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Synchronising
Hi, during the day, I use the Android app on my smartphone. When I open the Web in the evening, it doesn't seem to be synchronised. The transactions I did during the day are not registered in the…
- Annibis
- annibis
- 3 yrs ago
- 1 reply
- 1,148
- Jen3 yrs ago
- Using YNAB
- Answered
- Answered
Credit Card fee reversal
I know this should be rather easy but how to I enter fee reversals? and bc of that fee reversal I also had a small interest amount credited back to me. How should I handle those?
- Lady M
- Pink_Mainframe_fb373478
- 3 yrs ago
- 1 reply
- 1,304
- nolesrule3 yrs ago
- Credit Cards & Debt
- Answered
- Answered
How much to save in medical category (high deductible/HSA)?
My husband has a new job and we’re going to switch to a high deductible health insurance plan for 2018 ($3000 deductible with $6000 out of pocket limit).…
- robinhbl
- robinhbl
- 3 yrs ago
- 11 replies
- 2,211
- nolesrule3 yrs ago
- Saving & Investing
Feature Request : 2 Factor Authentication
I first want to say I really like using YNAB, it has literally turned our financial lives around. With me putting all of our accounts in one place though it does scare me a little bit that there…
- Spring Green Moose (4b48247aaf67)
- Spring_Green_Moose_4b48
- 3 yrs ago
- 1 reply
- 1,305
- 18
- ElenaYNAB Team3 yrs ago
- Using YNAB
- Answered
- Answered
Available to Budget is Greater than Balances
I merged several categories into one category to clean up my budgeting a little bit. I did this by searching for the relevant categories, selected "all",…
- rlogue06
- rlogue06
- 3 yrs ago
- 18 replies
- 3,600
- JanelleYNAB Team3 yrs ago
- Setting Up Your Budget
- Answered
- Answered
Dividends reinvested appear as Payments vs Inflow
I have a Vanguard bond mutual fund - that pays out monthly dividends, which are re-invested. I have the fund listed as an Account - to be able to Direct Import.…
- ps56k
- ps56k
- 3 yrs ago
- 1 reply
- 1,373
- JanelleYNAB Team3 yrs ago
- Using YNAB
- Answered
- Answered
Iphone App Basic User Mode
I would like to have the ability to set the iPhone App for basic user mode so that the budget can be viewed and transactions can be added/edited and nothing more.…
- ynaber2613
- ynaber2613
- 3 yrs ago
- 1 reply
- 984
- 3
- JanelleYNAB Team3 yrs ago
- Using YNAB
- Answered
- Answered
Linked transactions
I have imported transactions from my bank and I can see that there are linked transactions which I assume is because I also have scheduled transactions.…
- Cleopatra
- Human Resources
- Tan_Cleric_bf1c175dd4bd
- 3 yrs ago
- 2 replies
- 1,060
- WordTenor3 yrs ago
- Setting Up Your Budget
- Answered
- Answered
Not sure what categories I am supposed to put credit card payments into.
Hello, For example right now I have 2 transactions pending approval. The -$12 coming from my checking account that was a credit card payment and the +$12 going to the credit card account.…
- Sauromayne
- Sauromayne
- 3 yrs ago
- 4 replies
- 1,121
- HappyDance3 yrs ago
- Credit Cards & Debt
- Answered
- Answered
Can 2 People use the Same Budget via the app?
I LOVE YNAB... have been a user/my family's money manager since 2012? That being said, I use the app daily and wanted to know - can my spouse download the app/logon with my user info & use the same…
- Coral Screwdiver (b7eaa175d754)
- Coral_Screwdiver_b7eaa1
- 3 yrs ago
- 3 replies
- 1,756
- Coral Screwdiver (b7eaa175d754)3 yrs ago
- Using YNAB
- Answered
- Answered
Matching a budget category to a transfer...
I had an unexpected expense in the transportation category, I transferred funds from one account to another to cover the expense. When I made the transfer,…
- Curtis Thomas
- Learning to stick to a budget is interesting
- Turquoise_Camera_9bb5ef
- 3 yrs ago
- 2 replies
- 1,161
- JanelleYNAB Team3 yrs ago
- Using YNAB
- Answered
- Answered
Scheduled payments
Would it be possible to add flags on scheduled payments to be on the closest working before / after the scheduled period? and if this were implemented could it take into account public holidays?
- Edward
- edward
- 3 yrs ago
- 6 replies
- 936
- JanelleYNAB Team3 yrs ago
- Using YNAB
- Answered
- Answered
Credit Card arrears payments
How do I budget for credit card expenditure when the payment is made in arrears, for example I paid today for activity recorded in Sept. I pay off the full balance every month,…
- Silver Lion (bc419e839d57)
- Silver_Lion_bc419e839d5
- 3 yrs ago
- 12 replies
- 1,381
- JanelleYNAB Team3 yrs ago
- Credit Cards & Debt
- Answered
- Answered
Accounting for loan Proceeds
I just gave myself a small loan from my savings account and transferred the funds from my savings to my YNAB account. I will pay myself back and would like to know the best way to account for the…
- Coral Ink (0cf3255d64e5)
- Coral_Ink_0cf3255d64e5
- 3 yrs ago
- 4 replies
- 994
- HappyDance3 yrs ago
- Dealing with Debt
Covering Expenses - Identified
Is there a report or method I can use to review the categories in which I overspent during a given date range? Specifically, I want to see where I'm overspending,…
- Empty Nesters 50
- Debt Obliterators
- Tan_Piranha_51dba369c73
- 3 yrs ago
- 1 reply
- 407
- Dan3 yrs ago
- Using YNAB
- Answered
- Answered
Feature Request - Capped Monthly Funding goal
I didn't see a feature request forum, or thread, feel free to point me to the right place as this isn't a bug, but missing functionality. I really wish we had the option for the monthly funding to…
- Xenius
- Xenius
- 3 yrs ago
- 1 reply
- 1,377
- 4
- ElenaYNAB Team3 yrs ago
- Using YNAB
- Answered
- Answered
Graphs
I know where the "Reports" are accessed, but Where are the graphs?
- Green Koala
- Green_Koala_f6c8a6c1412
- 3 yrs ago
- 2 replies
- 1,369
- Green Koala3 yrs ago
- Using YNAB
- Answered
- Answered
Black Friday looming, share your budget or saving tips and tricks!
Black Friday is just around the corner, or some have already seen sales start already. Among the confusion with all the sales locally in stores, we are constantly bombarded with sales ads about…
- Tiffany
- Software Engineer
- Lavender_Moose_fa49b7d9
- 3 yrs ago
- 6 replies
- 1,561
- 2
- Ruff16965 (05bd62cee897)3 yrs ago
- Tips & Tricks
Reviewing 2017 Financial Goals
My husband and I had two major financial goals this year: pay off all our debt, and max out one retirement account that we've been contributing to but not maxing out with serious debt repayment.…
- lthompson
- Green_Cornet_ca3a38e58e
- 3 yrs ago
- 2 replies
- 2,523
- 16
- Optimist3 yrs ago
- YNAB Wins
Consolidating Debt?
Hey guys. I have a large amount of credit card debt I want to pay off. It's 2 credit cards and the interest rates are 9.9 and 15.9. That's the only debt I have.…
- Tomato Sloth (b8c84b13d752)
- Tomato_Sloth_b8c84b13d7
- 3 yrs ago
- 12 replies
- 1,577
- 1
- LPcreation3 yrs ago
- Dealing with Debt
The Power of the Monthly Funding Goal
. New YNABber and new budgeter here. I was having a hard time meshing YNAB's budget-what-you-have approach with my old-school training of entering the full forecasted amount for each month,…
- Forest Green Guitar (09d39a7ed921)
- Drowning in debt, but learning to swim
- Forest_Green_Guitar_09d
- 3 yrs ago
- 8 replies
- 5,119
- 7
- Violet Drill3 yrs ago
- Tips & Tricks
Pre-YNAB CC Debt
How would you set up pre-ynab cc debt on cards you're not using? On budget ot tracking?
- ckford
- ckford
- 3 yrs ago
- 4 replies
- 1,887
- Violet Drill3 yrs ago
- Dealing with Debt
Overspender surrounded by overspenders
I'm new to budgeting this year. I spend too much. My family spends too much. I notice that when we run out of money or if I won't tap into savings to keep the spending going everyone gets angry and…
- Purple Cartridge (530525dedf04)
- Purple_Cartridge_530525
- 3 yrs ago
- 8 replies
- 2,441
- 2
- J. Diamond/Green Harp3 yrs ago
- Tips & Tricks
How to show money transferred to savings for specific activity
I have budgeted for a few big ticket expenditures in the coming months, but I want to physically move that allocated funding to a separate account (savings account),…
- Silver Lion (bc419e839d57)
- Silver_Lion_bc419e839d5
- 3 yrs ago
- 3 replies
- 1,099
- 2
- Ben at YNABYNAB Support3 yrs ago
- Using YNAB
- Answered
- Answered
Future Budgeting and Danger Days
I've been a YNAB user for years and just recently took the plunge and switched to the New YNAB. I think it's a great tool when you're financially comfortable,…
- Slate Blue Boa (f8c4f28fb553)
- Slate_Blue_Boa_f8c4f28f
- 3 yrs ago
- 8 replies
- 1,362
- Turquoise Transistor (340f721e091a)3 yrs ago
- Setting Up Your Budget
- Answered
- Answered

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