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"All Accounts" tab - Sort Capabilities
I find the "all accounts" view very helpful: the ability to manipulate the view via sorting is great. To this point, I am looking for an easy way to view all my actual purchases.…
- CallMeCat
- Silver_Keyboard.5
- 2 mths ago
- 1 reply
- 54
- Tips & Tricks
Re: Approve transactions on tracking accounts? don't link the account and keep track of what you want manually???
- CallMeCat
- Silver_Keyboard.5
- 4 mths ago
- 2
- Investing & Retirement
- Reported - view
Re: Bi monthly electricity bill, which goal type? Nick True has a new video on YouTube on how to differentiate between Saving & Spending goals. It's very helpful.
- CallMeCat
- Silver_Keyboard.5
- 5 mths ago
- 2
- Method & Budgeting
- Reported - view
Re: How do I report a YNAB Toolkit problem? I have the same issue: when I click on the budget name in the drop down, nothing happens. When I select the "Open Budget" option, I do get the list of all my budgets and can toggle between budgets…
- CallMeCat
- Silver_Keyboard.5
- 5 mths ago
- API & Integrations
- Reported - view
Re: Anyone else get frustrated with the screen layout on smaller laptops? @Annieland The very best thing about Toolkit is the alerting when stealing from the future! :-)
- CallMeCat
- Silver_Keyboard.5
- 5 mths ago
- 3
- App Functions
- Reported - view
Re: How did I overspend in the following month when I still have money available this month? @jrwill228 ..The software is not wrong. The software did not make an error, you did. Just fix the error as explained previously and then add the Toolkit add-on.…
- CallMeCat
- Silver_Keyboard.5
- 5 mths ago
- 3
- Accounts & Transactions
- Reported - view
Re: YNAB Toolkit - Green Bars So nevermind...user error. I inadvertently checked the 'goals progress bar' option in Toolkit. All better now
- CallMeCat
- Silver_Keyboard.5
- 5 mths ago
- API & Integrations
- Reported - view
Re: YNAB Toolkit - Green Bars Hi Faness, Yes when Toolkit is disabled the green lines disappear. Attached is a screenshot of a 'Test Budget' but it conveys the idea accurately.
Attachment
- CallMeCat
- Silver_Keyboard.5
- 5 mths ago
- API & Integrations
- Reported - view
Re: YNAB Tool Kit: What does the "s" mean when the "Goal" column is enabled? @Ramses Rodriguez Yes,go to the budget page, click on the goal you want to change, then click on the 'edit' button next to "goal" in the right-hand panel and select the option you want from the drop…
- CallMeCat
- Silver_Keyboard.5
- 5 mths ago
- API & Integrations
- Reported - view
Re: YNAB Tool Kit: What does the "s" mean when the "Goal" column is enabled? 'S' denotes the new YNAB Monthly Spending Goal (versus the Monthly Savings Contribution Goal). This way you can easily see if it is a spending or saving goal.
- CallMeCat
- Silver_Keyboard.5
- 5 mths ago
- API & Integrations
- Reported - view
YNAB Toolkit - Green Bars
With the latest update of the YNAB Toolkit, all the goals category entries on the budget page now display the entire line as green (instead of white background with just the check mark next to the…
- CallMeCat
- Silver_Keyboard.5
- 5 mths ago
- 4 replies
- 133
- API & Integrations
Re: Encouragement? Join the YNAB Facebook group ---- it is called "YNAB (You Need A Budget) Fans!" ---- you'll get lots of support/encouragement there. Wishing you all the best. Small steps - you'll get there!
- CallMeCat
- Silver_Keyboard.5
- 5 mths ago
- 1
- Managing Debt
- Reported - view
Re: Any recommendations for or against the Trim app? Is there ANY logical reason why you would not be able to haggle on bills, negotiate for refunds (using your phone and calling the provider) or analyze your spending (using YNAB) all by yourself?…
- CallMeCat
- Silver_Keyboard.5
- 5 mths ago
- 2
- Saving
- Reported - view
Re: Re: The New "Plan Your Spending"/"Plan Your Savings" Goals @nolesrule Awesome..thank you!!! --- Can't live without my Toolkit bells-and-whistles :-)
- CallMeCat
- Silver_Keyboard.5
- 6 mths ago
- App Functions
- Reported - view
Re: The New "Plan Your Spending"/"Plan Your Savings" Goals
When I set a goal the 'old way' as a savings goal for the month, I have a Toolkit setting that shows the goal amount in a separate 'Goal' column (on the budget page).…
- CallMeCat
- Silver_Keyboard.5
- 6 mths ago
- 2 replies
- 97
- App Functions
- Answered
- Answered
Re: Credit Overspending I have this in the case where I buy discounted gift cards. For example: I spend $150 at the grocery store, $100 for groceries and $50 for a gift card. I then create a split transaction - the $100…
- CallMeCat
- Silver_Keyboard.5
- 9 mths ago
- Credit Cards
- Reported - view
Re: Toolkit question - report images slipped down I have experienced issues with Toolkit Reports as well: On the(Toolkit) Income v Expense report, in the Expense section, a particular category listed the Budgeted rather than the Activity amount.…
- CallMeCat
- Silver_Keyboard.5
- 9 mths ago
- API & Integrations
- Reported - view
Re: Loan repayment apps and other advice @monkeyhanger & @lindsay_g My bad..I read the original post as "0% balance transfer", not "0% new card introductory rate". Yup, those are definitely different animals.…
- CallMeCat
- Silver_Keyboard.5
- 9 mths ago
- Managing Debt
- Reported - view
Re: Suggestions on paying down orthodontist debt You can keep track of how much you've spent with searches/reports: https://docs.youneedabudget.com/article/169-spending-report
- CallMeCat
- Silver_Keyboard.5
- 9 mths ago
- Debt
- Reported - view
Re: Dealing with my Foodie Category Group @Eric Poulin "I found out that it would be helpful for me to know in a year from now on what type of meal I spent my money".....mmmmm...and what exactly would you actually USE that information for -…
- CallMeCat
- Silver_Keyboard.5
- 9 mths ago
- Method & Budgeting
- Reported - view
Re: Managing subscriptions I have a category "Current Yr Annual and Semi-Annual Bills" and a "Next Yr Annual and Semi-Annual Bills". I keep the latter minimized/hidden. These are set up as rolling 6 months buckets.…
- CallMeCat
- Silver_Keyboard.5
- 9 mths ago
- 1
- Method & Budgeting
- Reported - view
Re: Loan repayment apps and other advice @lindsay_g Yes indeed. I worked for a bank and the full amount of interest owed is normally assessed to the account the DAY after the offer expires. It's all in the fine print.…
- CallMeCat
- Silver_Keyboard.5
- 9 mths ago
- Managing Debt
- Reported - view
Re: Loan repayment apps and other advice Also, remember that once the interest rate-free period is over, you will be charged ALL of the accumulated interest since you did the balance transfer, not just on the Feb 2020 balance going forward.…
- CallMeCat
- Silver_Keyboard.5
- 9 mths ago
- Managing Debt
- Reported - view
Re: Your notes below the month and year Today being 6/8/19, I have my June 2019 budget header include the words "CURRENT MONTH". In the budget headers for prior months and future months I just have a '.' (period).…
- CallMeCat
- Silver_Keyboard.5
- 10 mths ago
- 1
- Tips & Tricks
- Reported - view

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