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Transfers to savings aren't categorized as savings
Basically, my issue is what it says in the title. When I transfer money from my checking to my savings account, if I enter the transaction as a transfer, it marks it as an uncategorized transaction.…
- Pink Colt
- Pink_Colt.6
- 8 mths ago
- 23 replies
- 419
- jwehrer11 days ago
- Using YNAB
Let’s 34-Day Reset together: Fall 2021 Style!
As many of you know, the 34-Day Reset challenge is evergreen - you can start at any time! But it’s a new school year, we’re well into 2021, and the holidays are already starting to bear down on us…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 1 mth ago
- 99 replies
- 780
- 5
- RachelYNAB Support12 days ago
- Join A Challenge
Is it possible to delete transactions via the API?
Hey, I can't figure out how to delete a transaction via the API. I've tried sending a PUT to /budgets/{budget_id}/transactions/{transaction_id} with {"transaction": {"deleted":…
- Orange Boat
- Orange_Boat.10
- 2 yrs ago
- 5 replies
- 227
- 1
- Sarah (YNAB Support)12 days ago
- API & Integrations
Difference in ready to assign this month and next
So, in the current month, it says I have $1067 ready to assign, but in the next month it says I only have $807 to assign. I'm trying to figure out where the $260 difference is,…
- Magenta Wildebeest
- Magenta_Wildebeest.9
- 12 days ago
- 2 replies
- 50
- Magenta Wildebeest12 days ago
- Using YNAB
Large Ready to Assign in the past
Hey folks, bit of a gaffe here. I started a new job in July and it has a pretty unique expense reimbursements platform. It’s unique in that we are allowed to use our own cards and each expense is…
- Christian
- christian_l
- 13 days ago
- 2 replies
- 61
- Christian12 days ago
- Using YNAB
- Answered
- Answered
Starting Balance in checking shows as income
When I opened my checking account I was asked for a starting balance. Now that shows up as income in my reports. How can I change that because the income for the first month is wrong? Thanks, jim
- Jim
- whiterabbitktf
- 3 yrs ago
- 12 replies
- 2,933
- 1
- nolesrule3 yrs ago
- Using YNAB
- Answered
- Answered
Issues Linking Citi Credit Cards
I've been having issues linking my Citi credit cards for the last week. I've tried the following: - Closing and reconnecting the account - Trying to link on both my iMac and then my iOS devices -…
- YNAB_User 5150
- ynab_user_5150
- 10 mths ago
- 13 replies
- 313
- 2
- MarisaYNAB Support13 days ago
- Using YNAB
Where can I see the total I am budgeting for the month?
I am a recent new user of YNAB. Great product so far. I have a question that should be trivial, but have not been able to find out where do I see the total budgeted for the month?…
- Gold Commander
- Gold_Commander.9
- 2 wk ago
- 5 replies
- 107
- MarisaYNAB Support13 days ago
- Using YNAB
Using for 2 years, recently stopped importing
Hi there, I've been using YNAB for about 2 years now, and recently my credit card activity has stopped importing. I disconnected/reconnected the card, but there's still zero activity.…
- Steel Blue Captain
- Steel_Blue_Captain.7
- 13 days ago
- 1 reply
- 46
- MarisaYNAB Support13 days ago
- Using YNAB
Sharing access to only one of several budgets on an account?
I manage my elderly parents finances using a separate budget on the same YNAB account I have personally. Is there a way to share my parents YNAB budget with my siblings without giving them full…
- Cadet Blue Wrench
- Cadet_Blue_Wrench.11
- 2 wk ago
- 2 replies
- 52
- MarisaYNAB Support13 days ago
- Using YNAB
How Ready to assign money works?
I'm just starting to use YNAB but I noticed a problem (or something I dont understand correctly) in my budget. Here's what i did: imported my last 2 years of transaction from my bank into YNAB and…
- Navy Blue Gazelle
- Navy_Blue_Gazelle.16
- 4 wk ago
- 15 replies
- 291
- MXMOM13 days ago
- Setting Up Your Budget
"You assigned more than you have" from a previous month
I'm getting back on the wagon and had a question. I've been updating transactions via import and all that but kind of ignoring the budgeting part (I know, the whole reason for doing it).…
- That Mike Guy
- Slate_Gray_Violin
- 3 wk ago
- 8 replies
- 135
- Saish Dawg13 days ago
- Using YNAB
Why does YNAB open to last months budget by default?
Hey group, I'm new to YNAB and started middle of Sept. But when log in YNAB opens to Sept budget and not Oct. Not a huge deal, but inquiring minds want to know. What am I missing?
- Pharmer
- Bottle washer
- Salmon_Projector.11
- 2 wk ago
- 2 replies
- 68
- Pharmer2 wk ago
- Using YNAB
- Answered
- Answered
Budgeting previous months when signing up a new account?
Hello, I'm inviting my gf to have her own YNAB account, and was wondering if, after connecting her credit cards and bank accounts, it is possible to go to the expenses of the last 3 months and…
- Aquamarine Router
- Aquamarine_Router.16
- 2 wk ago
- 4 replies
- 68
- MarisaYNAB Support2 wk ago
- Setting Up Your Budget
Monzo to YNAB IFTTT Integration
We're big fans of Monzo here at YNAB! That probably has something to do with Graham, our lead Android developer, being a Monzo customer and telling us about all the neat things Monzo is doing lately.…
- BradyYNAB Team
- Developer
- brady_ynab
- 3 yrs ago
- 32 replies
- 4,403
- 7
- Silver Elk2 wk ago
- API & Integrations
How to Categorize different types of income?
Hey yall, I'm familiar with Everydollar and new to YNAB. I really enjoy categorizing different income amounts, e.g. Husband's main job, Husband's side businesses, my job, and passive income.…
- Purple Hammerhead
- Purple_Hammerhead.13
- 2 wk ago
- 5 replies
- 85
- 1
- satcook2 wk ago
- Setting Up Your Budget
Some questions R/E features / how I use YNAB
I'm not sure if these are feature requests or whether there's an existing way to do this in the current YNAB framework. Here are some things that I would like to do (but don't know how to):…
- Slate Gray Piranha
- Slate_Gray_Piranha.13
- 1 mth ago
- 15 replies
- 231
- Yes I can2 wk ago
- Using YNAB
How do you handle casual expenses payed buy you but shared with friends which need to return their share of the expanse?
Hi all, I'm wondering how do you handle expanses you pay for but also get some "compensation" later on from the people who shared it with you. for example: 1. Dinner with a couple of friends.…
- Magenta Cobra
- Magenta_Cobra.13
- 2 wk ago
- 2 replies
- 44
- Ceeses2 wk ago
- Using YNAB
Advice on prioritizing after debt is gone
Hello everyone! My husband and I have paid off thousands of dollars in credit card debt and a car loan in the last few years and we are now debt free, except for the mortgage.…
- JennLynne
- JennLynne
- 2 wk ago
- 16 replies
- 149
- 2
- JennLynne2 wk ago
- Saving & Investing
Is there any way to get historic data from a specific date?
Mainly, I would like to get total of bank balances on 16th September 2021, for example. The reports seem to just give this just for the 1st of the month. Thanks
- Gold Hail
- Gold_Hail.9
- 2 wk ago
- 6 replies
- 74
- Move Light Sound Life2 wk ago
- Using YNAB
Looking to hire a Personal CFO / Bookkeeper
Hi friends, I'm looking to hire a "Personal CFO" / bookkeeper, because I need someone to help me with my family's personal finances. It's embarrassing for me to admit that, honestly.…
- Orange Song
- Orange_Song.10
- 2 wk ago
- 74
- 2
- Money & Relationships
What do you budget for housing repairs?
Wondering if anyone who lives near a pricy metro area could share how much you budget monthly or have set aside for major repairs, or just your approach to handling unforeseen events.
- Aquamarine Trombone
- Aquamarine_Trombone.8
- 3 wk ago
- 9 replies
- 103
- Aquamarine Trombone2 wk ago
- Setting Up Your Budget
Start of the week - Bug
Can you please implement the correct functionality for start of the week depending upon locale. UK starts the week on a Monday. It's very jarring using an interface where you have to double take…
- berksgr
- berksgr
- 1 mth ago
- 11 replies
- 136
- DexterCat2 wk ago
- Using YNAB
Anyone use Separate "Car Repairs" & "Car Maintenance" Categories?
For the first 1 1/2 years we just used "Car" category and thought it worked fine. A few weeks ago, I read someone's comment that they have a few categories for car including "Car repairs" and "Car…
- Doxie Donna
- Doxiedonna
- 1 mth ago
- 12 replies
- 121
- DexterCat2 wk ago
- Using YNAB
Problem with repeating goals?
Hello! I have been enjoying the new types of goals, and decided to try the new "repeat" feature. But I am running into some behavior that I think may be a bug,…
- Aquamarine Unicorn
- Aquamarine_Unicorn.2
- 10 mths ago
- 43 replies
- 802
- 8
- Superbone2 wk ago
- Using YNAB

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