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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
- 3 yrs ago
- 3
- Using YNAB
- 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
- 3 yrs ago
- Using YNAB
- 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
- 3 yrs ago
- 4
- Using YNAB
- 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
- 3 yrs ago
- 1
- Setting Up Your Budget
- 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
- 3 yrs ago
- Setting Up Your Budget
- 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
- 3 yrs ago
- Credit Cards & Debt
- 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
- 3 yrs ago
- 4
- Credit Cards & Debt
- 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
- 3 yrs ago
- Using YNAB
- 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
- 3 yrs ago
- Using YNAB
- 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
- 3 yrs ago
- 2
- Setting Up Your Budget
- Reported - view
Re: Budgeting workflow needs TBB to be visible It's always helpful to hear what would make workflows even easier for you! We ask that all Feature Requests be submitted here . But you won’t have to do that for this request!…
- April at YNAB
- April_ynab
- 3 yrs ago
- Using YNAB
- 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
- 3 yrs ago
- Credit Cards & Debt
- 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
- 3 yrs 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
- 3 yrs ago
- Using YNAB
- 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 [email protected]…
- April at YNAB
- April_ynab
- 3 yrs ago
- 1
- Using YNAB
- 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
- 3 yrs ago
- Setting Up Your Budget
- 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
- 3 yrs ago
- Using YNAB
- 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
- 3 yrs ago
- 1
- Credit Cards & Debt
- Official Response
- 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
- 3 yrs ago
- 1
- Credit Cards & 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
- 3 yrs ago
- Using YNAB
- 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. We ask that all Feature Requests be submitted here .…
- April at YNAB
- April_ynab
- 3 yrs ago
- 2
- Using YNAB
- Reported - view
Re: Direct import Great question, @ Gray Lobster ! YNAB checks for newly cleared transactions every morning and when you access the app if we haven't imported within the last 12 hours.…
- April at YNAB
- April_ynab
- 3 yrs ago
- Using YNAB
- Reported - view
Re: Dealing with transfers when the dates differ between accounts Hi, @ Coral Dragon . Great question and I agree with the discussion that has followed. There isn't a way to enter different dates in the two sides of a single transfer.…
- April at YNAB
- April_ynab
- 3 yrs ago
- Using YNAB
- Reported - view
Re: Amazon Fire OS Hi, Alan. If the Kindle you get runs Android 5.0 (Lollipop) or higher, you should be able to run the mobile app. The YNAB app, however, is not available in the Amazon App Store.…
- April at YNAB
- April_ynab
- 3 yrs ago
- Using YNAB
- Reported - view
Re: No income, big savings This is a fantastic discussion! I agree that making decisions about how much of the savings you're willing to spend is really important. Spend time clarifying what is most important to you.…
- April at YNAB
- April_ynab
- 3 yrs ago
- Setting Up Your Budget
- Reported - view

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