YNAB
.
FORUM
How to enable Javascript
Sign Up
Login
Home
Latest Posts
Syncing with OneDrive
I am using YNAB4 and don't really want a DropBox account. Will the program sync with OneDrive? If so, what's the trick. I have it set up on the desktop, installed YNAB4 and OneDrive on my desktop,…
Sea Green Hammer
Sea_Green_Hammer
2 yrs ago
1
reply
133
Tips & Tricks
Re: Savings account on-budget or tracking?
@WordTenor Then why not just have one account? With two accounts, a Savings and Checking account, there is the added hassle of moving money from Savings to Checking.…
Sea Green Hammer
Sea_Green_Hammer
2 yrs ago
Setting Up Your Budget
Reported - view
Re: Savings account on-budget or tracking?
@jenmas I found this post after a search. Similar to my post on the old YNAB forum. This sounds like a complicated approach. IF, when you go to pay any bill (for example,…
Sea Green Hammer
Sea_Green_Hammer
2 yrs ago
Setting Up Your Budget
Reported - view
Re: Giveaway!
How do I love YNAB? Let me count the ways. Makes budgeting simple. That's one.
Sea Green Hammer
Sea_Green_Hammer
2 yrs ago
Announcements
Reported - view
How to record a loan to other in YNAB4?
I started another business and "loaned" it $500 from my personal account. How do I record that in Classic YNAB? There are instructions, but it doesn;t seem like the instructions make it clear that…
Sea Green Hammer
Sea_Green_Hammer
2 yrs ago
1
reply
466
Dealing with Debt
Re: Goals
Actually I would see red in the Available to Budget number, so that will not work. I noticed in the classic forum there are basic instructions on a low-tech way to set a goal. So...…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
Using YNAB
Reported - view
Goals
Is setting a long term goal something that can be done in classic YNAB? Unless I'm wrong, you can't set a goal of $10,000 vacation to France unless you have adequate money available to budget.…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
3
replies
1,037
Using YNAB
Answered
Answered
Re: Graduating from YNAB?
My preference is not to be stuck with a subscription. I bought the license for the old version once and can use it on any computer that I want, whether I have an internet connection or not,…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
3
Tips & Tricks
Reported - view
Re: What did you do to improve your finances today?
I balances YNAB for my business and myself. Very cool!
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
1
YNAB Wins
Reported - view
Re: Follow up question
I watched the video, but I am still using the old YNAB. So...when I set the credit card up it starts with a balance of $2,000 and a single transaction with Category of Pre-YNAB debt.…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
Credit Cards & Debt
Reported - view
Follow up question
Started with $2,000 credit card balance which shows as Pre YNAB CC Shows in the budget as something that needs to be budgeted for...we'll get to that later Added to that CC balance for a while until…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
5
replies
592
Credit Cards & Debt
Answered
Answered
Re: Simplify the credit card process please....
Figured it out on my own. Woot!
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
Credit Cards & Debt
Reported - view
Simplify the credit card process please....
I went back to 4/1 for my personal budget and am currently trying to make sense of a complicated cc scenario. BTW, it does not happen like this usually.…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
2
replies
708
Credit Cards & Debt
Answered
Answered
I think I just learned something important
Here it is, my aha , moment. If I start budgeting in the middle of the month, but include total monthly expenses, it's a bad thing. But...in my case it looks like I'm going to have more left over at…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
2
replies
803
Small Business
Re: Applying credit card payment that appears in bank download
there is no credit card category in the online version nYNAB
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
Small Business
Reported - view
Re: Applying credit card payment that appears in bank download
@WordTenor Still not clear.
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
Small Business
Reported - view
Applying credit card payment that appears in bank download
Stupid question maybe. No time to search and the answer does not make itself evident immediately. 1. I budgeted $2,000 to pay down a credit card balance 2.…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
5
replies
767
Small Business
Re: Difference between nYNAB and YNAB4
@WordTenor Are you using new YNAB or classic? I like the fact that I already paid for a license for the older version. My needs are simple. Saw a whole bunch of comments / complaints about the new…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
Using YNAB
Reported - view
Re: Difference between nYNAB and YNAB4
@WordTenor That's easy. The pending transactions are marked as 'pending'. ;)
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
1
Using YNAB
Reported - view
Re: Difference between nYNAB and YNAB4
@WordTenor FWIW, I linked YNAB automatically to my bank account, so it pulled that starting balance by itself. So...there are two things to consider/re-consider in the next 34 days (while I'm…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
Using YNAB
Reported - view
Difference between nYNAB and YNAB4
So, I signed up for a free trial, and started plugging away entering information. Then I realized that I still had a license for YNAB4 (classic YNAB), so I fired that up and started plugging away.…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
12
replies
1,894
Using YNAB
Answered
Answered
Re: Savings accounts vs. Savings goals
@nolesrule It's not really done through a transaction. So...I'm a little unclear why it would be allowed.
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
Setting Up Your Budget
Reported - view
Re: Savings accounts vs. Savings goals
@nolesrule Got it! What I was asking was whether the starting balance of my $10,000 in the separate savings acount could go directly to Savings category that I set up.…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
Setting Up Your Budget
Reported - view
Re: Savings accounts vs. Savings goals
@nolesrule The E-fund is in checking, and included in the budget. The question remains. Do I add the Savings Account, use the category of Income To Be Budgeted, create a Savings Category ()E-fund),…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
Setting Up Your Budget
Reported - view
Re: Savings accounts vs. Savings goals
@nolesrule So then the question becomes...do I add the Savings Account and use the category of Income To Be Budgeted, and then create a Savings Category and assign the 10K to that category...…
Sea Green Hammer
Sea_Green_Hammer
3 yrs ago
Setting Up Your Budget
Reported - view
1
2
Next
Sea Green Hammer
Sea_Green_Hammer
30
6
0
Follow
Home
Q&A
Using YNAB
Setting Up Your Budget
Credit Cards & Debt
API & Integrations
Community
Announcements
Join A Challenge
Dealing with Debt
YNAB Wins
Saving & Investing
Small Business
Parenting
Fun Money
Money & Relationships
Tips & Tricks
Help Docs
Community Guide & FAQ
View all topics
Start Your Free YNAB Trial
Important Links
Community Guidelines
Report a Bank Importing Issue
Feature Requests
Report a Bug