Reconciling total available to account funds

OK, I probably won't ask this correctly but...

before the change (not mine, YNAB's), I was able to see that my total available per the budget was equal to the total funds on hand.  I believe I did this by selecting the entire budget to see total available and then looking at the total accounts balances.  I could be wrong but I know I did it somehow.  

How does one do this with the new setup?

8replies Oldest first
  • Oldest first
  • Newest first
  • Active threads
  • Popular
  • Go to the furthest forward month, add up the total available in each category group (leave out the credit card payment values). That will equal the total account balances.

    Alternatively, again go to the furthest forward month, look at "Available in <month>", subtract the "available for credit card payments." That should also equal the total account balances.

    Like
      • nolesrule
      • Stealing From the Future fix is an improvement but is incomplete....
      • nolesrule
      • 5 days ago
      • Reported - view

      Fuzzball Meows Do it the other way around.

      In the future-most month you can access

      Total Available + RTA/TBB = Sum of all cash-based accounts + credit accounts with positive balances

      Like
    • nolesrule Where are you seeing total available?

      And you're right, I forgot to account for adding RTA to my equations - both versions should include RTA in the total.

      Like
      • nolesrule
      • Stealing From the Future fix is an improvement but is incomplete....
      • nolesrule
      • 4 days ago
      • Reported - view

      Fuzzball Meows Available in <Month> in the right column when no categories are selected. See the image in step 7 of this article:

      https://docs.youneedabudget.com/article/203-unpacking-ready-to-assign

      Like
    • nolesrule Ah. My calculations will get you the value for "Budget," inclusive of the negative cc balances, assuming one has paid in full status. (Hence subtracting the available for payment amount.)

      Like
      • nolesrule
      • Stealing From the Future fix is an improvement but is incomplete....
      • nolesrule
      • 4 days ago
      • 1
      • Reported - view

      Fuzzball Meows Yeah, my version of the calculation, which matches the official guidance, doesn't assume PIF. I think one has to be very careful when it comes to that assumption, as many think they are PIF even when they are not per the YNAB definition for one reason or another.

      Like 1
    • nolesrule Valid. I shall endeavor to remember this.

      Like
  • MXMOM The guidance above is right on! Here's the updated HelpDoc on performing that budget audit, as well 😊

    Like
Like Follow
  • 4 days agoLast active
  • 8Replies
  • 63Views
  • 4 Following