TryingToGetAhead Thanks for the clarification.  I was referring to the monthly funding goal, and that's a bummer.  I would love a new goal type to simply have the balance be a given amount for the month.  So, set it at $400, and with $50 rolling over, it would go green with $350 budgeted. 

That goal already exists (target category balance), but it unfortunately will not alert you that you are underfunded with an orange status.

TryingToGetAhead The only workaround I can see is on the last day of the month to move all the categories that have balances into "Stuff I Forgot to Budget", then let the month roll over, then see orange in all the categories and Quick Budget them, and finally re-allocate out from "Stuff I Forgot to Budget".  Other thoughts?

Saish Dawg Until such time as YNAB implements the type of goal you want, you could work around it.  Today is May 31.  After you know you're done spending in the example category ($50 left, $400 monthly funding goal) you can move the remaining $50 to TBB in May, then the goal of fund $400 in June will give you the answer you desire.

That's not what I do.  What I do is, I store all my goals as monthly funding amounts.  For June, I will one-click populate my budget with "underfunded."  Then I go through and make my adjustments to set categories like that at the correct level, and allocate the salvaged funds to whatever is most important.  YNAB would turn all the categories I reduced orange, but the Toolkit lets me see them as a more muted blue that is easier on the eyes.  Which is about what I want, because I don't need the program yelling at me to put more money in categories that have enough.

Of course, what I do only works if I am able to budget an entire month at a time; but I am in the position of being that far ahead.  So I do a workaround to recreate the Income for Next Month that was omitted from web-based YNAB, and am content with my process.

Patzer Thanks for the suggestions.  It sounds similar.  Though you are moving to TBB instead of a specialized category, and you in effect overfund and then reduce instead of allocating underfunded from zero and then adding the additional funds in.  But similar approaches.  

What is the Toolkit?

Saish Dawg Google Toolkit for YNAB.  It is a browser add-on that creates user interface functionality that the YNAB team has not seen fit to include in the base product.  The Toolkit gives me things like running balances, muted colors on the meaningless underfunded goals, budget screen indicators of upcoming scheduled transactions in the current month without having to click on the inspector, ability to change the default transaction entry from enter and start another to enter and done, and other custom stuff I like.  The features range from convenient to critical for my use of web based YNAB.

Toolkit is available for Firefox or Chrome; but I'm not on a Mac, and I'd never voluntarily use IE or Edge anyway.

Patzer That is so so cool.  And there's even a feature to color what I need for the balances!  You made my day.   Thanks so much again!

MsTJ I go between letting money stack up in categories that don't necessarily need them (cleaner) or sucking it up and letting some category go orange because I didn't allocate the monthly goal that month.
Truth is, I'd be happy for a "target balance at the start of each month"

Cornflower Blue Elk Me too! I want exactly this! :D

Gray Griffin Me too, seems like a pretty common scenario that people would want