Spending goal by date : how to handle reimbursements ?

Hi,

I made some expenses last december, and set my new goal to next december at 500 by date. I've got an issue with some reimbursements I had in january : I categorized the reimbursement in my category, and then moved the money in to be budgeted.

But now, with my budgeted money in negative in the category, the goal says "Budget 258.63€ more this month to stay on track.". I don't need to budget more, as I already have budgeted (and it's available) what I need in order to have my 500 goal by december.

I'm not sure how I can fix that. Thanks for your help

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  • Either:

    1. Categorize the reimbursable expense and the reimbursement to a different category
    2. Ignore the yellow warning -- next month's suggested budget entry will take the inflow into account.

    Note: it has to actually be next month in the real world before YNAB will give you the correct budget suggestion in next month's area. 

    Like 2
  • dakinemaui said:
    Note: it has to actually be next month in the real world before YNAB will give you the correct budget suggestion in next month's area

     Damn, thanks ! I would have spend the next two weeks wondering why it would not give me the correct budget, that's a real good tip ! Thanks a lot !

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      • dakinemaui
      • dakinemaui
      • 10 mths ago
      • 2
      • Reported - view

      Turquoise Moose It make zero sense to many of us. YNAB cites feedback from newbies as the reason it's that way, but I think it's confused WAY more newbies than it's helped.

      Like 2
  • I have this same issue and I agree that YNAB's logic makes no sense here. When the transaction is categorized, it doesn't increase the Budgeted column. So either they should increase the Budgeted column when an inflow transaction is categorized to it OR it should not affect the Budgeted column when you move that inflow amount out of the category.

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  • 3 wk agoLast active
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