Moving from Simple - Funding Categories each Payday?

With the upcoming shutdown of Simple we have been trying to find a suitable replacement for the Expenses feature which has helped us enormously in budgeting  for reoccurring payments. We have it setup to fund expenses a little out of each paycheck over time depending on when each expense is due, and it has been great as it is all automatic.

While we have set up all our current expenses in YNAB and have created goals for each expense that matches up with those in Simple, what I don't know is if YNAB will fund these on payday, will this be done automatically or do I have to do this manually?

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    • Melissa
    • Routinely questioning every assumption I have about my budget, my spending, and my savings habits.
    • todays_mel
    • 2 wk ago
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    YNAB requires manual input to fund your budget categories each time you have new income to categorize. (I haven't heard of Simple, so I can't speak to how that program compares to YNAB.) 

    You can use the items under Quick Budget (on the right hand menu), select multiple categories and then fund them based on "underfunded", "budgeted last month",  "average" etc. These options should play well with any goals you have set up in each of you're categories, or if you're using future/recurring transactions also. 

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  • I was afraid of that, I will see if this works for now.

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  • 2 wk agoLast active
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