How do I remind myself?

I'm trying to figure out how to remind myself to top up a certain category with my next (or later) paycheque.  Say I move $100 from Fun Money to Boring Bills but I want to remember to try and put the $100 back in Fun Money when I get more money.  How do you do this? 

Right now I've added a "fake" transaction dated with the date of my next paycheque, no payee, categorized as "Fun Money", a memo with a note and the amount to put back in, and a zero dollar amount.  The hope is that when I see the fake transaction, I'll remember to top it up when I'm allocating funds (if I can), and then delete the transaction.  Is there an easier way?

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  • What about setting a goal on fun money with a date?

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      • Tobias
      • Toviathan
      • 2 wk ago
      • 2
      • Reported - view

      Ben K. Yeah, a target date goal would work. Just set the target date to this month and the category will go orange until it is funded. And since the date is this current month the goal will be ended and won't follow over when we hit March. 

      If you want to goal to follow out of the month, you can also set the date for March 2019 and even if it doesn't get funded in February the orange will stay in March until the funds are replaced.

      Reply Like 2
      • Ben Khaki Storm
      • YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
      • Khaki_Storm.1
      • 2 wk ago
      • Reported - view

      Tobias Good add. 

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  • Hi Silver Robot !

    Ben K. and Tobias both mentioned goals, which I agree is the best way to set reminders. I just wanted to leave a quick link to our Goals Help Doc. :)

    Reply Like 1
  • Doh!  Of course. . . thank you.  I use the goal feature all the time for longer term saving.   I have no idea why I didn't think of it for short term use as well.

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  • In a workshop last night, the trainer just added a note to the name of the category. 

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    • Ben K. if my category names weren't so long that would work pretty well.  I'm afraid the note would be cut off unless I remembered to hover over the name(which I wouldn't hence the note in the first place). I'm going to leave my fake transaction method in place to see how I like it, and I tried setting a goal.  Then I'll see which works best for me.

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      • monkeyhanger
      • Magenta_Orca_afd6b700a9
      • 13 days ago
      • 1
      • Reported - view

      Silver Robot I sometimes put a 🚦emoji before the category name for any categories that will require attention and then a temporary note in the category notes section until I've sorted things out. 


      Fake transactions mess with reporting so it depends how important that aspect of YNAB is to you. Trying to follow every 'move money' around isn't worth it once you get totally comfortable with the method. 

      Reply Like 1
    • monkeyhanger  I like the emoji idea.  For various reasons that aren't all YNAB related. . . topping up a category is important right now.  I know in the future it will be less so, but at the moment my sanity needs it.  Reporting isn't really important for me, perhaps when I'm debt free it will be more so, but right now the only "report" I need is to see the red numbers become less red.

      Reply Like 2
      • Ben Khaki Storm
      • YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
      • Khaki_Storm.1
      • 12 days ago
      • Reported - view

      monkeyhanger cool idea, thank you for sharing.  

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      • monkeyhanger
      • Magenta_Orca_afd6b700a9
      • 12 days ago
      • Reported - view

      Silver Robot Where and when have you got red numbers?

      i.e. is TBB red or are category available balances red? Also, at what time in the month are they going red? I appreciate that you are in debt right now but that doesn't sound right.

      PS If you've been using YNAB for years just ignore me but if you're new it would be worth making sure you're using it optimally. It works very differently from some of the other software on the market.

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    • monkeyhanger oh sorry, I just meant my credit card/line of credit balances.  I can't wait for the day that they are paid off.  

      Reply Like 1
      • monkeyhanger
      • Magenta_Orca_afd6b700a9
      • 11 days ago
      • Reported - view

      Silver Robot Cool. 

      I'm carrying some debt at the moment - one 0% card and a small balance being floated on a credit card - and I still don't see red anywhere. This is what was confusing me.

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      • Ben Khaki Storm
      • YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
      • Khaki_Storm.1
      • 11 days ago
      • Reported - view

      monkeyhanger I agree. My guess is because the credit card isn't paid yet from cash. That's my only guess. I wish the categories would turn red when overspent with a credit card.

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