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Re: Account Transfers have me LOST - anybody get this? @Gold Cleric The payees are not correct. YNAB auto imported them and tried to match the names to something, not the Transfer to: payee that YNAB creates when you add accounts in it.…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 3 days ago
- 2
- Using YNAB
- Reported - view
Re: Budget savings inflow to the category? @Ceeses Hey Ceeses, I was reading your reply and wanted to ask a clarifying question. So you don't keep an emergency fund of x dollars in your budget in a separate account (as you say - a high yield…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 3 days ago
- Saving & Investing
- Reported - view
Re: A Home for the Humble Feature Request @Janelle Could someone update the docs page and not tell people to email feature requests if the form is the best way?
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 wk ago
- Announcements
- Reported - view
Re: Manual Transactions (Including Reconciliation) don't honor/allow Time or Intra-day Ordering @Superbone I was reconciling, and I must have had it covered by something else somewhere. Honestly I check YNAB at least once a day. Fixing one thing showed two other problems,…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 wk ago
- Using YNAB
- Reported - view
Re: Budget savings inflow to the category? @Ceeses Here is my quality of life goals with the rainy day fund. I have had some expenses come up which is why that available amount is so low, but you are saying do not do this?…
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- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 wk ago
- Saving & Investing
- Reported - view
Re: Budget savings inflow to the category? @Slate Blue Pilot (2903ac015cdb) I have a vacation and house category in addition to the rainy day fund. My imagination just isn't that big.
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 wk ago
- Saving & Investing
- Reported - view
Re: Budget savings inflow to the category? @Ceeses I have those funds, but the rainy day fund is also the emergency fund. I keep a separate category in true expenses for car and auto maintenance.…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 wk ago
- Saving & Investing
- Reported - view
Re: Transfers to savings aren't categorized as savings So what you are saying is this: - Your checking account is on-budget - Your savings account is off-budget ? I have a similar thing for my auto loan. Auto account is off-budget in tracking,…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 wk ago
- Using YNAB
- Reported - view
Budget savings inflow to the category?
I currently keep my savings in one account. I setup direct deposit with the savings account from my paycheck. When my paycheck comes in, those funds are input as "To be budgeted".…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 wk ago
- 9 replies
- 135
- Saving & Investing
Re: Budgeting for future transactions @Periwinkle Flute the only problem i have with that is I would like to delete the category, but that requires the transactions be put under a different category.…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 wk ago
- Setting Up Your Budget
- Reported - view
Re: Checking account won’t reconcile. Your just going to have to look and do the reconciliation, make sure what is in YNAB matches your account balance. It does get somewhat annoying since YNAB doesn't have all the information that your…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 3 wk ago
- Using YNAB
- Reported - view
Re: any advice for checking the budget LESS? :-/ If your budget is fine, you are living on a zero based budget, you can always just ignore the app. I will warn you that if you are spending a lot DAILY, it might tend to wreck things,…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 3 wk ago
- 1
- Money & Relationships
- Reported - view
Re: Feature Request: Multiple Target Date Balance Goals Per Category I definitely would appreciate being able to handle subcategory goals on a category. I understand it's a change in UI and on the database level, but it would make things simpler for some more complex…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 3 wk ago
- Setting Up Your Budget
- Reported - view
Re: Multiple goals per category I can understand YNAB trying to value simplicity and not overhaul the database to handle recursive categories more than two, but I know it is possible.…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 3 wk ago
- Using YNAB
- Reported - view
Re: Budgeting for future transactions So I am facing this problem too but what is the TLDR? If I have a category with a bunch of sub expenses should I just create a goal/category for each sub expense or just keep them all under one…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 3 wk ago
- Setting Up Your Budget
- Reported - view
Re: Manual Transactions (Including Reconciliation) don't honor/allow Time or Intra-day Ordering @dakinemaui My balances are almost in agreement now.....i'll just check the ordering later.
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 mths ago
- Using YNAB
- Reported - view
Re: Manual Transactions (Including Reconciliation) don't honor/allow Time or Intra-day Ordering @dakinemaui I found my error. I was apparently missing two transactions from september of last year. Not sure how my math got all messed up. I was seeing I was missing .…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 mths ago
- Using YNAB
- Reported - view
Re: Manual Transactions (Including Reconciliation) don't honor/allow Time or Intra-day Ordering @dakinemaui I do use the direct import and usually don't have any problems. But it would help me be a little more confident that I haven't missed something if i could see the transactions in YNAB in…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 mths ago
- Using YNAB
- Reported - view
When to reconcile credit card
I was going over my balances and found that my credit card balance is 20 cents less than my bank balance. I don't know how this happened. I know they have matched up before.…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 mths ago
- 4 replies
- 57
- Using YNAB
Re: Manual Transactions (Including Reconciliation) don't honor/allow Time or Intra-day Ordering Yeah this is still an issue, any word on if times or some other method for ordering a transactions inside a day is planned. My balance is off by 20 cents and trying to map transactions to my bank…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 2 mths ago
- 1
- Using YNAB
- Reported - view
Budget for "Grooming" or Personal Expenses
So, I know I have a non-trivial amount of money I spend regularly on soap, razors, haircuts, etc. Do many people have a personal or other category named just for such personal grooming items?…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 3 mths ago
- 5 replies
- 274
- Tips & Tricks
Re: Coming Soon: Pending Transactions @dakinemaui The problem with that is finding the auth code (which can be long and annoying to enter) or the transaction id may require me to login to my bank.
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 3 mths ago
- Announcements
- Reported - view
Using YNAB for 5 years
Just want to say YNAB has helped me get a hold and help me visualize my budget and expenses much better. I will admit that when I first joined YNAB in 2015 I did not understand it at all and why my…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 3 mths ago
- 1 reply
- 168
- 6
- YNAB Wins
Re: A real CapitalOne Fix? The issue I have with this is I don't think people understand YNAB is still a very small business. Betterment for example is aimed at robo investing and I am sure they have a more substantial…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 5 mths ago
- 5
- Using YNAB
- Reported - view
Does TBB roll over to a new month?
I checked the docs and I don't think it's very clear but if you have money in TBB in one month, when the month rolls over that balance in TBB rolls over to the next month?…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 5 mths ago
- 3 replies
- 91
- Setting Up Your Budget

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