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Chase CC not importing.
My transactions on my chase account are not importing. its been over a week now and it still wont link properly. I remember seeing a pop up from YNAB when I logged in discussing something about…
- Cornflower Blue Cheetah
- Cornflower_Blue_Cheetah.10
- 10 days ago
- 1 reply
- 12
- MatthewYNAB Support10 days ago
- Using YNAB
Linked accounts no longer importing
We have been using YNAB for a couple of years. My spouse and I both have the mobile app as well. Starting a few months ago our linked accounts no longer download new transactions automatically.…
- Gray Major
- Gray_Major.8
- 10 days ago
- 2 replies
- 41
- MatthewYNAB Support10 days ago
- Using YNAB
Shared Bills Question
I share a phone bill with a friend. We took advantage of a family plan with sprint to save some money. The bill is in my name and comes to me and the full amount is charged to my credit card each…
- Pink Octopus
- Pink_Octopus.6
- 11 days ago
- 4 replies
- 44
- Steel Blue Falafel10 days ago
- Using YNAB
Noob - Account and Available Balance
Hello, i'm in Day 26 of my 34 day free trial, and age of money is 25 days (woot!). So as its end of the month, this is what I've done: 1. I've budgeted my March payroll (received 21 of every month)…
- Navy Blue Pegasus
- Navy_Blue_Pegasus.11
- 11 days ago
- 2 replies
- 74
- Navy Blue Pegasus10 days ago
- Setting Up Your Budget
- Answered
- Answered
End of the Month Question
We are a month ahead in our budget. My categories always have carryover or are at 0. Towards the end of the month, I move things around to make sure it is balanced.…
- Cadet Blue Moose
- Be yourself; all others are taken
- Cadet_Blue_Moose.3
- 13 days ago
- 10 replies
- 198
- Cadet Blue Moose10 days ago
- Using YNAB
On-budget or off-budget Savings account
Hey guys I’m torn between using an on-budget account vs an odd-budget savings. It seems like an on-budget savings account isn’t more time consuming and more potential for errors.…
- Purple Vacuum
- Purple_Vacuum.2
- 2 yrs ago
- 45 replies
- 2,742
- Superbone10 days ago
- Setting Up Your Budget
- Answered
- Answered
Export Transactions into a csv File
Is there a way to export transactions by a filter? I can make a report and export that, but it just lists the total budgeted, not the individual transactions.
- John Herman
- Bassman
- 2 yrs ago
- 40 replies
- 3,029
- 12
- StephenBrown210 days ago
- Using YNAB
- Answered
- Answered
Can I undo a release update?
I ran the latest release update and now all my budgets have been renamed as 'Open Unassigned'. This is made worse by the fact that the order isn't fixed.…
- monkeyhanger
- No animals were harmed
- monkeyhanger.1
- 11 days ago
- 4 replies
- 101
- 2
- monkeyhanger11 days ago
- API & Integrations
- jenmas
- jenmas
- 11 days ago
- 3
- Reported - view
If you go to Open budget (below the list of Open Unassigned) it will take you to a list of all your budgets. Ultimately it should resolve itself when the Toolkit folks get a chance to update (the…
Looking at Next Month
I get paid on the 28th and my phone bill comes out the 29th. So for this month, I have already paid for April, when I go to April I cant get it to turn green without it doubling the money amount in…
- Ivory Wizard
- Ivory_Wizard.10
- 13 days ago
- 16 replies
- 203
- WordTenor11 days ago
- Using YNAB
Where's my Quick Budget spending goal?
Am I blind or is the button for quick budgeting my spending goal gone? The category sidebar has gotten extremely cluttered with recent updates and I wish at this point we could reorganize it into…
- Annieland
- I was told there would be no math.
- Annieland
- 13 days ago
- 35 replies
- 283
- MatthewYNAB Support11 days ago
- Using YNAB
- Answered
- Answered
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 12 days ago
- Reported - view
Hey @Annieland ! Yes, there are changes to Quick Budget , including new bells & whistles for Underfunded. The Goal Target option is now a part of Underfunded,…
USAA no longer supported by YNAB
I haven't had any transactions imported since March 18th. That's a bummer because USAA was my main account.
- Cornflower Blue Mare
- Cornflower_Blue_Mare.5
- 11 days ago
- 2 replies
- 60
- MatthewYNAB Support11 days ago
- Using YNAB
- Answered
- Answered
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
- 3 mths ago
- 5 replies
- 210
- 10
- Roni Laukkarinen11 days ago
- YNAB Wins
Coming Soon: Money Moves!🕺
Moving money is the secret sauce of YNAB and core to Rule Three: Roll With The Punches. We want to make it easier to learn from those moves and easier to communicate with a partner about those moves…
- RachelYNAB Support
- (YNAB Support)
- rachelh_ynab
- 3 wk ago
- 18 replies
- 574
- 17
- Herman11 days ago
- Announcements
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 11 days ago
- Reported - view
Money Moves is available to all! 🎉 Having a trail of the money movements in your budget has been a long-time request of YNABers. See what all the excitement is about in our recent blog post .…
How to not have money rollover each month
Hi here! Does anyone know how to not have money rollover each new month in categories where you did not spend the budgeted amount from the previous month? For some reason,…
- EwelinaOlechowska
- Cyan_Hammer.7
- 5 mths ago
- 13 replies
- 305
- Vibrant12 days ago
- Setting Up Your Budget
Scheduled Transactions are missing
All of the scheduled transactions for one of my credit cards have disappeared. I'm freaking out b/c I need to know these.
- Flower Power
- Hot_Pink_Mill.4
- 13 days ago
- 4 replies
- 77
- Flower Power12 days ago
- Using YNAB
Stopped Tracking for a few months...best advice-catch up or start fresh?
I did a fresh start in January after not tracking anything for 2020. I adjusted all my categories, entered all my fixed expenses vs. variable expenses in January and then haven't used it again for…
- Hot Pink Keyboard
- Hot_Pink_Keyboard.15
- 13 days ago
- 5 replies
- 47
- Annieland12 days ago
- Using YNAB
How to automatically create transactions using Tasker, AutoWeb and YNAB.
This post should help get you started on creating transactions using Tasker on your Android phone. I will do my best to help if you get stuck! It is a long post because of the size of the…
- rownie23
- Slate_Gray_Panther.7
- 1 yr ago
- 78 replies
- 1,404
- 4
- rownie2312 days ago
- API & Integrations
My 'total available' does not' match total moneys
i have a discrepancy of -$131.45 between my budget's total available and the actual cash in my two accounts. I have an offset account and a discretionary spending account.…
- omyeah
- Forest_Green_Pony.13
- 13 days ago
- 2 replies
- 73
- DelaYNAB Support13 days ago
- Using YNAB
I feel like I have too many categories -- help!
I'm just entering my second month of using YNAB. I've watched a ton of videos from YNAB itself and fellow users, but I feel like I can't get a handle on my categories.…
- Pineapple Gal
- Goal-Getter
- Orchid_Wrench.11
- 3 wk ago
- 23 replies
- 477
- Nicellla12 days ago
- Tips & Tricks
How to set up certain categories?
I have some questions about setting up categories/goals (and this may be partly due to having not been using YNAB long enough for a new month roll over).…
- Fuzzball Meows
- fuzzballmeows
- 13 days ago
- 9 replies
- 93
- Move Light Sound Life12 days ago
- Using YNAB
RBC Import
Hello, I am attempting to link my Royal Bank of Canada accounts to YNAB but every time I try it says my username or password are incorrect. I tried earlier today and again this afternoon and still…
- anmeij
- Orange_Wildcat.15
- 6 mths ago
- 62 replies
- 562
- 4
- DelaYNAB Support12 days ago
- Using YNAB
- NicoleYNAB Support
- Support Manager
- nicole_ynab
- 6 mths ago
- Reported - view
Hi @anmeij @Boffyflow @Violet Banjo ! When a bank makes changes to their platform, the integration may need to be updated as well to restore the connection.…
Going from unlinked to linked accounts
We started using YNAB in January and set up our accounts as unlinked and manually added everything in. Since we had never used a budgeting platform and not sure if we would find it useful long term,…
- Orchid Robot
- Orchid_Robot.14
- 13 days ago
- 3 replies
- 62
- DelaYNAB Support12 days ago
- Setting Up Your Budget
Ongoing Issues with Delayed Accounts
Is there anyone from YNAB that can comment on the ongoing issues with delayed accounts? I've sent an inquiry over to support regarding one account that tried to un-link/re-link to resolve the issue,…
- Bill A
- Steel_Blue_Tiger.4
- 13 days ago
- 1 reply
- 38
- 2
- DelaYNAB Support12 days ago
- API & Integrations
Update on Direct Import in the UK and EU
Hey everyone—but especially our customers over in Europe. I want to give you an update on UK and EU Direct Import. To put it as plainly as possible, the process is underway.…
- Hannah M-M
- Product Manager
- hannahmm_ynab
- 1 mth ago
- 35 replies
- 881
- 25
- Clippy13 days ago
- Announcements
Getting a month ahead and parking the money
I am working to get a month ahead - once you achieve this, what do you do with those extra funds that are waiting around? I am thinking of “parking” them in a money market account,…
- Louise
- Beige_Case.14
- 2 wk ago
- 17 replies
- 201
- Annieland13 days ago
- Using YNAB

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