missing something on income?

Can you help me understand what's going on?

first pic is my budget before I imported some transactions. Second one is after I imported some transactions, INCLUDING £400 of income as well as some expenditure - the income isn't showing up in "to be budgetted". And the third I imported another £1000 (invented for testing this out) and now I DO have some money to play with.

Now: I GET that this is basically saying I've overspent, or overbudgetted, so my £400 got absorbed, and actually I need an extra £120 or so to be up to speed and breaking even.

What I don't understand is how I read my figures to know by exactly HOW MUCH I'm short.

Obvs I'm not sticking to the budget and giving more dollars jobs than I have, so I get that. But I do need to be able to see by how much I'm out so I can correct.

Part of this is because I'm self employed, so money comes in when it feels like it and I have to plan for spending in advance otherwise I forget it's coming.

ALSO - has the live chat support feature disappeared? I couldn't find it anywhere, is this the one and only place for support now?

Thanks in advance,

Alice xx

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  • Check for overspent categories in the current month as well as overbudgeting in a future month. You are going to need to fix both, yet they have an impact on each other.

    It's not really about knowing how much you need to correct, but rather just taking the corrective actions necessary to fix everything.

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  • ok, but when i "cover this overspending with...." and choose "inflow to be budgetted" the Green "to be budgetted dialogue at the top doesn't turn red and go into minus, it just stays at 0. Why?

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    •  I think that's maybe what I'm asking about, why the "to be budgetted" display isn't registering minus, even though it actually is doing that in May.

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      • jenmas
      • jenmas
      • 2 yrs ago
      • 1
      • Reported - view

      Sky Blue Screwdiver This is the phenomenon referred to as "Stealing From The Future". YNAB is deprioritizing the budgeting decisions you made for May in order to fulfill the budgeting decisions you are making for April. All you can do is make sure that everything in the current month is green and then go to any months in the future that you have budgeted funds to and make sure those categories are green as well.

      Like 1
      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 2 yrs ago
      • Reported - view

      Sky Blue Screwdiver 

      It's pulling money back from May to cover your overbudgeting in April (which is caused by covering the April overspending).

      Congratulations, you are a victim of the dreaded Stealing from the Future.

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      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 2 yrs ago
      • Reported - view

      Sky Blue Screwdiver They do not have good functionality for avoiding this issue and keeping your budget months neutral, except by using the Move Money Tool... and that has very limited functionality that only allows moving money directly from one category to another. It's not useful for avoiding the issue when you want to do multiple categories on one or the other side of the move.

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  • thanks, got it x

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  • 2 yrs agoLast active
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