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Re: Bulk apply payee on transactions @ba. trand Thanks for adding your perspective! If you have time, we'd appreciate it if you'd send us a Feature Request so the design team can see this. Thanks so much!
- DelaYNAB Support
- dela_ynab
- 2 wk ago
- Using YNAB
- Reported - view
Re: Alliant Plaid Connection @Navy Blue Door Please get in touch so we can get this fixed. :) Send us the Direct Import Issue form and we'll get you up and running!
- DelaYNAB Support
- dela_ynab
- 2 wk ago
- Using YNAB
- Reported - view
Re: Fixing my balance without wrecking the budget... @Yoni U said: I tried to "reconcile" the budget to the actual number, and then it took out the difference (about $2,000) and told me that was in the minus for this month for that $2,…
- DelaYNAB Support
- dela_ynab
- 2 wk ago
- Using YNAB
- Reported - view
Re: Fixing my balance without wrecking the budget... @Yoni U said: That leaves the difference in what we budgeted for and what we spent in the red. Since there is not enough funds in there to cover it (as we've already moved on to the next month) I…
- DelaYNAB Support
- dela_ynab
- 2 wk ago
- Using YNAB
- Reported - view
Re: Changing Google Account Hey, there! You sure can. :) Check out this Helpdoc on how to change your email address for your account. You can also set up Google SSO if you'd like, and change that email anytime, too.
- DelaYNAB Support
- dela_ynab
- 2 wk ago
- 1
- Using YNAB
- Reported - view
Re: Anyone else with PLAID issues? Hi, there! I checked your account and see that we've resolved this issue, so I'm closing this thread. We can't problem solve direct import issues in the Forum,…
- DelaYNAB Support
- dela_ynab
- 2 wk ago
- API & Integrations
- Reported - view
Re: Is America First Credit Union still supported? We can't troubleshoot direct import issues in the Forum, so I'm sending you an email now so we can work through this America First question together. :) For anyone else who comes across this thread,…
- DelaYNAB Support
- dela_ynab
- 2 wk ago
- Using YNAB
- Reported - view
Re: Can I import a budget from one YNAB account to another? @Cyan Elk We'd love to hear more about what you're looking for and how you'd use these features. If you have time, please send us a Feature Request so your thoughts get to the right folks! :)
- DelaYNAB Support
- dela_ynab
- 2 wk ago
- Using YNAB
- Reported - view
Re: Overwhelmed & Ignoring YNAB @Cyan Tugboat Brenda, it sounds like you are doing a fantastic job managing your money! And I simply can't wait for the day when YNAB is a true friend that helps you navigate your future.…
- DelaYNAB Support
- dela_ynab
- 3 wk ago
- Using YNAB
- Reported - view
Re: How to handle Health Savings Accounts @Blue Trumpet The best way to "categorize" your inflows in YNAB is through Payee name. They'll show up on your Income v Expense report separated by payee. Perhaps that will work for you?
- DelaYNAB Support
- dela_ynab
- 3 wk ago
- Setting Up Your Budget
- Reported - view
Re: Did Pacing stop working? I suggest getting in touch with the folks who support the Toolkit if a feature isn't working. They'll be able to help! :)
- DelaYNAB Support
- dela_ynab
- 3 wk ago
- Using YNAB
- Reported - view
Re: Help getting rid of an accidental duplicate account @CSquared When reconciling, it's important to know that you're reconciling the Cleared balance. It sounds like that Tracking account might have uncleared transactions,…
- DelaYNAB Support
- dela_ynab
- 3 wk ago
- Using YNAB
- Reported - view
Re: Open Banking Australia Cyan Cleric is spot on: we're working on supporting banks in the UK, Europe and Australia, but we're not quite there yet. Up was using YNAB as an example app on that announcement,…
- DelaYNAB Support
- dela_ynab
- 3 wk ago
- Using YNAB
- Reported - view
Re: The Official 2021 Debt Smackdown @leelori Welcome!! So glad you've joined in! :) If you're not already in it, you might also join our YNAB Debt Bootcamp to stay motivated! It's a free Facebook group and we're kicking off a new…
- DelaYNAB Support
- dela_ynab
- 3 wk ago
- 2
- Join A Challenge
- Reported - view
Re: How do I set a transaction as "Category needed" in the mobile app? I, too, use flags to mark transactions as needing attention. You can use them on mobile , too, and you can even search by flag color on mobile to quickly find what you need. :)
- DelaYNAB Support
- dela_ynab
- 3 wk ago
- Using YNAB
- Reported - view
Re: Budgeted amount changing in new month @Gray Display What add-on extension did you install? The Toolkit? If so, try turning it off and see if you still have the same issue. If you do, you can reach out to us in Support right from your…
- DelaYNAB Support
- dela_ynab
- 3 wk ago
- Setting Up Your Budget
- Reported - view
Re: The Official 2021 Debt Smackdown @Orchid Display @Orchid Cup I'm offering both of you a big digital high-five for all of the progress you have made so far. Personally, I've felt like sticking to a looming budget goal is like…
- DelaYNAB Support
- dela_ynab
- 1 mth ago
- 6
- Join A Challenge
- Reported - view
Re: Notifications on Google Calendar @Gray Admiral Though there are a number of APIs that work with YNAB , I haven't seen one with calendar integrations or due date notifications. I think lots of folks simply write the due dates of…
- DelaYNAB Support
- dela_ynab
- 1 mth ago
- API & Integrations
- Reported - view
Re: Reports on mobile app Thanks for your feedback! We'd love to hear more specifics on what mobile reports would be valuable for you. Will you send our team a Feature Request to share your ideas? That way,…
- DelaYNAB Support
- dela_ynab
- 1 mth ago
- Using YNAB
- Reported - view
Re: Restore fresh start backups? Hi, there! If you're interested in migrating your YNAB 4 data into the web-based YNAB, this guidance might help! :)
- DelaYNAB Support
- dela_ynab
- 1 mth ago
- Using YNAB
- Reported - view
Re: Will there ever be a YNAB for business? This is a fantastic question! I bet there are a lot of YNABers (myself included!) who would love this. If you haven't already, would you please send this in to our design team as a Feature Request ?…
- DelaYNAB Support
- dela_ynab
- 1 mth ago
- Using YNAB
- Reported - view
Re: can YNAB really be used for business? Hi, Dan! As you're considering whether YNAB would work for you and your small business, I wanted to share some resources that might be helpful: Small Business Workshop recording Reports for Small…
- DelaYNAB Support
- dela_ynab
- 1 mth ago
- 3
- Small Business
- Reported - view
Re: Advice on categories for one time purchases and variable uses? Hi! Welcome! My colleague Kelly wrote a good article about categories that you might find helpful, here , and it has a video at the end that talks about different ways to organize your budget.…
- DelaYNAB Support
- dela_ynab
- 1 mth ago
- Setting Up Your Budget
- Reported - view
Re: Can't open budgets for second user/account on iPhone after update @Khaki Foal Excellent! So glad Laura was able to help. Thanks so much for sharing your learning here to help others, Matt. 😄 Happy budgeting!
- DelaYNAB Support
- dela_ynab
- 1 mth ago
- Using YNAB
- Reported - view
Re: Money does not move to credit card payment category when purchase is made. Why? @SgtBatten You're so right that learning in public is super important. I hope folks do come back and share their learning with the other Forum gladiators if they take us up on our offer to help! 😉
- DelaYNAB Support
- dela_ynab
- 1 mth ago
- Credit Cards & Debt
- Reported - view

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