Clearing out To Be Budgeted Money
I have had YNAB for many years and have used it primarily for bookkeeping and generating reports of my spending. I actually want to use the budgeting portion now that I'm ready to actually manage and budget my money in an effort to pay down debt and save money.
My problem is I have this HUGE amount of money in the "Funds from January" and "Overspent in December" categories in the big red sales ticket that says "To Be Budgeted". I just want to wipe that clean. I want to start fresh with the budget portion and not literally start all over setting up accounts and categories. I hope that makes sense.
Can anyone help?
You could also do a Fresh Start, which create a new budget with all of your categories and accounts intact but clear out all of your transactions and budgeted amounts. The end result will be similar to what nolesrule suggested, but your existing transactions and previous budget months won't be there. (They will be in an archived copy of your existing budget, however.)