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Re: New inflow, yet To Be Budgeted remains $0.00
Hi, there! This is expected behavior. 🙃 Here's why: When you have a negative balance on your credit card and you receive a refund that you categorize as To be Budgeted ,…
Dela
YNAB Support
dela_ynab
2 days ago
Using YNAB
Reported - view
Re: Double dipping in budget screen?
Oh no! I'm sorry to hear that. It's the last thing we want! 😕 Credit cards in YNAB are designed to help you easily budget for spending on plastic and always have the payment available--but if you…
Dela
YNAB Support
dela_ynab
3 days ago
Credit Cards & Debt
Reported - view
Re: Money I owe someone else?
Method 2 from the Help doc Melissa mentioned would be a good fit for what you need! 🙂 Just adding a bit more context here that setting the account up as a Liability Tracking type means the account…
Dela
YNAB Support
dela_ynab
3 days ago
Setting Up Your Budget
Reported - view
Re: How do I record line of credit transactions?
Hi, there! If you have any issues setting up this LOC account, you can always write to us at
[email protected]
(or press the question mark in the app to get in touch!…
Dela
YNAB Support
dela_ynab
4 days ago
Using YNAB
Reported - view
Re: How do I use the "help" feature?
Hi, there! Well, that's weird! You can always contact us at
[email protected]
. When you do write in, please mention that your help button in the app is acting wonky and we can track down the…
Dela
YNAB Support
dela_ynab
4 days ago
Using YNAB
Reported - view
Re: Cancelled Pending Credit Card Transactions
Like Annieland indicated, if you simply ignore a pending transaction, it won't appear as a Pending Transaction when it's no longer pending at your bank.…
Dela
YNAB Support
dela_ynab
4 days ago
Credit Cards & Debt
Reported - view
Re: I never use Payee - am I missing out on anything??
It sounds like you might be using a system that aligns your account values with your category values. Is this the case? Because your YNAB budget doesn't care where your money is stored,…
Dela
YNAB Support
dela_ynab
9 days ago
Using YNAB
Reported - view
Re: Reconciling manually
Hi, there! Right now, reconciliation is only available on the web, but not on mobile. This article might be helpful for you, which is able how to keep your accounts and budget reliable on…
Dela
YNAB Support
dela_ynab
11 days ago
1
Setting Up Your Budget
Reported - view
Re: Transaction from one payee on AMEX never imports
This is definitely an odd case! 🤔 dakinemaui is right that, while you can manage payee names and other auto-categorization elements, you cannot entirely block a certain payee from showing up.…
Dela
YNAB Support
dela_ynab
2 wk ago
1
Using YNAB
Reported - view
Re: To Be Budgeted or Not To Be Budgeted?
For purchases and returns made with cash, categorizing the refund back to the spending category does help keep your reports and categories happy! For returns on credit cards,…
Dela
YNAB Support
dela_ynab
2 wk ago
1
Using YNAB
Reported - view
Re: My budget got messed up and idk how
Hi, Solus! We don't yet have a way to track changes in the budget, but it's on our Up Next list, very soon to be released as Money Moves. In the meantime,…
Dela
YNAB Support
dela_ynab
2 wk ago
Using YNAB
Reported - view
Re: Credit Card with Positive Balance throwing off my account
Hi, Irene! Note that the balance of your credit card on the left is different than your Credit Card Payment category in your budget. The balance on the left is the total on your card.…
Dela
YNAB Support
dela_ynab
2 wk ago
1
Credit Cards & Debt
Reported - view
Re: login with google or apple
Hi! Generally folks choose to use SSO for logging in to YNAB for a few reasons: It may be easier and reduce friction during log in You might want to use an Apple private-relay address as your YNAB…
Dela
YNAB Support
dela_ynab
2 wk ago
1
Using YNAB
Reported - view
Re: Is there a way to compare spending and saving between 2 years?
Hi! The Spending Report's Trends view in YNAB would be a helpful spot to visit for comparisons, or you might check out the Budget Reports API . Note that both of these tools would simply show you…
Dela
YNAB Support
dela_ynab
2 wk ago
Using YNAB
Reported - view
Re: To be Budgeted amount changed
Hi, there! It sounds like you may have increased the overall balances in your accounts, is that right? If that's the case, the additional funds were considered inflows and went straight to To be…
Dela
YNAB Support
dela_ynab
3 wk ago
Using YNAB
Reported - view
Re: Transaction imports
It sounds like you've had a lot going on! I've got some suggestions for you that will help you get back on track smoothly: First, consider simply making a Fresh Start .…
Dela
YNAB Support
dela_ynab
3 wk ago
Using YNAB
Reported - view
Re: My Balances Are Off & I don't know where.
If you find that after making Reconciliation Balance Adjustments in your accounts, you still don't feel confident moving forward, know that you can always make a Fresh Start .…
Dela
YNAB Support
dela_ynab
3 wk ago
Using YNAB
Reported - view
Re: Credit Card - Moving Principal Category Money to Credit Card Payment then my goal is underfunded
Hi, Anton! Your Interest category is working differently than your Credit Card Principal category because new interest transactions are considered Budgeted Spending,…
Dela
YNAB Support
dela_ynab
4 wk ago
Credit Cards & Debt
Reported - view
Re: Credit card, My green "PAYMENT" is more than I owe????
Hi, Tim! Sometimes these credit card discrepancies can be tricky and more information is helpful to figure out what's happening. So! I recommend you get in touch with Support so we can give you…
Dela
YNAB Support
dela_ynab
4 wk ago
Credit Cards & Debt
Reported - view
Re: N26? Revolut? Capital One?
Hi, there! Thanks for letting us know what you're looking for! Both N26 and Revolut are European-based neobank/electronic money institutions. Right now,…
Dela
YNAB Support
dela_ynab
4 wk ago
Using YNAB
Reported - view
Re: transferring a payment and budget activities
Hi, Alice! If you'd like to dig in more on this, including how to best set up our specific LOC account, you can also write to us at
[email protected]
.…
Dela
YNAB Support
dela_ynab
1 mth ago
Using YNAB
Reported - view
Re: Pending transactions with the API?
Hi, there! I checked in with a developer and right now this isn't available using the API. When it is, an update will definitely be added to the docs! :)
Dela
YNAB Support
dela_ynab
1 mth ago
1
API & Integrations
Reported - view
Re: House Trust
Hi, Annamarie! Yes, if you don't want your other budgets to be accessible to another user on your household account, one option would be to invest in a separate YNAB account with it's own username…
Dela
YNAB Support
dela_ynab
1 mth ago
Using YNAB
Reported - view
Re: CC Payment $ Not Matching CC Balance $ + a Dash of Starting Balance * Returns Complexity
Hi there! If you'd like, a member of our Support team can take a look at your budget with read only access to help add some personalized feedback and clarity around this.…
Dela
YNAB Support
dela_ynab
1 mth ago
2
Credit Cards & Debt
Reported - view
Re: Available Amount is not matching actual amounts in account
Here's a Quick Budget Audit process to build on dakinemaui's post! It's a fast and easy way to compare the number of dollars available in your budget to the dollars available in your accounts so you…
Dela
YNAB Support
dela_ynab
1 mth ago
2
Credit Cards & Debt
Reported - view
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