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Re: multiple bank accounts?? All of the above replies are great and I’d repeat the same. That being said, I manage multiple accounts for various features or benefits that each account offers separately,…
- Matt T
- matt.1
- 2 mths ago
- Tips & Tricks
- Reported - view
Re: Are categories are account-agnostic? @nolesrule Ah, great. I see that in the web interface. I was looking for this setting in the mobile app.
- Matt T
- matt.1
- 4 mths ago
- 1
- Tips & Tricks
- Reported - view
Re: Are categories are account-agnostic? @dakinemaui Got it, thanks! Yeah I think this is where I need to shift my thinking. I've been doing it so long one way and I am trying to break that habit now.
- Matt T
- matt.1
- 4 mths ago
- 3
- Tips & Tricks
- Reported - view
Re: Are categories are account-agnostic? @nolesrule No, do you mean in my actual banking account I would enable that feature, not YNAB? Thanks!
- Matt T
- matt.1
- 4 mths ago
- Tips & Tricks
- Reported - view
Re: Are categories are account-agnostic? @anderso9 Thank you! This is exactly what I’ve been doing is to have a category dedicated to certain accounts (every account but my main checking) and then make sure the category and account…
- Matt T
- matt.1
- 4 mths ago
- 1
- Tips & Tricks
- Reported - view
Re: Are categories are account-agnostic? @Superbone In YNAB, how are you able to look at your running balance one month into the future? I can see future transactions but it doesn’t seem to show me the future running balance.
- Matt T
- matt.1
- 4 mths ago
- Tips & Tricks
- Reported - view
Are categories are account-agnostic?
One thing I’ve struggled with in my first few years of using YNAB is accounts versus categories, specifically when budgeting money from multiple accounts into a single category,…
- Matt T
- matt.1
- 4 mths ago
- 30 replies
- 328
- Tips & Tricks
Re: What's the best way to build up regular spending categories? I personally like to break up categories as much as possible. Lumping similar expenses into the same category causes me to forget to budget for things.…
- Matt T
- matt.1
- 5 mths ago
- Tips & Tricks
- Reported - view
Re: Paying CC off in full mid month Hi - if you only charge your CC from your available budget (cash account) then it doesn’t matter when you pay it down. I typically pay my CC down as soon as the charges post which ends up being…
- Matt T
- matt.1
- 7 mths ago
- 4
- Tips & Tricks
- Reported - view
Re: Does this category spark joy? I like this mentality of making sure there are at least a few “guilty pleasure” categories in your budget. Otherwise why are we doing this if it’s not allowing us to spend on things we enjoy?…
- Matt T
- matt.1
- 8 mths ago
- 2
- Tips & Tricks
- Reported - view
Re: How to improve my skill level in identifying my own inputting errors @dakinemaui Makes sense. Yeah I think in my early days of YNAB I was still learning and made mistakes and now that I've gotten better I probably don't need the balance check but I've kept it around…
- Matt T
- matt.1
- 9 mths ago
- Tips & Tricks
- Reported - view
Re: How to improve my skill level in identifying my own inputting errors @dakinemaui Thanks but I'm referring to money already budgeted to categories, not TBB. The repeat verification is a sanity check to ensure my bank account lines up with what I have budgeted and…
- Matt T
- matt.1
- 10 mths ago
- 1
- Tips & Tricks
- Reported - view
Re: How to improve my skill level in identifying my own inputting errors @Amy H I can fully relate to the error-prone nature of humans and numbers. I've always thought YNAB could have some sort of history log of every time available funds are moved between categories,…
- Matt T
- matt.1
- 10 mths ago
- 1
- Tips & Tricks
- Reported - view
Re: 1st of the Month payments, when 1st is on weekend or holiday @tonybrown32 Oh gotcha, that makes sense. I'm in the U.S. also but I've never setup my bank to make automatic payments (I typically just pay the provider directly).
- Matt T
- matt.1
- 10 mths ago
- 1
- Tips & Tricks
- Reported - view
Re: 1st of the Month payments, when 1st is on weekend or holiday But this month, my December 1st payment will be sent on November 29th because the 1st lands on a Sunday. I've honestly never experienced this. If the normal payment date is a Sunday or holiday,…
- Matt T
- matt.1
- 10 mths ago
- Tips & Tricks
- Reported - view
Re: Next Month api call not working @Jake Moening Thank you! Your comment helped me realize what was going on.
- Matt T
- matt.1
- 1 yr ago
- API & Integrations
- Reported - view
Re: Next Month api call not working Nevermind! 😄I see my problem now. Since I didn't actually have anything budgeted yet for October, I can't get that budget month. As soon as I budgeted something for October,…
- Matt T
- matt.1
- 1 yr ago
- API & Integrations
- Reported - view
Re: Next Month api call not working @Chrissy I'm not sure if it's something I may have done, but my API script broke related to fetching the next budget month. Example below (I ran this just now in the API explorer ): Request URL:…
- Matt T
- matt.1
- 1 yr ago
- API & Integrations
- Reported - view
Re: How much do I need to make? Hi Chris, Whereas I’d love to be able to increase my income every time I noticed yellow categories, the true point of YNAB is to help me prioritize the income I do have.…
- Matt T
- matt.1
- 1 yr ago
- 7
- Tips & Tricks
- Reported - view
Re: YNAB acceptance path? For me it was this (my first year using YNAB): Great! An app that can replace my hand-rolled, complicated Google Sheet for budgeting and forecasting. I’m sold.…
- Matt T
- matt.1
- 1 yr ago
- 4
- Tips & Tricks
- Reported - view
Re: What about data recovery? Has anyone had experience? There is an “Undo” option in the desktop interface but I don’t think it’s in the mobile app. I’ve always thought a “snapshot” or “rollback” feature would be handy also.…
- Matt T
- matt.1
- 1 yr ago
- App Functions
- Reported - view
Re: How to handle early expenses in a category with consistent monthly contributions @Agent99 I agree. I feel like there's no simple answer here. Buying gifts is truly a year-round consideration and can't be designated to just a specific month or target dollar amount.…
- Matt T
- matt.1
- 1 yr ago
- 1
- Tips & Tricks
- Reported - view
Re: How to handle early expenses in a category with consistent monthly contributions Simply put, when you made the purchase your goal amount was not met yet you spent the money knowing that you will eventually have that income from Feb - Apr,…
- Matt T
- matt.1
- 1 yr ago
- 1
- Tips & Tricks
- Reported - view

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