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Re: "Pending Transactions" import feature breaking my budget @Tan Yearling Where was the deficit you mentioned? When reconciling , you're using the Cleared Balance—but uncleared transactions (pending or otherwise) impact the Uncleared and Working Balances.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 5 mths ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @WordTenor The matching criteria prioritizes the information you enter. If the pending transaction is $20.00 and you've entered the purchase+tip for $24.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 5 mths ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @Pink Zebra Thanks! Reading this again, it sounds like the bank connection is importing twice—and needs adjusting. Grab a quick screenshot before rejecting and our importing team can help get it…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @Pink Zebra It looks like it's the same for Android. There are a few other things that can impact app or badge notifications . Do any apply to your budget? Let me know!
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: Issues Linking to Discover @Gold Tugboat We do work with multiple providers (MX and Plaid). Our importing team is happy to check to see if the other would be a better fit and go over the options!…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @Pink Zebra Do you use iOS or Android on mobile? I'd be happy to check on that. For my personal device (iOS), pending transactions don't impact those—but would like to clarify with our developers.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: "Pending Transactions" import feature breaking my budget @WordTenor @Herman I had a lot of feelings and feedback using pending transactions, particularly for mobile. It can go a few ways, depending on habits and level of interaction:…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- 1
- Using YNAB
- Reported - view
Re: The Official 2020 Debt Smackdown @Peripherie Woohoo! It is truly amazing, and the result of so much hard work! The TOTAL paid off in 2019 was $2.8 million. 💥 Blown away doesn't describe it!
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- 3
- Join A Challenge
- Reported - view
Re: "$0.00 to be budgeted" Hey @Ted Kinyak — Welcome back! Since it's been a while, I'd recommend a Fresh Start for the quickest way forward. To continue with your same budget, you'll want to reconcile your accounts (creating…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: Classifying a Transfer Hi @Grimrod ! It sounds like you may have multiple accounts for different savings purposes? That's great! Now that you’re using YNAB, your budget does that for you.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: YNAB importing "Pending" transactions as posted transactions Hey @Maroon Nomad ! Tobias is spot on here. It doesn't look like your account has the Pending Transactions feature just yet, so this sounds like a connection issue—and we can definitely help!…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Coming Soon: Pending Transactions
You may have seen whispers of the Pending Transactions beta floating around… and they’re rolling out soon to a budget near you! Like other releases, we’re using a phased approach.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 5 mths ago
- 76 replies
- 1,917
- 4
- Announcements
Re: Paypal transactions @Pink Pegasus When you click on the Payee, then on Bank Import Details it's exactly what imported from the bank, or in this case PayPal. Do you see the merchant listed there?…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: RBC Import @Aquamarine Hail @Turquoise Hail Our import partner is treating this as a widespread incident and working on it with a high priority. While we always hope for a quick resolution,…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: Accidentally marked item as a transfer Hey @Gray Cartridge ! Welcome to YNAB! Were you able to make that change? If undo isn't an option, you can always edit a transaction like Superbone mentioned.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: Do I have to fill in my budget every month new? Hi @Yoni U ! I'm glad that you've joined us here in the Forum. Excellent wisdom from @The Artist Formerly Known As and @dakinemaui on streamlining the budgeting process with Quick Budget and what to…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: Checking account balance includes pending transactions Hey @Cj Holm ! How'd it go? If your bank offers a running balance, that can be an option too. If you're comfortable sharing the name of the bank, I'd be happy to search around to see if we can find…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: Mass categorize transfers Hey @Orange Leopard ! We have a special migration tool to help bring your data over from YNAB 4, and streamline the process. Migrating there should maintain your transfers,…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: Goals: Needed for spending - Repeat Hey @Louis Martino — Apologies for the delay here! Two year is currently the max for Needed for Spending. I'd recommend going with Target Savings Balance by Date , for now!…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: Cenlar Loan Administration - Cannot Connect Hey @Tan Motherboard ! Wanted to make sure you see the link above. Our importing team is happy to check on that Cenlar connection for you!
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: RBC Import Hi @anmeij @Boffyflow @Violet Banjo ! When a bank makes changes to their platform, the integration may need to be updated as well to restore the connection.…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: Create Recurring Budget Items @Brian Mason Check out the Budget Template too, to help streamline your process. Or Hannah's video on the subject!
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view
Re: Linked account not importing? Hey @Datgnat ! Thanks for giving that a try. It sounds like our importing team will need to investigate why those transactions are missing. Can you report a Bank Importing Issue here?…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- 1
- Using YNAB
- Reported - view
Re: To be Budgeted is not rolling over to next month @Lavender Door Thank you for sending an email! It looks like my colleague Emily replied earlier today. The question mark behavior was adjusted for our annual retreat this week,…
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- 1
- Using YNAB
- Reported - view
Re: Capital One 360 accounts are missing from direct import @Green Lion Is it brand new account? It can take a few days for it to pop up. If it's been more than two, our importing team is happy to check on the bank connection for you!
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Using YNAB
- Reported - view

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