Community Guide

This forum exists so that we can help one another grow, learn, and enjoy the budgeting journey! The purpose of our Community Guidelines is to ensure that all members of the YNAB community have the best possible experience.

By participating in this forum, you agree to adhere to the rules in this guide. The YNAB Team has the right and responsibility to remove comments that are not aligned to these rules, or to ban temporarily or permanently any user for behaviors that are deemed inappropriate, threatening, offensive, or harmful.

General Guidelines

  1. Respect differences. Keep in mind that everyone here is on a unique personal finance journey, including a variety of backgrounds and socioeconomic situations. We are all succeeding and struggling in our own ways. Let's treat everyone with respect.
  2. Assume good intentions. Before immediately jumping to a reactionary response, assume the person who posted was coming from a place of sincerity or kindness.
  3. Never share your personal YNAB login information with any other forum user, including YNAB team members. A YNAB team member would never need or ask for your personal details or banking credentials, so keep them private, to ensure your information is secure and prevent potential fraudulent behavior. 

  4. Discuss the topic, not the person. It's okay to have opposing views on different topics, it's even okay to express views about YNAB that aren’t all positive, it’s not okay to attack an individual for those views. This includes support, as well - statements attacking YNAB staff will be removed.

  5. Keep conversations and threads on-topic and please post in the most relevant section for your topic.

The Specifics

  1. Zero tolerance policy for racist, sexist, homophobic, offensive, insulting, combative, or antagonistic posts against anyone. Offenders will be banned without warning. This is a forum for everyone.
  2. No duplicate threads—Please make use of the search function before creating a new topic. Duplicate threads will be redirected & comments will be closed.

  3. No spamming, advertising, or referral/affiliate  links allowed in forum threads.

  4. This forum should be friendly to all readers. As a result, avoid profane language. Posts that include vulgar language will be filtered and require approval from a moderator.* No pornographic content allowed.

  5. Never share someone else’s personal information.

  6. No impersonation of YNAB employees or other forum members. 

  7. Please do not use the forum private messages to reach YNAB support. If you can't find the answer you're searching for, create a new thread. If you have a question concerning a sensitive topic or private information, you can reach out to our support team directly from the app, or send an email to [email protected]

*A note on language: We've established something we're calling the Living Room policy. Across the forum, using the words "damn" and "hell" is okay. Any other swears will be flagged by our system, and we'll reach out privately to the original poster to ask that an edit be made before publishing. 

Because the journals are more private (requiring a YNAB login to access) and tend to be more expressive by nature, the language berth is wider. Feel free to express yourself as needed as long as other rules aren’t violated (hateful, personal attacks, etc.)

Reporting an Issue

If you see a post  which you feel violates these guidelines or does not belong, please report it immediately by clicking the three dots to the right of the post. Our team will review every violation and take necessary action to make sure this forum continues to be a safe and welcoming environment for everybody. If you need immediate attention, please send a private message to Veronica

If you don't immediately see your comment or thread, it's possible it is pending review - this is usually caused by language triggers or embedded links. Support will try to clear these as quickly as possible.

Feature Requests, Bank Connection Issues, & Bugs

The forum is a great place for hashing out ideas, but it isn’t a full representation of all the feature requests we receive. Our Product Team does not have a presence in this forum and we make no guarantee that they’ll see discussions related to a feature that happen here. To let the YNAB Product Team know you would like to see a feature in the software,  please fill out this feature request form - include as many details as possible; they review every single one. 

Pesky YNAB Bugs can be reported through our Bugs form, after you've given our troubleshooting steps a try! If you’re experiencing trouble with your bank connections, our Bank Import form will get you the help you need!

If you have a feature request, feedback, or a bug report about the forum itself, feel free to post it under the About This Forum category.

You're always welcome to message Veronica with questions or concerns regarding any of the above guidelines. Thanks!

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