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Traveling abroad while working remotely?
Hi YNAB (and forum community)! Since the entire company works remotely, I thought you might have some wisdom or resources to share with those of us who may want to do the same while traveling abroad.…
- Sky Blue Rhythm
- Sky_Blue_Rhythm
- 3 mths ago
- 11 replies
- 112
- dakinemaui4 days ago
- Travel
I Want to be Debt Free Because...
Complete this sentence: What is your number one motivation? How do you regularly remind yourself and keep your priorities straight?
- Veronica
- Support Manager
- Veronica_ynab
- 1 yr ago
- 36 replies
- 424
- 2
- Purple Foal4 days ago
- Managing Debt
When will YNAB "meet CapitalOne's security requirements" (ie support OAuth)?
I just started using YNAB this month, and I'm liking it so far. The only real problem I have is that I can't connect my CapitalOne account, and it seems like there's a bit of disingenuousness from…
- Maroon Cobra
- Maroon_Cobra.7
- 2 wk ago
- 7 replies
- 147
- 3
- Slate Gray General4 days ago
- Accounts & Transactions
Money transfer from my checking to savings account not showing up
Hi, I have moved my money around from a checking That wasn’t linked to savings in my bank accounts So that it is all in one linked savings account but some of them are not showing up in YNAB.…
- Blue Boa
- Blue_Boa.9
- 5 days ago
- 13 replies
- 40
- Blue Boa4 days ago
- Accounts & Transactions
- Answered
- Answered
How do you track and multiple goals in an off-budget brokerage account?
I want to save towards a home down payment(10 years), car downpayment(5 years), and an additional amount to let it grow over time for who knows what else(?).…
- Green Filly
- Green_Filly.5
- 8 days ago
- 13 replies
- 78
- 1
- nolesrule4 days ago
- Investing & Retirement
Saving for child's education
I live in US but I'm an Indian citizen with a son that was born here. I wanted to start saving for his education but I do not have a path to getting a green card for US for the next 30 to 40 years,…
- Aquamarine Commander
- Aquamarine_Commander.9
- 1 mth ago
- 1 reply
- 74
- Festive Healer4 days ago
- Investing & Retirement
Is anyone successful in tracking RSU(restricted stock unit) as part of the income inflow?
Having it as part of Income vs Expense Report, gives a clear idea of the gross income, and taxes you are liable to pay, and helps in better tax withhold planning.…
- Sky Blue Harp
- Sky_Blue_Harp.2
- 1 mth ago
- 10 replies
- 80
- 1
- Festive Healer4 days ago
- Investing & Retirement
401k Tracking Account: Outflows vs. Inflows
I am able to create a Linked Tracking Account for my 401k that is correctly automating the account transactions for approval. However, transactions are loading as Outflows of the account,…
- Jefferson B
- Budget_freak
- 1 yr ago
- 62 replies
- 2,416
- 5
- Festive Healer4 days ago
- Investing & Retirement
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
- 1 yr ago
- 7 replies
- 424
- 1
- Alice Blue Horse4 days ago
- Accounts & Transactions
Authorized User Question - I am the secondary user and partner doesn't use YNAB
Hi There Apologies if this question has been asked in earlier threads, i looked around but couldn't find an answer for my direct question. I use YNAB for all my budgeting but my partner does not.…
- Green Keyboard
- Green_Keyboard.8
- 12 days ago
- 15 replies
- 96
- Green Keyboard4 days ago
- Credit Cards
- Answered
- Answered
1 week victories
I had money left until I got paid! I bought a new bathing suit guilt free. I was able to say no to dinner out because I knew I didnt have the money. :)
- Slate Gray Sander
- Slate_Gray_Sander.4
- 5 days ago
- 1 reply
- 44
- 6
- Alice Blue Yeti4 days ago
- YNAB Wins
Getting a month ahead and age of money
I just watched the "getting a month ahead with your money" YouTube video that was in the weekly round up email and got a bit confused, I thought I would post here rather than make a comment on the…
- Pale Tiger
- @Whut
- Tan_Tiger.4
- 5 days ago
- 24 replies
- 157
- jenmas4 days ago
- Method & Budgeting
Revert to backup?
Hi! First post in these forums, so I apologize if it's been answered (but if it has, I haven't been able to find it). I'm in my second month in YNAB, and loving it.…
- Steel Blue Sound
- Steel_Blue_Sound.9
- 2 mths ago
- 4 replies
- 83
- 3
- Coral Boa4 days ago
- Getting Started
Does YNAB plan to add connections to UK banks, such as Natwest?
- Coral Keyboard
- Coral_Keyboard.9
- 1 mth ago
- 7 replies
- 80
- martinw4 days ago
- App Functions
- Answered
- Answered
Upcoming Changes to Direct Import
Hello YNABers! :) I hope this announcement finds you safe and healthy! In the coming days, we’ll be making a few changes to Direct Import. This will impact bank connections for some YNABers,…
- FanessYNAB Support
- Faness_YNAB
- 1 mth ago
- 116 replies
- 2,264
- 5
- martinw4 days ago
- Announcements
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 1 mth ago
- 7
- Reported - view
I wanted to offer a follow-up to Faness’ post with a few more thoughts on Direct Import that aren't quite as immediate. I’m going to try and divide this into three parts.…
multiple credit cards
hi there. just starting out with YNAB and I find all my credit cards a little overwhelming. I mostly pay them off in full every month but I find that I have so many - 5-6 as I collect miles.…
- Tan Mermaid
- Tan_Mermaid.8
- 5 days ago
- 2 replies
- 44
- dakinemaui5 days ago
- Managing Debt
My $31.00 is 41 days old? Haha!
After a huge effort, I paid off a big debt. I almost couldn't do it due to a falling income (covid) so by the time I finally hit the mark, I opted to do it and be extremely, terrifyingly poor.…
- Love Bears
- Green_Jackal.9
- 5 days ago
- 3 replies
- 56
- dakinemaui5 days ago
- Debt
Total Spending vs. Budgeted Spending
When I click on Credit Card Activity, the Total Spending does not equal Budgeted Spending. When I add up all the spending transaction listed, it does equal Total Spending,…
- Green Wildebeest
- Green_Wildebeest.8
- 8 mths ago
- 7 replies
- 277
- dakinemaui5 days ago
- Credit Cards
Does YNAB need Chase Direct Connect PFM?
I noticed on my business bank statement that Chase has suddenly started charging me a $9.95/mo "Financial Management Software: Monthly Service Fee". I found a description of this - "Directly connect…
- Elliott Weir
- Ellweir
- 6 days ago
- 3 replies
- 29
- Elliott Weir5 days ago
- Accounts & Transactions
Losing out on interest because there is too much in checking now
Hi there, I think I need to ask a new question because I can't find specifically what I'm looking for. Maybe you can help? I realize this is a good problem to have,…
- Maroon Cornet (c363ce3e3c0b)
- Maroon_Cornet_c363ce3e3
- 2 wk ago
- 9 replies
- 178
- dakinemaui5 days ago
- App Functions
Paypal Positive Balance Transfer Issues
Hi! New to YNAB and getting used to it. Transferred $100 from my Paypal balance into my checking account. I use this account with friends for miscellaneous expenses.…
- Irene O
- Salmon_Cobra.13
- 6 days ago
- 11 replies
- 41
- dakinemaui5 days ago
- Method & Budgeting
Duplicate budget
How do I duplicate last month's budget for the next month? I want to pay the same amounts for all of my items for March. Do I have to hand enter in all of the categories?!
- Violet Juliette
- violet_juliette
- 1 yr ago
- 57 replies
- 1,200
- DesignTecky5 days ago
- App Functions
- Answered
- Answered
Map Inconsistent Named Transactions to a Custom Set of Named Transactions
I have several merchants whose transactions import from my bank similar to: "HEB #451 06/30 #000274066 PURCHA" Is there a mechanism in YNAB where I can map transactions like this to a simplified…
- Turquoise Snow (1ba4b208f058)
- Turquoise_Snow_1ba4b208
- 5 days ago
- 2 replies
- 18
- NicoleYNAB Support5 days ago
- Accounts & Transactions
Question about savings account
Hello, I'm quite new to YNAB and I have a (maybe too basic) question. Since the first step is to budget all the available money to 0, what do you do with the money that you don't need to spend right…
- Dan
- acidbahia
- 12 days ago
- 10 replies
- 96
- Dan5 days ago
- Getting Started
- Answered
- Answered
Inflow not updated correctly
I had a paycheck on 05/14 and then one on 05/28 however ynab only shows one paycheck in inflow even when the 05/28 transaction is cleared and marked as inflow.…
- Aquamarine Commander
- Aquamarine_Commander.9
- 5 days ago
- 4 replies
- 23
- Superbone5 days ago
- Accounts & Transactions

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