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Modified View on App for my Wife
My wife has totally bought into the YNAB budgeting we have been using. She is very excited about what is helping us accomplish and learn. However, she is not interested in the day to day details of…
- Aquamarine Tiger
- Aquamarine_Tiger.1
- 2 days ago
- 2 replies
- 36
- Aquamarine Tiger2 days ago
- App Functions
Minimum category balance goal?
TLDR; How do I set a category balance goal that turns amber if I go below that balance (without having to constantly reset the goal date)? — I want buffer out at least a month in every category,…
- Green Cup
- Green_Cup.12
- 2 days ago
- 4 replies
- 39
- Green Cup2 days ago
- Tips & Tricks
Best opening of YNAB ever!
"Bear. Budgets. Battlestar Galactica!" 😂
- Casual Trooper
- Would not punch Baby Yoda
- Orange_Router.3
- 3 days ago
- 1 reply
- 64
- 2
- Superbone3 days ago
- YNAB Wins
Simplii Financial transactions not importing
Simplii Financial user here, and everything was working correctly up until mid-May. Since then, no transactions have been imported into ynab. Has something changed, and can this be addressed? Thanks!…
- Tan Octopus
- Tan_Octopus.3
- 3 days ago
- 1 reply
- 20
- MatthewYNAB Support3 days ago
- API & Integrations
How do you add expenses in your budget?
I got my budget together. but then, how do I add expenses? Like if a bill is paid or I spent money on groceries? where do I enter that information? also. I started with balances on the bank accounts.…
- Purple Boa
- Purple_Boa.6
- 4 days ago
- 2 replies
- 62
- MatthewYNAB Support3 days ago
- Managing Debt
Tangerine Bank Error and Broken Contact Form
Hi! So, I'm having issues linking my Tangerine bank account to my YNAB account. I went through the whole log in/verification via Plaid process and received a message saying that I had connected…
- Medira
- medira
- 2 wk ago
- 1 reply
- 24
- FanessYNAB Support2 wk ago
- Accounts & Transactions
YNAB added my savings to my checking balance
YNAB added my savings to my checking balance with no transaction noted. I've been trying to find over $1100 dollars; then realized when I added my savings and checking it was a perfect match.…
- Not1Lost
- Good News
- Khaki_Drill.4
- 3 days ago
- 19 replies
- 53
- Not1Lost3 days ago
- Accounts & Transactions
Adjust months?
I get paid on the same day each month, 23rd, and that’s the point I want to be able to budget. I’m finding the cross over of the month is confusing, is there a way to make YNAB treat the 23rd of the…
- Slate Gray Pony
- Slate_Gray_Pony.12
- 5 days ago
- 7 replies
- 109
- Slate Gray Pony3 days ago
- Getting Started
Promotional Cash Incentive Made My Credit Card Balance Positive
I paid off my credit card in full and then my promotional cash incentive hit statement at the end of the month. So now my credit card in the budget section shows a positive balance and my credit…
- Sky Blue Horse
- Sky_Blue_Horse.8
- 3 days ago
- 1 reply
- 26
- Move Light Sound Life3 days ago
- Credit Cards
- Answered
- Answered
How would you factor a partner's savings into your budget?
Sorry for the clunky title, I really wasn't sure how to express this succinctly. This is a minor little thing (I think), but thought I'd ask y'all how you might handle this scenario.…
- EP
- Substitute Teacher
- Epphonehome
- 4 days ago
- 6 replies
- 63
- EP3 days ago
- Method & Budgeting
I messed up and now I need help!
Team YNAB'ers - I made a purchase ($421) on my cc in May. I recorded the transaction under the credit card name and selected "Unexpected Expenses" category.…
- Aquamarine Saxophone
- Aquamarine_Saxophone.10
- 3 days ago
- 2 replies
- 45
- dakinemaui3 days ago
- Credit Cards
To be Budgeted greater in previous month than in current one.
Hello, I've been using YNAB for a year now and I've ran into some peculiar thing. It's June 1st now and I have budgeted all the money I have into current month so the big number up top reads 0.…
- Ceeresnev
- Purple_Rhythm.6
- 3 days ago
- 4 replies
- 43
- Ceeresnev3 days ago
- Accounts & Transactions
- Answered
- Answered
Create a fixed budget
Hello everyone, is there a way to create a fixed budgeted amount? For example if i spend 100€ on a category each month, i dont want to set the budget for every month,…
- Kevin Holtkamp
- Silver_Stallion.10
- 3 days ago
- 1 reply
- 60
- dakinemaui3 days ago
- Method & Budgeting
2020: The Official YNAB Savings Challenge
New year, new goals! Welcome to the official YNAB savings challenge of 2020! Everyone is welcome to join in on this challenge, regardless of the size of your goal or the date you get started.…
- Veronica
- Support Manager
- Veronica_ynab
- 5 mths ago
- 273 replies
- 2,849
- 28
- Madkat-Z3 days ago
- Community Challenges
- NicoleYNAB Support
- nicole_ynab
- 3 mths ago
- 1
- 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.
transferring from YNAB classic to paid YNAB (or free one month)
I've had YNAB classic for about five years. How do I get that info to transfer to the current YNAB?
- Steel Blue Trombone
- Steel_Blue_Trombone.14
- 5 days ago
- 1 reply
- 45
- FanessYNAB Support4 days ago
- App Functions
YNAB doesn't carry forward negative balances and this screws up everything
I've been using YNAB since their version 4 Desktop App days, and quite frankly the Desktop App is still my favorite. I have an almost constant problem with the web app version because it will not…
- Brandon
- theBrandler
- 1 yr ago
- 406 replies
- 6,245
- 36
- dakinemaui4 days ago
- App Functions
Starting to invest
Happily about to hit a nice threshold in our savings account, $20k. Now that I've made it this far, it is time to put that money to work. Risk wise, this is our emergency fund so what ever we invest…
- Spring Green Lobster
- Spring_Green_Lobster.8
- 5 days ago
- 20 replies
- 121
- Festive Healer4 days ago
- Investing & Retirement
Connection Issues Continue...
I know YNAB cannot troubleshoot connection issues through the forum, but I'm not getting help through email or the useless connection issues form. Connection to Navy Federal Credit Union has been…
- HTR
- Htr
- 5 days ago
- 4 replies
- 54
- 1
- FanessYNAB Support4 days ago
- Accounts & Transactions
Budget Using Only One Month's Income
Having used YNAB 4's "Income for this month" and "Income for next month", I feel like I'm at a loss since moving to nYNAB. I get paid on the 15th and 30th so in YNAB 4,…
- Wei
- weizilla
- 2 yrs ago
- 250 replies
- 14,754
- 37
- Superbone4 days ago
- Method & Budgeting
- Answered
- Answered
Bank of America is Bank of no connectivity
Is there a known issue with Bank of America? Is shows the triangle saying I need to reconnect but when I try to reconnect Plaid keeps telling me my credentials are bogus.…
- MorethanaConqueror
- Sky_Blue_Inspector.6
- 5 days ago
- 1 reply
- 21
- FanessYNAB Support4 days ago
- Community Challenges
Cheap but Decent Phone Plans
I'm looking to switch from ATT to a cheaper phone carrier. Does anyone have any suggestions or experience? I have looked into Mint Mobile the most. But I'm just not sure if I will like going from an…
- Peripherie
- Tomato_Captain.11
- 4 wk ago
- 67 replies
- 359
- 1
- Superbone4 days ago
- Tips & Tricks
Overspent this month, but money is available next month
So, I have money budgeted for groceries next month, but I happened to go over my budgeted amount for this month. My question is, why doesn’t YNAB either pull the overspent amount from next month’s…
- Simon
- Creative Developer
- Turquoise_Falafel
- 4 days ago
- 5 replies
- 72
- Superbone4 days ago
- Method & Budgeting
- Answered
- Answered
Net worth progress gone :(
YNAB just had me "update" my student loan accounts with FedLoan. Now it is treating the loans as if they were brand new so all of the progress I've made toward paying them off and increasing my net…
- Slate Gray General
- Slate_Gray_General.9
- 4 days ago
- 5 replies
- 61
- dakinemaui4 days ago
- Accounts & Transactions
- Answered
- Answered
Creating only savings budget for my friend
Hi everyone, I'm living together with my best friend and her wife and I would really like her to dip her toes into budgeting. However she has a hard time sticking to things if things move too fast…
- Peter
- Professional Designer, Web Developer
- lasty
- 4 days ago
- 2 replies
- 44
- Powder Blue Pony4 days ago
- Tips & Tricks
Checking Transactions Reflecting as Credit Transactions
Randomly when I manually enter transactions into my checking account, it reflects on my budget as a credit transaction for one of my credit cards. The only way I've found to fix it is to create a…
- Coral Lion
- Coral_Lion.8
- 4 days ago
- 1 reply
- 17
- dakinemaui4 days ago
- Credit Cards

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