Changing month goal


I have a category for funding medical expenses with 200$ set as a monthly "needed for spending" goal. But what to do in case I know in the next month I will need 500$? If I change the goal to 500$ I can see it's reset at the previous months.

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  • Set up a scheduled transaction in the account register for the $500 transaction(s). YNAB will prompt you to put money to cover the transaction in the category, but you don't have to change your goal for a one-off event.

  • If you don't want to change the overall target of keeping $200 in that category for spending, I second creating a scheduled transaction for next month's specific expense. 👍🏻

    That said, if you'd like to build the category up over time, you might consider a monthly savings builder target instead! If you'd like to brainstorm the overall target set-up a bit more, let us know what your long term goal is for that category and we'll be here to help 😊

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