putting money into next month

I've just put my Ynab4 budget into the (new) web version but I need the next month's categories so I can allocate forward, especially at this time of month. Where is it? 

Also where are the Scheduled Transactions? I rely a lot on them but I can't see them.  I can see Reset Transactions but not the Sheduled Transactions.

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  • You can only view one month at a time. To see next month, click on the arrow to the right of "December 2017". To schedule a transaction, create a new transaction. The calendar will pop up and down at the bottom of the calendar is a drop down to set the frequency (once, monthly, daily, etc).

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      • Helen1958
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      • Maroon_Admiral
      • 2 yrs ago
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      jenmas Thank you a load for this.

      Helen

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  • Hey Maroon Admiral !

    There are a few changes in the new YNAB from YNAB 4 - one of them being that there's no longer a section for Next Month's categories. Instead, you can move forward to January and start budgeting those funds directly.

    Also, when you migrate from YNAB 4 to the new YNAB any future-dated transactions you may have entered into your account registers are converted into one-time upcoming transactions. In the web app, click on Filter in the upper right hand corner to make sure the Scheduled Transactions box is checked so that they appear in your budget.  :)

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      • Helen1958
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      • Maroon_Admiral
      • 2 yrs ago
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      Faness at YNAB Thanks so much for the help on both counts.

      Helen

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    • Maroon Admiral Helen You're very welcome! :)

      I'm going to mark this question as answered, but if you still have questions, don't hesitate to continue this thread (or start a new one)!

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      • Helen1958
      • All At Sea!
      • Maroon_Admiral
      • 2 yrs ago
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      Faness at YNAB I don't know where to start,   perhaps here:  https://support.youneedabudget.com/t/631r1n.

      I've ended up with 2 budgets, one with all the past RECURRING transactions but not one-off payments despite being a Fresh Start, which on Y4 gave you no entries before the fresh start, and an empty one which I'd I'd got when I transferred my 'live' file! Also where  the blazes are my weekly groceries and what's happened to Split transactions?????? They aren't in either for practical purposes.

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    • Maroon Admiral Helen In the new YNAB, the Fresh Start option carries over a number of things - categories, goals and those scheduled transactions (but it should get rid of the rest of your transaction history).

      How did you migrate over your 'live' file? Was that from YNAB 4? Did you use the migrate to the new YNAB option in YNAB 4?

      I'm not sure what you mean by weekly groceries. Did you have a category for groceries for a weekly basis?

      As for Split Transactions, the button to enter a Split is under the category section when entering a new transaction. 

      I'll respond to your other thread, too so we can go over anything else! :)

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  • 2 yrs agoLast active
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