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Re: My Transition from Mvelopes to YNAB @WordTenor said: David Johansen in YNAB, the mobile apps, while doing many of the features of the budget, really are still mainly meant for on-the-go category maintenance and spending decisions…
- Art
- Blue_Piranha.4
- 5 mths ago
- Setting Up Your Budget
- Reported - view
Re: My Transition from Mvelopes to YNAB @Gold Leopard said: 1. I scheduled an inflow transaction that splits my check by how much I want to fund each category when it comes in. It appears to me that this will act just like the funding…
- Art
- Blue_Piranha.4
- 11 mths ago
- Setting Up Your Budget
- Reported - view
Re: My Transition from Mvelopes to YNAB I just saw your post so I figured I would put in my two cents. Regarding your goals, there are two different goal types: monthly spending goal and monthly contribution savings goal.…
- Art
- Blue_Piranha.4
- 11 mths ago
- 3
- Setting Up Your Budget
- Reported - view
Re: My Transition from Mvelopes to YNAB @Alaskan Otter UPDATE on Sweeping : I discovered that is really not necessary to "Sweep" like I used to do in Mvelopes. The reason why is because if you are managing over spending,…
- Art
- Blue_Piranha.4
- 1 yr ago
- 2
- Setting Up Your Budget
- Reported - view
Re: My Transition from Mvelopes to YNAB @Alaskan Otter Your very welcome. I finally hit a tipping point with Mvelopes, too. Lack of support and running into serious issues and no help. YNAB is completely the opposite.…
- Art
- Blue_Piranha.4
- 1 yr ago
- 1
- Setting Up Your Budget
- Reported - view
Re: My Transition from Mvelopes to YNAB @Alaskan Otter I contacted support about this and their recommendation was to create goals for each category. This is just like having a saved funding plan in Mvelopes.…
- Art
- Blue_Piranha.4
- 1 yr ago
- 1
- Setting Up Your Budget
- Reported - view
Re: My Transition from Mvelopes to YNAB @dakinemaui Funny I noticed this issue as well (over budgeting not showing up until next month). Are you saying if you leave TBB to $1 it will show up? Also what is the Toolkit Extension?…
- Art
- Blue_Piranha.4
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: My Transition from Mvelopes to YNAB @dakinemaui My “savings” category is really my emergency fund. This is where extra money goes after everything else has been budgeted for, and don’t worry I must have over 50-75 categories where…
- Art
- Blue_Piranha.4
- 1 yr ago
- Setting Up Your Budget
- Reported - view
Re: My Transition from Mvelopes to YNAB @Khaki Storm Thanks for the tip. I recently discovered tracking BA budgeting accounts so I may link my other financial accounts to see if I can total up net worth.…
- Art
- Blue_Piranha.4
- 1 yr ago
- 1
- Setting Up Your Budget
- Reported - view
Re: My Transition from Mvelopes to YNAB @dakinemaui thanks for the explanation on the funds amount. I figured that as well (includes amount from amount budgeted in future for previous month).…
- Art
- Blue_Piranha.4
- 1 yr ago
- Setting Up Your Budget
- Reported - view
My Transition from Mvelopes to YNAB
I successfully transitioned from Mvelopes after using it for many years (I used both Mvelopes 4 and 5). I am writing this post because I wanted to share my experience with everyone and let them know…
- Art
- Blue_Piranha.4
- 1 yr ago
- 54 replies
- 1,401
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- Setting Up Your Budget

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