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Budget Income and Expense in future?
So I am getting a large bonus next month and want to budget those funds now - is this possible/advisable? In other words, add the income and budget the future monies. Thanks
- Turquoise Hail
- Turquoise_Hail.4
- 2 mths ago
- 4 replies
- 87
- Method & Budgeting
Re: How to deal with credit card product credits/returns.. @dakinemaui Huh?
- Turquoise Hail
- Turquoise_Hail.4
- 3 mths ago
- Accounts & Transactions
- Reported - view
How to deal with credit card product credits/returns..
For example, an apple product was purchased 2 weeks ago on my Apple Card assigned to "Electronics" category Today its been returned and they credited my credit card - I also have this item…
- Turquoise Hail
- Turquoise_Hail.4
- 3 mths ago
- 4 replies
- 39
- Accounts & Transactions
Re: Dark Mode, Color Changes and Sidebar Options - Oh My! Nice update - looking good :)🤗
- Turquoise Hail
- Turquoise_Hail.4
- 3 mths ago
- 2
- Announcements
- Reported - view
Re: Apple Card That would be great!
- Turquoise Hail
- Turquoise_Hail.4
- 3 mths ago
- Accounts & Transactions
- Reported - view
Re: Apple Card @Faness This never worked for me at all
- Turquoise Hail
- Turquoise_Hail.4
- 3 mths ago
- Accounts & Transactions
- Reported - view
YNAB not playing nice with Google CHROME?
Anyone else see this? The screen gets shifted to the right making it hard to navigate the different screens within YNAB
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- 9 replies
- 308
- API & Integrations
Re: Good bank with low interest rate, or bad bank with higher interest rate? What About Marcus? - Its at 1.3%
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Saving
- Reported - view
Re: YNAB and SBA Disaster loan Faness - sorry to add this question also - lets say I want to split this cash out loan into two savings accounts - One High Yield that I will not plan on touching for 5 years and another that is…
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Accounts & Transactions
- Reported - view
Re: American Express Personal Savings or Capital One 360 Savings I think I’ll go with Marcus. It’s at 1.30 and links to YNAB without a hitch
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- 1
- Accounts & Transactions
- Reported - view
Re: American Express Personal Savings or Capital One 360 Savings Yes C One is currently 1.15 I see CIT bank is 1.20% - does anyone use this bank successfully with YNAB?
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Accounts & Transactions
- Reported - view
Re: American Express Personal Savings or Capital One 360 Savings @Orchid Device I thought we had no choice but to use PLAID?
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Accounts & Transactions
- Reported - view
American Express Personal Savings or Capital One 360 Savings
Hi - I plan on opening a High Yield Savings Account in either one of these banks, do they link successfully (directly) with YNAB?
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- 13 replies
- 95
- Accounts & Transactions
Re: Can I connect to PayPal Credit? Yes its there - just create a link - Paypal is available when you search for a bank to connect.
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Accounts & Transactions
- Reported - view
Re: Can I connect to PayPal Credit? I am actually able to use YNAB and Paypal direct import - works good for Paypal cash and credit- they both sync - HOWEVER I also have Paypal working capital which does not work
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Accounts & Transactions
- Reported - view
Re: YNAB and SBA Disaster loan @dakinemaui Terms as follows - 30 year note, 3.75% one time cash payment $149,900 - loan repayment amount $738 per month
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Accounts & Transactions
- Reported - view
Re: YNAB and SBA Disaster loan @Faness So I got the cash now deposited into my Bus Checking - here are move steps: 1. Create LIABILITY LOAN account for $xx (tracking) - if I might use it does it need to be under BUDGET?? 2.…
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Accounts & Transactions
- Reported - view
Re: YNAB and SBA Disaster loan @Faness so if I choose to not Touch the funds unless emergency, I would budget all of it under and sba emergency fund category and also add a payment budget category for the note payment under…
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Accounts & Transactions
- Reported - view
Re: Apple Card Is it safe to email Apple statements to that email as stated?
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Accounts & Transactions
- Reported - view
Re: YNAB and SBA Disaster loan @Faness In a perfect YNAB world, I wanted to set that disaster relief Cash on the side and have the payment each month be drawn against the account with the funds in it.…
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Accounts & Transactions
- Reported - view
Re: Overspending (aka red numbers) in budget for past months? Thanks guys and gals
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Method & Budgeting
- Reported - view
Re: Overspending (aka red numbers) in budget for past months? @nolesrule YES some of it is CC overspending :( - HOW DO I HANDLE THAT? So in the cash categories if I zero out the RED amount in past months its ok? Will the current TBB amount change?
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Method & Budgeting
- Reported - view
Re: Overspending (aka red numbers) in budget for past months? So I’ve already have gone back to previous months to zero out over spending categories. Will this mess up my current June TBB??
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Method & Budgeting
- Reported - view
Re: Can I transfer a tracking linked account setup to non-tracking? Sorry I meant to say can I move a tracking account thats "linked" to off budget but still have it linked/synced with bank? If so how? I only see option to unlink.
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Accounts & Transactions
- Reported - view
Re: YNAB and SBA Disaster loan Its actually a one time loan payment in cash with a payment schedule already setup (30 year note) - so do I just allocate the loan payment in the budget category?…
- Turquoise Hail
- Turquoise_Hail.4
- 4 mths ago
- Accounts & Transactions
- Reported - view

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