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Re: Defect Introduced on Overspending Calculation? Hey, @Saish Dawg ! I bet this is a known bug related to credit card returns. Are you seeing the amount of that transaction showing up in a different Credit Card Payment category as excess money…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 7 hrs ago
- Method & Budgeting
- Reported - view
Re: GOAL MET! Now what? If your goal is met (congratulations!), I'd go ahead and just delete the goal from the category. You don't need to move the money to another category. If you're using a Target Category Balance goal,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- yesterday
- 1
- Method & Budgeting
- Reported - view
Re: "Available" green balances add up to a LOT more than Net Worth -- or bank account. @Slate Gray Harp This sounds frustrating. Would you like us to take a look at your budget? If you’re up for it, go ahead and enable Support Access for your account.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- yesterday
- Method & Budgeting
- Reported - view
Re: Accountant vs. Financial Planner Congratulations! I think starting with a fee-only financial planner (such as a CFP) is a great idea. There's a lot of overlap between the expertise of a CPA and a CFP,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- yesterday
- 2
- Tips & Tricks
- Reported - view
Re: Frustrated Beginner @Superbone Counterpoint: I use YNAB for my (very simple) small business finances, and it works fine because I don't need any of the things that Quickbooks does better—plus it lets me set aside…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- yesterday
- 2
- Getting Started
- Reported - view
Re: PSD2 support @Hot Pink Violin (d0f1b520d085) One option to look at in the meantime: https://syncforynab.com/beta/germany
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 7 days ago
- Accounts & Transactions
- Reported - view
Re: "Qpc Cancel" Refund? @Robin Y @Houndstooth Just emailed you both!
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 7 days ago
- Accounts & Transactions
- Reported - view
Re: PSD2 support @Hot Pink Violin (d0f1b520d085) I don't want to overpromise here. We're actively exploring international direct import options, but I wouldn't expect German bank support soon.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 7 days ago
- Accounts & Transactions
- Reported - view
Re: Reconcile Not Matching Budget @Superbone Oh, you're right! That's 6310964684951 in decimal. Now I get it.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 7 days ago
- 1
- Accounts & Transactions
- Reported - view
Re: Running Balance Hello, @MGHP ! So far, the Running Balance is only a feature of the web app. Hopefully we'll be able to bring it to mobile as well.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 7 days ago
- App Functions
- Reported - view
Re: My goal amounts changed after goals function update This definitely shouldn't happen! It sounds like we may need to dive a little deeper on this one! If you’re up for it, go ahead and enable Support Access for your account.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 7 days ago
- Method & Budgeting
- Reported - view
Re: I just set up Open Banking with my accounting software in 45 seconds @Anvil Yeah, I want to be clear that "soon" probably isn't as soon as you or we would like. This just isn't as simple as signing up with the right partner or supporting Open Banking.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 7 days ago
- 1
- Accounts & Transactions
- Reported - view
Re: Reconcile Not Matching Budget Hello, @Ruff16965 (05bd62cee897) ! (These names are just getting catchier :) I've just sent you an email, but please let me know if you'd like to continue discussing here.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 7 days ago
- Accounts & Transactions
- Reported - view
Re: Using Referral Code After Registration Absolutely! Just get in touch with support ([email protected] or use the question mark icon in the corner of your budget) and give us her email address. We'll make sure she's listed as a referral on…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 8 days ago
- 1
- Accounts & Transactions
- Reported - view
Re: I just set up Open Banking with my accounting software in 45 seconds @YNAB Sound Thanks! We're currently working on expanding into international Direct Import, and I hope we'll have something to announce soon.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 8 days ago
- 1
- Accounts & Transactions
- Reported - view
Re: Credit Card Account Sharing @Maroon Stallion Categorize your wife's payment as Inflow: To be Budgeted. This will reduce the balance on your card but won't affect your budget otherwise.
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 11 days ago
- Credit Cards
- Reported - view
Re: Creative in Quarantine @VickiS My wife just (like, twelve minutes ago!) made little sour cherry tarts with cherries scavenged from the tree on the neighbor's planting strip (they never harvest them,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 11 days ago
- 2
- Fun Money
- Reported - view
Re: Budget Avail > Acct Bal in YNAB Hey, @BNL —would you mind if we took a look at your budget? If you’re up for it, go ahead and enable Support Access for your account. Once you’ve done that,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 13 days ago
- Method & Budgeting
- Reported - view
Re: Shortfall Hello, @Rusty Rabon ! To get this fixed, use the reconcile feature in the web app (on your computer). Reconciling involves comparing the cleared balance in your YNAB register to that in your bank.…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Method & Budgeting
- Reported - view
Re: Issues Linking to Discover @Ellie Armsby So glad to hear it!
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: Support for Brazilian banks As of now, we don't officially support international financial institutions, so we've disabled those banks on our end. It's something we'd love to do someday though,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: Only Syncs to my Bank twice a week? Hello, @nobody'sbody ! With the recent migration to Plaid, direct import issues have been a popular topic, but we aren’t able to troubleshoot Bank Importing issues in the forum .…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: Changing borders in desktop budget display @Lavender Elk Because resizable sidebars are coming to YNAB soon, they're no longer available in the Toolkit. It'll be worth the wait, I promise!
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Tips & Tricks
- Reported - view
Re: Spending on Credit Card with partial payment every month Hello, @Rafael ! Great question. Your Credit Card Payment category in YNAB always shows you how much you're able to currently pay on your credit card, but that doesn't mean you have to pay the full…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- 1
- Credit Cards
- Reported - view
Re: Issues Linking to Discover @Ellie Armsby I've just made an update to your Discover connection that I think will improve things. However, if you run into any other issues with Discover or any other bank connections,…
- MatthewYNAB Support
- YNAB Support
- matthew_ynab
- 2 wk ago
- Accounts & Transactions
- Reported - view

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