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Re: Password to unlock mobile app Hi, @ Orange Falcon . Right now, there isn't an option to set a passcode. We do have plans for that, though! I'll share this with our design team and let them know it's something you'd like to see.
- April at YNAB
- April_ynab
- 1 yr ago
- 3
- Budgeting on Mobile
- Reported - view
Re: Unscheduling "scheduled" transactions? Hmm, that does sound frustrating! You can delete a scheduled transaction from the account register. From the web app, you’ll first need to alter your filter settings so you can view those hidden…
- April at YNAB
- April_ynab
- 1 yr ago
- App Functions
- Reported - view
Re: Bank of America Account Link Problem I'm sorry you've run into that! It might be helpful to remove the connection completely then reconnect. Here are the steps for that: Remove the Connection - Click the Add Account button under your…
- April at YNAB
- April_ynab
- 1 yr ago
- Bank Importing
- Reported - view
Re: Bank importing coming in Negative when in reality positive Hey there, @ Lori J ! It doesn't sound like you're doing anything wrong, but let's get that fixed! To help us investigate, please reach out to us at help@youneedabudget.com .…
- April at YNAB
- April_ynab
- 1 yr ago
- Bank Importing
- Reported - view
Re: Default Budget Month Upon Open Hiya! That typically happens if you have a bookmark set up to point directly to a specific budget month. Try logging in directly to: http://app.youneedabudget.com .…
- April at YNAB
- April_ynab
- 1 yr ago
- App Functions
- Reported - view
Re: Month ahead This is a great question, @ Diana Pfalmer ! I prefer the method that @2dogs2cats mentioned of categorizing the income as To be Budgeted then budgeting that to your "next month" category.…
- April at YNAB
- April_ynab
- 1 yr ago
- 1
- Method & Budgeting
- Reported - view
Re: Funding goals Hey there, @ eloquentz ! I was just updating my Christmas category today too. It's that time of year! :-) If you're setting up a Target Category Balance by Date goal,…
- April at YNAB
- April_ynab
- 1 yr ago
- Method & Budgeting
- Reported - view
Re: I don't understand "Credit Card Payments" I'm also just going to move this discussion over to Q&A > Credit Cards. :-)
- April at YNAB
- April_ynab
- 1 yr ago
- Credit Cards
- Reported - view
Re: I don't understand "Credit Card Payments" Credit card handling in the new YNAB is very different! It took me a while to love it, but now I really do. :-) The Available column in your Credit Card Payment category is the amount of money…
- April at YNAB
- April_ynab
- 1 yr ago
- 2
- Credit Cards
- Reported - view
Re: YNAB Web / Classic @HappyDance is spot on. While it's not possible to adjust the month start/end dates, the YNAB Method will work with any pay schedule. In fact, I think this is where YNAB shines the brightest.…
- April at YNAB
- April_ynab
- 1 yr ago
- App Functions
- Reported - view
Re: Data backup/restore? Hi, @ Keldo . The exported file would need to be reformated and our File Based Import feature currently does not import categories. So part of the work would be to recategorize your transactions.…
- April at YNAB
- April_ynab
- 1 yr ago
- App Functions
- Reported - view
Re: Categories This is a great discussion! Like other users have mentioned, I keep my auto categories separate. We do recommend fewer, broader categories to start with, but adding more as needed is expected.…
- April at YNAB
- April_ynab
- 1 yr ago
- 2
- Accounts & Transactions
- Reported - view
Re: Budgeting workflow needs TBB to be visible It's always helpful to hear what would make workflows even easier for you! I wanted to let you know that we’re in the process of developing an area for feature requests here on the forum.…
- April at YNAB
- April_ynab
- 1 yr ago
- App Functions
- Reported - view
Re: American Express 2 accounts @ Tan Pilot , glad to hear that! Thanks for letting us know. :)
- April at YNAB
- April_ynab
- 1 yr ago
- Bank Importing
- Reported - view
Re: Credit Card usage Ben is spot on! If you have an outstanding balance on a credit card when you set it up in YNAB, and you plan to pay that in full, you’ll need to budget for it in the Credit Card Payments category.…
- April at YNAB
- April_ynab
- 1 yr ago
- Credit Cards
- Reported - view
Re: How Do You Feel About Clearance Christmas Gifts? Hi @ Kate . I think your instincts were right on initially so I'm moving this back to the Community Forum so more folks can weigh in. Also, personally, I would feel no guilt in your situation.…
- April at YNAB
- April_ynab
- 1 yr ago
- 2
- Money & Relationships
- Reported - view
Re: Where did the money go? Hi, @ amp97 ! Nice work getting to the bottom of that. I thought I'd just confirm what you discovered. YNAB will first cover any future overbudgeting before increasing the current month's To be…
- April at YNAB
- April_ynab
- 1 yr ago
- Accounts & Transactions
- Reported - view
Re: Prompted for authentication on import (text) Hi @ Yinzer ! Some banks do require frequent re-authorization like you described. We can take a closer look to determine if that's what's going on for you. Send a quick email to us at help@ynab.…
- April at YNAB
- April_ynab
- 1 yr ago
- 1
- App Functions
- Reported - view
Re: Can't trust my budget again! What am I doing wrong? @ Ben (furiousfalcon) , that's a great point about To be Budgeted! There are also some things that may cause Total Available in your budget to differ from the summary of your budget account balances.…
- April at YNAB
- April_ynab
- 1 yr ago
- Method & Budgeting
- Reported - view
Re: How do you reset your budget each month? Hey there, @ Slate Gray Barnacle (a0d01c71fcf2) ! I'd love to help with that. :-) As @ negrcian mentioned, you don't need to reset your budget each month.…
- April at YNAB
- April_ynab
- 1 yr ago
- App Functions
- Reported - view
Re: Is there any way to delete a credit card? Hi, @ Joe LaJackson . That's a great question! Deleting the account will require you to account for the balance so it might be easier to change it. Right now you can't change an account type with a…
- April at YNAB
- April_ynab
- 1 yr ago
- 1
- Credit Cards
- Official Response
- Reported - view
Re: Not able to connect to Edward Jones account I'm sorry you've run into that! If you haven't already, check out our troubleshooting steps . If you’ve already tried those, or if you get to the end and you still can’t get connected,…
- April at YNAB
- April_ynab
- 1 yr ago
- Bank Importing
- Reported - view
Re: Pay down debt or build emergency fund? That's a great question, @ Marisahowardkarp ! Here's how to think about that: you want to have enough in savings that, should something happen, you don't have to go back into debt to deal with it.…
- April at YNAB
- April_ynab
- 1 yr ago
- 1
- Debt
- Official Response
- Reported - view
Re: Desktop not synching Hey there, @ Salmon Koala ! Most YNAB 4 sync issues can be taken care of by re-selecting the budget from your mobile device. When you do, the mobile device is going to load the desktop version of…
- April at YNAB
- April_ynab
- 1 yr ago
- App Functions
- Reported - view
Re: Mass Changing Flag? Hi, @ Patzer ! I recall that option from YNAB 4, as well. It's helpful for us to know that you miss it. I wanted to let you know that we’re in the process of developing an area for feature requests…
- April at YNAB
- April_ynab
- 1 yr ago
- 2
- Accounts & Transactions
- Reported - view

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