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Happy with your budget categories? Please share!
I'm curious to know how people organize their budget categories. Thinking of making some changes for 2018 and would love to see what people use (and don't use). What are your budget categories?
- Ryan Oakley
- Side-Hustler
- oakley
- 3 yrs ago
- 160 replies
- 33,176
- 35
- Maroon Keyboard4 mths ago
- Tips & Tricks
The Official 2018 Debt Smackdown
Welcome to the Official 2018 Debt Smackdown! Happy new year everyone! I know a few of use have been chomping at the bit to get going with 2018's debt - so with out further ado,…
- BritishMuseum
- BritishMuseum
- 3 yrs ago
- 1,022 replies
- 29,083
- 42
- WairereRose2 yrs ago
- Join A Challenge
What did you do to improve your finances today?
This was one of my favourite threads on the old forum, and since there doesn't seem to be one here yet, I thought I'd create one :-)
- Winterlover
- Welmoed
- 3 yrs ago
- 1,319 replies
- 29,082
- 53
- Royal Blue Cyborg3 mths ago
- YNAB Wins
Immediate Obligations vs. True Expenses
Hello. I think I understand the difference between these two preset YNAB category groups, but I'm not quite sure what can qualify something as one or the other.…
- ukimagic209
- ukimagic209
- 3 yrs ago
- 29 replies
- 18,625
- 6
- Sky Blue Harp1 yr ago
- Tips & Tricks
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
- 3 yrs ago
- 314 replies
- 16,763
- 41
- void. pointer6 mths ago
- Setting Up Your Budget
- Answered
- Answered
Chrome Toolkit for YNAB
Game Changer! If you want to control more about how YNAB functions for you, use the Chrome web browser to install the YNAB Toolkit. Go to https://Chrome.google.…
- loonsy
- loonsy
- 3 yrs ago
- 80 replies
- 16,100
- 31
- CPA Budgeter2 mths ago
- API & Integrations
- waterkip
- waterkip
- 3 yrs ago
- 4
- Reported - view
Now you can find the Toolkit for all the browsers: https://github.com/toolkit-for-ynab/toolkit-for-ynab
Best way for two people to use one budget?
Should both spouses just use one email login? I've used ynab4 for a long time and we shared one dropbox account. Didn't know if that's the best way to do both spouses using mobile/online.…
- Hot Pink Cartridge
- Hot_Pink_Cartridge
- 3 yrs ago
- 105 replies
- 15,475
- 21
- RachelYNAB Support1 hr ago
- Setting Up Your Budget
- Answered
- Answered
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
- 3,750 replies
- 14,662
- 123
- spyral7 mths ago
- Join A Challenge
- BritishMuseum
- BritishMuseum
- 1 yr 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,…
Scanning/Adding Receipts: Why?
Hey YNAB Forum-ers (okay, that needs work...)! A pretty common request that comes through the feedback & feature request channels is the ability to be able to scan/attach a picture of a receipt to a…
- ToddYNAB Team
- YNAB's CPO | Four Rules since 2009
- Todd
- 3 yrs ago
- 293 replies
- 14,349
- 50
- MarisaYNAB Support3 wk ago
- Using YNAB
- FanessYNAB Team
- Faness_YNAB
- 1 yr ago
- 4
- Reported - view
At the moment, we aren't able to incorporate receipt scanning into YNAB. We spent a cycle inquiring about this option, but the technology just isn't there at the moment for us to work receipts into…
How to Remove Savings $ from To Be Budgeted
Hello, I have researched the forums, support, youtube, etc and I can't figure out how to manage my savings transactions. I understand assigning jobs for your savings money, but once I have done that,…
- Tomato Mermaid
- Tomato_Mermaid
- 3 yrs ago
- 58 replies
- 13,627
- 2
- busts8 mths ago
- Using YNAB
- Answered
- Answered
Total Available Does Not Match Account Balance
I just started YNAB this month. I got a little behind in budgeting (already!!) but entered transactions and then back-filled the budget (maybe that was my mistake?!).…
- Scott D. Winter
- scottdwinter
- 3 yrs ago
- 133 replies
- 12,106
- 4
- RachelYNAB Support6 mths ago
- Setting Up Your Budget
- Answered
- Answered
Age of money 2018
And because we want our money to age in 2018 as well: https://docs.google.com/spreadsheets/d/1DfIxW9iq9MzDWoL2Ds4uLEufaRu7VqllJxdJORqysmk/edit?usp=sharing
- waterkip
- waterkip
- 3 yrs ago
- 101 replies
- 12,076
- 11
- HappyDance2 yrs ago
- Join A Challenge
Sharing a budget with my partner
Hi new on YNAB. I would love to learn How to share a budget with my partner. Anyone who can help? Thanks!
- Cyan Song
- Cyan_Song
- 3 yrs ago
- 165 replies
- 12,048
- 23
- NicoleYNAB Support8 mths ago
- Money & Relationships
A really simple solution for multi user budgets
Ever since nYNAB came out, I've been requesting on all channels only one feature... the ability to share a budget with someone else . Here is the thing: I have my own personal budget,…
- Reiji
- nYNAB Evangelist
- reiji
- 3 yrs ago
- 84 replies
- 11,592
- 47
- LaurenYNAB Support3 mths ago
- Using YNAB
- Answered
- Answered
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
- 2 yrs ago
- 861 replies
- 11,302
- 66
- nolesrule2 wk ago
- Using YNAB
How do I change tracking account to a budget account?
When I added my money market account I chose investment account as the type but I realized afterward I want to use it as a budget account. I've searched all the support documents but couldn't find…
- Navy Blue Tape
- Navy_Blue_Tape
- 3 yrs ago
- 65 replies
- 10,854
- 12
- Superbone3 wk ago
- Setting Up Your Budget
- Answered
- Answered
What is Your Budget's Name?
Hi everyone! I've always had a difficult time naming my budget in YNAB and I've been wondering what other people name their budgets. And now I have a place to ask!…
- Kate
- Joyful Technical Writer 🌴
- sweet_sunshine
- 3 yrs ago
- 108 replies
- 10,323
- 8
- Mamba11 mths ago
- Tips & Tricks
Community Guide
This Forum is a gathering place designed to help one another grow, learn, and enjoy the budgeting journey! These Community Guidelines help ensure that all members of the YNAB community have the best…
- 4 mths ago
- 10,066
- Community Guide & FAQ
2018: The Official Savings Challenge
Copied from and linked to the old ...ahem... more mature forum here with the blessings of @speaking_of_art , who is this year's steward of the spreadsheet.…
- HappyDance
- YNABing consistently since 2014
- HappyDance
- 3 yrs ago
- 193 replies
- 9,782
- 10
- MartyH2 yrs ago
- Join A Challenge
Reconciliation in Mobile App
I would love to be able to reconcile my accounts in the mobile app. For context, I use the mobile app primarily. I like to reconcile my accounts at the end of the month - specifically my investment…
- Meek
- Software Engineer
- meek
- 3 yrs ago
- 109 replies
- 9,463
- 34
- FanessYNAB Team1 yr ago
- Using YNAB
- Answered
- Answered
Savings account on-budget or tracking?
I read in a thread somewhere here that YNAB staff advised someone to move his savings account to ON BUDGET, where he had had it as a tracking account. When I set up my structure,…
- JoeDid
- Remember: It is To Laugh
- Purple_rain
- 3 yrs ago
- 50 replies
- 9,441
- 6
- Mr. Alex1 yr ago
- Setting Up Your Budget
- Answered
- Answered
Statement Cash Back?
Hi all, I have been using credit cards for a long time and this is the first time I'm applying my cashback rewards directly to my statement. They never enter my checking account,…
- jmarieb16
- Millennial Budgeting and Living
- jmarieb16
- 3 yrs ago
- 51 replies
- 9,419
- 7
- Herman4 mths ago
- Credit Cards & Debt
- Answered
- Answered
Returns on Credit Card
I watched the video tutorial on why credit card categories 'turn red' and one reason was related to returns. If I understand it correctly, I purchase $100 of clothing,…
- Powder Blue Octopus (ef5eedfac2b5)
- Powder_Blue_Octopus_ef5
- 3 yrs ago
- 29 replies
- 9,218
- 5
- dakinemaui2 yrs ago
- Credit Cards & Debt
- Answered
- Answered
Giveaway!
Hello, YNABers! We're hoping to get more folks to join the forum, so we're doing a little giveaway! We'll be sending a t-shirt and the YNAB book to five winners.…
- BenBYNAB Team
- Community Manager
- benb_YNAB
- 3 yrs ago
- 199 replies
- 8,864
- 12
- Giddy Digs3 yrs ago
- Announcements
- BenBYNAB Team
- Community Manager
- benb_YNAB
- 3 yrs ago
- 2
- Reported - view
Thanks, everybody for participating. This thread is full of so many wins and lovely stories. I think I'll be coming back to it for a long time! I have picked five winners at random from among…
Bi-weekly Budgeting
How do y'all handle non-monthly budgeting items? I mean, I get the YNAB system when it comes to budgeting stuff like mortgage and energy bills and creating sinking funds and stuff - but for us,…
- Troy Miller
- Budgeter, FPU Leader, Programmer, Dad, Husband
- yort
- 3 yrs ago
- 77 replies
- 8,805
- Cornflower Blue Filly (35a9d699c640)3 yrs ago
- Tips & Tricks

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