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Re: Credit Card Budget Does not appear to be updating correctly
@Frank K - exactly what @dakinemaui says, check previous months and I have also seen this with hidden categories. Sometimes a transaction will import to a category that I no longer use or have…
bigGolfGuy
software architect & technologist
mhornak
4 mths ago
1
Using YNAB
Reported - view
Re: Getting : Unauthorized: captcha verification failed
@JoeDid - Yes, that was it, but I didn't have the box to check, so failed it a few times, locked out, and now the "I'm not a robot" box is there and able to get back in... weird.
bigGolfGuy
software architect & technologist
mhornak
4 mths ago
1
Using YNAB
Reported - view
Getting : Unauthorized: captcha verification failed
Anybody else having this issue today? It now says that I have to try again in 30 mins....
bigGolfGuy
software architect & technologist
mhornak
4 mths ago
20
replies
220
Using YNAB
Re: Budget opens on August rather than current month...
yup, that was it, not sure how the bookmark was updated, but didn't even think to look at the url...thanks!
bigGolfGuy
software architect & technologist
mhornak
4 mths ago
1
Using YNAB
Reported - view
Budget opens on August rather than current month...
when I launch YNAB it opens on August budget instead of the current month. Has anybody seen this before and what could be causing this? August has been reconciled an nothing outstanding there.…
bigGolfGuy
software architect & technologist
mhornak
4 mths ago
2
replies
46
Using YNAB
Answered
Answered
Re: Goals for following years
@bret - interesting take on Goals. Once you are in the system, Goals are essential for making your budget categories hum from month to month. Using Income Next Month method (Thanks @dakinemaui ),…
bigGolfGuy
software architect & technologist
mhornak
9 mths ago
1
Setting Up Your Budget
Reported - view
Re: See a listing of actions taken within a Budget
@dangerosity - follow-up, if that feature wasn't there, where the transactions fly-out when hovered over, would you care? Asking b/c squaring up comments earlier about not looking retroactively at…
bigGolfGuy
software architect & technologist
mhornak
10 mths ago
Using YNAB
Reported - view
Re: See a listing of actions taken within a Budget
@dangerosity - curious to your thoughts on the Activity column producing a list of the transactions that make up that amount?
bigGolfGuy
software architect & technologist
mhornak
10 mths ago
Using YNAB
Reported - view
Re: Buffering vs Zero-Based Budget
@WordTenor and @dakinemaui - I am going to experiment next month with not budgeting future months as each paycheck lands, but creating a buffer "Income for Next Month" category.…
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
Setting Up Your Budget
Reported - view
Re: Buffering vs Zero-Based Budget
@WordTenor - ahh, yes the red indicator in the header for Budgeted in the future. Gotcha, yeah, that really comes into play if you are adjusting budget numbers, not moving money around.…
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
Setting Up Your Budget
Reported - view
Re: Buffering vs Zero-Based Budget
@nolesrule - can you explain what you mean by Stealing from the Future ? We budget all of our income at this point in future months, Feb and March are fully funded, and any income left in February,…
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
Setting Up Your Budget
Reported - view
Re: Buffering vs Zero-Based Budget
Why not allocate that left over month to next month? I have never used "buffer categories" to hold next months income, I simply move to the next month and allocate the left over income to my highest…
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
Setting Up Your Budget
Reported - view
Re: Does YNAB have a "notepad?"
forgot one more thing, if you use The Toolkit (I would recommend it), you can expand the size of the Notepad to your liking (small, medium, large).
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
2
Using YNAB
Reported - view
Re: Does YNAB have a "notepad?"
Additionally there is a small notepad under each month. Click on Enter a Note... and you can add notes for the month. I use it remind me of the order of priority to fund that month when inflows…
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
1
Using YNAB
Reported - view
Re: Moving expenses to different categories
Drag and drop it where you want it...
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
2
Using YNAB
Reported - view
Re: Category Distribution among Multiple Credit Cards
I agree with @dakinemaui , esp. if the card is interest free. Divide the 5000 up across the grace period and just set a goal to budget that amount in Medical to cover so you don't pay any interest.…
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
1
Credit Cards & Debt
Reported - view
Re: Understanding the AoM, specifically with regards to me.
@jenmas - Now that is something I didn't know, I thought I had read somewhere that the 2 month ahead was a YNAB "restriction/rule". I wouldn't do that either. 2 months ahead works for me...
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
Setting Up Your Budget
Reported - view
Re: Understanding the AoM, specifically with regards to me.
@nolesrule - Agreed on the actionable part. My budget tells me where I am and if the plan for the moth is going as, well, planned.
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
Setting Up Your Budget
Reported - view
Re: Understanding the AoM, specifically with regards to me.
@nolesrule - I have both. Funding July with May's income and off-budget accounts for Emergency/Income Replacement. Since YNAB only lets you go ahead 2 months,…
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
Setting Up Your Budget
Reported - view
Re: Understanding the AoM, specifically with regards to me.
AoM doesn't tell you how far ahead you are, it's an indicator of the age of the money you are spending at this point in time. As you continue to use YNAB,…
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
Setting Up Your Budget
Reported - view
Re: Need help transitioning from Spreadsheet to YNAB
I agree with @jenmas here, follow the online tutorials. One thing that has changed my life with YNAB is setting Goals . By setting goals you can budget at a higher level using the Quick Budget tools…
bigGolfGuy
software architect & technologist
mhornak
1 yr ago
Setting Up Your Budget
Reported - view
Re: Month-end overspending frustrations in "new" YNAB
@ Tif_Ann - ah, I see now. I get what you are saying. Your category is just a bucket with no job other than to hold next months dollars. You don't have insight into what those dollars are doing for…
bigGolfGuy
software architect & technologist
mhornak
2 yrs ago
Using YNAB
Reported - view
Re: Month-end overspending frustrations in "new" YNAB
@ Tif_Ann hmmm...still not seeing it. What is "Available to Budget" you are referring to? I get the clarity I need in the current month and future months without having to hold income in a category.…
bigGolfGuy
software architect & technologist
mhornak
2 yrs ago
Using YNAB
Reported - view
Re: Month-end overspending frustrations in "new" YNAB
@ bevocat - I would like to understand the idea of the xtra categories, INM IMAN? Why are you not simply allocating that income to your real budget categories in the next month (or 2 months out if…
bigGolfGuy
software architect & technologist
mhornak
2 yrs ago
Using YNAB
Reported - view
Did Web Release August 23, 2018 go out yet?
Did this release refresh yet? I am still seeing the following issue: The available balance shown in the inspector for an underfunded goal had a yellow pill with a green pill inside of it! No more!…
bigGolfGuy
software architect & technologist
mhornak
2 yrs ago
2
replies
335
Using YNAB
1
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bigGolfGuy
mhornak
software architect & technologist
East Coast
32
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30+ years software development and architecture. I have seen and done it all. Main Frame to SaaS systems...
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