Ready to Assign Category isn't changing
Hi! My ready to assign amount at the top isn't changing, despite my assigning transactions to it. I'm so confused!
I wasn't able to reconcile before the month changed so I realize that I would have to manually add $ to the credit card categories -which I did - so that shouldn't be affecting it.
One transaction of inflow of $133 I tried to count assign to 'ready to assign' but when I did, it didn't show. So I then added it to a category and it showed up and I could then move the funds.
I'm scared I'm missing something big here. Please help.
FYI - there's a ? in the bottom right hand corner of your budget, if you click it it will open up tech support, and they are great about helping to figure out strange quirks when things don't seem to be working the way they should. If you haven't checked in with them, that might be the fastest thing to do, if you enable support (they'll give you a link) they can look directly at your budget. It is likely some small quirky thing that isn't set correctly or you're missing that will straighten out the whole thing. :)
Move Light Sound Life said:
it could be that the warning doesn't show past next month.
I tested before posting the screenshot. It shows past the next month if the overbudgeting does not affect the next month.
@Irene O what the wise women of YNAB have said is perfectly correct.
It is definitely worth digging into the method for saving an Income for Next Month or Future Months Income category (which contains multiple months) and using this instead of trying to put all the money into future months. I have an irregular income and have in the past had some success with Next Month and Next Month +1 in my categories as well as an income replacement emergeny fund.
The key advantage I find to this method is there a lot less busy work in changing allocations for future months eg. if I change phone providers and halve the bill. I only have to work on keeping this months budget up-to-date and planning out allocations to true expenses (eg. the tax bill due in 4 months), as opposed to tidying up allocations in three months time. And if I change my categories or allocations I only have to change this month.