Willing to Pay for Help

Hello, I am have been using the old YNAB 4 and had to upgrade to the new platform. I tried to transfer over all my old information and it doesn't look like it came over correctly and everything is off. I am familiar with how to use the old software but not the new software. Since YNAB doesn't offer any customer service I am hoping that someone would be willing to offer me some of their help. I will pay you for your time if someone is able to walk me through how it works. If interested email me at matthewtylerroberts@gmail.com

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    • Ben
    • Toolkit for YNAB Designer & Developer
    • furiousfalcon
    • 5 mths ago
    • Reported - view

    Just a couple of resources, in case you don't know about them:

    Online documentation: https://docs.youneedabudget.com/

    Migrating from YNAB4 help article: https://docs.youneedabudget.com/article/163-ynab-4-migration (especially look at the "Adjusting Your Budget" section.

    The (older) YNAB transition guide: https://www.youneedabudget.com/guides/transition-guide/

    YNAB support can be emailed at help@ynab.com. You can also use the "?" button in the lower right corner of the web app to send YNAB a message.

     

    YNAB does handle some things differently compared to YNAB4 (things like how overspending rolls over into the next month, how credit cards are handled, etc.) and usually that means you'll have to do some adjustments to your budget in order to get all the numbers to match up again. Depending on the complexity and the amount of history you have, you may consider doing a fresh start -- you'll have all your past history saved in the other budget, but will be able to start fresh without needing to do all the budget adjustments.

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  • If you ever used the red arrow or had pre-YNAB debt in YNAB 4, it's going to look messy. Ignore everything in the past and do whatever it takes in the budget column (left column) in December to get your category balances to match what is in YNAB 4.

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  • Also if you used the red arrow, check hidden categories for balances. You'll need to unhide them to clear it out.

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  • Hi Silver Drill — We absolutely offer support via email, live chat or here in the Support Forum!

    We're on our holiday break, so most of the team is away spending time with their families—replies are  a little slower than our usual, but we’ll follow-up as soon as possible! 😉 I see that Emily got back to you, asking for more information—you can go ahead and reply to her email. We can help get you on track!

    The new YNAB handles several budget situations differently, including the way credit card payments, overspending, and future-dated transactions.

    Your budget in the new YNAB will look a little different than your budget in YNAB 4. However, you can be confident that two things remained the same:

    1. Your transactions. Every transaction in your account registers in YNAB 4 migrated over to the new YNAB.
    2. Your budgeting. The amount you budgeted each month in each of your categories will be the same.

    Depending on your overspending settings in YNAB 4 and if you had entered future-dated transactions into your register, your category “Available” amounts may not be the same. Rest assured—all the money in your accounts is in your budget—you may just need to move money where you want it to be now. Here’s some more detailed advice on adjusting your budget, to give you a place to start.

    I was a YNAB 4 user too, and I'd consider making a Fresh Start. It will allow you to keep your categories, goals, and scheduled transactions, but clear out all budgeting and transaction history. Before it does, YNAB will save a copy of your current budget, and you can always reference that historical data, if needed.

    Let me know if you have any other questions!

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