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Here's a Spreadsheet to Audit Your "Subscriptions" Category
Like I assume many of you do, I have a category that combines a number of payments for annual subscriptions, all which come out at various times during the year.…
- ukimagic209
- ukimagic209
- 12 days ago
- 31 replies
- 248
- 5
- ukimagic2096 days ago
- Using YNAB
Chime credit builder
Hi, I’m using a chime credit builder card to assist with my credit. I’ve tried adding the account as a credit card, although it appear that isn’t the best option here.…
- Gray Gazelle
- Gray_Gazelle.7
- 1 yr ago
- 37 replies
- 7,545
- Slate Gray Sound6 days ago
- Credit Cards & Debt
Linked / Not Linked Indicator
Does anyone else think it would be nice to have a linked vs not-linked indicator under the account transaction pages? YNAB was getting confused with a series of 10$ transactions from Dunkin' Donuts…
- Lavender Sidewinder
- Lavender_Sidewinder.9
- 8 days ago
- 4 replies
- 73
- 1
- Lavender Sidewinder6 days ago
- Using YNAB
New integration to manage foreign currency accounts
I've made a YNAB integration that automates the approach I've been using for managing multiple foreign currency accounts in a single budget. You can try it at fca4ynab.borsboom.io .…
- Emanuel Borsboom
- borsboom
- 8 mths ago
- 25 replies
- 455
- 5
- Silver Major6 days ago
- API & Integrations
YNAB + undebt.it Users Community
Welcome! Welcome to a place where folks that are using both nYNAB and undebt.it can share our experiences, wins, and questions, and folks interested in using YNAB and undebt.…
- Krys
- I like bacon and sarcasm
- Krys
- 1 yr ago
- 40 replies
- 774
- 8
- Krys6 days ago
- Dealing with Debt
Debt free just in time for 2021 - YNAB saved our financial life
I just want to post how happy I am about YNAB and figuring it out in 2019. We got about 13000 euros of debt to zero on December 2020. So now this will be first full year without debt and with kinda…
- Roni Laukkarinen
- CTO, Entrepreneur, Blogger, Coder
- rolle
- 13 days ago
- 4 replies
- 110
- 9
- Purple Foal7 days ago
- YNAB Wins
Can't unapprove or uncategorize or edit transaction without approving???
YNAB has a special high priority workflow for things that are unapproved and/or uncategorized. I love it, it helps put things in my face that I need to deal with and work on.…
- Pink Drum
- Pink_Drum.15
- 7 days ago
- 7 replies
- 81
- dakinemaui7 days ago
- Using YNAB
Deleting a Category
Can I simply delete a category when I no longer need it? In my case I no longer want to have an emergency fund - but I seem to remember trying to delete a category before and finding it threw off…
- Powder Blue Trumpet (431519b6bd2d)
- Powder_Blue_Trumpet_431
- 2 yrs ago
- 23 replies
- 3,020
- Powder Blue Trumpet (431519b6bd2d)7 days ago
- Using YNAB
- Answered
- Answered
Pay card off in full the next month
My card gets paid off in full on the 2nd of the following month. So for example all spending in January gets paid on Feb 2nd. What's the best way to handle this in YNAB? Thanks!
- Slate Gray Flute
- Slate_Gray_Flute.11
- 7 days ago
- 2 replies
- 94
- dakinemaui7 days ago
- Credit Cards & Debt
Searching for an amount in all accounts and....
Good morning all, Quick question I am probably overlooking it but how do I search for an amount in all accounts? I get a check about every 2 weeks for a side job. the amount is always the same $150.…
- tgpratt
- Overworked CFO of the family
- Salmon_Filly.4
- 7 days ago
- 3 replies
- 35
- dakinemaui7 days ago
- Using YNAB
USAA auto syncing
Since I use USAA's CyberCode Text for login, and since all members of USAA will be moving to MFA in the near future, can we have the option to turn off auto-syncing?…
- Magenta Hammer
- Magenta_Hammer.4
- 1 mth ago
- 13 replies
- 118
- 3
- Pink Drum7 days ago
- Using YNAB
New Year Plan: Fresh Start? Or Just Continue On W/ Current Budget
I started YNAB Jan 1st, 2020, have used it successfully throughout this year, and plan to continue using it in 2021. So...what's your view on the best approach:…
- WhoMovedMyCheese
- WhoMovedMyCheese
- 2 wk ago
- 15 replies
- 249
- Von Pow7 days ago
- Using YNAB
Great Lakes Asking for Pin Answer?
Hi, I am trying to sync YNAB with my student loans which are through "My Great Lakes". The bank is available to sync, however, after I put in my ID and PW, it asks me to answer my PIN question.…
- Phil1121
- Aquamarine_Packet.13
- 7 days ago
- 1 reply
- 54
- RachelYNAB Support7 days ago
- Using YNAB
Lost Upstart Support?
Is Upstart no longer a supported institution on YNAB? I have been trying to connect to my Upstart the last couple of days to no avail and now it doesn't even show up in the "Linked Accounts" search…
- Stuart
- stuart_h
- 8 days ago
- 1 reply
- 63
- RachelYNAB Support7 days ago
- Setting Up Your Budget
Budgeted and Activity columns?
I am having some trouble setting up my budget. The "Budgeted" and "Activity" columns are really messing with my brain - I can't seem to get them to line up the way I want.…
- Pink Commander
- Pink_Commander.12
- 7 days ago
- 4 replies
- 56
- dakinemaui7 days ago
- Setting Up Your Budget
Robo-Advisors: Betterment vs. SoFi
Hello! Before reading Jesse's Invest like a Pro , I knew nothing about investing. Now - after noodling on his advice - I feel ready and excited to invest some savings in a Roth IRA.…
- Sea Green Octopus
- Sea_Green_Octopus.10
- 8 days ago
- 8 replies
- 97
- Superbone7 days ago
- Saving & Investing
Savings Goals vs. Spending Goals
I have categories where I want to allocate a certain amount each month (regardless of the balance), but also be able to spend from it without having to add in additional funding for the month.…
- Erica
- EricaM
- 10 days ago
- 4 replies
- 89
- Bruce7 days ago
- Using YNAB
How much spent at a specific vendor
Is there a way to see how much money I spent at a specific vendor over a certain time period? The vendor in question is amazon . . . my spending there is in lots of different categories so it's not…
- Ivory Storm
- Ivory_Storm.3
- 9 days ago
- 4 replies
- 76
- Erica7 days ago
- Using YNAB
Wrong email
After a successful free trial, I accidentally purchased my YNAB subscription under the wrong email address! Is there anyway to capture all that budgeting work from the previous email address/account…
- OrdinaryJoe
- DJ
- OrdinaryJoe
- 8 mths ago
- 2 replies
- 95
- Orange Wrench7 days ago
- Tips & Tricks
Northpoint Bank all in one checking/HELOC
I have an all in one HELOC as my 1st mortgage with Northpointe Bank. I am trying to figure out hoe to use YNAB with it. The way YNAB downloads the transactions and how NPB records them is making it…
- David Ebert
- davidebert
- 11 mths ago
- 3 replies
- 110
- Forest Green Tiger7 days ago
- Dealing with Debt
Goals for everything??
Hello, I am new to YNAB and trying to set up my budget. I am getting a little confused. I understand the 4 rules however when adding money to a category for the first time is got me stumped.…
- Powder Blue Leopard
- Powder_Blue_Leopard.17
- 8 days ago
- 6 replies
- 97
- Powder Blue Leopard7 days ago
- Setting Up Your Budget
Why is the default for transactions 'uncleared'?
@Dan (actually at anyone, but this was going to be an answer to Dan in a different forum and I realised I should put it here) I had a very confusing series of problems with transactions not matching…
- lindsay_g
- Beige_Banjo.3
- 2 yrs ago
- 56 replies
- 2,556
- 1
- dakinemaui8 days ago
- Using YNAB
Finding a positive balance in many hidden categories
I've been running my same budget for a long time and I hide categories I'm done with so there are a large number of them. One has crept in with a small positive balance that I'd like to find and…
- Macnai
- macnai
- 11 days ago
- 6 replies
- 111
- Macnai8 days ago
- Using YNAB
- Answered
- Answered
Cleared Transactions - Confusing!
Every time I import transactions from my banking accounts to YNAB they import as already cleared--obviously they have cleared if they imported. However,…
- Navy Blue Mare
- Navy_Blue_Mare
- 1 yr ago
- 13 replies
- 631
- Spring Green Hail8 days ago
- Using YNAB
Pending Transactions
Hello, I was waiting for Pending Transactions to roll out but just read it should be rolled out to everyone by now. Is it available for manual entry in the web app? My bank does not sync,…
- Rebecca
- meeulk
- 8 days ago
- 1 reply
- 37
- Bruce8 days ago
- Using YNAB

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