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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
- 3 min 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
- 25 min 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
- 11 hrs 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
- 12 hrs ago
- Accounts & Transactions
- Reported - view
Overspending (aka red numbers) in budget for past months?
So what do we do with overspending in previous months? Do we go back and zero out the budgets each prior month until green? I have red dated 4 months prior! Thanks
- Turquoise Hail
- Turquoise_Hail.4
- 12 hrs ago
- 5 replies
- 34
- Method & Budgeting
Can I transfer a tracking linked account setup to non-tracking?
So I have kids savings accounts linked and tracking in budget - can I easily keep them linked to a bank BUT have them non tracking in the budget?
- Turquoise Hail
- Turquoise_Hail.4
- 16 hrs ago
- 6 replies
- 31
- Accounts & Transactions
YNAB and SBA Disaster loan
Hi All - how would I incorporate an SBA loan into my YNAB budget?
- Turquoise Hail
- Turquoise_Hail.4
- 16 hrs ago
- 3 replies
- 25
- Accounts & Transactions
Feature request to allow category pinning on web budget screen?
Is this possible? Would be nice to stick cats that are pressing on the top of the budget instead of scrolling down each time to see whats happening or whats needing attention, etc
- Turquoise Hail
- Turquoise_Hail.4
- 2 mths ago
- 1 reply
- 29
- Tips & Tricks
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
- 3 mths ago
- 31 replies
- 444
- 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
- 3 mths 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
- 3 mths 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
- 3 mths 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
- 3 mths 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
- 3 mths ago
- 11 replies
- 75
- 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
- 3 mths ago
- Method & Budgeting
- Reported - view
So how many categories do you have?
I have 55
- Turquoise Hail
- Turquoise_Hail.4
- 3 mths ago
- 15 replies
- 194
- 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
- 3 mths 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
- 3 mths 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
- 3 mths 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
- 3 mths 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
- 3 mths 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
- 3 mths 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
- 3 mths 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
- 3 mths 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
- 3 mths ago
- Accounts & Transactions
- Reported - view

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