everything here looks correct to me: The transfers to and from the Line of Credit look correct.…
- MatthewYNAB Support
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- matthew_ynab
- 2 days ago
- Credit Cards & Debt
- Reported - view
Re: Share a Budget without sharing accounts Hello, @Anais Mayer ! This is something we're working on as part of a larger overhaul of how YNAB handles budgeting with a partner, but we don't have anything to announce yet, I'm afraid.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 days ago
- 1
- Setting Up Your Budget
- Reported - view
Re: Credit confusion @Magenta Cup I agree with the other folks that the $300 should have showed up in To be Budgeted, unless you were overbudgeted in a future month. I bet I can figure out what's going on here.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 days ago
- Credit Cards & Debt
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Re: How to handle Refi? @Turquoise Hail After closing and zeroing out the old loan account, I'd just create a new account with the balance of the new loan. You can edit the transaction as @Superbone suggested,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 days ago
- Credit Cards & Debt
- Reported - view
Re: How Did I Do That?? I know there's a way on the Mac to invoke the microphone for voice input—I think you press Control two or three times in a row. Any chance you might have done that? YNAB itself isn't voice-enabled,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 days ago
- 1
- Using YNAB
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Re: Linking Accounts Hello, @Tomato Nomad ! We'd love to see if we can get you connected ASAP. 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 days ago
- Credit Cards & Debt
- Reported - view
Re: Categorizing Amazon purchases @Superbone Yeah, they really want you to take that gift card so you can't do something foolish, like spend the money somewhere other than Amazon.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 days ago
- 2
- Tips & Tricks
- Reported - view
Re: Someone please explain (simply) TBB and available funds in YNAB? May I weigh in here with a bit of a pet peeve? Not with you, of course. With us: I think we make the "Funds for [month]" number a little too visible. It's almost never useful in budgeting decisions.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 days ago
- Setting Up Your Budget
- Reported - view
Re: Next month holding or budget it into next month Hello, @Nicellla ! I do a mix. Our family income is pretty variable. I like the feeling of having next month budgeted, but if I have any extra beyond that,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 days ago
- 2
- Using YNAB
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Re: Money does not move to credit card payment category when purchase is made. Why? @WordTenor A card that's going positive repeatedly can definitely cause the gap between the balance and the Credit Card Payment category to diverge. But I suspect what's going on here is missing…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 days ago
- Credit Cards & Debt
- Reported - view
Re: Credit Card Balance Never Matches @Tan Commander Thanks for letting me take a look at your budget! I'm going to send you a custom video via email, but here are the main issues I'm seeing: 1. Overspending.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 6 days ago
- 1
- Credit Cards & Debt
- Reported - view
Re: Credit Card Balance Never Matches @Tan Commander Any time you make a balance adjustment on your card, you will need to adjust the Credit Card Payment category, too. However, if you're finding that you have to adjust the Credit Card…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 6 days ago
- Credit Cards & Debt
- Reported - view
Re: Safe to now delete categories? @MXMOM Do you use the "Include in Payee List" feature in Manage Payees? I turn this off for payees I'm unlikely to use again, and it keeps the drop-down a little simpler in the web app.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 6 days ago
- Using YNAB
- Reported - view
Re: Safe to now delete categories? I've tried it in my personal budget! There was a lot of hovering nervously over the delete button, but it worked perfectly—all of the past budgeting was automatically rerouted.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 7 days ago
- Using YNAB
- Reported - view
Re: Student Trial @Steel Blue Vacuum Great question! We're limited in what we can offer to high school students, but for a classroom unit, we can offer all of your students two months (actually 64 days) of free YNAB.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Using YNAB
- Reported - view
Re: Creating EveryDollar Style "Funds" in YNAB? Just wanted to add: you don't have to add your debt accounts to YNAB! If it bugs you to see the negative, just leave those accounts out of YNAB and treat the payments like any other monthly bill.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- 4
- Setting Up Your Budget
- Reported - view
Re: SoFi Vaults for Savings Hello, @hspangler ! I'm also a SoFi Money customer, and as far as I can tell, SoFi's vaults are trying to solve the same problem as YNAB's budget categories, but (a) they're clunkier,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- 2
- Saving & Investing
- Reported - view

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