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Re: Fresh Start - extra transactions @nolesrule thanks, my goal though is to see the current average based on feb-april, leaving the couple of misc January transactions is throwing it off.…
- Forest Green Commander
- Forest_Green_Commander.19
- 13 days ago
- Setting Up Your Budget
- Reported - view
Fresh Start - extra transactions
Hi there, I did a fresh start in Feb in order to start tracking my new expenses better. There were some lingering transactions that populated for January and now I realized that is making my average…
- Forest Green Commander
- Forest_Green_Commander.19
- 13 days ago
- 3 replies
- 32
- Setting Up Your Budget
Re: Kids Savings Accounts @Ivory Storm This is super great info and advice, thanks so much!
- Forest Green Commander
- Forest_Green_Commander.19
- 1 mth 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
- 1 mth 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
- 1 mth ago
- 11 replies
- 126
- 1
- 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
- 1 mth 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
- 1 mth 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
- 1 mth ago
- 8 replies
- 169
- 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
- 3 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
- 3 mths ago
- 6 replies
- 150
- 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
- 4 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
- 4 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
- 4 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
- 4 mths ago
- Tips & Tricks
- Reported - view

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