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Need Clarification On Budgeting One Month Ahead
I’m struggling a little trying to understand what budgeting one month ahead means. Should I be budgeted one month ahead in ALL my categories? I’m already budgeted a month ahead in my Immediate…
- Orchid Rain
- Orchid_Rain.10
- 7 days ago
- 4 replies
- 115
- ynaber26137 days ago
- Method & Budgeting
- Answered
- Answered
Cash value of life insurance
I have a whole life insurance policy which has cash value. Should I record this as an investment tracking account in YNAB? I am not really wanting it to be on budget.
- Slate Gray Sander
- Slate_Gray_Sander.6
- 9 days ago
- 4 replies
- 43
- Navy Blue Pegasus7 days ago
- Accounts & Transactions
Is this app for Canadians?
I downloaded app but can’t seem to find my bank on the list. It’s a popular bank in Canada so I’m thinking it’s not the right app for me...
- Turquoise Clarinet
- Turquoise_Clarinet.6
- 10 mths ago
- 9 replies
- 233
- Navy Blue Pegasus7 days ago
- Getting Started
Two Credit Cards with the same bank
Hello, I have two credit cards with Capital One, both using the same log in information. I got CC2 about a year after getting CC1. YNAB displays CC1 transactions without a problem,…
- Lavender Piranha
- Lavender_Piranha.8
- 1 yr ago
- 8 replies
- 144
- 1
- FanessYNAB Support7 days ago
- Credit Cards
History
YNAB tells me I allocated some money for a category in future month which was a substantial amount but i don't remember doing it. Is there a way to track when that allocation happened?…
- Aquamarine Commander
- Aquamarine_Commander.9
- 8 days ago
- 2 replies
- 64
- FanessYNAB Support7 days ago
- App Functions
Yet another question about "Available Payment" on CCs
How is my "payment available" more than my balance? My categories reflect what I currently have budgeted for various things, but until they actually show up as a CC charge,…
- Erica
- EricaM
- 2 wk ago
- 15 replies
- 140
- MXMOM7 days ago
- Credit Cards
Age of Money - Twenty-twenty!
Hey, in my variant of English it rhymes! Starting up the AoM challenge for the new year! ----RULES---- 1. Choose a day every month that you will post your AOM to the google spreadsheet (link below).…
- bevocat
- Sometimes, It Just Sucks to Be You
- bevocat
- 9 mths ago
- 332 replies
- 2,958
- 15
- Superbone7 days ago
- Community Challenges
- NicoleYNAB Support
- nicole_ynab
- 8 mths ago
- Reported - view
To quickly find your line in the spreadsheet , use ctrl+F (or command+F on a Mac) it will open a search bar and you can type in your name.
How to view historical spending by category in the app?
How can I view historical spending (within a category) further back than the current month? I've found how to view all spending on the app(via the all accounts) area.…
- staryla
- staryla
- 2 yrs ago
- 31 replies
- 3,034
- 5
- FanessYNAB Support7 days ago
- Getting Started
- Answered
- Answered
Reauthorize not working?
Ok, I haven’t been in YNAB for a while so I went in to get things up to date, and many accounts required reauthorization. Except my credentials that are working for the website aren’t working.…
- swduncan
- swduncan
- 10 days ago
- 1 reply
- 28
- FanessYNAB Support7 days ago
- API & Integrations
Equity vs Equality in a shared budget
Some time back in another thread, the concept of equity vs equality came up with regard to how elective spending is budgeted between partners. I thought it might prompt an interesting discussion and…
- Scott
- In the beginning the budget was created. This has made many people very angry and has widely been regarded as a bad move
- Scottgoeshiking
- 3 wk ago
- 11 replies
- 201
- 1
- dakinemaui7 days ago
- Money & Relationships
ToolKit - lost ability to flag multiple entries
I'm using ToolKit and before I could do multiple selects and change/set the flag color. I can't do that anymore. It doesn't even show up as an option for a single entry to set the flag color when…
- RS A
- Gold_Lion.5
- 1 mth ago
- 6 replies
- 69
- FanessYNAB Support7 days ago
- API & Integrations
We make enough income, but we're broke for two pay cycles.
Hey all! I'm sure the answer to this is staring me right in the face but for some reason I can't figure out the best way to handle this. Combined, my husband and I bring home $5946.…
- Cadet Blue Cheetah
- Cadet_Blue_Cheetah.3
- 8 days ago
- 10 replies
- 147
- nolesrule7 days ago
- Method & Budgeting
Paid off Credit card, how do I cancel recurring scheduled payments?
I am paying down my debt and have actually paid off 3 accounts now. I had these set up as recurring payments, but no longer need to have them as such and would rather not have to go in and…
- gr8ful4Him
- gr8ful4Him
- 8 days ago
- 2 replies
- 29
- gr8ful4Him8 days ago
- Accounts & Transactions
- Answered
- Answered
Beyond Fed Up
This software is completely unusable if my transactions will not import. Supposedly you have been "working on" transactions not importing from USAA for months, but it's not any better.…
- Cyan Inspector
- sarahlisbeth84
- 2 wk ago
- 54 replies
- 640
- 1
- SgtBatten8 days ago
- App Functions
Not sure how to enter this transaction for Amazon Gift Card
I purchased a $40 gift card on Amazon (using my Amazon cc) in order to get a $10 bonus from Amazon. I have a "gift card" account that I use to keep track of various gift cards,…
- chicagouser
- chicagouser
- 9 days ago
- 4 replies
- 50
- dakinemaui8 days ago
- Accounts & Transactions
CATEGORIZING MY CREDIT CARD PAYMENTS
My credit card payments come up as a transaction just like anything else which I understand because it is activity on my accounts. However, it automatically categorized itself under the "To Be…
- Orange Hammerhead
- Orange_Hammerhead.4
- 2 yrs ago
- 12 replies
- 4,301
- 3
- Turquoise Cornet8 days ago
- App Functions
Robo-Advisors
Hello fellow YNABers! I'm new to the forum, but not so new to YNAB...been using it for the past year and it has changed my life TREMENDOUSLY! Still not completely back on my feet but I'm so much…
- ItsCalledWhiskey
- Steel_Blue_Sloth
- 1 yr ago
- 17 replies
- 1,109
- 1
- Turner Monroe8 days ago
- Investing & Retirement
CC accounts repeatedly do not reconcile
So, I've been having a problem which I think I squashed but then it creeps back in. I auto-download transactions for my CCs and other accounts. For a reason unknown to me I stop being able to…
- F. D. Bryant III
- fdbryant3
- 1 mth ago
- 7 replies
- 108
- SgtBatten8 days ago
- Accounts & Transactions
Reconciling Amazon Transactions
In my experience Amazon transactions are tough in YNAB. I’d love others perspective but I’ve actually asked my wife to stop manually entering Amazon transactions into YNAB because 9 times out of 10…
- JonDale
- JonDale
- 9 days ago
- 14 replies
- 65
- dakinemaui8 days ago
- Accounts & Transactions
Dating of transactions issue
Unable to change date on any transactions-used to give up pop-up option to choose the date. Why has this changed?
- Navy Blue General
- Navy_Blue_General.12
- 9 days ago
- 8 replies
- 78
- Superbone9 days ago
- Accounts & Transactions
- Answered
- Answered
Credit Card payment from outside source
I know this has been discussed before but just want to confirm as I am new to budgeting. I started ynab with $0 creditcard balance. so any purchases I make on the card are already budgeted.…
- Lavender Crab
- Lavender_Crab.12
- 9 days ago
- 2 replies
- 34
- Lavender Crab9 days ago
- Credit Cards
- Answered
- Answered
Moving from Mvelopes ...
Greetings, I am in the process of evaluating YNAB as long time Mvelopes user.. I am in good talks with support but can anyone else who has made this transition share their experience?…
- Beige Case
- Beige_Case.4
- 1 yr ago
- 101 replies
- 2,090
- 3
- Jason Roysdon9 days ago
- Getting Started
Great financial book for post secondary students (Canadian)
This is a really great book for parents and students who are approaching the topic of post secondary education. Don't let the title dissuade you. More money for Beer and Textbooks
- MXMOM
- MXMOM
- 9 days ago
- 14
- Student Life
Am I two months ahead?
As of October 1st, all of October and November are funded. The income I make during October will be placed into the INM category for December. Come November 1st, I'll be able to fund all of December.…
- Orchid Device
- Orchid_Device.3
- 10 days ago
- 10 replies
- 161
- Orchid Device9 days ago
- Method & Budgeting
- Answered
- Answered
Planning for, but not "forecasting", future expenses
I'm working on "embracing my true expenses" because although we're doing well with saving and paying down our debt, I'm shuffling money around within categories each month.…
- Magenta Tiger
- Magenta_Tiger.5
- 13 days ago
- 3 replies
- 124
- 1
- Navy Blue Pegasus9 days ago
- Method & Budgeting

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