Money moved from savings not showing in TBB
I've moved money from a saving account to my checking account. The checking account is in YNAB the savings is not. I've entered the money as though I was being reimbursed by a friend. From Savings - to be budgeted, inflo - the transaction has cleared, my accounts balance. Ie. checking balance in YNAB matches the actual balance in the account in real life. Can't get it to show in TBB. Can you assist and let me know what I'm missing?
Hello, Jules0314 !
There are a few reasons why income (including an incoming transfer from a savings account outside your budget) may not be showing up in To be Budgeted, but only one seems like it might apply in your case:
–If To be Budgeted is negative in a future month, reduce the amounts in your budget categories in those future months until To be Budgeted is out of the red for the current and all upcoming months.
The only other thing I'd double-check is whether the inflow was categorized as Inflow: To be Budgeted. If not, you'll find the money in whatever category you used for the inflow.
I hope that helps, but please let me know—if it's not negative future To be Budgeted, we'll figure out what's going on.
Thank you for your response. My TBB is positive as my 11/30 paychecks are waiting to be budgeted. I have two red categories in November that this $120 is to cover. I've deleted the original transaction and literally used a friends name, put in the category TBB, put $120 in the Inflow column and cleared the amount in the register for that account. The account balances to the penny i.e. YNAB and what's in the bank. And.... Nada - it will not show up in the TBB. I've refreshed the screen, you name it.
Thank you for your response. This is brand new money coming in from an outside source to cover two categories that are currently in the red. These funds (as I'm understanding the question) were not budgeted. Let's talk about it this way. Like it's money that came in from the angels - I need to add it to my budget. Why will this not happen. YNAB took my paychecks and automatically added them to the TBB but when I code something the same - like I'm getting reimbursed from a friend it's not being added in. This is so weird.
No the funds were not budgeted previously. They are being moved/received into my account to cover overspending in two categories.
I'm frustrated. What am I not understanding? How can I understand this better? Is there additional information I can give you? Please look at my budget. I feel like I can't move on and budget the rest for December (I did budget rent money and paid the rent) because I have these two red categories from November. Which I moved money to cover - omgeeeeeee!