Setting recurring payments up

I still can't work out how to do it.

Why?

Because the instructions are not as specific as I need them and while there are sometimes  illustrations, they don't show the browser format/layout. It feels as if there are assumptions going around that people are _only_ using tablets or phones so instructions and illustrations are geared towards them.

Only.

Additionally, I've found that when two different pages send the reader to what should be the same page, it actually may not have the first step or illustration on it and thus are not exactly the same in terms of content. How they have the same filename beats me unless they are in different folders.

I am a visual learner, so need the sort of "we are learning how to spell 'Cat' today. here's how we do that. A is the first letter in the alphabet, C is the third letter in the alphabet, and T is the 20th letter. Now rearrange the letters and you get C A T".

Silly example I know, but I hope I'm getting my point across that that the above is different to "we're learning to spell 'Cat'. It has three letters A, C and T, and if you put them in the following order you'll spell 'cat' - CAT" The second example has much less info or explanation than the first.

By all means shoot me down in flames - I'll not see it as I can't work out how to customise the notifications! :)

Helen

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  • Hey  Maroon Admiral , I'm a visual learner, too! So here's a quick video I made to show you how to enter recurring transactions/payments. Let me know if you have any questions!

    *Just a note* If you don't see the greyed out scheduled transaction at the top, then you may want to check your filters in the top right corner of your account register. The link says "Filter" and it's next to the search bar.

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      • Helen1958
      • All At Sea!
      • Maroon_Admiral
      • 2 yrs ago
      • 1
      • Reported - view

      Dan at YNAB Thanks so much, Dan. It makes sense now. 馃榾馃憤

      Like 1
  • [email protected] - I can't see your response.  This is EXACTLY why I gave up on YNAB last summer.  I was never able to get anyone to help me with this topic.  Almost all of my fixed expenses are set up on autopay.  I even emailed for help and didn't get any.

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      • Janelle
      • ynab_janelle
      • 2 yrs ago
      • Reported - view

      Sky Blue Gazelle Hi! Sorry about that video disappearing. Here's something similar to what Dan had sent. Make sure to click on the video so you can see it in full screen :) 
       

       

      I do see your emails from last year and it looks like all of them were responded to. I'd still love to help if you're up for it!

      Like
  • Vids????

    Like 1
    • Hi Gray Tiger !

      Sorry we missed this message! Are you able to see the second video that Janelle posted? It shows that process in action. Just in case you can't see it, here are the steps for the web app:

      1. Click to Add a transaction

      2. In the date field, look underneath the Calendar pop up

      3. In the drop down menu, select how often the transaction occurs (daily, weekly, monthly, etc).

      That should do the trick! :)

      Like 1
    • Faness  Can you combine recurring payments with a recurring budget goal? I would really like that feature. I'm sorry if you have already answered this - I'm not able to see any of the videos you posted here.

      What I mean is that if you know you have to pay 1500 DKK 4 times a year, you set it up as a recurring payment as you describe. Would it be possible to connect the recurring payment with a budget goal (like Target Category Balance by Date only you don't have to remember to make a new goal every 3 months)? I know I can use the Monthly Funding Goal, but as far as I can tell it doesn't transfer missing funding in one month to the next like the Target Category Balance by Date does.

      Like 1
    • Spring Green Admiral Not Faness, but can take a stab at answering you. Yes, if you make the category in your register the same as your budget goal. I do this for several of mine that I fund every other month or so, I use the Target Category Balance by Date. Now on the months that I do not fund it shows underfunded but I expect that however I am playing the long game and watching the total balance not the monthly. 

      Hope this answer helps.

      Like 1
    • Ruff16965 (05bd62cee897) Thank you for your answer, I'm not sure I quite understand it though. Do you renew all your Target Category Balance by Date for each separate category every 3, 4 or 6 months (every time you reach your target and make a payment)? Thank you for clarifying. 

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    • Spring Green Admiral The few that I do this for are more semi-annual than quarterly, but yes,  when I pay it. I just quickly edit the due date to the new month and year. I will do the same thing with my YNAB subscription next month, change it to 2019.  I consider it part of my budget routine. I also make use of the note section to put any info I feel is important.

      Like 2
    •   Spring Green Admiral Ruff16965 is manually updating those goals - and the way he's doing it seems like a quick process so that nothing is missed. There isn't a way to link them so that they automatically re-occur, but that's a great idea! Would you mind submitting a Feature Request? That form goes directly to our development team to let them know what you'd like to see going forward! :)

      Like 1
    • Thank you  Faness  I just filled out the Feature Request.

      Like 1
  • I don't get it either.

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    • Hi Khaki Octopus !

      If you want to schedule a transaction to take place automatically, you can enter is as a Scheduled Transaction. If you click on the date field (of an existing or new transaction), underneath the calendar you'll have the option to select how often the transaction takes place. :)

      Like 1
  • Hi!  I'm having a hard time describing my issue.  I don't understand the accounting side of this - when I set them up, instead of being one transaction they doubled or tripled, because I was transferring between my own accounts and also had budgeted for them.  I've tried to get help with this for over a year, surely someone else has had this issue?

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  • Basically, everything I pay for except gas, groceries and a few other categories are all on auto pay.  I sure don't want to have to manually budget for them every month.

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    • Hi Sky Blue Gazelle !

      If the issue is manually entering the budgeted amount, you can use the Quick Budget function to budget for those transactions. However, I saw you mention above that the amounts are doubling or tripling? Can you give me a few more details about that?

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  • 2 yrs agoLast active
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