Budgeted amount changing in new month

Hi

 

I have just came across from the desktop YNAB.  I am having a problem in that some of my budget amounts, going from January to February are changing without me inputting any data.  The changes dont make sense. 

 

I thought all budget values carried over to the next month as they were.  I would like to keep my budget set without it changing on me every month.  Not sure if this is a bug or something I am doing wrong.

 

Regards

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  • Negative values in a budget category's available column do not carry over to the next month. Positive values do.

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  • It is not the "Available" column I am talking about, it is the actual budget, ie the budgeted amount for january for the whole budget was for example $1000, however the February budget is 1100.  I dont understand why my budget would change.  I get the balances, but the budget should stay the same.

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      • nolesrule
      • Stealing From the Future fix is an improvement but is incomplete....
      • nolesrule
      • 3 yrs ago
      • Reported - view

      Lavender Mainframe Did you budget $100 to categories in February?

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      • Patzer
      • Retired at age 60. Thank you, YNAB!
      • Patzer
      • 3 yrs ago
      • Reported - view

      Lavender Mainframe I don't know specifically what is going on, but if you have paid in full credit cards a possible cause is a change in budget philosophy.  Under YNAB 4, the philosophy was that a credit card was just another account (absent pre-YNAB debt, which I am guessing does not apply to you) and paying the card was a transfer with no category.  Under the nYNAB philosophy, there is a category reflecting how much you have budgeted to pay each credit card.   For a paid in full card, this category should be budgeted and spent automatically as you do normal things; but it will inflate your total budget. 

      I'm not sure if this detail actually affects the budgeted column, because I found the nYNAB system of categories for credit cards to be useless clutter.  I made it go away by telling my budget that my credit cards were really checking accounts.  Not everyone will want to use this solution, and the official position from YNAB will be that you should not; but many YNAB 4 users with PIF credit cards agree with me.

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  • I think i am missing something.  Do i need to fill the budget amounts out new every month?

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      • WordTenor
      • Can we agree that goals are dumb and immature? Sure.
      • WordTenor
      • 3 yrs ago
      • Reported - view

      Lavender Mainframe  you need to budget money every time you have more money.  The month boundary actually doesn't have anything to do with it unless you happen to be paid on the first. 

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  • I'm having the same problem! I want the budgeted amount to roll over every month. For example, I created a budget  for all 25 things I spend money on. My cable bill is always $150, my car payment is always $250, etc. This doesn't change every month. Do I have to literally re-do each budgeted amount every month? Seems silly.

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  • I messaged YNAB to get an answer and they said this:

     

    That's a great question. It's a new month, and it's time for a new budget, so all your Budgeted values will be set back to $0. You can budget category-by-category, or you can use the Quick Budget options on the right-hand sidebar!
    Under Quick Budget, there is an option called Budgeted Last Month. Since some budgeted amounts just don’t change, you can use this option to budget the same amount as the previous month, while all categories are selected, or just some!
    We also have an article about when the month rolls over, so check it out and let me know if you have any other questions!
    --
    Dana H
    [email protected]

     

    PS - I tried it and it worked!
     

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      • nolesrule
      • Stealing From the Future fix is an improvement but is incomplete....
      • nolesrule
      • 3 yrs ago
      • Reported - view

      Pink Hammerhead Just remember to only budget money that you actually have. Don't let your Too Be Budgeted in the header go negative.

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  • I budget is not negative but my checking account is negative.  How do I fix the negative in checking account in YNAB when no budget categories are showing negative?

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  • I am having this issue too. Some categories are over-budgeted and some are under-budgeted despite me going through and budgeting the correct amount prior to this month. I seem to be having this problem now that I installed the add-on extension.

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    • Gray Display What add-on extension did you install? The Toolkit? If so, try turning it off and see if you still have the same issue. If you do, you can reach out to us in Support right from your budget. Or, if it goes away after turning the extension off, you can reach out to the folks who support Toolkit. :)

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  • 2 wk agoLast active
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