new month same problem!!
this is my third time trying to get to grips with the monthly roll over when a new month starts☹️
today is start of new month so 2 things have happened:
- I have a red sign saying £58 needs to be budgeted - I have clicked on learn more but still not clear - where do I move money to and from?
- all my income figures are in green but the budgeted figures are orange? what do I need to do? just move money from the income categories to those showing orange? last couple of times I just started with a fresh budget but I know that's not the way to do it! Does my budget not roll over each month?
Sorry if they are silly questions but really frustrated with it - want to make the system work for me.
Any help appreciated.
1) If your TBB went negative at the month change over, you had overspending in the previous month that you didn't fix. So YNAB fixed it for you. You need to take those 58 from one or more of your categories, you have more cash budgeted than you have right now. Just click on it and move money from wherever you can to bring it back to zero.
2) If they are orange and not negative, then you have goals you haven't met yet. It is just meant to draw your attention.
Thanks Tobias, your query helped!!
I had created income categories, force of habit from other budgeting software!
I have corrected that now and changed income to to-be-budgeted.
So my question is then, do I need to go through every category and allocate money or is there a quicker way to just allocate the same amount as last month?
Thanks for your help. Really appreciate it.