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Re: Tax planning software for reviewing past and current tax returns @Faness Thanks. i usually do with CPA, but want to pursue by my own in future
- Sky Blue Harp
- Sky_Blue_Harp.2
- 2 mths ago
- Tips & Tricks
- Reported - view
Tax planning software for reviewing past and current tax returns
Any one doing review of their past few years tax returns, using a software? I wanted to check my last few years of returns, and do a comparison, and see what deductions/credits I am claiming,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 2 mths ago
- 2 replies
- 31
- Tips & Tricks
DMV Registration Fee - how to track licenseFee for incometax deduction
dmv registration is due every year, and part of it aka "license fee" is income tax dedutible. Wonder what is the best way to add this in YNAB, so that when tax preparation time comes,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- 8 replies
- 67
- Tips & Tricks
Re: 401k Tracking Account: Outflows vs. Inflows @nolesrule Got it. You mentioned you started moving funds into budget account, once you reach 2.5 times IncomeReplacementFund. Can you shed more details on why is that a trigger or turning point 2.…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- Investing & Retirement
- Reported - view
Re: 401k Tracking Account: Outflows vs. Inflows @nolesrule said: And the only reason it's on budget at all is a result of my "Am I holding too much cash?" @nolesrule Can you share the link for this thread .…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- Investing & Retirement
- Reported - view
Re: YNAB New Toolkit Graph - Inflow/Outflow Graph not matching IncomevExpense Report @nolesrule You are awesome!!! I think I did NOT do the mental math of calculating and comparing delta in my networth . Now this matches exactly. Basically,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- API & Integrations
- Reported - view
Re: YNAB New Toolkit Graph - Inflow/Outflow Graph not matching IncomevExpense Report @nolesrule Good point. One quick thing. Why does following report don't match, assuming all categories and accounts included Toolkit Reports ->Networth Value does not match Toolkit Reports…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- API & Integrations
- Reported - view
YNAB New Toolkit Graph - Inflow/Outflow Graph not matching IncomevExpense Report
Did anyone notice the new YNAB toolkit graph - inflow/outflow. Seems pretty good, however it does NOT match at all with the Income/Expense Report.
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- 8 replies
- 108
- 1
- API & Integrations
Re: Difference betweeen moving money directly from sourceOfMoney->inflow:TBB versus indirectly via sourceOfMoney->Some-category->inflow:TBB @Nicole makes sense, thank you!
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- 1
- YNAB Wins
- Reported - view
Re: Difference betweeen moving money directly from sourceOfMoney->inflow:TBB versus indirectly via sourceOfMoney->Some-category->inflow:TBB @nolesrule Point taken. Most likely will put money back to the same category it was taken out from. However, if i need to re-use those funds somewhere else, i will use the "move" functionality,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- YNAB Wins
- Reported - view
Re: Difference betweeen moving money directly from sourceOfMoney->inflow:TBB versus indirectly via sourceOfMoney->Some-category->inflow:TBB @nolesrule If refund/rebate/reimbursements occur in separate month as compared to purchase date, then those funds get pilled up on those categories. So, for such non-frequent transactions,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- YNAB Wins
- Reported - view
Difference betweeen moving money directly from sourceOfMoney->inflow:TBB versus indirectly via sourceOfMoney->Some-category->inflow:TBB
Wonder which approach to use when some cases where there is inflow of money via refund/reimbursement/CC statement credit/random other income, I have seen sometimes we could either do 1.…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- 5 replies
- 85
- YNAB Wins
Re: What did you do to improve your finances today? @Khaki Storm Is that survey still open for new members to enroll? If yes, would you mind sharing link for signing-up
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- YNAB Wins
- Reported - view
Re: Calling all veteran YNABers @dakinemaui I am not sure if i read the correct thread. Is it the same discussion where you mentioned to keep funds in the 'income for next month" category and fully assign them for next month?…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- Tips & Tricks
- Reported - view
Re: Income v Expense Report Mismatch @ dakinemaui @nolesrule @jenmas So does it mean, the only way to check I am leaving below my means, is making sure I don't have overspent balance in YNAB? Is that indicator sufficient,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- Accounts & Transactions
- Reported - view
Re: Tracking savings and savings rate? @annieland Yeah i got your point. For this I need to buffer up atleast 1-2 months ahead, hopefully will get at it, with time.
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- Accounts & Transactions
- Reported - view
Re: Tracking savings and savings rate? @Annieland Do you create a new category every month to represent the holding funds?
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- Accounts & Transactions
- Reported - view
Re: Income v Expense Report Mismatch @dakinemaui Makes sense to me. TY!
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- Accounts & Transactions
- Reported - view
Re: Income v Expense Report Mismatch @Tobias This makes complete sense now. Thank you!
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- Accounts & Transactions
- Reported - view
Re: Income v Expense Report Mismatch @dakinemaui Makes sense. But wondering why is there no indicator when I am most likely landing in this situation. My entire budget for April was good, available balance is positive or zero,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- Accounts & Transactions
- Reported - view
Re: Income v Expense Report Mismatch @Tobias Is there an indicator in the budget tab, to notify us, if outflow > inflow. I didn't see any alert , nor any indicator to this? My basic question is how would I know that i m in negative…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- Accounts & Transactions
- Reported - view
Income v Expense Report Mismatch
Hi, After every month, when I review the "income v expense" report, my expectation is "Net Income" is always zero, since I map all inflow/outflow to right categories.…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- 11 replies
- 85
- Accounts & Transactions
Re: Introducing Sheets For YNAB @dakinemaui Do you build budget based graphs after pulling data on spreadsheet ?
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- API & Integrations
- Reported - view
Re: Real Expense ==> Reports that can show money spent + money budgeted(but NOT spent) @dakinemaui isn't this similar to budget-based graphs you mentioned before?
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- Tips & Tricks
- Reported - view
Re: Real Expense ==> Reports that can show money spent + money budgeted(but NOT spent) Thanks for the feedback. Actually i m referring to the categories where I allocate the budgets and roll them into future months. I was looking for some reports or metrics,…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 5 mths ago
- Tips & Tricks
- Reported - view

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