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Flagging both sides of a transfer?
Is there an easy way to flag both sides of a transfer the same color when you enter the transactions? I add a color when I enter it, but then i need to go in and find it in the other account and…
- RocketBran
- rocketbran
- 9 days ago
- 2 replies
- 57
- RachelYNAB Support8 days ago
- Using YNAB
Using "Stuff I Forgot to Budget For" with Spending Goals?
Hello there! I'm a very happy YNAB user for a few years now, but I never really bothered using the "Stuff I Forgot to Budget For" category. After a few frustrating months of—well,…
- Chuck
- clpthree
- 7 mths ago
- 22 replies
- 368
- dakinemaui8 days ago
- Setting Up Your Budget
Moving tracking funds to budget
Recently new user here, finding YNAB very helpful. I have a question about how to handle tracking account funds when you need to move them to the budget.…
- Drawn and Quartered
- drawn_and_quartered
- 8 days ago
- 4 replies
- 36
- dakinemaui8 days ago
- Using YNAB
- Answered
- Answered
YNAB method mind shift
I'm not too sure what category to put this under. I'm looking for help with the YNAB method, not the 4 rules and their definitions so much. More I've been using YNAB for years,…
- Silver Robot
- Silver_Robot
- 10 days ago
- 35 replies
- 339
- Bruce8 days ago
- Tips & Tricks
The Official 2020 Debt Smackdown
Welcome to the Official* 2020 Debt Smackdown! Happy new year everyone! That's right, we're back for 2020. Last year we saw about 310 of us brutally destroy about $3 million in debt. Wow. Right.…
- BritishMuseum
- BritishMuseum
- 1 yr ago
- 3,745 replies
- 13,681
- 122
- farfromtheusual8 days ago
- Join A Challenge
- BritishMuseum
- BritishMuseum
- 10 mths ago
- 17
- Reported - view
Hey Everyone! Since the sheet is so huge now I wanted to share a top tip to quickly find your row - if you bookmark the link somewhere in your browser,…
API endpoint that exports a budget CSV file?
I was wondering if anyone would find value in an API endpoint that mirrors the functionality of "My Budget -> Export Budget"? I was thinking it could be something like the following:…
- Cadet Blue Clarinet
- Cadet_Blue_Clarinet.9
- 1 mth ago
- 2 replies
- 86
- 1
- Wessel8 days ago
- API & Integrations
How to separate imported transactions from bank
So for a year I was manually putting in everything. This year I want to try linking YNAB with my bank. My question is how you all deal with transactions that go into multiple categories?…
- Ben Schinkel
- Forest_Green_Panther.16
- 8 days ago
- 2 replies
- 35
- Ben Schinkel8 days ago
- Using YNAB
Money Rollover Question
For Dec 2020, I have $905.40 To Be Budgeted. In Jan 2021, I have $0.00. My Overspent in December is $30.53. I thought whatever is over spent ($30.53) needed to match what is reduced from the…
- Beige Moose
- Beige_Moose.6
- 9 days ago
- 2 replies
- 85
- dakinemaui8 days ago
- Dealing with Debt
Moving a line item to a different category
I think this is probably way more simple than I am making it. Is there a way to drag a line item into a different category? We are reworking our budget so it makes more sense,…
- Cadet Blue Moose
- Be yourself; all others are taken
- Cadet_Blue_Moose.3
- 5 mths ago
- 10 replies
- 172
- dakinemaui8 days ago
- Setting Up Your Budget
CashApp
I've been using my CashApp for risky overseas purchases and also have one for buisness purchases. Has anyone successfully attached one of these accounts to YNAB?
- Silver Ink
- Silver_Ink
- 8 mths ago
- 5 replies
- 214
- 2
- kgist8 days ago
- Using YNAB
Separating Business from Personal Budget
I searched for an answer but couldn't seem to find what I need. I started YNAB with my business and personal combined, but it's getting hard for me to see what's actually where.…
- Duschinka
- duschinka
- 4 wk ago
- 8 replies
- 145
- 1
- PhysicsGal2 wk ago
- Small Business
I want to start a Monthly Savings Goal but with a $300 starting amount
I want to start a monthly savings goal for vet emergencies. I already have $300 to add to it, and want to add $50 per month. I added $300 to the budgeted column,…
- Purple Deer
- Purple_Deer.6
- 9 days ago
- 3 replies
- 60
- dakinemaui9 days ago
- Setting Up Your Budget
I never use Payee - am I missing out on anything??
Been using YNAB for almost two years now and I have never used the Payee functionality. Whenever I make a transfer - say from my "To Be Budgeted" associated with my Checking account to my Savings…
- RyanB
- Budget Nerd
- seahag
- 2 wk ago
- 3 replies
- 132
- DelaYNAB Support9 days ago
- Using YNAB
How YNAB changed my life.
This is the first of the year, and I rarely ever post, but I want to start off the year by celebrating accomplishments and encouraging others. I started using YNAB in February of 2016, when I was 38.…
- Fribur
- Fribur
- 12 days ago
- 1 reply
- 88
- 10
- Navy Blue Tape9 days ago
- YNAB Wins
To Be budgeted
When I add money into my checking account, I use add transactions, and I mark it as cleared but the green to be budgeted did not change. Why?
- lj8576
- Steel_Blue_Mermaid.5
- 9 days ago
- 2 replies
- 74
- lj85769 days ago
- Using YNAB
Reconciling manually
My version of this program does not have a reconcile button. How do I reconcile it manually?
- Spring Green Unicorn
- Spring_Green_Unicorn.12
- 11 days ago
- 9 replies
- 71
- Spring Green Unicorn9 days ago
- Setting Up Your Budget
- Answered
- Answered
Question about starting a new budget.
It's a new year and as of today I'm out of debt. I've been using YNAB for about 2 years and I've learned a lot along the way. I LOVE the program but I want to start fresh.…
- Ben Schinkel
- Forest_Green_Panther.16
- 9 days ago
- 2 replies
- 54
- Superbone9 days ago
- Using YNAB
DMP - Is it worth trying to pay off faster?
I have approx 13k of debt and a DMP (debt management plan) as I defaulted on minimum payments 2-2.5years ago. I haven't gone into more debt since - I don't have any access to credit either.…
- GoldfinchFrog
- Tomato_Filly.5
- 10 days ago
- 3 replies
- 65
- Lemon Pie9 days ago
- Dealing with Debt
Age of money and buffer?
What is the difference?
- Hot Pink Violin
- Hot_Pink_Violin.6
- 10 days ago
- 9 replies
- 148
- bret9 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
- 1 mth ago
- 24 replies
- 271
- 4
- Ivory Rain9 days ago
- Using YNAB
- Answered
- Answered
Cloning an existing budget
Is there anyway to clone an existing budget into a new one? There are times when I would like to simulate scenarios or play around with things. It would be nice to be able to do so without the worry…
- Jason
- jsims
- 3 yrs ago
- 102 replies
- 6,276
- 19
- Slate Blue Koala9 days ago
- Using YNAB
- Answered
- Answered
Side-by-side monthly view?
I used YNAB the download version several years ago and my most loved feature was the ability to see several months budgets side-by-side. You can easily see the financial result (overspend,…
- Hot Pink Filly
- Hot_Pink_Filly.2
- 1 yr ago
- 37 replies
- 789
- 8
- Coral Network9 days ago
- Using YNAB
A method of tracking reimbursements
I've been using YNAB for years and one thing that has always been a pain is tracking reimbursements from friends, roommates, work, etc. As long as everything happens in the same month simply…
- JD
- probablyjd
- 10 days ago
- 8 replies
- 75
- 1
- dakinemaui9 days ago
- Tips & Tricks
To Be Budgeted shows weird amount in red when I add money to CC
Ok, Up front, I don't have a screen grab for any of this. I will if it happens again. I deposited $500 in my checking account. Entered it in ynab. I decided to put it towards a cc.…
- Navy Blue Koala
- Navy_Blue_Koala.3
- 10 days ago
- 1 reply
- 39
- dakinemaui9 days ago
- Credit Cards & Debt
What banks support automatic imports?
I have accounts with CapitalOne, which don't support automatic imports. I opened an account with Ally, which I read does. I just tried to link the account, but was told:…
- Powder Blue Colt
- Powder_Blue_Colt.10
- 11 days ago
- 4 replies
- 58
- LoaferDude10 days ago
- Using YNAB

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