How to enable Javascript

Latest Posts

Investment Balances and Buy Stock
So I have several Etrade accounts linked for Tracking but the balances dont reflect correctly when stock is purchased within the account and I do an import - for example - deposit monies ($2000) to…
- Turquoise Hail
- Turquoise_Hail.4
- 4 days ago
- 25 replies
- 158
- Investing & Retirement
Re: Transfers from Checking to Checking on Budget... @satcook I know that - I get the process - but it seems to keep my TBB less than I normally would if it did not allocate the category/transfer.
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: Transfers from Checking to Checking on Budget... @satcook I know but the category exists under the budget of which I assign the transfer amount to be assigned
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: Transfers from Checking to Checking on Budget... @dakinemaui Yes they are- I have the primary one for income coming in from sales and the second account that gets drafted each month an expense payment (which I budget for in YNAB category) -…
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: Transfers from Checking to Checking on Budget... @dakinemaui ok but if I add the INCOME to my primary checking account one, then create budget partial amount of that income to another account, wouldn't that be considered an expense leaving the…
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
Transfers from Checking to Checking on Budget...
I tried to search and read on this topic - but cant seem to get it. I have two checking accounts on budget - got a big sale into Checking one and wanted to budget $3000 towards an upcoming bill that…
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- 11 replies
- 69
- 1
- Accounts & Transactions
Re: So how many categories do you have? Wow - ok I thought I had too many! I actually run a small business, self employed so I combine my budgets - works best for my setup.
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Method & Budgeting
- Reported - view
So how many categories do you have?
I have 55
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- 14 replies
- 132
- Method & Budgeting
Re: Handling Savings Accounts and transactions from savings accounts @dakinemaui Why Not - I would like to track the progress of them and set a spending goal on them - if they are not in YNAB altogether then I can't really progress with them.
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: Handling Savings Accounts and transactions from savings accounts @nolesrule what about College Chet and ESA funds for investment savings purposes? These will be funded by on budget checking accounts but I cant touch them in the sense of using them for paying…
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: Transfers to Savings Accounts @nolesrule so should the accounts be in budget or off budget - for like savings and ESA, CHET accounts where I would be transferring money into them from budget accounts - can I still easily…
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Method & Budgeting
- Reported - view
Re: CHET education savings funds? @WordTenor What if I dont want to touch the savings accounts? (kids for college) Wouldnt this be better off off budget?
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: CHET education savings funds? @Matthew Hi - sorry another issue- how do I move savings accounts I initially created as tracking in budget to non tracking off budget? I think having them on budget is screwing up my TBB amount as…
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: CHET education savings funds? Which brings a question - should all savings accounts be left off budget?
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: CHET education savings funds? Hi - sorry another issue- how do I move savings accounts I initially created as tracking in budget to non tracking off budget? I think having them on budget is screwing up my TBB amount as I dont…
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: CHET education savings funds? @Faness I was afraid of that! My categories are getting out of hand, was hoping to simplify the process instead of adding more to the budget cats
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
Re: CHET education savings funds? @Matthew Ok but, I added the CHET's as OFF budget tracking only, so I have ON budget checking that I transfer funds to the CHET's. How Do I do this? I tried and when I transfer the checking funds to…
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
CHET education savings funds?
I am assuming these can not be linked or direct imported correct? How best to track under YNAB?? Off budget??
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- 16 replies
- 52
- Accounts & Transactions
Re: Etrade connects but balance doesn't update from website This is an existing account I already setup and it downloaded opening balance last month
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- Accounts & Transactions
- Reported - view
Etrade connects but balance doesn't update from website
So I keep managing this connection, remove/re-add, etc but never can get it to update the current balance I have online with etrade. Will this be fixed?
- Turquoise Hail
- Turquoise_Hail.4
- 2 wk ago
- 3 replies
- 24
- Accounts & Transactions
Re: How can I link a savings goal to a savings account @Annieland Thanks for the help, although I do like the idea of linking to budget to get auto downloads of transactions, will this still happen if I unlink?
- Turquoise Hail
- Turquoise_Hail.4
- 1 mth ago
- Saving
- Reported - view
Re: How can I link a savings goal to a savings account @Annieland Ok but what if I want to "hide" these funds from the budget because they are for future savings goals - thats why I try to match the fund category with the real account balance so as not…
- Turquoise Hail
- Turquoise_Hail.4
- 1 mth ago
- 1
- Saving
- Reported - view
Re: How can I link a savings goal to a savings account Still not clear about savings goals and how to handle using funds from them to pay bills in real world accounts: So lets say I have $4800 in Trust Fund - real world and in the budget aka Trust Fund…
- Turquoise Hail
- Turquoise_Hail.4
- 1 mth ago
- 1
- Saving
- Reported - view
Re: How can I link a savings goal to a savings account @dakinemaui But the reason I am transferring from savings to checking is because there is NO money there to cover the bill!
- Turquoise Hail
- Turquoise_Hail.4
- 1 mth ago
- 1
- Saving
- Reported - view
Using YNAB budget for both Personal & Business?
So I have one YNAB Budget for both our business and personal - anyone else going this? If so, any tips on how to best organize categories, groups, etc?…
- Turquoise Hail
- Turquoise_Hail.4
- 1 mth ago
- 6 replies
- 120
- 2
- Small Business

1 2 Next

Turquoise Hail

Turquoise_Hail.4

32
6
0

Follow