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Question about a credit card account
Hello, I have a question about credit card debt. Could you please tell me if the following steps are correct? 1. I added a credit card account in the budget section (and not the tracking section)…
- Dan
- acidbahia
- yesterday
- 22 replies
- 85
- Move Light Sound Life16 hrs ago
- Managing Debt
Savings Accounts & Income to be budgeted
Hi all! I linked both of my savings accounts to YNAB along with my checking & CC accounts, so YNAB says I have 4k "availabe to be budgeted" but that 4k is in my savings account.…
- Powder Blue Banjo
- Powder_Blue_Banjo.6
- yesterday
- 10 replies
- 68
- dakinemaui16 hrs ago
- Tips & Tricks
What did you do to improve your finances today?
This was one of my favourite threads on the old forum, and since there doesn't seem to be one here yet, I thought I'd create one :-)
- Winterlover
- Welmoed
- 2 yrs ago
- 1,186 replies
- 26,216
- 43
- MXMOM16 hrs ago
- YNAB Wins
Single withdrawal linked to two deposits in other account
I have my mortgage payment set up to automatically draw from my checking account (a budget account) each month. This payment includes additional principal.…
- pksublime
- pksublime
- yesterday
- 5 replies
- 36
- dakinemaui16 hrs ago
- Accounts & Transactions
Fresh Start but One Month Ahead Question!!!
Debt Free after a year on YNAB!!! Completed a Fresh Start this month and funded my entire month with last months pay. My question is I have two paychecks coming on the 10th and 25th,…
- Alice Blue Mill
- Alice_Blue_Mill.2
- 18 hrs ago
- 6 replies
- 36
- dakinemaui17 hrs ago
- Method & Budgeting
Problem with split
Hi, After a long YNAB break I found that you can no longer specify only one category when booking SPLIT. Is that on purpose? Why do I "need" this? I spend 1,000 euros a month on hotels and equipment,…
- Navy Blue Crab
- Navy_Blue_Crab.8
- yesterday
- 1 reply
- 31
- dakinemaui17 hrs ago
- Method & Budgeting
Can I transfer a tracking linked account setup to non-tracking?
So I have kids savings accounts linked and tracking in budget - can I easily keep them linked to a bank BUT have them non tracking in the budget?
- Turquoise Hail
- Turquoise_Hail.4
- yesterday
- 7 replies
- 40
- FanessYNAB Support17 hrs ago
- Accounts & Transactions
How to categorize credit card balance transfer promotion expiration?
I had a 0% APR balance transfer offer on my credit card. It expired June1, so I see two transactions on the account, one as a debit (purchasing the "new" terms) and one as a credit (the credit…
- Amy
- Coach. Writer. Facilitator.
- fadoozle
- 18 hrs ago
- 2 replies
- 12
- Amy18 hrs ago
- Credit Cards
Budget Tool Bar Covering Categories
In the latest release notes is says: "The Budget toolbar is now located within the Budget table to give more room to the Budget inspector. " If I understand this correctly I seem to be having…
- Martin Butler
- Musician
- Brownbenji
- yesterday
- 1 reply
- 33
- Bruce19 hrs ago
- API & Integrations
Is it an app for the rich countries only?
I wonder if there any options for people who don't earn that much money to pay for the full price subscription at one time. 84$ is more than I spend on food per month and giving that sum away at…
- Silver Transistor
- Silver_Transistor.7
- 2 days ago
- 7 replies
- 127
- Khaki Storm19 hrs ago
- Getting Started
How can I force an update of my accounts?
Maybe I'm confused about how YNAB works (I'm a new user), but it seems that it works best when the spending data is being managed in real-time to give clear visibility to budget status.…
- Powder Blue Inspector
- Powder_Blue_Inspector.10
- 4 mths ago
- 65 replies
- 2,018
- 7
- FanessYNAB Support20 hrs ago
- Accounts & Transactions
- Answered
- Answered
Budget a monthly expense to my credit card
I have a couple of monthly recurring bills charged to my credit card. Netflix, for example, goes on my CC monthly. Though I don't typically pay off my card monthly, I do pay the Netflix amount,…
- PuterFeller
- Old IT guy
- puterfeller
- 3 days ago
- 3 replies
- 56
- Ceesesyesterday
- Credit Cards
Found money
I've checked my account registers today vs my registers at my bank. I use file-import for that. And an inflow of $645.20 appeared with the very unpoetic payee name "Rus Ebt/Rbt".…
- Ceeses
- Ceeses
- yesterday
- 23
- 1
- YNAB Wins
YNAB has done away with Recurring Transactions!
And replaced them with "repeating" transactions. 🤣 For consistency’s sake, we’ve made sure all instances where we mentioned “recurring transactions” will now say “repeating transactions.…
- Superbone
- YNAB convert since 2008
- Superbone
- yesterday
- 4 replies
- 92
- 3
- Superboneyesterday
- App Functions
Balances not correct for linked tracking accounts
I have a number of linked tracking accounts - 401k, 529c, and mutual funds. When I first linked them in YNAB, the balances were correct. However, over time the balances do not stay current,…
- Jerry
- Threepea
- 1 yr ago
- 36 replies
- 761
- 3
- FanessYNAB Supportyesterday
- Accounts & Transactions
Income Categories/Sub-Categories
What I Want! What I’d Like I would really love to have the ability to categorise my inflows, this would be extremely insightful for me and I think it can be done without breaking the sacred YNAB…
- Falco Lombardi
- Green_Piranha.6
- 9 mths ago
- 14 replies
- 627
- 7
- Ceesesyesterday
- Method & Budgeting
Accounts haven't refreshed for 2 days
Hi there, usually my accounts all refresh fairly quickly as soon as I log in for the first time that day. However, they didn't update yesterday nor today.…
- Slate Blue Admiral
- Slate_Blue_Admiral.8
- 5 mths ago
- 4 replies
- 103
- 1
- NicoleYNAB Supportyesterday
- Accounts & Transactions
Add income category?
How do I set up a budget category for income amounts? For example we get a pension of say $870 fro ABC pension. How do I enter a category into my transaction list for that amount? Tha nks
- Salmon Cheetah
- Salmon_Cheetah.4
- 6 mths ago
- 8 replies
- 323
- 1
- dakinemauiyesterday
- Method & Budgeting
- Answered
- Answered
Vanguard Account Link
My Vanguard accounts dropped their import link about 48 hours ago. When I attempt to connect, it acts like my username and password are wrong, but I've confirmed them on the Vanguard site.…
- tekemp6
- tekemp6
- yesterday
- 1 reply
- 14
- NicoleYNAB Supportyesterday
- Accounts & Transactions
How far back to get started?
Hi all, I am very new w/ YNAB. One 'getting started question' I have not seen in the docs: "how far back?" should I import and categorize transactions Can I delete imported transactions that are…
- PurplePython
- Pink_Python.9
- yesterday
- 7 replies
- 75
- PurplePythonyesterday
- Getting Started
- Answered
- Answered
Progress after one year
After one year of using YNAB, I've paid off $25,000 in debts, have a pretty good handle on my true expenses, and am on track to have a down payment for a house saved by July.…
- Alemap
- Everything should be made as simple as possible, but not simpler -Albert Einstein
- alemap
- 1 mth ago
- 3 replies
- 128
- 15
- MomonWheelsyesterday
- YNAB Wins
Savings Accounts
I have a few linked savings accounts, which I like to see, but I don't necessarily want that money in my "to be budgeted". While it is there, and it can be used, it's not there to be used yet .…
- Forty Family
- Tomato_Cyborg.10
- yesterday
- 2 replies
- 40
- dakinemauiyesterday
- Getting Started
Starting out with savings
Hi everyone! Long-time paper budgeter (errr tracker?) here. I'm starting YNAB with my partner, and both of us have more than our monthly expenses in our accounts thanks to tax returns,…
- Forest Green Cyborg
- Forest_Green_Cyborg.10
- 2 days ago
- 7 replies
- 77
- 1
- Superboneyesterday
- Getting Started
Reconciling for the First Time with some older transactions
Hi there, Just getting started with YNAB. I understand the basics of reconciliation, but am having trouble with my first time on my checking and credit card accounts.…
- Jonathan Longnecker
- jonlongnecker
- 1 yr ago
- 64 replies
- 249
- MatthewYNAB Supportyesterday
- App Functions
Socks. Can we talk about socks?
I'd like to talk about my socks. Really. It's kinda long, so get a drink and have a seat. I put away my socks without pairing them. I pick out my socks without looking at them.…
- Khaki Storm
- YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
- Khaki_Storm.1
- 1 yr ago
- 34 replies
- 407
- 3
- Alemapyesterday
- Tips & Tricks

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