Where can I see the total I am budgeting for the month?

I am a recent new user of YNAB. Great product so far. 

I have a question that should be trivial, but have not been able to find out where do I see the total budgeted for the month?

I can see the total for each "Category Group" at the top, but I cannot find the sum of all category groups.

Thanks,

 

Andres

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    • nolesrule
    • Stealing From the Future fix is an improvement but is incomplete....
    • nolesrule
    • 3 mths ago
    • 1
    • Reported - view

    In the web app with no categories selected, the numbers can be found in the information column on the right side of the screen. Under the Auto Assign is a section called "Available in <month>" and one of the items listed is total assigned for the month.

    Like 1
  • Welcome Gold Commander ! Yep - check the Inspector (and read on in our help docs for more info). 😊

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      • MXMOM
      • MXMOM
      • 3 mths ago
      • Reported - view

      Marisa I sense that there are a lot of people who use the mobile app exclusively and may not even realize there are functional differences between the 2. The mobile app has advanced to the point that you “almost” don’t need to use the web app at all.  I seldom use it especially since i am on iOS so I can even reconcile in the mobile / iPad app.  

      That said, is there a way to see total budgeted in the mobile app?

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    • MXMOM Good point! I'm definitely a web-first user. 😊There isn't a way to see the total for the entire month in the mobile app - that's a good Feature Request.

      Like 1
      • MXMOM
      • MXMOM
      • 13 days ago
      • Reported - view

      Marisa Is there a document online that compares functionality between the various app versions (for example side by side web vs mobile iOS)?

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    • MXMOM I don't think so. 🤔But I know just the person to ask to create this.

      Like 1
  • Are you using the web or the mobile app?

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  • I believe the OP was asking if there is someplace that shows how much you have budgeted. @marisa_ynab what you mentioned shows the total assigned, which is only filled once you actually assign money to a category. Is there is place that shows the total amount that is budgeted in a month (regardless of how much is actually assigned)? This is important to make sure you don't have more budgeted in future months than you have income. Without knowing this number, you wouldn't find out until you tried to assign all the money once you have it, which is rather reactionary.

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      • nolesrule
      • Stealing From the Future fix is an improvement but is incomplete....
      • nolesrule
      • 13 days ago
      • 3
      • Reported - view

      Orchid Device It's hard to follow what you are asking, because the total budgeted in a month is equal to the total assigned in a month, two different pieces of terminology that in YNAB mean the same thing. Are you asking how much is available in all the categories? That's the Total Available.

      Like 3
    • Orchid Device Seeing as until a few months ago, YNAB used the word "budget" as a verb to mean "assign," I have no idea what distinction you're making between the two words. Perhaps you mean the total monthly targets?

      Like 1
      • WordTenor
      • Can we agree that goals are dumb and immature? Sure.
      • WordTenor
      • 13 days ago
      • 4
      • Reported - view

      Targets exist to help you assign money. They are not a “budget” and should not be thought of as one. YNAB doesn’t have a “is my budget less than I earn” kind of budget. Your budget is always equal to what you earn because the money you budget (aka assign) is always equal to the amount of money you have on hand.  

      Like 4
    • Orchid Device On the web app, the Underfunded button in the first month in which you've assigned no money will tell you how much more is needed to assign in order to meet your established targets for the entire month.

      The Total Available number in the inspector shows the sum of the Available column or money in all of your categories, combined.

      Like 1
  • Orchid Device said:
    Without knowing this number, you wouldn't find out until you tried to assign all the money once you have it, which is rather reactionary.

     This is the core method for using a cash-based budgeting software. You don't assign/budget money you don't have. It's not reactionary, it's reality.

    You can use targets to figure out how much you actually need every month but the goal is to even that out. So if you pay $180 every six months for car insurance, instead of hoping you have enough income in July to budget $180, you add $30 every month and that becomes your core budget. 

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