"To Be Budgeted" not updating

Total Available number and my checking account balance should match if I budgeted all of my available funds correctly.  This number is off for both August and September in my budget.  Any ideas?

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  • Do you only have the one account? The Total Available (I'm assuming listed in the right hand panel, not To Be Budgeted) is the sum of all of your cash (checking/savings/actual cash) accounts, including what you manually input but has not cleared. Credit cards and Lines of credit are not counted toward the Total Available. As far as I can tell, how you budget your funds doesn't change anything for this calculation.

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  • Hey Lavender General 

    Here's a full proof way to make sure that all the cash in your accounts is in your budget - not a dollar more or a dollar less!

    1. Advance to next month's budget. (The math is easier there, because all overspending is covered.)

    2. In the right sidebar, when no categories are selected, you’ll see your Total Available amount, which is the sum of the Available column.

    3. Add that to the amount you have left To be Budgeted and any amount Budgeted in Future, if applicable.

     

    Let’s stop here for a minute, just in case your To be Budgeted was negative. If it is, you would need to subtract it from Total Available, because that means you’ve given jobs to dollars you don’t yet have. Preferably though, you would go back to this month’s budget and budget less in a few categories until To be Budgeted is back in the green at $0.

     

    4. Now, add up the cash in your accounts. That includes checking, savings, and cash accounts, plus any positive balances on credit cards if applicable.

    5. Your totals in step 3 and 4 should match, to the penny.

     

    Hope that helps restore your confidence, if something's off, let us know!!

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      • WordTenor
      • Your lieutenant, when there's reckoning to be reckoned.
      • WordTenor
      • 4 mths ago
      • 3
      • Reported - view

      Dan I can't send this to you privately so I apologize for doing it publicly. I don't usually call people out on grammatical errors but since this mistake seems to be embedded in a cut-and-paste you are using frequently, you might want to correct the source text to read "a foolproof method." :D Those vowel mergers before /l/ make spelling complicated! 

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  • I just came here to report the same issue.  My "To Be Budgeted" amount is not updating and has been incorrect for the last 2-3 days.

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    • Hi Jennifer Green !

      Sorry for the delay here! When the month rolled over to September, did you notice a negative To Be Budgeted? It's possible funds were being taken from September, so the August amount didn't update. Are those numbers still not adding up? If not, let me know and we'll go from there!

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  • Faness -  They are still not adding up. See my screen shot

     

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  • What numbers do you think should add up? The amount in your available columns isn't supposed to match the $528 in your header. That $1000 in available could have been received and allocated to the category in January and just not spent yet.

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  • jenmas Yes - I'm wondering if I'm just not reading it correctly.  I assumed that if you went over-budget in certain categories, the "To Be Budgeted" would reflect that over-budget amount.  Maybe since I have funds available; however, allocated to other jobs, the "To Be Budgeted" remains at $0?.... The $1,000 is buffer - allocated to "Emergency" last month.

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      • nolesrule
      • YNAB4 Evangelist
      • nolesrule
      • 4 mths ago
      • 1
      • Reported - view

      Jennifer Green The red overspending comes out of next month's To Be Budgeted, not the current month.

       

      The Budgeted in September number should equal the amount added to the Budgeted columns of your categories.... numbers not shown in your screengrab.

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  • I'm having a similar issue. When December ended, YNAB said I had overspent by $365, but everything looked fine up until then. I even had money budgeted to some categories that hadn't actually been spent. However, when January began, I was seeing that I'd overspent by $365. In trying to fix the issue and sort everything out, I got the "To be budgeted" amount to even out, but when new income arrived in my account, the transactions updated, but the "To be budgeted" has not. It doesn't reflect being positive or negative despite money coming in or being allocated to different categories. In fact, when I budget money to a category and it goes red, I try to cover with "To be budgeted" and it *still* remains at $0, despite my covering a different category. 

    Something is definitely not right.

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    • Hi Kat Taylor !

      I responded to another comment you posted, but I wanted to post here as well! :)

      When you have a moment, check your future months for any budgeting there. That would cause your To Be Budgeted to be updated in the future month instead of the current month. If your To Be Budgeted is negative in the future, you'll need to address the overbudgeting before your To Be Budgeted in the current month returns to normal. 

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