
Copying Monthly Budget?
Hi, I setup a budget for this month but can't seem to find a way to copy all the budgeted category items over to the next or to a prior month. Am I supposed to manually enter a budget for every category each month even if it's the same for an entire year? Thanks,
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Hi Powder Blue Cup !
When you have a moment, take a look at the Quick Budget feature. It allows you to auto-fill your budget with the amounts Budgeted Last Month, Spent Last Month and other options. Give that a try and let us know if you still have questions! :)
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Thanks everyone. Yes, I would like to take YNAB to the next level. In short budget the entire year in YNAB as we have done in Excel and modify on the fly. It's great for moving an excess from one category over to compensate another category for the short term. That way I get an accurate and manageable budget. Any suggestions besides the one from MXMOM?
Thanks again to all.
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Yes, KnitPurlKnit, you are quite right. That's why I want to take YNAB to the next level. The key is discipline. After 40+ years of budgeting by checkbook, then Excel, now online tools, we can all have the discipline to budget forward with an easy to use tool like YNAB. Especially now that my wife's life and my life has settled down after raising kids, our budgets are very similar year after year.
So why budget month-to-month when discipline, foresight and flexibility can help you budget annually? Be brave, be innovative, be bold!
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YNAB is very easy to use and the data is exportable to Excel for reconciliation between my wife and I. That way we can keep separate credit/checking accounts, share common expense and maintain our independence and budgeting skills. A good way to grow and maintain a relationship.
Take a simple tool and make it better!!!