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Leftover funds from last month and pending transactions
OK, so to me this seems like a bug but I'm not sure. I have a category in my budget that has money assigned to it this month and no money assigned to it next month.…
- Wim Mulder
- wim
- yesterday
- 3 replies
- 55
- Wim Mulder14 hrs ago
- Using YNAB
- Answered
- Answered
Joint Bank Account Recommendation?
Hello Fellow Wine-Hamburgers! I recently got married and we added my husband's various accounts to my YNAB. One problem -- now we feel like we have WAY too many accounts which makes YNAB more of a…
- brittanymbender
- brittanymbender
- yesterday
- 2 replies
- 37
- Aubergine Quokka15 hrs ago
- Tips & Tricks
iOS 15 with YNAB 4 (Classic)
Just FYI to anyone who may end up searching the forum - after installing iOS 15 (currently in beta), the YNAB Classic App (for use with the desktop YNAB 4) has some UI issues reloading/re-syncing…
- a_different_joel
- YNAB 4 is objectively better.
- A_different_joel
- 1 mth ago
- 9 replies
- 221
- Gray Chef16 hrs ago
- Tips & Tricks
Any APPS or strategy similar to YNAB
I am new user of YNAB, and so far in love with it. Wondering why didn't i do this all these years. With that said, I consider this APP as my biggest win for 2020.…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 1 yr ago
- 34 replies
- 540
- 1
- LoaferDude17 hrs ago
- Tips & Tricks
The Official 2021 Debt Smackdown
Welcome to YNAB's 2021 Debt Smackdown! Happy New Year! 2021 is going to be a good one, I can just tell - or we can will it to happen 😉 With over 500 participants and more than $4.…
- VeronicaYNAB Team
- Marketing Team
- Veronica_ynab
- 7 mths ago
- 1,604 replies
- 6,200
- 50
- TheMagenpiesyesterday
- Join A Challenge
- Orchid Cup
- Orchid_Cup.7
- 9 mths ago
- 3
- Reported - view
I remember someone shared a tip last year that we could bookmark the spreadsheet in such a way that your line would always be visible when you logged on (so you don't have to scroll to find your…
Budget for annual expenses in one category
So, YNAB currently does not allow you to have multiple goals per category and that feature has been requested for a long time. I may just start contributing to the toolkit myself.…
- Slate Blue Pilot (2903ac015cdb)
- Slate_Blue_Pilot_2903ac
- 5 mths ago
- 27 replies
- 418
- Slate Blue Pilot (2903ac015cdb)yesterday
- Tips & Tricks
Negative available amount doesn't make sense.
I assigned the exact amount of money I needed in order to pay tuition in the "Education" category. I then paid the same exact amount to pay my tuition, and categorized that under education.…
- Sea Green Mainframe
- Sea_Green_Mainframe.13
- 6 days ago
- 16 replies
- 203
- MadDogyesterday
- Using YNAB
- Answered
- Answered
Investing newbie: Buy shares through one exchange and transfer to another?
Hi, I am a total investing newbie. I'm re-reading Invest Like a Pro for the 2nd time, the first time was in 2019... and we all know what 2020 was like.…
- Richard B
- rmjb
- 4 days ago
- 2 replies
- 34
- Richard Byesterday
- Saving & Investing
Utilities: one category or multiple?
This question is primarily for the “living on last month’s income”/"month ahead" people: do you have separate categories for each of your utilities (gas, electric, water,…
- Vibrant
- No more counting dollars, we'll be counting stars
- vibrant
- 3 wk ago
- 14 replies
- 191
- nolesruleyesterday
- Tips & Tricks
Setting a Goal for a Sinking Fund
So, I have a goal to save $199 to pay an annual fitness membership next year. I also have a monthly budget for other fitness related expenses. When I budget money into the category for the monthly…
- Hello Halo
- Hello_Halo
- 1 yr ago
- 4 replies
- 215
- Slate Blue Pilot (2903ac015cdb)2 days ago
- Saving & Investing
Running out before payday
I am running into a problem that I feel should have a simple answer, but I can't quite figure it out. In my new(ish) job, I get paid the last Wednesday of each month, and ever since I started,…
- Navy Blue Banjo
- Navy_Blue_Banjo.13
- 3 days ago
- 5 replies
- 93
- Navy Blue Banjo2 days ago
- Using YNAB
Spending less on groceries
A new personal challenge I'm at a new stage of my budget with a new contract over the last two months giving me three times the income I had during lock down last year.…
- Yes I can
- yesican2020
- 2 wk ago
- 24 replies
- 227
- 4
- Move Light Sound Life3 days ago
- Join A Challenge
Cannot Add SoFi to Accounts
My partner and I share a SoFi account. I added it to my ynab and realized it would mess up my budget (my business and personal are in my ynab, household in his) so I deleted it.…
- paulamc
- All we have is Thrift and Beauty.
- Khaki_Mermaid_c51f733e8
- 1 yr ago
- 5 replies
- 159
- 1
- RachelYNAB Support3 days ago
- Using YNAB
Unable to connect to SOFI account
I have been unable to connect to my SOFI account for a few weeks now. I am prompted to to get the authentication token which, although annoying, is normal for this connection.…
- Orange Deer
- Orange_Deer.6
- 2 yrs ago
- 6 replies
- 258
- George3 days ago
- Using YNAB
Credit Cards and YNAB
I just started using YNAB and I need some advice. I shop for most things online, as it is much more convenient for me, and I subscribe to several streaming services,…
- Orchid Battery
- Orchid_Battery.17
- 4 days ago
- 3 replies
- 66
- RachelYNAB Support4 days ago
- Setting Up Your Budget
Spending Report on Mobile App
Are there any plans to add the spending reports to the Mobile App? I’m encouraging my wife that we should be sitting down together quarterly to review our spending and now we did in comparison to…
- TJ Crutcher
- Lavender_stallion
- 3 yrs ago
- 36 replies
- 2,947
- 13
- RachelYNAB Support4 days ago
- Using YNAB
- Answered
- Answered
How to see where inflow was categorized
Is there a way to see where a particular inflow amount was categorized? I'm thinking maybe not, because if it's put into Ready to Assign, and especially if combined with other monies,…
- Sea Green Mainframe
- Sea_Green_Mainframe.13
- 5 days ago
- 3 replies
- 64
- RachelYNAB Support4 days ago
- Using YNAB
Import ID Bug (?)
Hi, In the API documentation you say that when using the file import feature, an import_id uniquely identifies a transaction by its date, payee and amount.…
- Ben
- Developer
- bens
- 1 mth ago
- 3 replies
- 37
- Blue Wildcat4 days ago
- API & Integrations
Update on Direct Import in the UK and EU
Hey everyone—but especially our customers over in Europe. I want to give you an update on UK and EU Direct Import. To put it as plainly as possible, the process is underway.…
- Hannah M-M
- Product Manager
- hannahmm_ynab
- 8 mths ago
- 162 replies
- 5,117
- 60
- Slate Gray Cup4 days ago
- Announcements
- Hannah M-M
- Product Manager
- hannahmm_ynab
- 11 days ago
- 9
- Reported - view
Hey everybody: It’s almost beta testing time. If you’re interested in helping us out, fill out this screener survey and we’ll be in touch with more details.…
Starling + Python + YNAB - find transaction by import_id?
Hi there, I'm creating a 'fire & forget' service in Python that can pick up Starling (UK) webhook v2 input, transform it to YNAB readable format and push it to YNAB.…
- r0gerthat
- r0gerthat
- 1 mth ago
- 2 replies
- 47
- r0gerthat1 mth ago
- API & Integrations
YNAB not working with new iPhone 13?
I just got the new iPhone 13 Pro and I cannot get the YNAB app to open - I’m using the latest version of the app, but whenever I try to open it, it just sits on the logo page and then shuts down?!…
- Navy Blue Cornet
- Navy_Blue_Cornet.15
- 8 days ago
- 4 replies
- 102
- RachelYNAB Support5 days ago
- Using YNAB
question about keeping a running total?
I was wondering if there is a way to keep a running total of how much I have saved for specific categories. For example, let's say I have planned to save $10,…
- Tomato Colt
- Tomato_Colt.11
- 6 days ago
- 7 replies
- 96
- Tomato Colt5 days ago
- Using YNAB
Best way for two people to use one budget?
Should both spouses just use one email login? I've used ynab4 for a long time and we shared one dropbox account. Didn't know if that's the best way to do both spouses using mobile/online.…
- Hot Pink Cartridge
- Hot_Pink_Cartridge
- 3 yrs ago
- 107 replies
- 15,554
- 22
- RachelYNAB Support5 days ago
- Setting Up Your Budget
- Answered
- Answered
Help: Vanguard target date fund adjustments
Hi YNABers, I am wondering if anyone knows if it's easy to switch the "target date" in a vanguard target date fund and whether or not that makes a difference for this scenario:…
- RC
- GIS
- rackey
- 3 wk ago
- 2 replies
- 61
- RC5 days ago
- Saving & Investing
Help: How to figure out expense ratio/advisor fees?
Hi YNABers, I am trying to navigate the source and amts of fees I am paying for having just a regular brokerage/taxable held in TD Ameritrade, but facilitated by primerica.…
- RC
- GIS
- rackey
- 3 wk ago
- 2 replies
- 45
- RC5 days ago
- Saving & Investing

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