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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
- 9 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
- 9 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
- 9 mths ago
- 20 replies
- 234
- 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
- 9 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
- 9 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
- 1 yr 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
- 1 yr 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
- 1 yr 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
- 1
- 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
- 2 yrs 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
- 2 yrs 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
- 2 yrs 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
- 2 yrs 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
- 2 yrs 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

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bigGolfGuy

mhornak

software architect & technologist

East Coast

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30+ years software development and architecture. I have seen and done it all. Main Frame to SaaS systems...