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Re: Dealing with Monthly payments that are not recurring Here's the link to YNAB's YouTube video on setting goals for reference. https://www.youtube.com/watch?v=9fZYHh1h-xM
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Managing Debt
- Reported - view
Re: Dealing with Monthly payments that are not recurring If you have a budget category for each of the payments you have, you should consider using YNAB's goals feature. You can then set an "I want to pay off X amount of dollars by this date" goal for…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Managing Debt
- Reported - view
Re: Newbie - unsure of syntax and getting an error with no error code Hey @ Powder Blue Admiral - I am totally lost as to how to help you with this specific issue. However, I did want to point you to a thread that discusses a Zapier integration being worked on since…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- 1
- API & Integrations
- Reported - view
Re: Other options than Coinstar? I thought I'd post an article I just read about Coinstar alternatives. There appear to be at least two banks that do have coin counters and will do so free for non-customers. https://clark.…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- 1
- Saving
- Reported - view
Re: Fresh start: better way to track prior transactions? Here's a geeky way of doing this if anyone comes across this thread and wants to accomplish the same thing. Again, if anyone has found an easier way, please share.…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Tips & Tricks
- Reported - view
Re: Fresh start: better way to track prior transactions? @WordTenor Thanks! I'm actually curious if anyone is using any third party tools or methods to manage the data once it has been exported. And as for fresh starts, nothing is forcing me to do it,…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Tips & Tricks
- Reported - view
Fresh start: better way to track prior transactions?
I've been using YNAB for years and have done multiple fresh starts. I know that I can go back to previous budget files and export to a CSV if I want to view that data.…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- 13 replies
- 263
- Tips & Tricks
Re: Too much money in a category @Brooke Hey there! Would you be willing to post a screenshot for clarity? Of course, please don't share any details you're not comfortable with others seeing.
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- 1
- Method & Budgeting
- Reported - view
Re: Happy with your budget categories? Please share! I just came across this topic the other day and was inspired to revisit my budget categories. I just re-organized mine based on suggested categories from http://www.myfinancialpeaceofmind.com .…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- 2
- Tips & Tricks
- Reported - view
Re: Does anyone have experience using services from National Debt Relief? @JoeDid BTW - I am using this tool to keep an eye on my credit profile. Thanks for sharing this info!
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Debt
- Reported - view
Re: Does anyone have experience using services from National Debt Relief? Just thought I'd report in on this topic. I did contact a consumer credit counseling agency (specifically ACCC) and entered the program. I will NOT be pursuing a debt relief program based on my…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- 1
- Debt
- Reported - view
Re: Anyone use prism? Hey @ Slate Blue Sander . I used Prism briefly because I wanted to manage bill payments from multiple funding sources using a single tool. However, I wasn't a fan.…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Tips & Tricks
- Reported - view
Re: To be budgeted amount is $0.00 and showing as RED @Cyan Hammer Good deal. For clarity - this wasn't an issue with a split category. What I did was assign an amount to a budget category by using the built-in calculator.…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- App Functions
- Reported - view
Re: To be budgeted amount is $0.00 and showing as RED @ Cyan Hammer I had the issue multiple times, so I figured that few times I divided an odd number by two when assigning dollars had trashed the integrity of the "to be budgeted" calculation.…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- App Functions
- Reported - view
Re: Does anyone have experience using services from National Debt Relief? @Überdraft_Fee SUPER helpful feedback! I will definitely give strong consideration to taking a different route. Many thanks.
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Debt
- Reported - view
Re: Does anyone have experience using services from National Debt Relief? @ JoeDid Thanks for the input! I am familiar with the risks, costs, and impact. I am mainly interested if anyone has had any direct experience with this company and if they have any positive or…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Debt
- Reported - view
Does anyone have experience using services from National Debt Relief?
I am not advocating for this company; just curious to see if anyone has ever used their services and what the outcome was. And just to clarify - I'm not talking about programs aimed at debt relief,…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- 6 replies
- 174
- Debt
- Answered
- Answered
Re: Manually Matching Items doesn't work @Meghan Has the manually entered transaction been marked as cleared or reconciled? I've had to unclear a transaction to get it to match with another on occasion.
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Accounts & Transactions
- Reported - view
Re: Linking a credit card to a checking account @Aquamarine Unicorn - Forgot to mention that the setting in question can be found under Budget Screen settings. I've included a screenshot of the setting for reference.
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Credit Cards
- Reported - view
Re: Linking a credit card to a checking account Hey @ Aquamarine Unicorn ! Another way to do this, if you're a Chrome or Firefox user, is to use the YNAB toolkit. It's not officially supported by YNAB (despite the name),…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Credit Cards
- Reported - view
Re: Can’t open web app Actually @ Green Deer , when I request the desktop site using Safari, I get the desktop site rather than being forced to use the app. Not sure why this isn't working for you.
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Getting Started
- Reported - view
Re: Can’t open web app Hey @ Green Deer , this appears to work if you request the desktop site using Google Chrome for iPad.
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Getting Started
- Reported - view
Re: Transfer from off budget savings account @ jenmas Ohhh.... I didn't think about that. I don't rely heavily on reporting, but that's a good point.
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Saving
- Reported - view
Re: Transfer from off budget savings account Hey @ Ivory Packet ! I tested this in my budget. Classifying the transfer as "Vacation" and then classifying outbound transactions as "Vacation" will work.…
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- Saving
- Reported - view
Re: Using Credit Card to pay a tracking account @ Keith Also, that exclamation point in my first post was an accident. I wasn't "yelling" :-)
- DnA
- IT manager, husband, father, YNAB podcast listener
- Navy_Blue_Cup.2
- 1 yr ago
- 1
- Credit Cards
- Reported - view

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DnA

Navy_Blue_Cup.2

IT manager, husband, father, YNAB podcast listener

Louisville, KY

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I'm a guy who has SUCKED at using YNAB because I never followed the four rules. Until now :-)