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Re: How to handle IRA distribution in YNAB So should all asset and IRA. Pension, etc accounts be off budget and only tracking? Would be nice to see these assets in the budget however I can see how it would screw up the figures, etc
- Turquoise Hail
- Turquoise_Hail.4
- 3 wk ago
- Using YNAB
- Reported - view
Re: Coming Soon: Loan Accounts! 🏦 So how does this work exactly for mortgage loans with - Principal , Interest & Escrow? I have 3 separate categories under BUDGET for each - thanks
- Turquoise Hail
- Turquoise_Hail.4
- 2 mths ago
- Announcements
- Reported - view
Peoples United Link issues?
Thanks
- Turquoise Hail
- Turquoise_Hail.4
- 10 mths ago
- 1 reply
- 50
- Using YNAB
Re: How to handle Refi? @Superbone I dont follow
- Turquoise Hail
- Turquoise_Hail.4
- 10 mths ago
- Credit Cards & Debt
- Reported - view
Re: How to handle Refi? when I try to close the current loan account I get this - Before you can close this account, the balance will have to be zeroed out. An adjustment transaction will be created for $xxxxx It doesnt…
- Turquoise Hail
- Turquoise_Hail.4
- 10 mths ago
- Credit Cards & Debt
- Reported - view
Re: How to handle Refi? @Dela ok What if I add the new account as "unlinked" now but find out later that I am able to Link it? Is it possible to link it online after its created?
- Turquoise Hail
- Turquoise_Hail.4
- 11 mths ago
- Credit Cards & Debt
- Reported - view
Re: How to handle Refi? Ok thanks - does it matter if its a linked account or not?
- Turquoise Hail
- Turquoise_Hail.4
- 11 mths ago
- Credit Cards & Debt
- Reported - view
How to handle Refi?
So I am changing banks and doing a refi - pay off old bank and start a new bank with cash out option, OLD bank has 440K loan in YNAB, the new bank will be 516K - so how do i reflect this in YNAB?…
- Turquoise Hail
- Turquoise_Hail.4
- 11 mths ago
- 10 replies
- 84
- Credit Cards & Debt
Re: Option to search by memo AND export to file Thanks but with your workaround I would need to export to file to print is this possible?
- Turquoise Hail
- Turquoise_Hail.4
- 11 mths ago
- Setting Up Your Budget
- Reported - view
Option to search by memo AND export to file
So we would love more options to get itemized reports showing more detailed views of items perhaps categorized by memo and not just by category - for example we have done a remodel of our basement…
- Turquoise Hail
- Turquoise_Hail.4
- 11 mths ago
- 3 replies
- 52
- Setting Up Your Budget
Feature request?
Is it possible to request a calendar feature showing pending items and scheduled transactions?
- Turquoise Hail
- Turquoise_Hail.4
- 1 yr ago
- 1 reply
- 65
- 2
- Using YNAB
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
- 1 yr ago
- 4 replies
- 98
- Setting Up Your Budget
Re: How to deal with credit card product credits/returns.. @dakinemaui Huh?
- Turquoise Hail
- Turquoise_Hail.4
- 1 yr ago
- Using YNAB
- 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
- 1 yr ago
- 4 replies
- 55
- Using YNAB
Re: Dark Mode, Color Changes and Sidebar Options - Oh My! Nice update - looking good :)🤗
- Turquoise Hail
- Turquoise_Hail.4
- 1 yr ago
- 2
- Announcements
- Reported - view
Re: Apple Card That would be great!
- Turquoise Hail
- Turquoise_Hail.4
- 1 yr ago
- Using YNAB
- Reported - view
Re: Apple Card @Faness This never worked for me at all
- Turquoise Hail
- Turquoise_Hail.4
- 1 yr ago
- Using YNAB
- 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
- 1 yr ago
- 9 replies
- 341
- 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
- 1 yr ago
- Saving & Investing
- 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
- 1 yr ago
- Setting Up Your Budget
- 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
- 1 yr ago
- 1
- Using YNAB
- 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
- 1 yr ago
- Using YNAB
- 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
- 1 yr ago
- Using YNAB
- 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
- 1 yr ago
- 13 replies
- 127
- Using YNAB
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
- 1 yr ago
- Using YNAB
- Reported - view

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