Forgot to move money out of INM

Somehow I did not move money from INM back to TBB from Dec. to  Jan. I don't have any idea what I did. But when searching all accounts for Jan. income events (to be moved to the Feb. budget) I realized that I December's events were still there.

How do I now go back and move those funds to TBB without screwing everything up?

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    • nolesrule
    • Stealing From the Future fix is an improvement but is incomplete....
    • nolesrule
    • 7 mths ago
    • 1
    • Reported - view

    How did you fund January's budget if you didn't move the money?

    Sounds like your normal method is to inflow to INM and then recategorize the transactions? Did you just move the money by negative budgeting instead? If that's the case just recategorize the transactions and remove the negative budgeting.

    Like 1
    • nolesrule So wish my brain was wired -just a little differently. I'm not really sure what negative budgeting is. I honestly don't remember how I budgeted Jan. All my categories have been funded for the month. Yes, you are correct, normally, my routine is:  All Accounts, search for INM,  recategorize the funds to TBB, and then budget.

      I did try to recategorize to TBB, but then realized that I have no idea what to do next. I guess that's where the negative budgeting comes in and again, I don't know what that is exactly or what to do with it. 

    • B's Gambit In January's INM category budget column, is there a negative number? If so, just delete it. 

      You've already recategorized December's income to TBB, so you should be set to go if that's the case.

      Does something else look weird?

    • Move Light Sound Life Yes, the Jan budget column is a negative number. When I deleted it, it caused the TBB for Jan and Feb to become negative.

      Edit: Move Light Sound Life  said: "You've already recategorized December's income to TBB"

      That's the problem, I did not recategorize to TBB. I realized that today when searching for Jan. income events, I noticed that December's had never been recategorized. I guess I just used the move money tool... Not sure why on earth I would do that.

      • satcook
      • satcook
      • 7 mths ago
      • 3
      • Reported - view

      B's Gambit once you change the category from INM to TBB then your negative tbb should disappear 

      Like 3
    • B's Gambit Sorry, like satcook said, once you do both, you'll be fine. 

      If you want to compartmentalize to assure yourself you did it correctly, only recategorize December's income, and delete that negative budget number in January.

      Things should look as they did before you started today's Merry-Go-Round. 🙂

      Then, you can recategorize all your January income events and budget February!

      Like 1
  • satcook   Move Light Sound Life

    I love YNAB, but once I get off track, I'm like the proverbial deer in the headlights!

    That worked, I recategorized the funds by going to All Accounts, check the Dec. income events and recategorized to TBB then went to the Negative Budget column in Jan and made it 0.00. This fixed everything except I was $842.21 negative. But, I think that is because I use a deferred category. For any amount over X, I move it to a deferred category until I decide which priority I want to fund. I'm pretty sure that is where the negative went.... Anyway everything is green now.

    Thanks again.

    Like 2
    • B's Gambit Glad you're all green! I know I hate it when the numbers do unexpected things.

      Here's a process you can follow each month to ensure you don't get off track:

      1. Reconcile all accounts.

      2a. Clean up any overspending in the budget.

      2b. Sweep, if you do that.

      3. Search INM in All Accounts, select previous month's income events, recategorize as TBB.

      4. In next month's budget screen, manipulate your deferred income category (add or subtract to make TBB equal to your desired average/nominal amount).

      5. Budget next month. 

      6. New income is categorized to INM to stay safe until next month's process. 

      Sometimes a list is helpful. 🙂

      Like 1
      • B's Gambit
      • bs_GAMBIT
      • 7 mths ago
      • 1
      • Reported - view

      Move Light Sound Life I would think that I've done this enough not to mess up, but apparently you are 100% correct, I need a list 😳

      I think steps 1-5 I sometimes do over the course of 3 - 4 days depending on work days or off days. That is probably where I went wrong. I need to it all at once...

      Like 1
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