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Bulk editing - change payee and categorizing split transactions
I love the ability to bulk categorize transactions, as well as edit flags and memos in bulk. I would really love to see that ability extended to bulk editing payees,…
- Jake Smolowe
- TheWildJacko
- 11 days ago
- 2 replies
- 26
- 1
- Jake Smolowe11 days ago
- Using YNAB
STCU Account won't link
Our STCU bank account has not been able to link for quite a long time now. I've been having to download our transaction history and then upload it to YNAB.…
- Maroon Door
- Maroon_Door.10
- 11 days ago
- 1 reply
- 6
- MarisaYNAB Support11 days ago
- Using YNAB
Is $800/month too little to get 1 month ahead?
Hi YNABers. I just started using YNAB and I’m in college working part time. I was wondering if $800 a month is too small to be able to get one month ahead?…
- Brianna
- Salmon_Unicorn.13
- 11 days ago
- 13 replies
- 142
- MadDog11 days ago
- Using YNAB
Fixing my balance without wrecking the budget...
Hi my wife and I have been using YNAB since last Sept. and it's been great. We are pretty good about making a budget (though we need to work on sticking to it) and putting in all our expenses,…
- Yoni U
- Beige_Battery.9
- 12 days ago
- 6 replies
- 100
- MarisaYNAB Support11 days ago
- Using YNAB
Still no Bank of America Connection
When will Bank of America connectivity be restored? This has been unable to connect for days now. The status page says that there may be delays still, but when I try to restore my connection it just…
- Green Piano
- Green_Piano.15
- 8 mths ago
- 26 replies
- 510
- 4
- RachelYNAB Support11 days ago
- Using YNAB
- Answered
- Answered
Forum Glossary
This handy guide will help you navigate the terms you’ll find often in our community—with links to additional resources. Our full YNAB Glossary lives in our Help Docs! As of July 2021,…
- 11 days ago
- 15
- Community Guide & FAQ
2021 Age Of Money Challenge
Who's glad 2020 is over? I know I am, and to start off the new year great I've continued a long tradition of the AoM challenge! RULES---- Choose a day every month that you will post your AOM to the…
- Brandon Thomas
- Technology & Innovation Manager
- btlex7
- 5 mths ago
- 82 replies
- 884
- 12
- Brianna11 days ago
- Join A Challenge
Did Pacing stop working?
Did the latest update stop the toolkit pacing from working?
- Forest Green Commander
- Forest_Green_Commander.19
- 2 wk ago
- 1 reply
- 87
- DelaYNAB Support2 wk ago
- Using YNAB
Bulk apply payee on transactions
Hi, I've noticed that I can bulk apply a category to all transactions, but I cannot bulk apply a payee. When will this feature be available? Thanks
- Jeffrey Hunt
- Purple_Battery.1
- 2 yrs ago
- 12 replies
- 760
- 2
- ba. trand11 days ago
- Using YNAB
Alliant Plaid Connection
Does anyone happen to know if the Alliant Plaid connection is now good and healthy?
- Navy Blue Door
- Navy_Blue_Door.9
- 4 mths ago
- 4 replies
- 142
- DelaYNAB Support12 days ago
- Using YNAB
Please help ....
So, im currently up in the deep water of debt, not to include my mortgage and car payment. I have started a debt payment plan but that didnt take in account the two more credit cards,…
- Pat1987
- Military
- pat_that_guy_87
- 2 wk ago
- 6 replies
- 152
- Dog House12 days ago
- Dealing with Debt
Restarting YNAB after 5 month hiatus. How do I fix my "To be budgeted" which is too high?
I've already reconciled all my accounts so that they match with my online bank accounts. However, my "To be budgeted" is showing I have $19,000 to be budgeted, which is not true.…
- Slate Gray Cello
- Slate_Gray_Cello.14
- 12 days ago
- 1 reply
- 57
- Fuzzball Meows12 days ago
- Setting Up Your Budget
Incredibly confusing
I have done 2 online workshops and I'm still hopelessly confused about how to set up the budget and update my balance. This is such a complicated program,…
- Cadet Blue Python
- Cadet_Blue_Python.4
- 2 yrs ago
- 16 replies
- 1,106
- 6
- Fuzzball Meows12 days ago
- Setting Up Your Budget
Spending by Date Goals not working
So I set a yearly spending goal of $1000 to be ready to spend for November 1, 2020 and then to have it REPEAT. However, when I take the money out to pay the bill and then start saving for it again…
- Fancy Fingers
- Alice_Blue_Welder.4
- 5 mths ago
- 9 replies
- 204
- 1
- Superbone12 days ago
- Setting Up Your Budget
Changing Google Account
My trial is set to my personal Google account. Is it possible to switch my login to another Google account without starting over?
- Cadet Blue Pilot
- Cadet_Blue_Pilot.13
- 13 days ago
- 1 reply
- 31
- DelaYNAB Support12 days ago
- Using YNAB
Anyone else with PLAID issues?
I cannot get my transactions to import... been 3 weeks now. No help, even AFTER contacting for assistance. I don't want to leave, but have been looking at alternatives.…
- Tan Inspector
- Tan_Inspector.7
- 13 days ago
- 1 reply
- 47
- DelaYNAB Support12 days ago
- API & Integrations
Is America First Credit Union still supported?
I have been using YNAB linked to America First Credit Union for almost a year now. For the last month I have the message that my account is still linked but transaction are delayed.…
- Steel Blue Tiger
- Steel_Blue_Tiger.18
- 13 days ago
- 1 reply
- 21
- 1
- DelaYNAB Support12 days ago
- Using YNAB
Can I import a budget from one YNAB account to another?
Hi folks, A few weeks ago, my wife created her own YNAB budget, and shortly after encouraged me to do the same. So I started a trial account and have it complete.…
- wsalopek
- Gold_Koala.14
- 1 yr ago
- 11 replies
- 771
- 2
- DelaYNAB Support12 days ago
- Using YNAB
- FanessYNAB Team
- Faness_YNAB
- 1 yr ago
- Reported - view
Hi @wsalopek and @JR5445 ! I wish I had better news, but currently, there isn't a way to transfer budgets between YNAB accounts. You can export your transactions and budget in CSV format and then…
A (planned) year off work!
Thanks to YNAB, I've just budgeted for the next year from savings, giving me confidence that I can safely take a career break! Whilst I enjoy my job, and I work for a great company,…
- gemlad
- Orange_Violin.4
- 2 wk ago
- 6 replies
- 114
- 5
- Ivory Storm13 days ago
- YNAB Wins
Credit Card Overpayment
Having an issue with one of our credit cards. This store card is only used for clothing at a particular store. We have never spent more $ than budgeted for clothing in one month or have ever gone…
- Doug
- sailcamp
- 2 wk ago
- 5 replies
- 56
- Doug13 days ago
- Credit Cards & Debt
Alcohol Budget
Does anyone feel comfortable sharing with me what you spend on alcohol monthly? My husband and I are trying to figure out what is a reasonable amount. I realize this will vary for everyone based on…
- Maroon Python
- Maroon_Python.8
- 1 yr ago
- 21 replies
- 782
- KBR195713 days ago
- Fun Money
Does YNAB still support BMO?
I haven't been able to link my credit card to my BMO account - does anyone know if this is still supported? Thanks
- Blue Router
- Blue_Router.4
- 2 wk ago
- 1 reply
- 28
- Superbone13 days ago
- Credit Cards & Debt
Setting your salary for your business
What is the best way to go about setting your salary for your small business? I've seen some suggestions to create a set weekly/biweekly amount. That works great unless your business is seasonal or…
- Persephone's Mom
- Persephones_mom
- 1 mth ago
- 13 replies
- 117
- 1
- Persephone's Mom13 days ago
- Small Business
Carrying Credit Card Debt | Interest Handling (Again)
After watching an official YNAB YouTube video today where #3 was performed, it made me revisit how I'm handling this. Just curious in 2021 how you all are dealing with CC interest when you can't yet…
- Chappy
- Architectural Designer
- Chappyeight
- 2 wk ago
- 7 replies
- 67
- Move Light Sound Life2 wk ago
- Credit Cards & Debt
Still a little confused
I have had YNAB for years now and keep starting over. I have a budget in excel, but would like to use YNAB. I have a roommate that pays bills and the money he pays, I put into savings.…
- Blue Piano
- Blue_Piano.14
- 2 wk ago
- 5 replies
- 142
- Move Light Sound Life2 wk ago
- Setting Up Your Budget

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