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Re: Refund to credit card - How to do it? Does the category balance for your CC payment match the Account balance of your credit card?
- chicagouser
- chicagouser
- 3 days ago
- Credit Cards
- Reported - view
Re: Refund to credit card - How to do it? When you entered the starting balance for the CC, the balance was added to the budget category for the CC payment. Now you need to move $42.23 from the amount budgeted to the CC payment to "To Be…
- chicagouser
- chicagouser
- 3 days ago
- Credit Cards
- Reported - view
Removing tags from multiple transactions at once
I swear that I used to be able to search for all my transactions with a green flag, highlight them, and then clear the flag from all of them at once. I flag my debit card transactions each month to…
- chicagouser
- chicagouser
- 2 wk ago
- 2 replies
- 33
- Accounts & Transactions
Re: blank bar in middle of budget, left side of budget falls out of the window @Ivory Storm Did you have to remove the toolkit to get rid of it? I am experiencing the same thing.
- chicagouser
- chicagouser
- 3 wk ago
- App Functions
- Reported - view
Best videos to introduce teens to YNAB?
I am going to try to help my daughter and one of her friends get started with YNAB this summer, before they leave for college. My daughter has heard me talk about YNAB for years,…
- chicagouser
- chicagouser
- 1 mth ago
- 2 replies
- 53
- Getting Started
How to easily find overspent categories?
After entering in my latest transactions from Amazon, at the top of the screen in the Amazon account, it shows that I have $24 of overspending in June.…
- chicagouser
- chicagouser
- 1 mth ago
- 2 replies
- 43
- Accounts & Transactions
Re: Budget payment for Amazon Credit Card is about $10 too high @dakinemaui Sorry, I did not explain that very well. I meant that I never manually adjusted the amount after my initial budget setup.
- chicagouser
- chicagouser
- 2 mths ago
- Credit Cards
- Reported - view
Re: Budget payment for Amazon Credit Card is about $10 too high Grrr... now I found a similar problem in my Target account, except in the opposite direction. The amount budgeted for payment is $134.25, but the working balance on the account is $155.81.…
- chicagouser
- chicagouser
- 2 mths ago
- Credit Cards
- Reported - view
Budget payment for Amazon Credit Card is about $10 too high
I can't figure out why the amount budgeted to pay my Amazon card is about $10 higher than the amount owed. I don't have any recent returns or credits, all of my purchases are always fully funded.…
- chicagouser
- chicagouser
- 2 mths ago
- 9 replies
- 62
- Credit Cards
- Answered
- Answered
Re: Dealing with Amex Rewards @dakinemaui I normally do the opposite (or at least that was how I did it in YNAB4). I categorize it to Free Money (cc rewards, interest, bank bonuses etc) At the end of the month I sweep everything…
- chicagouser
- chicagouser
- 5 mths ago
- Credit Cards
- Reported - view
Re: Dealing with Amex Rewards Thanks @Nicole and @dakinemaui . I decided to focus on "mirroring what happened in the real world." So I left the $84.91 credit categorized to Free Money .…
- chicagouser
- chicagouser
- 5 mths ago
- 2
- Credit Cards
- Reported - view
Re: Dealing with Amex Rewards Well, this one is complicated by the fact that $84.91 of the total was already entered as a credit (correctly). But the $695.07 was credited before I entered my starting balance.…
- chicagouser
- chicagouser
- 5 mths ago
- Credit Cards
- Reported - view
Dealing with Amex Rewards
I recently transitioned from YNAB4, but started a completely new budget (because I had fallen off the budgeting wagon and though a truly fresh start was best).…
- chicagouser
- chicagouser
- 5 mths ago
- 9 replies
- 140
- Credit Cards
- Answered
- Answered
Re: Toolkit error @Faness I think that it is 'working as designed' because the description says "Add progress bars and a vertical bar that shows how far you are through the month to category rows.".…
- chicagouser
- chicagouser
- 6 mths ago
- API & Integrations
- Reported - view
Re: Toolkit error I believe that this is the result of turning on the "Budget Rows Progress Bar" setting int the Budget tab of the Toolkit.
- chicagouser
- chicagouser
- 6 mths ago
- API & Integrations
- Reported - view

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