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Advice Needed on getting Started based on my situation.
Hey There, I hope all are doing well. I have tried to use YNAB multiple times over the past few years, but I just have a hard time keeping with it. I have watched multiple youtube videos read…
- Hot Pink Dragon
- Hot_Pink_Dragon.12
- 9 days ago
- 7 replies
- 118
- NicoleYNAB Support8 days ago
- Getting Started
Need the Groups help again !!!
As you can see the totals do not equal.... I obviously did something wrong but I am struggling on how to fix this... YIKES !!!! I need to somehow add $38.…
- keyboard
- keyboard
- 8 days ago
- 3 replies
- 45
- dakinemaui8 days ago
- Method & Budgeting
New User - Trying to set up future savings goals with pre-existing balances
Hello, New user (less than 3 weeks). I am using YNAB mainly to prioritize my savings. I have 3 main goals: Emergency Fund, Car Fund, House Down Payment.…
- Spring Green Mare
- Spring_Green_Mare.6
- 8 days ago
- 3 replies
- 55
- dakinemaui8 days ago
- Saving
Inflow: To be Budgeted vs. Direct Category Assignment
Greetings, all! 2-day user of YNAB here. 🙂 BLUF: When funding my HSA via direct deposit, is it better to directly assign a recurring income transaction to the True Expenses:…
- Slate Gray Projector
- I actually like the autogenerated name you gave me...
- Slate_Gray_Projector.7
- 9 days ago
- 9 replies
- 99
- Superbone8 days ago
- Method & Budgeting
- Answered
- Answered
2-Year YNAB-versary
Hello, It's my 2-year YNAB-versary. While budgeting has become routine, the benefits of YNAB are still astounding to me. In two years: My (small) net worth has doubled.…
- Danny C
- RN
- Sea_Green_Wizard
- 11 days ago
- 16 replies
- 150
- 11
- Superbone8 days ago
- YNAB Wins
pending transactions
I'm new to YNAB. What I'm finding frustrating the handling pending transactions. My transactions are pending on my credit card for about three days. Since they are not in YNAB,…
- Julie H
- Steel_Blue_Hammerhead.18
- 8 days ago
- 2 replies
- 54
- Julie H8 days ago
- YNAB Wins
Missing transactions from 5/23-6/7
Hi. I fell off the ynab wagon at the end of May. I'm back on, and I had to update my bank connection, which was easy. I'm now trying to enter my budget amounts for June to get back on track.…
- Turquoise Boa
- Turquoise_Boa.7
- 1 mth ago
- 4 replies
- 38
- dakinemaui8 days ago
- Accounts & Transactions
Little known benefit of combining True expenses into one category
I mentioned on here in a couple of places that I'm trying to streamline my budget for the long haul, so that it's as easy to stick with as I can make it.…
- PhysicsGal
- Nerdy female homo sapien
- physicsgal
- 3 wk ago
- 15 replies
- 371
- 6
- PhysicsGal8 days ago
- Method & Budgeting
Paypal account settings incompatible
I'm trying to add a linked PayPal account. I'm getting this error: I do indeed have 2fa enabled, as I think anyone would be wise to do for financial applications.…
- Cyan Falafel
- Cyan_Falafel.5
- 9 days ago
- 1 reply
- 25
- FanessYNAB Support8 days ago
- Accounts & Transactions
- FanessYNAB Support
- Faness_YNAB
- 8 days ago
- Reported - view
Hi @Cyan Falafel ! Unfortunately, we aren’t able to troubleshoot Bank Importing issues in the forum . It looks like 2FA would need to be turned off in order to work with PayPal.…
New and learning
New user here. I am using various YNAB teaching tools (YouTube, FaceBook, YNAB workshops, videos, and written tutorials), to set up my categories, budget (including goals),…
- Doin' Well
- Doing_Well
- 2 wk ago
- 6 replies
- 158
- 5
- Doin' Well9 days ago
- YNAB Wins
No more red arrow
Is there any decent method for taking money from next months budget for this month. Say I buy groceries on the 30th and I am over budgeted. I have the money in next month budget for groceries and I…
- Turquoise Keyboard
- Turquoise_Keyboard.10
- 10 days ago
- 15 replies
- 158
- Ceeses9 days ago
- Method & Budgeting
Advice for a wavering Quicken user?
I have been using Quicken for years. I stumbled on a YNAB blog post while searching for creative budget names. I'm fighting for a family budget but so far I am losing ground with my wife.…
- Gray Piranha
- Gray_Piranha.14
- 9 days ago
- 3 replies
- 55
- FanessYNAB Support9 days ago
- Accounts & Transactions
Federal Income Tax vs State Income Tax
We just received our federal tax return of $3k and we owe the state $785. The federal refund was direct deposited to our checking and I just turned around & took out the $785 from the same account &…
- Powder Blue Case
- Powder_Blue_Case.14
- 9 days ago
- 1 reply
- 36
- jenmas9 days ago
- Accounts & Transactions
Can I run a report using memo?
So we just took a vacation. I categorized everything normally i.e. dinners were "Dinning" and fuel was under the appropriate Vehicle. I added the memo Monterey trip to all transaction related to the…
- tgpratt
- Overworked CFO of the family
- Salmon_Filly.4
- 9 days ago
- 3 replies
- 38
- tgpratt9 days ago
- Accounts & Transactions
Confused- Is it so bad to budget with money I don't have yet but know I'll receive?
Hello, My girlfriend and I budget together on YNAB and this morning we hit point of contention. At the moment I'm the sole earner in the household, and I'm transitioning into a salaried job after…
- Khaki Python
- Khaki_Python.14
- 9 days ago
- 7 replies
- 108
- Navy Blue Pegasus9 days ago
- Method & Budgeting
- Answered
- Answered
Double Importing
Since the new importing changes have been made my transactions are double downloading. They download once while pending and again once the bank has cleared them.…
- HH6
- HH6
- 9 days ago
- 1 reply
- 24
- NicoleYNAB Support9 days ago
- Accounts & Transactions
I don't hate budgeting anymore
I have been following Dave Ramsey for over a decade. A lot of his advice resonates with me, but I have never been able to stick to his Baby Steps plan because it is so rigid and "life" kept…
- Family Brain
- wife, mama, employee
- family_brain_2020
- 3 mths ago
- 8 replies
- 240
- 10
- PhysicsGal9 days ago
- YNAB Wins
Date of last transactions
Hi, I'm looking for a way to get the date of the last transaction that is known in YNAB. Then I can upload all transactions after that and upload those.…
- Wessel
- wessel
- 10 days ago
- 4 replies
- 34
- Wessel9 days ago
- API & Integrations
Are My Goals Encouraging Overspending?
When I go over budget, say in my Groceries category, I cover that overspending from a lower-priority category, Dining Out. My Dining Out category, which has a monthly goal,…
- Blueflame
- blueflame
- 9 days ago
- 2 replies
- 72
- dakinemaui9 days ago
- Method & Budgeting
Is it necessary to go back to fill past months' budgets?
I've been a YNAB 4 user for years. I finally moved to the online YNAB version a couple of weeks ago. However, for a variety of reasons although I've tracked all my spending and my bank account…
- Lisa
- Lisa.1
- 10 days ago
- 4 replies
- 65
- Lisa9 days ago
- Method & Budgeting
Online clothes shopping
Does anyone have a good suggestion for this? I have a hard time budgeting for clothes. I previously shopped some online, but with covid, I'm shopping 100% online.…
- Crystal Leonard
- crystal_cake
- 9 days ago
- 2 replies
- 55
- dakinemaui9 days ago
- Tips & Tricks
How to track loan that I'm receiving payments from
I gave a loan to somebody and they are paying me back and set up an amount as a direct depot to my bank account. What is the best way to track this? Separate unlinked account with the positive loan…
- Sameer Merchant
- I'm a Biologist.... because I buy everything
- Tomato_Sun.9
- 9 days ago
- 1 reply
- 13
- FanessYNAB Support9 days ago
- Accounts & Transactions
End of month. Where to put leftover $. Next month vs a misc fund?
We're heading into the end of our first month of YNAB. We have funds left over in several accounts. How do I handle this; move funds into next month, or transfer money into a budget category labeled…
- Doin' Well
- Doing_Well
- 11 days ago
- 4 replies
- 98
- Doin' Well9 days ago
- Getting Started
- Answered
- Answered
Category Names
I find myself wishing I had better names for my categories. Right now I have Bills (things due on a certain date with a set amount), Necessary Expenses (things I need every month but doesn't have a…
- Emma Catherine
- Civil engineer getting back on track
- emmacatherine
- 5 mths ago
- 29 replies
- 923
- 1
- kiwegian9 days ago
- Tips & Tricks
Recurring Transactions Appear Too Soon
I have some recurring transactions for when I get paid each month, and for some bills that automatically go out. However, as soon as the current ones record, the next set show up as future dates.…
- Cynthia Blue
- cynthiablue
- 1 yr ago
- 6 replies
- 105
- Gold Commander9 days ago
- Accounts & Transactions

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