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Re: Kids Savings Accounts
@Ivory Storm This is super great info and advice, thanks so much!
Forest Green Commander
Forest_Green_Commander.19
2 days ago
1
Using YNAB
Reported - view
Re: Kids Savings Accounts
@nolesrule Interesting, I haven't done a ton of research but the concept of 529 plans needing to be used for college expenses to be qualified concerns me.…
Forest Green Commander
Forest_Green_Commander.19
3 days ago
Using YNAB
Reported - view
Kids Savings Accounts
Hi there, looking for suggestions on a couple savings categories. I have one for each kid, but I'm thinking about moving those funds into fidelity instead of my checking account,…
Forest Green Commander
Forest_Green_Commander.19
3 days ago
9
replies
83
Using YNAB
Re: Payee Cleanup
@Matthew Does it matter if you just delete a bunch of payees to assist in the cleanup? Does that clear out the archive of your transactions?
Forest Green Commander
Forest_Green_Commander.19
4 days ago
Using YNAB
Reported - view
Re: Payee Cleanup
so do you pick a payee for each transaction? I've always just let the import do it and never thought to adjust the payee, does this benefit certain reporting?…
Forest Green Commander
Forest_Green_Commander.19
11 days ago
Using YNAB
Reported - view
Payee Cleanup
Hi there, I'm curious what people find useful about cleaning up payees? I have a ton as I have never managed them at all. Is there a benefit to combining the crazy amounts of amazon into one payee…
Forest Green Commander
Forest_Green_Commander.19
12 days ago
8
replies
143
Using YNAB
Re: Goals - Best Practice
@Dela this video is exactly what i was thinking/looking for, thanks!
Forest Green Commander
Forest_Green_Commander.19
2 mths ago
Using YNAB
Reported - view
Goals - Best Practice
Is it best practice to have goals equal total income expected for a month? I just realized my total goals is a few hundred less than I expect for income,…
Forest Green Commander
Forest_Green_Commander.19
2 mths ago
6
replies
149
Using YNAB
Re: Month Ahead vs Emergency Fund
@dakinemaui ok the sweep options seems easy enough, based on your comment below though you are still saying I should leave remaining amounts in things like electric or sweep leftovers here so as to…
Forest Green Commander
Forest_Green_Commander.19
2 mths ago
Tips & Tricks
Reported - view
Re: Month Ahead vs Emergency Fund
@Vibrant got it, I've never recategorized income as anything but TBB, but I think that makes sense to mark it directly to that category. In this scenario does it still make sense to leave extra…
Forest Green Commander
Forest_Green_Commander.19
2 mths ago
Tips & Tricks
Reported - view
Re: Month Ahead vs Emergency Fund
@dakinemaui Okay that makes sense, I think I was making this harder on myself. So the goal is not to fully fund multiple months in the future, its to make sure my January 15th and 30th checks will…
Forest Green Commander
Forest_Green_Commander.19
2 mths ago
Tips & Tricks
Reported - view
Re: Month Ahead vs Emergency Fund
I have read this a few times and am somehow just missing something! I've been trying to figure out the month ahead and just filling goals under the next month when possible,…
Forest Green Commander
Forest_Green_Commander.19
2 mths ago
Tips & Tricks
Reported - view
Forest Green Commander
Forest_Green_Commander.19
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