To be budgeted amount is too high

Welp...I've been using YNAB for over three years now and have been blessed to really never run into any issues (or at least major ones) that I couldn't figure out.

However, as of this month (working to close out March 2020) my To Be Budgeted amount is about $222.60 higher than what it should be.  I've manually went in and recorded every transaction, erased them all for March, re-verified, etc.  My account balances all match, my expenses match, however, what YNAB shows that I should have left over in savings from this month is not what "To be budgeted" is showing.

Not sure how i can go about getting this of now, it's showing i have $222.60 more than I should have...

Any help would be greatly appreciated.

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  • Money in To Be Budgeted is money you don't have budgeted to any categories.

    Why do you think you shouldn't have that money in TBB?

    • SkyKing
    • Cornflower_Blue_Cup.9
    • 3 mths ago
    • Reported - view

    Because I allocate that money every single month and ensure it's zero before moving onto the next month (February) was $0.  All money was allocated to the budget.  What was left over, gets allocated to several savings categories (thus, making TBB $0).  So...I did the same thing I do every month for the past three years. I budget out my expenses, entered in all my transactions, and went to close out the month. However, YNAB said there should be $1,092.38 left over at the end of this month...but TBB shows $222.60 more than that amount??? Doesn't make sense to me.... :(

    • WordTenor
    • I have the honor to be your obedient servant
    • WordTenor
    • 3 mths ago
    • 1
    • Reported - view

    If your accounts are correct, and you don't have red overspending anywhere (including in future months), then the total available in your budget is correct, even if you don't think it is.

    It sounds like you're trying to use YNAB as an expense tracker instead of budgeting for expenses proactively and using your categories to guide your spending. The way TBB and the available columns represent your money makes much more sense if you are using YNAB the way they intend for you to, where you budget TBB to zero each time you get paid, and use your categories, not your accounts or TBB, to determine your upper spending limits. 

    If it has been awhile since you've looked at the training material, or if you haven't ever done so, you might take a spin. They have some new materials to boot, which you may have never seen before. 

    Like 1
  • SkyKing said:
    my To Be Budgeted amount is about $222.60 higher than what it should be

    Actually, TBB should be $0 if you're doing things correctly. Make it so.

    If your accounts match the real world, then you have every penny that is in the budget. This is true, but difficult to understand, when overspending is present, so I suggest you clear any of that first. (Alternatively, switch to next month's area where no overspending is possible.)

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