YNAB
.
FORUM
How to enable Javascript
Sign Up
Login
Home
Latest Posts
Re: Separating savings (I know, I know)
Thank you all for the help. I totally get the theory behind it I was just missing the aspect of actually adding the account. This way I can take the savings and use different "envelopes" for the…
Steel Blue Pilot
Steel_Blue_Pilot.11
1 mth ago
1
Saving & Investing
Reported - view
Re: Separating savings (I know, I know)
Correct. Yes I have a savings. I don't think I realized that you need to actually add the account versus just putting "Savings" as a category.
Steel Blue Pilot
Steel_Blue_Pilot.11
1 mth ago
Saving & Investing
Reported - view
Re: Separating savings (I know, I know)
Maybe I'm using the wrong terminology. I think my issue might stem from having a savings category in my budget versus having a savings account on the left hand side where the other accounts are
Steel Blue Pilot
Steel_Blue_Pilot.11
1 mth ago
Saving & Investing
Reported - view
Re: Separating savings (I know, I know)
@jenmas I think I may not have the savings account in there correctly. It's not on the left hand side. I just have a savings category in my budget. Maybe this is where I am getting twisted around
Steel Blue Pilot
Steel_Blue_Pilot.11
1 mth ago
Saving & Investing
Reported - view
Re: Separating savings (I know, I know)
@Aubergine Quokka so I think you are understanding my issue. I do have a purpose built category but what happens is when I look at my checking it's including all those funds.…
Steel Blue Pilot
Steel_Blue_Pilot.11
1 mth ago
Saving & Investing
Reported - view
Re: Separating savings (I know, I know)
@jenmas right which makes sense however it's not as easy reconciling my accounts because my checking includes my savings. So I have to subtract the number of savings from my checking to know what…
Steel Blue Pilot
Steel_Blue_Pilot.11
1 mth ago
Saving & Investing
Reported - view
Re: Separating savings (I know, I know)
@satcook how do you do this when YNAB puts it all together in your available? For instance is I have $1000 in YNAB as available, that counts let's say $500 for savings.…
Steel Blue Pilot
Steel_Blue_Pilot.11
1 mth ago
Saving & Investing
Reported - view
Re: Separating savings (I know, I know)
I guess where I am getting screwed up is in YNAB your savings gets lumped in with your available. Where as in my actual checking it does not. So when I go to reconcile I have to subtract savings in…
Steel Blue Pilot
Steel_Blue_Pilot.11
1 mth ago
Saving & Investing
Reported - view
Separating savings (I know, I know)
Hey everyone, So I have been using YNAB for about 2 years now. I have a decent grasp at it but after all the searching and reading I've done I still have a question.…
Steel Blue Pilot
Steel_Blue_Pilot.11
1 mth ago
26
replies
252
Saving & Investing
Steel Blue Pilot
Steel_Blue_Pilot.11
9
1
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