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Frustrated & Lost
At the risk of being repetitive, I'm almost done with my 34-day free trial, and I still don't get it. Is there somewhere/someone I could just show my budget to & they tell me what I'm doing wrong?…
- Powder Blue Case
- Powder_Blue_Case.14
- 5 days ago
- 21 replies
- 193
- MatthewYNAB Support4 days ago
- Method & Budgeting
POSTing split transactions
Do you have an example of creating a new transaction that is split? I've tried several things through the API, but nothing seems to work. Is this supported? If not, do you have a timeline for it?…
- Robert
- robertmiles3
- 2 yrs ago
- 54 replies
- 1,584
- 17
- BradyYNAB Team4 days ago
- API & Integrations
Adjusting balances in "Available" column
Can "zero" the "available" balance or transferring to another category is the only way? If it is the only way, how can I adjust the budget back to current state as I might have made a mistake with…
- Slate Blue Lion
- Slate_Blue_Lion.10
- 4 days ago
- 2 replies
- 48
- MXMOM4 days ago
- Method & Budgeting
VENMO not showing as a linked acocunt
Hi, I have had a budget with YNAB before with Venmo as a linked account and I am creating a new budget and trying to link Venmo again but when I search for it, it's not coming up.…
- Aquamarine Ink
- Aquamarine_Ink.8
- 4 days ago
- 16
- Accounts & Transactions
Pending transactions/ real time import
Hi there, is there a plan to add a feature that allows to import pending transaction? I also wonder about being able to import transaction close to real time instead of every 12 hours.…
- Sky Blue Flute
- Sky_Blue_Flute.1
- 1 yr ago
- 158 replies
- 3,567
- 10
- FanessYNAB Support4 days ago
- Accounts & Transactions
Lessons From My First 30 Days With YNAB
I started YNAB 34 days ago, and I've become a little obsessed with waiting for payday (in a good way!) Before this, I was paycheck to paycheck, and more often than not I would have to get into debt…
- Alice Blue Mixer
- Alice_Blue_Mixer.11
- 10 days ago
- 7 replies
- 173
- 6
- Yes I can5 days ago
- YNAB Wins
Saving goal weird help
We are saving for some work on the house. I've taken some money out this month to deal with something else. So I wanted to create a saving goal to replenish and add a bit.…
- Ceeses
- Ceeses
- 5 days ago
- 3 replies
- 49
- Ceeses5 days ago
- Method & Budgeting
How does the API decide what a Transfer is?
Sometimes when you upload transactions, they are marked as a Transfer payment. Other times they are not. For example, the bottom payment here is marked as a Transfer:…
- Wessel
- wessel
- 7 days ago
- 4 replies
- 23
- Wessel5 days ago
- API & Integrations
Bi-monthly payments to reduce interest?
A good friend of mine who has run her own business for many years and I were chatting over the weekend, and she shared with me one of the ways to cut interest is to make bi-monthly payments instead…
- farfromtheusual
- farfromtheusual
- 11 days ago
- 36 replies
- 277
- dakinemaui5 days ago
- Managing Debt
Lending money to friends & family
Hi guys, happy to take part in this great forum, from your experience using new YNAB, can you suggest a simple way to manage lending money to friends and family... Thanks in advance.
- Mo.Manfalouti
- Tan_Trumpet_22d4ebfd72d
- 2 yrs ago
- 35 replies
- 6,584
- 2
- dakinemaui5 days ago
- Debt
- Answered
- Answered
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
- 7 days ago
- 3 replies
- 27
- paulamc5 days ago
- Accounts & Transactions
Negative "to be budgeted" every month?
I spend what I budget. At the end of each month, I make sure no category is in the red. If it is, I reassign money to that category. So each month is cleanly accounted. Yet...…
- Beige Cartridge
- Beige_Cartridge.4
- 6 mths ago
- 46 replies
- 575
- FanessYNAB Support5 days ago
- App Functions
Multiple budgets that interact
I would like to set up my household budget, budget so much for me personally, and budget so much for my wife's personal use. Would then like to set up the app on my smart phone to manage my personal…
- Beige Tugboat
- Beige_Tugboat.1
- 1 yr ago
- 15 replies
- 1,180
- FanessYNAB Support5 days ago
- Money & Relationships
How to import categories from csv
Hi, is there a possibility to import categories from the csv file? All my transactions are imported correctly, however the category field is lost. I already tried naming the category column…
- Slate Blue Hail
- Slate_Blue_Hail.5
- 1 yr ago
- 17 replies
- 842
- 4
- FanessYNAB Support5 days ago
- Accounts & Transactions
Carry Over Negative Balance
I've read the previous threads about negative balances. I understand why YNAB resets the balance, and agree that the vast majority of time it is the correct why to handle a negative balance.…
- Clint
- Another day, another dollar
- Gold_Flute.4
- 8 mths ago
- 28 replies
- 652
- 1
- Herman6 days ago
- App Functions
handling paychecks
I am new. I entered my paycheck in my checking account with category 'to be budgeted'. I have 34 budget categories that I want my paycheck to be divided into.…
- Julie H
- Steel_Blue_Hammerhead.18
- 6 days ago
- 2 replies
- 47
- Terry Bauer6 days ago
- Accounts & Transactions
Need for Spending Goal and Monthly Rollover
I'm so confused! I just started YNAB a few days ago and set up my budget to cover a few things remaining in July and all of my expenses in August. I have goals set for every category.…
- Slate Gray Projector
- I actually like the autogenerated name you gave me...
- Slate_Gray_Projector.7
- 7 days ago
- 4 replies
- 66
- MXMOM6 days ago
- App Functions
Handling Suspicious Charges the YNAB way
SCENARIO : As I was dutifully categorizing my new charges from the Credit Card, I noticed one I didn't recognize for $99 from InstaCart. Hmmm.... Success #1:…
- Amy Rizzo
- Business Analyst and Wife
- creeping_shadow
- 6 days ago
- 22 replies
- 90
- dakinemaui6 days ago
- App Functions
- Answered
- Answered
Budget Category Setup Suggestions
Hello, I was just wondering if anyone had any suggestions for improving my budget category setup. Thanks! Buffer/Emergency ❌ DO NOT SPEND THIS 🚨Emergency Fund 🔨Home Repairs/Maintenance 🔧Car…
- Austinou88
- Beige_Mixer.4
- 7 days ago
- 1 reply
- 80
- MXMOM6 days ago
- Tips & Tricks
Budget Income and Expense in future?
So I am getting a large bonus next month and want to budget those funds now - is this possible/advisable? In other words, add the income and budget the future monies. Thanks
- Turquoise Hail
- Turquoise_Hail.4
- 6 days ago
- 4 replies
- 74
- MXMOM6 days ago
- Method & Budgeting
Available not matching what I actually have to spend
This is driving me crazy. I want to trust YNAB, but I don't think I can and want to figure out why. All my accounts are reconciled and the total available matches the sum of my bank balances plus…
- Purple Mixer
- Purple_Mixer.10
- 6 days ago
- 7 replies
- 72
- MXMOM6 days ago
- Credit Cards
Entered transaction but it's not Showing up in Budget
So, I had 1350 budgeted on my rent category. I entered a transaction for rent (double checked I had entered the right category. But, the 1350 is still sitting in my budget.…
- Gray Network
- Gray_Network.13
- 6 days ago
- 3 replies
- 32
- MXMOM6 days ago
- Accounts & Transactions
What to do with Credit Card Payment Transactions when I have no debt
I don't have credit card debt 🤗 so I just pay it off every few weeks. So two transaction I assume will show up, a $760.00 one OUT from my Bank and then a $760.00 IN to my CreditCard.…
- Gold Crab
- Gold_Crab.8
- 6 days ago
- 9 replies
- 57
- NicoleYNAB Support6 days ago
- Credit Cards
- Answered
- Answered
How Do I Deal With Sending Money to Venmo And The Actual Venmo Withdrawal From My Account?
So I pay my rent with Venmo. I have to fund my Venmo account so I send X dollars to Venmo and register it on my Budget as "Rent". But then, when my roommate actually takes the money from my Venmo…
- Gold Sound
- Gold_Sound.1
- 1 yr ago
- 9 replies
- 1,316
- dakinemaui6 days ago
- Method & Budgeting
Convert a single instance of a payee to a transfer
So in my country, the biggest bank has an awful outdated e-banking system. When you download statements all the payees are Funds-Transfer-To-Bankname no account number or payee name is provided.…
- Sea Green Nomad
- Sea_Green_Nomad.6
- 3 wk ago
- 8 replies
- 83
- NicoleYNAB Support6 days ago
- App Functions

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